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SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 401k Plan overview

Plan NameSAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS
Plan identification number 002

SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 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).
  • 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).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SAN DIEGO EAR HEAD & NECK SURGERY MEDICAL CLINIC INC. has sponsored the creation of one or more 401k plans.

Company Name:SAN DIEGO EAR HEAD & NECK SURGERY MEDICAL CLINIC INC.
Employer identification number (EIN):411340488
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022023-01-01MAHMOOD MAHDAVI MD
0022022-01-01MAHMOOD MAHDAVI M.D.2023-10-13 MAHMOOD MAHDAVI M.D.2023-10-13
0022021-01-01
0022021-01-01MAHMOOD MAHDAVI M.D.
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MAHMOOD MAHDAVI MAHMOOD MAHDAVI2018-09-27
0022016-01-01MAHMOOD MAHDAVI2017-08-23 MAHMOOD MAHDAVI2017-08-23
0022015-01-01MAHMOOD MAHDAVI2016-09-13 MAHMOOD MAHDAVI2016-09-13
0022015-01-01MAHMOOD MAHDAVI2016-10-11 MAHMOOD MAHDAVI2016-10-11
0022014-01-01MAHMOOD MAHDAVI2016-10-11 MAHMOOD MAHDAVI2016-10-11
0022014-01-01MAHMOOD MAHDAVI2015-07-21 MAHMOOD MAHDAVI2015-07-21
0022013-01-01MAHMOOD MAHDAVI2014-09-09 MAHMOOD MAHDAVI2014-09-09
0022012-01-01MAHMOOD MAHDAVI2013-09-20 MAHMOOD MAHDAVI2013-09-20
0022011-01-01MAHMOOD MAHDAVI2012-07-24
0022010-01-01MAHMOOD MAHDAVI2011-10-04
0022008-01-01

Financial Data on SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS

Measure Date Value
2023 : SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$306,557
Expenses. Total of all expenses incurred2023-12-31$586,961
Benefits paid (including direct rollovers)2023-12-31$582,662
Total plan assets at end of year2023-12-31$1,770,192
Total plan assets at beginning of year2023-12-31$2,050,596
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$57,109
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-280,404
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,770,192
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,050,596
Assets. Value of assets in partnership/joint-venture interests2023-12-31$419,337
Total contributions received or receivable from employer(s)2023-12-31$249,448
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$4,299
2022 : SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-637,525
Expenses. Total of all expenses incurred2022-12-31$267,777
Benefits paid (including direct rollovers)2022-12-31$260,000
Total plan assets at end of year2022-12-31$2,050,596
Total plan assets at beginning of year2022-12-31$2,955,898
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-637,525
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-905,302
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,050,596
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,955,898
Assets. Value of assets in partnership/joint-venture interests2022-12-31$663,600
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$7,777
2021 : SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$385,769
Expenses. Total of all expenses incurred2021-12-31$304,045
Benefits paid (including direct rollovers)2021-12-31$297,973
Total plan assets at end of year2021-12-31$2,955,898
Total plan assets at beginning of year2021-12-31$2,874,174
Value of fidelity bond covering the plan2021-12-31$1,710,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$6,072
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$385,769
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$81,724
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,955,898
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,874,174
Assets. Value of assets in partnership/joint-venture interests2021-12-31$1,045,765
Total contributions received or receivable from employer(s)2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$291,764
Expenses. Total of all expenses incurred2020-12-31$231,184
Benefits paid (including direct rollovers)2020-12-31$224,174
Total plan assets at end of year2020-12-31$2,874,174
Total plan assets at beginning of year2020-12-31$2,813,594
Value of fidelity bond covering the plan2020-12-31$1,710,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$291,764
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$60,580
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,874,174
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,813,594
Assets. Value of assets in partnership/joint-venture interests2020-12-31$1,561,808
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$7,010
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$510,816
Expenses. Total of all expenses incurred2019-12-31$208,803
Benefits paid (including direct rollovers)2019-12-31$198,400
Total plan assets at end of year2019-12-31$2,813,594
Total plan assets at beginning of year2019-12-31$2,511,581
Value of fidelity bond covering the plan2019-12-31$1,710,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$510,816
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$302,013
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,813,594
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,511,581
Assets. Value of assets in partnership/joint-venture interests2019-12-31$1,459,035
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,403
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$186,235
Expenses. Total of all expenses incurred2018-12-31$186,243
Benefits paid (including direct rollovers)2018-12-31$175,182
Total plan assets at end of year2018-12-31$2,511,581
Total plan assets at beginning of year2018-12-31$2,511,589
Value of fidelity bond covering the plan2018-12-31$1,750,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$186,235
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-8
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,511,581
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,511,589
Assets. Value of assets in partnership/joint-venture interests2018-12-31$1,331,416
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$11,061
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$240,233
Expenses. Total of all expenses incurred2017-12-31$168,359
Benefits paid (including direct rollovers)2017-12-31$157,586
Total plan assets at end of year2017-12-31$2,511,589
Total plan assets at beginning of year2017-12-31$2,439,715
Value of fidelity bond covering the plan2017-12-31$1,459,205
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$240,233
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$71,874
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,511,589
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,439,715
Assets. Value of assets in partnership/joint-venture interests2017-12-31$1,209,205
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$10,773
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS

2023: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 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
2021: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 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: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 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: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 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: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 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
2008: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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