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THE PERMANENTE MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameTHE PERMANENTE MONEY PURCHASE PENSION PLAN
Plan identification number 002

THE PERMANENTE MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE PERMANENTE FEDERATION, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE PERMANENTE FEDERATION, LLC
Employer identification number (EIN):522017558
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Additional information about THE PERMANENTE FEDERATION, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2704178

More information about THE PERMANENTE FEDERATION, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PERMANENTE MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01BILL G. REID
0022016-01-01BILL G. REID
0022015-01-01CYNTHIA GARA
0022014-01-01DONNA SMITH
0022013-01-01HARRIET GUBERMAN
0022012-01-01HARRIET GUBERMAN
0022011-01-01HARRIET GUBERMAN
0022009-01-01HARRIET E. GUBERMAN

Plan Statistics for THE PERMANENTE MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for THE PERMANENTE MONEY PURCHASE PENSION PLAN

Measure Date Value
2020: THE PERMANENTE MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01264
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE PERMANENTE MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01210
Total number of active participants reported on line 7a of the Form 55002019-01-01215
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01264
Number of participants with account balances2019-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE PERMANENTE MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01210
Total number of active participants reported on line 7a of the Form 55002018-01-01161
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0142
Total of all active and inactive participants2018-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01210
Number of participants with account balances2018-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE PERMANENTE MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01201
Total number of active participants reported on line 7a of the Form 55002017-01-01170
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01210
Number of participants with account balances2017-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE PERMANENTE MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01200
Total number of active participants reported on line 7a of the Form 55002016-01-01164
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01201
Number of participants with account balances2016-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: THE PERMANENTE MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01197
Total number of active participants reported on line 7a of the Form 55002015-01-01162
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01200
Number of participants with account balances2015-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE PERMANENTE MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01189
Total number of active participants reported on line 7a of the Form 55002014-01-01173
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01197
Number of participants with account balances2014-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE PERMANENTE MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01176
Total number of active participants reported on line 7a of the Form 55002013-01-01171
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01189
Number of participants with account balances2013-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE PERMANENTE MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01163
Total number of active participants reported on line 7a of the Form 55002012-01-01158
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01176
Number of participants with account balances2012-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE PERMANENTE MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01158
Total number of active participants reported on line 7a of the Form 55002011-01-01142
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01163
Number of participants with account balances2011-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE PERMANENTE MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01148
Total number of active participants reported on line 7a of the Form 55002009-01-01131
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01151
Number of participants with account balances2009-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE PERMANENTE MONEY PURCHASE PENSION PLAN

Measure Date Value
2020 : THE PERMANENTE MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$20,113,359
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,753,628
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,628,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,624,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,328,458
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$17,988,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,776
Total interest from all sources2020-12-31$6,406
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,524,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,524,445
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$85,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$1,189,599
Amount contributed by the employer to the plan for this plan year2020-12-31$1,189,599
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$138,859
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$130,208
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$62,612
Administrative expenses (other) incurred2020-12-31$3,776
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$2,125,150
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,988,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,808,051
Interest on participant loans2020-12-31$6,406
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$5,987,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-1,769,803
Net investment gain or loss from common/collective trusts2020-12-31$664,122
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
Contributions received in cash from employer2020-12-31$1,189,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,624,702
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31Yes
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : THE PERMANENTE MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,062,689
Total income from all sources (including contributions)2019-12-31$4,062,689
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,193,820
Total of all expenses incurred2019-12-31$2,193,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,179,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,179,388
Expenses. Certain deemed distributions of participant loans2019-12-31$9,887
Expenses. Certain deemed distributions of participant loans2019-12-31$9,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,211,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,211,203
Value of total assets at end of year2019-12-31$17,988,209
Value of total assets at end of year2019-12-31$17,988,209
Value of total assets at beginning of year2019-12-31$16,119,340
Value of total assets at beginning of year2019-12-31$16,119,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,545
Total interest from all sources2019-12-31$7,692
Total interest from all sources2019-12-31$7,692
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$617,521
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$617,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$617,521
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$617,521
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$72,500,000
Value of fidelity bond cover2019-12-31$72,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$1,094,502
Amount contributed by the employer to the plan for this plan year2019-12-31$1,094,502
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$116,701
Contributions received from participants2019-12-31$116,701
Participant contributions at end of year2019-12-31$130,208
Participant contributions at end of year2019-12-31$130,208
Participant contributions at beginning of year2019-12-31$156,487
Participant contributions at beginning of year2019-12-31$156,487
Assets. Other investments not covered elsewhere at end of year2019-12-31$62,612
Assets. Other investments not covered elsewhere at end of year2019-12-31$62,612
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$53,565
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$53,565
Other income not declared elsewhere2019-12-31$9,048
Other income not declared elsewhere2019-12-31$9,048
Administrative expenses (other) incurred2019-12-31$4,545
Administrative expenses (other) incurred2019-12-31$4,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,868,869
Value of net income/loss2019-12-31$1,868,869
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,988,209
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,988,209
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,119,340
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,119,340
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,808,051
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,808,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,747,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,747,410
Interest on participant loans2019-12-31$7,692
Interest on participant loans2019-12-31$7,692
Value of interest in common/collective trusts at end of year2019-12-31$5,987,338
Value of interest in common/collective trusts at end of year2019-12-31$5,987,338
Value of interest in common/collective trusts at beginning of year2019-12-31$5,161,878
Value of interest in common/collective trusts at beginning of year2019-12-31$5,161,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,578,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,578,041
Net investment gain or loss from common/collective trusts2019-12-31$639,184
Net investment gain or loss from common/collective trusts2019-12-31$639,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,094,502
Contributions received in cash from employer2019-12-31$1,094,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,179,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,179,388
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 name2019-12-31MORRIS, DAVIS, CHAN & TAN LLP
Accountancy firm name2019-12-31MORRIS, DAVIS, CHAN & TAN LLP
Accountancy firm EIN2019-12-31942214860
Accountancy firm EIN2019-12-31942214860
2018 : THE PERMANENTE MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$549,597
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,441,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,389,080
Expenses. Certain deemed distributions of participant loans2018-12-31$50,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,185,672
Value of total assets at end of year2018-12-31$16,119,340
Value of total assets at beginning of year2018-12-31$17,010,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,158
Total interest from all sources2018-12-31$6,319
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$709,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$709,303
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$72,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$1,113,260
Amount contributed by the employer to the plan for this plan year2018-12-31$1,113,260
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$72,412
Participant contributions at end of year2018-12-31$156,487
Participant contributions at beginning of year2018-12-31$170,268
Assets. Other investments not covered elsewhere at end of year2018-12-31$53,565
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$59,232
Other income not declared elsewhere2018-12-31$-8,100
Administrative expenses (other) incurred2018-12-31$2,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-891,641
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,119,340
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,010,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,747,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,124,712
Interest on participant loans2018-12-31$6,319
Value of interest in common/collective trusts at end of year2018-12-31$5,161,878
Value of interest in common/collective trusts at beginning of year2018-12-31$5,656,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,312,022
Net investment gain or loss from common/collective trusts2018-12-31$-31,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,113,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,389,080
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 name2018-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2018-12-31942214860
2017 : THE PERMANENTE MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$908
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,255,602
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$236,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$234,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,136,809
Value of total assets at end of year2017-12-31$17,010,981
Value of total assets at beginning of year2017-12-31$13,992,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,923
Total interest from all sources2017-12-31$3,072
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$421,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$421,808
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$72,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$1,073,059
Amount contributed by the employer to the plan for this plan year2017-12-31$1,073,059
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$62,056
Participant contributions at end of year2017-12-31$170,268
Participant contributions at beginning of year2017-12-31$52,266
Assets. Other investments not covered elsewhere at end of year2017-12-31$59,232
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$51,882
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,694
Other income not declared elsewhere2017-12-31$9,486
Administrative expenses (other) incurred2017-12-31$1,923
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$3,018,993
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,010,981
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,992,896
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$11,124,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,539,983
Interest on participant loans2017-12-31$3,072
Value of interest in common/collective trusts at end of year2017-12-31$5,656,769
Value of interest in common/collective trusts at beginning of year2017-12-31$5,348,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,304,672
Net investment gain or loss from common/collective trusts2017-12-31$379,755
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$1,073,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$234,686
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 name2017-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2017-12-31942214860
2016 : THE PERMANENTE MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,986,508
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$664,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$662,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,153,475
Value of total assets at end of year2016-12-31$13,992,896
Value of total assets at beginning of year2016-12-31$12,670,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,545
Total interest from all sources2016-12-31$2,111
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$306,473
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$306,473
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$72,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$980,891
Amount contributed by the employer to the plan for this plan year2016-12-31$980,891
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$66,124
Participant contributions at end of year2016-12-31$52,266
Participant contributions at beginning of year2016-12-31$59,696
Assets. Other investments not covered elsewhere at end of year2016-12-31$51,882
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$41,331
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$106,460
Other income not declared elsewhere2016-12-31$4,345
Administrative expenses (other) incurred2016-12-31$1,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,322,452
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,992,896
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,670,444
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,539,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,896,277
Interest on participant loans2016-12-31$2,111
Value of interest in common/collective trusts at end of year2016-12-31$5,348,765
Value of interest in common/collective trusts at beginning of year2016-12-31$2,673,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$478,858
Net investment gain or loss from common/collective trusts2016-12-31$41,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$980,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$662,511
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2016-12-31942214860
2015 : THE PERMANENTE MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,171,932
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,178,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,172,354
Value of total corrective distributions2015-12-31$3,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,081,740
Value of total assets at end of year2015-12-31$12,670,444
Value of total assets at beginning of year2015-12-31$12,677,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,009
Total interest from all sources2015-12-31$2,214
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$304,174
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$304,174
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$72,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$1,017,298
Amount contributed by the employer to the plan for this plan year2015-12-31$1,017,298
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$64,442
Participant contributions at end of year2015-12-31$59,696
Participant contributions at beginning of year2015-12-31$56,885
Assets. Other investments not covered elsewhere at end of year2015-12-31$41,331
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$15,919
Administrative expenses (other) incurred2015-12-31$3,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,609
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,670,444
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,677,053
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,896,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,744,931
Interest on participant loans2015-12-31$2,214
Value of interest in common/collective trusts at end of year2015-12-31$2,673,140
Value of interest in common/collective trusts at beginning of year2015-12-31$2,875,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-271,794
Net investment gain or loss from common/collective trusts2015-12-31$39,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,017,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,172,354
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2015-12-31942214860
2014 : THE PERMANENTE MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,841,444
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$409,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$401,788
Value of total corrective distributions2014-12-31$4,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,095,887
Value of total assets at end of year2014-12-31$12,677,053
Value of total assets at beginning of year2014-12-31$11,245,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,542
Total interest from all sources2014-12-31$2,522
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$340,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$340,505
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$72,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,021,117
Amount contributed by the employer to the plan for this plan year2014-12-31$1,021,117
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$64,789
Participant contributions at end of year2014-12-31$56,885
Participant contributions at beginning of year2014-12-31$52,097
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,981
Other income not declared elsewhere2014-12-31$3,284
Administrative expenses (other) incurred2014-12-31$3,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,431,766
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,677,053
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,245,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,744,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,694,846
Interest on participant loans2014-12-31$2,522
Value of interest in common/collective trusts at end of year2014-12-31$2,875,237
Value of interest in common/collective trusts at beginning of year2014-12-31$2,498,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$275,662
Net investment gain or loss from common/collective trusts2014-12-31$123,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,021,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$401,788
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2014-12-31942214860
2013 : THE PERMANENTE MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,400,287
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$199,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$199,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$934,220
Value of total assets at end of year2013-12-31$11,245,287
Value of total assets at beginning of year2013-12-31$9,044,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$623
Total interest from all sources2013-12-31$2,562
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$266,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$266,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$40,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$897,933
Amount contributed by the employer to the plan for this plan year2013-12-31$897,933
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$36,287
Participant contributions at end of year2013-12-31$52,097
Participant contributions at beginning of year2013-12-31$66,224
Other income not declared elsewhere2013-12-31$16,549
Administrative expenses (other) incurred2013-12-31$623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,200,472
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,245,287
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,044,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,694,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,689,484
Interest on participant loans2013-12-31$2,562
Value of interest in common/collective trusts at end of year2013-12-31$2,498,344
Value of interest in common/collective trusts at beginning of year2013-12-31$2,289,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$971,739
Net investment gain or loss from common/collective trusts2013-12-31$209,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$897,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$199,192
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2013-12-31942214860
2012 : THE PERMANENTE MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,578,243
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$293,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$293,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$793,156
Value of total assets at end of year2012-12-31$9,044,815
Value of total assets at beginning of year2012-12-31$7,760,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$402
Total interest from all sources2012-12-31$2,318
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$220,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$220,474
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$40,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$781,721
Amount contributed by the employer to the plan for this plan year2012-12-31$781,721
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$11,435
Participant contributions at end of year2012-12-31$66,224
Participant contributions at beginning of year2012-12-31$71,704
Other income not declared elsewhere2012-12-31$4,966
Administrative expenses (other) incurred2012-12-31$402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,284,656
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,044,815
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,760,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,689,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,327,901
Interest on participant loans2012-12-31$2,318
Value of interest in common/collective trusts at end of year2012-12-31$2,289,107
Value of interest in common/collective trusts at beginning of year2012-12-31$2,360,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$449,317
Net investment gain or loss from common/collective trusts2012-12-31$108,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$781,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$293,185
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2012-12-31942214860
2011 : THE PERMANENTE MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$789,058
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$44,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$44,959
Expenses. Certain deemed distributions of participant loans2011-12-31$-1,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$702,685
Value of total assets at end of year2011-12-31$7,760,159
Value of total assets at beginning of year2011-12-31$7,015,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$424
Total interest from all sources2011-12-31$1,775
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$143,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$143,105
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$40,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$695,241
Amount contributed by the employer to the plan for this plan year2011-12-31$695,241
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,444
Participant contributions at end of year2011-12-31$71,704
Participant contributions at beginning of year2011-12-31$38,262
Other income not declared elsewhere2011-12-31$3,901
Administrative expenses (other) incurred2011-12-31$424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$744,826
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,760,159
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,015,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,327,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,907,979
Interest on participant loans2011-12-31$1,775
Value of interest in common/collective trusts at end of year2011-12-31$2,360,554
Value of interest in common/collective trusts at beginning of year2011-12-31$2,069,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-122,593
Net investment gain or loss from common/collective trusts2011-12-31$60,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$695,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$44,959
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MORRIS, DAVIS & CHAN LLP
Accountancy firm EIN2011-12-31942214860
2010 : THE PERMANENTE MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,396,359
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$383,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$383,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$689,479
Value of total assets at end of year2010-12-31$7,015,333
Value of total assets at beginning of year2010-12-31$6,002,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$355
Total interest from all sources2010-12-31$1,456
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$114,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$114,284
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$40,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$672,646
Amount contributed by the employer to the plan for this plan year2010-12-31$672,646
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$16,833
Participant contributions at end of year2010-12-31$38,262
Participant contributions at beginning of year2010-12-31$33,193
Administrative expenses (other) incurred2010-12-31$355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,012,695
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,015,333
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,002,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,907,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,969,291
Interest on participant loans2010-12-31$1,456
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$2,000,154
Value of interest in common/collective trusts at end of year2010-12-31$2,069,092
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$414,941
Net investment gain or loss from common/collective trusts2010-12-31$176,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$672,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$383,309
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MORRIS, DAVIS & CHAN LLP
Accountancy firm EIN2010-12-31942214860
2009 : THE PERMANENTE MONEY PURCHASE PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$644,786
Amount contributed by the employer to the plan for this plan year2009-12-31$644,786

Form 5500 Responses for THE PERMANENTE MONEY PURCHASE PENSION PLAN

2020: THE PERMANENTE MONEY PURCHASE PENSION 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 filingYes
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: THE PERMANENTE MONEY PURCHASE PENSION 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: THE PERMANENTE MONEY PURCHASE PENSION 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: THE PERMANENTE MONEY PURCHASE PENSION 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: THE PERMANENTE MONEY PURCHASE PENSION 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: THE PERMANENTE MONEY PURCHASE PENSION 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: THE PERMANENTE MONEY PURCHASE PENSION 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE PERMANENTE MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE PERMANENTE MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE PERMANENTE MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE PERMANENTE MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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