SAN MARCOS MEDICAL GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SAN MARCOS MEDICAL GROUP RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : SAN MARCOS MEDICAL GROUP RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-02 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-02 | 406262 |
| Net assets as of the end of the plan year | 2025-10-02 | 4700985 |
| Total assets as of the beginning of the plan year | 2025-10-02 | 4376293 |
| Value of plan covered by a fidelity bond | 2025-10-02 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-02 | 176285 |
| Value of participant loans at end of plan year | 2025-10-02 | 17661 |
| Other expenses paid from plan in this plan year | 2025-10-02 | 0 |
| Other income to plan in this plan year | 2025-10-02 | 517236 |
| Plan net income in this plan year | 2025-10-02 | 324692 |
| Net assets as of the end of the plan year | 2025-10-02 | 4700985 |
| Net assets as of the beginning of the plan year | 2025-10-02 | 4376293 |
| Employer contributions to plan in this plan year | 2025-10-02 | 37433 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-02 | 2379 |
| 2024 : SAN MARCOS MEDICAL GROUP RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-27 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-27 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-27 | 963350 |
| Net assets as of the end of the plan year | 2024-09-27 | 4376293 |
| Total assets as of the beginning of the plan year | 2024-09-27 | 4784853 |
| Value of plan covered by a fidelity bond | 2024-09-27 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-27 | 147939 |
| Value of participant loans at end of plan year | 2024-09-27 | 20050 |
| Other expenses paid from plan in this plan year | 2024-09-27 | 0 |
| Other contributions to plan in this plan year | 2024-09-27 | 0 |
| Other income to plan in this plan year | 2024-09-27 | 348581 |
| Plan net income in this plan year | 2024-09-27 | -408560 |
| Net assets as of the end of the plan year | 2024-09-27 | 4376293 |
| Net assets as of the beginning of the plan year | 2024-09-27 | 4784853 |
| Employer contributions to plan in this plan year | 2024-09-27 | 58270 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-27 | 1810 |
| 2022 : SAN MARCOS MEDICAL GROUP RETIREMENT PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-09-30 | 0 |
| Total liabilities as of the end of the plan year | 2022-09-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-30 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-30 | 124630 |
| Net assets as of the end of the plan year | 2022-09-30 | 5800495 |
| Total assets as of the beginning of the plan year | 2022-09-30 | 5283866 |
| Participant contributions to plan in this plan year | 2022-09-30 | 210589 |
| Value of participant loans at end of plan year | 2022-09-30 | 51170 |
| Other expenses paid from plan in this plan year | 2022-09-30 | 0 |
| Other contributions to plan in this plan year | 2022-09-30 | 0 |
| Other income to plan in this plan year | 2022-09-30 | 393917 |
| Plan net income in this plan year | 2022-09-30 | 516629 |
| Net assets as of the end of the plan year | 2022-09-30 | 5800495 |
| Net assets as of the beginning of the plan year | 2022-09-30 | 5283866 |
| Employer contributions to plan in this plan year | 2022-09-30 | 36753 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-30 | 3365 |