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IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 401k Plan overview

Plan NameIMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN
Plan identification number 003

IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP
Employer identification number (EIN):330652678
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01VACHASPATHI PALAKODETI2023-10-15
0032020-01-01VACHASPATHI PALAKODETI2021-10-13 VACHASPATHI PALAKODETI2021-10-13
0032020-01-01VACHASPATHI PALAKODETI2022-01-20 VACHASPATHI PALAKODETI2022-01-20
0032019-01-01PRABHDEEP SINGH2020-10-15 PRABHDEEP SINGH2020-10-15
0032019-01-01VACHASPATHI PALAKODETI2020-12-21 VACHASPATHI PALAKODETI2020-12-21
0032019-01-01VACHASPATHI PALAKODETI2021-10-19 VACHASPATHI PALAKODETI2021-10-19
0032018-01-01VACHASPATHI PALAKODETI2019-10-15 VACHASPATHI PALAKODETI2019-10-15
0032018-01-01VACHASPATHI PALAKODETI2021-10-19 VACHASPATHI PALAKODETI2021-10-19
0032017-01-01
0032016-01-01
0032015-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01V. PALAKODETI2013-10-02 V. PALAKODETI2013-10-02
0032011-01-01V. PALAKODETI2012-09-20 V. PALAKODETI2012-09-20
0032010-01-01V. PALAKODETI2011-10-14 V. PALAKODETI2011-10-14

Plan Statistics for IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN

401k plan membership statisitcs for IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN

Measure Date Value
2022: IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01114
Total number of active participants reported on line 7a of the Form 55002022-01-0127
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-316,999,269
Acturial value of plan assets2021-12-316,999,269
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3144
Fundng target for terminated vested participants2021-12-311,008,745
Active participant vested funding target2021-12-315,969,748
Number of active participants2021-12-3173
Total funding liabilities for active participants2021-12-315,969,748
Total participant count2021-12-31117
Total funding target for all participants2021-12-316,978,493
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31382,538
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31382,538
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31401,741
Unpaid minimum required contributions for all prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
2020: IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-316,876,084
Acturial value of plan assets2020-12-316,876,084
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3142
Fundng target for terminated vested participants2020-12-31995,079
Active participant vested funding target2020-12-315,666,105
Number of active participants2020-12-3193
Total funding liabilities for active participants2020-12-315,666,553
Total participant count2020-12-31135
Total funding target for all participants2020-12-316,661,632
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31455,155
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-31127,415
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31327,740
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31382,538
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01135
Total number of active participants reported on line 7a of the Form 55002020-01-0180
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-315,911,561
Acturial value of plan assets2019-12-315,911,561
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3124
Fundng target for terminated vested participants2019-12-31918,698
Active participant vested funding target2019-12-314,976,435
Number of active participants2019-12-31118
Total funding liabilities for active participants2019-12-314,976,435
Total participant count2019-12-31142
Total funding target for all participants2019-12-315,895,133
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31627,585
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31114,503
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31513,082
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-31513,082
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3134
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01180
Total number of active participants reported on line 7a of the Form 55002019-01-0194
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-316,663,994
Acturial value of plan assets2018-12-316,663,994
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3174
Fundng target for terminated vested participants2018-12-31692,389
Active participant vested funding target2018-12-316,034,909
Number of active participants2018-12-31120
Total funding liabilities for active participants2018-12-316,045,419
Total participant count2018-12-31194
Total funding target for all participants2018-12-316,737,808
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31627,585
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31627,585
Present value of excess contributions2018-12-31531,364
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31563,618
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31627,585
Remaining amount of unpaid minimum required contributions2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-31701,399
Total funding amount beforereflecting carryover/prefunding balances2018-12-31114,503
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31114,503
Additional cash requirement2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Waiver amortization installment2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Total participants, beginning-of-year2018-01-01204
Total number of active participants reported on line 7a of the Form 55002018-01-01142
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of participants with account balances2018-01-010
Number of employers contributing to the scheme2018-01-010
2017: IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-316,159,805
Acturial value of plan assets2017-12-316,159,805
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3175
Fundng target for terminated vested participants2017-12-31787,512
Active participant vested funding target2017-12-314,752,309
Number of active participants2017-12-31129
Total funding liabilities for active participants2017-12-314,760,606
Total participant count2017-12-31204
Total funding target for all participants2017-12-315,548,118
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31743,585
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-31116,000
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31627,585
Present value of excess contributions2017-12-311,536
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,536
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31627,585
Total employer contributions2017-12-31578,727
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31531,634
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31390,725
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31531,634
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01152
Total number of active participants reported on line 7a of the Form 55002017-01-01130
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0174
Total of all active and inactive participants2017-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-315,041,188
Acturial value of plan assets2016-12-315,041,188
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3118
Fundng target for terminated vested participants2016-12-3151,021
Active participant vested funding target2016-12-315,041,156
Number of active participants2016-12-31129
Total funding liabilities for active participants2016-12-315,042,786
Total participant count2016-12-31147
Total funding target for all participants2016-12-315,093,807
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31808,772
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31808,772
Present value of excess contributions2016-12-3120,323
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3121,575
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31743,585
Total employer contributions2016-12-31757,543
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31666,678
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31649,590
Net shortfall amortization installment of oustanding balance2016-12-31796,204
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31781,142
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-31116,000
Additional cash requirement2016-12-31665,142
Contributions allocatedtoward minimum required contributions for current year2016-12-31666,678
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01147
Total number of active participants reported on line 7a of the Form 55002016-01-01117
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01127
Total number of active participants reported on line 7a of the Form 55002015-01-01115
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01105
Total number of active participants reported on line 7a of the Form 55002014-01-01111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014

Financial Data on IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN

Measure Date Value
2022 : IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$61,454
Total unrealized appreciation/depreciation of assets2022-12-31$61,454
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$507,621
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,964
Total income from all sources (including contributions)2022-12-31$73,608
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,541,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,508,008
Expenses. Certain deemed distributions of participant loans2022-12-31$27,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$1,370,813
Value of total assets at beginning of year2022-12-31$7,338,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,262
Total interest from all sources2022-12-31$12,154
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at beginning of year2022-12-31$35,062
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$325,728
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$28,621
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$6,964
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$6,964
Administrative expenses (other) incurred2022-12-31$150
Total non interest bearing cash at end of year2022-12-31$88
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,468,216
Value of net assets at end of year (total assets less liabilities)2022-12-31$863,192
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,331,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$6,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,000,000
Interest on participant loans2022-12-31$1,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,044,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,274,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,274,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$10,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,508,008
Liabilities. Value of benefit claims payable at end of year2022-12-31$500,657
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HASKELL & WHITE LLP
Accountancy firm EIN2022-12-31330310569
2021 : IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE 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$6,964
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,964
Total income from all sources (including contributions)2021-12-31$553,942
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$108,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$7,317,838
Value of total assets at beginning of year2021-12-31$6,872,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$86,832
Total interest from all sources2021-12-31$1,649
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$444,410
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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
Participant contributions at end of year2021-12-31$31,794
Participant contributions at beginning of year2021-12-31$34,919
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$11,355
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,002
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$6,964
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$6,964
Other income not declared elsewhere2021-12-31$303
Administrative expenses (other) incurred2021-12-31$751
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
Value of net income/loss2021-12-31$445,650
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,310,874
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,865,224
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
Investment advisory and management fees2021-12-31$86,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,000,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,620,299
Interest on participant loans2021-12-31$1,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,274,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$212,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$212,968
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$63
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$551,990
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$21,460
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
Aggregate proceeds on sale of assets2021-12-31$6,135,458
Aggregate carrying amount (costs) on sale of assets2021-12-31$6,141,898
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HASKELL & WHITE LLP
Accountancy firm EIN2021-12-31330310569
2020 : IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$566,162
Total unrealized appreciation/depreciation of assets2020-12-31$566,162
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,964
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,632
Total income from all sources (including contributions)2020-12-31$286,800
Total loss/gain on sale of assets2020-12-31$-478,146
Total of all expenses incurred2020-12-31$297,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$216,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$6,872,187
Value of total assets at beginning of year2020-12-31$6,882,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$80,694
Total interest from all sources2020-12-31$2,017
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$18,943
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$415,040
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Participant contributions at end of year2020-12-31$34,919
Participant contributions at beginning of year2020-12-31$10,101
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,002
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$6,964
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$6,632
Other income not declared elsewhere2020-12-31$8,326
Administrative expenses (other) incurred2020-12-31$1,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-10,861
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,865,223
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,876,084
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
Investment advisory and management fees2020-12-31$79,349
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,620,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,612,839
Interest on participant loans2020-12-31$1,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$212,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$258,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$258,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$169,498
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Income. Dividends from common stock2020-12-31$18,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$216,967
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
Aggregate proceeds on sale of assets2020-12-31$27,565,028
Aggregate carrying amount (costs) on sale of assets2020-12-31$28,043,174
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HASKELL & WHITE LLP
Accountancy firm EIN2020-12-31330310569
2019 : IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,632
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,632
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,155
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,155
Total income from all sources (including contributions)2019-12-31$1,048,590
Total of all expenses incurred2019-12-31$84,067
Total of all expenses incurred2019-12-31$84,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,108
Value of total assets at end of year2019-12-31$6,882,716
Value of total assets at end of year2019-12-31$6,882,716
Value of total assets at beginning of year2019-12-31$5,917,716
Value of total assets at beginning of year2019-12-31$5,917,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,959
Total interest from all sources2019-12-31$76,341
Total interest from all sources2019-12-31$76,341
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
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$10,101
Participant contributions at beginning of year2019-12-31$21,966
Participant contributions at beginning of year2019-12-31$21,966
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$800
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$800
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,036
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$6,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$6,155
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$964,523
Value of net income/loss2019-12-31$964,523
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,876,084
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,876,084
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,911,561
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,911,561
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 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
Investment advisory and management fees2019-12-31$60,959
Investment advisory and management fees2019-12-31$60,959
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,612,839
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,612,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,618,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,618,692
Interest on participant loans2019-12-31$864
Interest on participant loans2019-12-31$864
Income. Interest from corporate debt instruments2019-12-31$75,477
Income. Interest from corporate debt instruments2019-12-31$75,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$258,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$258,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$277,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$277,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$277,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$277,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$972,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$972,249
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
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,308
Did the plan have assets held for investment2019-12-31Yes
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
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31HASKELL & WHITE LLP
Accountancy firm name2019-12-31HASKELL & WHITE LLP
Accountancy firm EIN2019-12-31330310569
Accountancy firm EIN2019-12-31330310569
2018 : IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE 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$6,155
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,155
Total income from all sources (including contributions)2018-12-31$-564,004
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$203,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$154,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$5,917,716
Value of total assets at beginning of year2018-12-31$6,685,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$48,974
Total interest from all sources2018-12-31$313,203
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$21,966
Participant contributions at beginning of year2018-12-31$9,096
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$597,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$6,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$6,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-767,542
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,911,561
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,679,103
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
Investment advisory and management fees2018-12-31$48,974
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,618,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,433,980
Interest on participant loans2018-12-31$619
Income. Interest from corporate debt instruments2018-12-31$312,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$277,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$65,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$65,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-877,207
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
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$578,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$154,564
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31HASKELL & WHITE LLP
Accountancy firm EIN2018-12-31330310569
2017 : IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,155
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$267
Total income from all sources (including contributions)2017-12-31$1,438,750
Total of all expenses incurred2017-12-31$919,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$919,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$578,727
Value of total assets at end of year2017-12-31$6,685,258
Value of total assets at beginning of year2017-12-31$6,160,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50
Total interest from all sources2017-12-31$249,318
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
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
Participant contributions at end of year2017-12-31$9,096
Participant contributions at beginning of year2017-12-31$12,239
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$597,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$6,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$267
Other income not declared elsewhere2017-12-31$144
Administrative expenses (other) incurred2017-12-31$50
Total non interest bearing cash at beginning of year2017-12-31$151
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
Value of net income/loss2017-12-31$519,294
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,679,103
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,159,809
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,433,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,030,526
Interest on participant loans2017-12-31$766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$65,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$359,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$359,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$248,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$610,561
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$578,727
Employer contributions (assets) at end of year2017-12-31$578,727
Employer contributions (assets) at beginning of year2017-12-31$757,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$919,406
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31HASKELL & WHITE LLP
Accountancy firm EIN2017-12-31330310569
2016 : IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$124
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,126,716
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$39,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$39,098
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$757,543
Value of total assets at end of year2016-12-31$6,160,072
Value of total assets at beginning of year2016-12-31$5,072,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$935
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$181,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$181,003
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$12,239
Participant contributions at beginning of year2016-12-31$22,778
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
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
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$124
Other income not declared elsewhere2016-12-31$88
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$151
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$1,087,618
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,159,805
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,072,187
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,030,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,937,578
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$935
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$359,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$360,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$360,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$187,147
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$757,543
Employer contributions (assets) at end of year2016-12-31$757,543
Employer contributions (assets) at beginning of year2016-12-31$751,260
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$39,098
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HUTCHINSON AND BLOODGOOD, LLP
Accountancy firm EIN2016-12-31950858589
2015 : IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$492,956
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$79,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$79,144
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$751,260
Value of total assets at end of year2015-12-31$5,072,311
Value of total assets at beginning of year2015-12-31$4,658,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$145
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$144
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$191,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$191,515
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$145
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$22,778
Participant contributions at beginning of year2015-12-31$1,702
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)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$487
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$413,667
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,072,187
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,658,520
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,937,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,964,081
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$144
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$360,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-449,963
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$751,260
Employer contributions (assets) at end of year2015-12-31$751,260
Employer contributions (assets) at beginning of year2015-12-31$692,250
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$79,144
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31HUTCHINSON AND BLOODGOOD, LLP
Accountancy firm EIN2015-12-31950858589
2014 : IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$829,039
Expenses. Total of all expenses incurred2014-12-31$9,607
Benefits paid (including direct rollovers)2014-12-31$9,607
Total plan assets at end of year2014-12-31$4,658,520
Total plan assets at beginning of year2014-12-31$3,839,088
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$136,789
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$819,432
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,658,520
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,839,088
Total contributions received or receivable from employer(s)2014-12-31$692,250
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN

2022: IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2020: IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC CASH BALANCE 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 benefit arrangement – InsuranceYes

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