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THE PERMANENTE 401K PLAN 401k Plan overview

Plan NameTHE PERMANENTE 401K PLAN
Plan identification number 003

THE PERMANENTE 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01BILL G. REID
0032016-01-01BILL G. REID
0032015-01-01CYNTHIA GARA
0032014-01-01DONNA SMITH
0032014-01-01DONNA SMITH
0032013-01-01HARRIET GUBERMAN
0032012-01-01HARRIET GUBERMAN
0032011-01-01HARRIET GUBERMAN
0032009-01-01HARRIET E. GUBERMAN

Plan Statistics for THE PERMANENTE 401K PLAN

401k plan membership statisitcs for THE PERMANENTE 401K PLAN

Measure Date Value
2022: THE PERMANENTE 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01250
Total number of active participants reported on line 7a of the Form 55002022-01-01152
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0192
Total of all active and inactive participants2022-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01250
Number of participants with account balances2022-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE PERMANENTE 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01241
Total number of active participants reported on line 7a of the Form 55002021-01-01148
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0195
Total of all active and inactive participants2021-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01250
Number of participants with account balances2021-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE PERMANENTE 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01218
Total number of active participants reported on line 7a of the Form 55002020-01-01180
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0153
Total of all active and inactive participants2020-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01241
Number of participants with account balances2020-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE PERMANENTE 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01218
Total number of active participants reported on line 7a of the Form 55002019-01-01178
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01218
Number of participants with account balances2019-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE PERMANENTE 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01216
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 benefits2018-01-0150
Total of all active and inactive participants2018-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01218
Number of participants with account balances2018-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE PERMANENTE 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01207
Total number of active participants reported on line 7a of the Form 55002017-01-01167
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01216
Number of participants with account balances2017-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE PERMANENTE 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01202
Total number of active participants reported on line 7a of the Form 55002016-01-01161
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0143
Total of all active and inactive participants2016-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01207
Number of participants with account balances2016-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE PERMANENTE 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01197
Total number of active participants reported on line 7a of the Form 55002015-01-01153
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0147
Total of all active and inactive participants2015-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01202
Number of participants with account balances2015-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE PERMANENTE 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01191
Total number of active participants reported on line 7a of the Form 55002014-01-01163
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0132
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 balances2014-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE PERMANENTE 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01180
Total number of active participants reported on line 7a of the Form 55002013-01-01162
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01191
Number of participants with account balances2013-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE PERMANENTE 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01168
Total number of active participants reported on line 7a of the Form 55002012-01-01150
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01180
Number of participants with account balances2012-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE PERMANENTE 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01160
Total number of active participants reported on line 7a of the Form 55002011-01-01136
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01168
Number of participants with account balances2011-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE PERMANENTE 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01156
Total number of active participants reported on line 7a of the Form 55002009-01-01130
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01161
Number of participants with account balances2009-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE PERMANENTE 401K PLAN

Measure Date Value
2022 : THE PERMANENTE 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,799,439
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,114,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,102,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,410,591
Value of total assets at end of year2022-12-31$63,973,670
Value of total assets at beginning of year2022-12-31$76,887,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,886
Total interest from all sources2022-12-31$14,642
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$956,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$956,741
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$85,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,747,789
Participant contributions at end of year2022-12-31$316,693
Participant contributions at beginning of year2022-12-31$327,645
Assets. Other investments not covered elsewhere at end of year2022-12-31$593,368
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$691,993
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,049
Other income not declared elsewhere2022-12-31$-97,684
Administrative expenses (other) incurred2022-12-31$11,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,914,080
Value of net assets at end of year (total assets less liabilities)2022-12-31$63,973,670
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$76,887,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,874,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,965,372
Interest on participant loans2022-12-31$14,642
Value of interest in common/collective trusts at end of year2022-12-31$48,188,615
Value of interest in common/collective trusts at beginning of year2022-12-31$57,902,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,449,682
Net investment gain or loss from common/collective trusts2022-12-31$-7,634,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,662,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,101,706
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : THE PERMANENTE 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,383,590
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,572,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,553,524
Value of total corrective distributions2021-12-31$1,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,351,560
Value of total assets at end of year2021-12-31$76,887,750
Value of total assets at beginning of year2021-12-31$68,076,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,969
Total interest from all sources2021-12-31$16,775
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,618,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,618,312
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$85,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,742,372
Participant contributions at end of year2021-12-31$327,645
Participant contributions at beginning of year2021-12-31$436,468
Assets. Other investments not covered elsewhere at end of year2021-12-31$691,993
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$583,817
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$895,476
Other income not declared elsewhere2021-12-31$87,147
Administrative expenses (other) incurred2021-12-31$16,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,811,165
Value of net assets at end of year (total assets less liabilities)2021-12-31$76,887,750
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$68,076,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,965,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,374,329
Interest on participant loans2021-12-31$16,775
Value of interest in common/collective trusts at end of year2021-12-31$57,902,740
Value of interest in common/collective trusts at beginning of year2021-12-31$51,681,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$584,105
Net investment gain or loss from common/collective trusts2021-12-31$5,725,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,713,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,553,524
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : THE PERMANENTE 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to 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$9,098,977
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,549,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,535,419
Expenses. Certain deemed distributions of participant loans2020-12-31$5,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,085,539
Value of total assets at end of year2020-12-31$68,076,585
Value of total assets at beginning of year2020-12-31$42,413,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,991
Total interest from all sources2020-12-31$11,666
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,675,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$7,675,747
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,886,521
Participant contributions at end of year2020-12-31$436,468
Participant contributions at beginning of year2020-12-31$235,662
Assets. Other investments not covered elsewhere at end of year2020-12-31$583,817
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$401,067
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$343,271
Other income not declared elsewhere2020-12-31$36,126
Administrative expenses (other) incurred2020-12-31$8,991
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$5,549,473
Value of net assets at end of year (total assets less liabilities)2020-12-31$68,076,585
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,413,753
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$15,374,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,230,742
Interest on participant loans2020-12-31$11,666
Value of interest in common/collective trusts at end of year2020-12-31$51,681,971
Value of interest in common/collective trusts at beginning of year2020-12-31$14,546,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-3,209,099
Net investment gain or loss from common/collective trusts2020-12-31$1,498,998
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$855,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,535,419
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 investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : THE PERMANENTE 401K 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$9,388,783
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$6,290,376
Total of all expenses incurred2019-12-31$6,290,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,283,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,283,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,636,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,636,026
Value of total assets at end of year2019-12-31$42,413,753
Value of total assets at end of year2019-12-31$42,413,753
Value of total assets at beginning of year2019-12-31$39,315,346
Value of total assets at beginning of year2019-12-31$39,315,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,064
Total interest from all sources2019-12-31$12,617
Total interest from all sources2019-12-31$12,617
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,413,206
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,413,206
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$1,413,206
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,413,206
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
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$1,815,739
Contributions received from participants2019-12-31$1,815,739
Participant contributions at end of year2019-12-31$235,662
Participant contributions at end of year2019-12-31$235,662
Participant contributions at beginning of year2019-12-31$295,678
Participant contributions at beginning of year2019-12-31$295,678
Assets. Other investments not covered elsewhere at end of year2019-12-31$401,067
Assets. Other investments not covered elsewhere at end of year2019-12-31$401,067
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$250,616
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$250,616
Other income not declared elsewhere2019-12-31$51,880
Other income not declared elsewhere2019-12-31$51,880
Administrative expenses (other) incurred2019-12-31$7,064
Administrative expenses (other) incurred2019-12-31$7,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,098,407
Value of net income/loss2019-12-31$3,098,407
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,413,753
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,413,753
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$39,315,346
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$39,315,346
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$27,230,742
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,230,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,691,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,691,005
Interest on participant loans2019-12-31$12,617
Interest on participant loans2019-12-31$12,617
Value of interest in common/collective trusts at end of year2019-12-31$14,546,282
Value of interest in common/collective trusts at end of year2019-12-31$14,546,282
Value of interest in common/collective trusts at beginning of year2019-12-31$12,078,047
Value of interest in common/collective trusts at beginning of year2019-12-31$12,078,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,940,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,940,750
Net investment gain or loss from common/collective trusts2019-12-31$1,334,304
Net investment gain or loss from common/collective trusts2019-12-31$1,334,304
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$820,287
Contributions received in cash from employer2019-12-31$820,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,283,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,283,312
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 401K 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$1,463,402
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,508,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,502,998
Value of total corrective distributions2018-12-31$447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,915,885
Value of total assets at end of year2018-12-31$39,315,346
Value of total assets at beginning of year2018-12-31$41,360,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,841
Total interest from all sources2018-12-31$12,506
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,800,547
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$1,800,547
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,988,681
Participant contributions at end of year2018-12-31$295,678
Participant contributions at beginning of year2018-12-31$234,591
Assets. Other investments not covered elsewhere at end of year2018-12-31$250,616
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$277,983
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$24,623
Other income not declared elsewhere2018-12-31$-28,704
Administrative expenses (other) incurred2018-12-31$4,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,044,884
Value of net assets at end of year (total assets less liabilities)2018-12-31$39,315,346
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$41,360,230
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$26,691,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,542,559
Interest on participant loans2018-12-31$12,506
Value of interest in common/collective trusts at end of year2018-12-31$12,078,047
Value of interest in common/collective trusts at beginning of year2018-12-31$13,305,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,223,657
Net investment gain or loss from common/collective trusts2018-12-31$-13,175
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$902,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,502,998
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 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,527,330
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$564,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$560,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,115,136
Value of total assets at end of year2017-12-31$41,360,230
Value of total assets at beginning of year2017-12-31$33,397,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,473
Total interest from all sources2017-12-31$10,813
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,099,096
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$1,099,096
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,804,492
Participant contributions at end of year2017-12-31$234,591
Participant contributions at beginning of year2017-12-31$206,896
Assets. Other investments not covered elsewhere at end of year2017-12-31$277,983
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$236,710
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$517,441
Other income not declared elsewhere2017-12-31$31,273
Administrative expenses (other) incurred2017-12-31$3,473
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$7,963,073
Value of net assets at end of year (total assets less liabilities)2017-12-31$41,360,230
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$33,397,157
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$27,542,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,735,585
Interest on participant loans2017-12-31$10,813
Value of interest in common/collective trusts at end of year2017-12-31$13,305,097
Value of interest in common/collective trusts at beginning of year2017-12-31$11,217,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,394,845
Net investment gain or loss from common/collective trusts2017-12-31$876,167
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$793,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$560,784
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 401K 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$4,641,713
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,364,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,359,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,496,922
Value of total assets at end of year2016-12-31$33,397,157
Value of total assets at beginning of year2016-12-31$30,119,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,540
Total interest from all sources2016-12-31$9,031
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$738,207
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$738,207
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,728,978
Participant contributions at end of year2016-12-31$206,896
Participant contributions at beginning of year2016-12-31$212,155
Assets. Other investments not covered elsewhere at end of year2016-12-31$236,710
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$178,195
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,492
Other income not declared elsewhere2016-12-31$23,141
Administrative expenses (other) incurred2016-12-31$4,540
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$3,277,360
Value of net assets at end of year (total assets less liabilities)2016-12-31$33,397,157
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$30,119,797
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$21,735,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,251,254
Interest on participant loans2016-12-31$9,031
Value of interest in common/collective trusts at end of year2016-12-31$11,217,966
Value of interest in common/collective trusts at beginning of year2016-12-31$5,478,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,244,254
Net investment gain or loss from common/collective trusts2016-12-31$130,158
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$765,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,359,813
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 401K 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$4,100,994
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,308,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,301,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,902,646
Value of total assets at end of year2015-12-31$30,119,797
Value of total assets at beginning of year2015-12-31$28,327,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,276
Total interest from all sources2015-12-31$6,871
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$779,645
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$779,645
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,732,908
Participant contributions at end of year2015-12-31$212,155
Participant contributions at beginning of year2015-12-31$93,275
Assets. Other investments not covered elsewhere at end of year2015-12-31$178,195
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$188,374
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,400,577
Other income not declared elsewhere2015-12-31$32,042
Administrative expenses (other) incurred2015-12-31$7,276
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$1,792,683
Value of net assets at end of year (total assets less liabilities)2015-12-31$30,119,797
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$28,327,114
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$24,251,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,259,540
Interest on participant loans2015-12-31$6,871
Value of interest in common/collective trusts at end of year2015-12-31$5,478,193
Value of interest in common/collective trusts at beginning of year2015-12-31$5,785,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-680,738
Net investment gain or loss from common/collective trusts2015-12-31$60,528
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$769,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,301,035
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 401K 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$4,058,311
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,028,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,016,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,346,070
Value of total assets at end of year2014-12-31$28,327,114
Value of total assets at beginning of year2014-12-31$25,296,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,291
Total interest from all sources2014-12-31$5,720
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$889,952
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$889,952
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,585,399
Participant contributions at end of year2014-12-31$93,275
Participant contributions at beginning of year2014-12-31$128,435
Assets. Other investments not covered elsewhere at end of year2014-12-31$188,374
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$68,527
Other income not declared elsewhere2014-12-31$18,311
Administrative expenses (other) incurred2014-12-31$11,291
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$3,030,169
Value of net assets at end of year (total assets less liabilities)2014-12-31$28,327,114
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,296,945
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$22,259,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,102,878
Interest on participant loans2014-12-31$5,720
Value of interest in common/collective trusts at end of year2014-12-31$5,785,925
Value of interest in common/collective trusts at beginning of year2014-12-31$5,065,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$555,906
Net investment gain or loss from common/collective trusts2014-12-31$242,352
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$692,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,016,851
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 401K 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$5,720,285
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$412,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$408,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,228,452
Value of total assets at end of year2013-12-31$25,296,945
Value of total assets at beginning of year2013-12-31$19,988,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,694
Total interest from all sources2013-12-31$5,257
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$639,389
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$639,389
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,442,833
Participant contributions at end of year2013-12-31$128,435
Participant contributions at beginning of year2013-12-31$129,499
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$3,551
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$147,611
Other income not declared elsewhere2013-12-31$8,303
Administrative expenses (other) incurred2013-12-31$3,694
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$5,308,198
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,296,945
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,988,747
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$20,102,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,062,154
Interest on participant loans2013-12-31$5,257
Value of interest in common/collective trusts at end of year2013-12-31$5,065,632
Value of interest in common/collective trusts at beginning of year2013-12-31$4,793,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,547,356
Net investment gain or loss from common/collective trusts2013-12-31$291,528
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$638,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$408,393
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 401K 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$3,707,109
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$747,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$745,614
Value of total corrective distributions2012-12-31$471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,833,412
Value of total assets at end of year2012-12-31$19,988,747
Value of total assets at beginning of year2012-12-31$17,028,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,213
Total interest from all sources2012-12-31$3,947
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$480,918
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$480,918
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,234,917
Participant contributions at end of year2012-12-31$129,499
Participant contributions at beginning of year2012-12-31$43,526
Participant contributions at end of year2012-12-31$3,551
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$50,634
Other income not declared elsewhere2012-12-31$6,350
Administrative expenses (other) incurred2012-12-31$1,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,959,811
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,988,747
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,028,936
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$15,062,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,049,157
Interest on participant loans2012-12-31$3,947
Value of interest in common/collective trusts at end of year2012-12-31$4,793,543
Value of interest in common/collective trusts at beginning of year2012-12-31$4,936,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,169,132
Net investment gain or loss from common/collective trusts2012-12-31$213,350
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$547,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$745,614
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 401K 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$1,597,166
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$74,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$50,142
Expenses. Certain deemed distributions of participant loans2011-12-31$23,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,522,305
Value of total assets at end of year2011-12-31$17,028,936
Value of total assets at beginning of year2011-12-31$15,506,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,277
Total interest from all sources2011-12-31$2,731
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$297,912
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$297,912
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,048,811
Participant contributions at end of year2011-12-31$43,526
Participant contributions at beginning of year2011-12-31$72,589
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$916
Other income not declared elsewhere2011-12-31$9,691
Administrative expenses (other) incurred2011-12-31$1,277
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$1,522,363
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,028,936
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,506,573
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$12,049,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,964,830
Interest on participant loans2011-12-31$2,731
Value of interest in common/collective trusts at end of year2011-12-31$4,936,253
Value of interest in common/collective trusts at beginning of year2011-12-31$4,469,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-375,923
Net investment gain or loss from common/collective trusts2011-12-31$140,450
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$472,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$50,142
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 401K 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$3,031,642
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$726,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$725,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,445,228
Value of total assets at end of year2010-12-31$15,506,573
Value of total assets at beginning of year2010-12-31$13,200,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,024
Total interest from all sources2010-12-31$4,411
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$236,640
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$236,640
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$992,167
Participant contributions at end of year2010-12-31$72,589
Participant contributions at beginning of year2010-12-31$85,210
Other income not declared elsewhere2010-12-31$1,740
Administrative expenses (other) incurred2010-12-31$1,024
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$2,305,604
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,506,573
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,200,969
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$10,964,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,085,258
Interest on participant loans2010-12-31$4,411
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$4,030,501
Value of interest in common/collective trusts at end of year2010-12-31$4,469,154
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$1,045,491
Net investment gain or loss from common/collective trusts2010-12-31$298,132
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$453,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$725,014
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

Form 5500 Responses for THE PERMANENTE 401K PLAN

2022: THE PERMANENTE 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE PERMANENTE 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE PERMANENTE 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE PERMANENTE 401K 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 401K 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 401K 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 401K 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 401K 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 401K 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 401K 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 401K 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 401K 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 401K 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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