401k Plan data: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN plan

SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN
Plan identification number	001

SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Money purchase (other than target benefit)
Profit-sharing
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
Life insurance

401k Sponsoring company profile

SAN JORGE ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: SAN JORGE ASSOCIATES, INC.

Employer identification number (EIN): 660384143

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-12-01 LUIS CORDERO, M.D. 2023-03-23
001 2020-12-01 LUIS CORDERO, M.D. 2022-03-04
001 2019-12-01 LUIS CORDERO, M.D. 2021-07-30
001 2018-12-01 LUIS CORDERO, M.D. 2021-07-30
001 2016-12-01 RICARDO FELICIANO, M.D.
001 2015-12-01 RICARDO FELICIANO, M.D.
001 2014-12-01 RICARDO FELICIANO, M.D.
001 2014-12-01 RICARDO FELICIANO, M.D.
001 2013-12-01
001 2012-12-01 REBECCA TORRES 2014-09-13
001 2011-12-01 REBECCA TORRES 2013-10-18
001 2010-12-01 CAMERON KELLY 2012-06-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-12-01	LUIS CORDERO, M.D.	2023-03-23
001	2020-12-01	LUIS CORDERO, M.D.	2022-03-04
001	2019-12-01	LUIS CORDERO, M.D.	2021-07-30
001	2018-12-01	LUIS CORDERO, M.D.	2021-07-30
001	2016-12-01	RICARDO FELICIANO, M.D.
001	2015-12-01	RICARDO FELICIANO, M.D.
001	2014-12-01	RICARDO FELICIANO, M.D.
001	2014-12-01	RICARDO FELICIANO, M.D.
001	2013-12-01
001	2012-12-01	REBECCA TORRES	2014-09-13
001	2011-12-01	REBECCA TORRES	2013-10-18
001	2010-12-01	CAMERON KELLY	2012-06-21

Plan Statistics for SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2021: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-12-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-12-01 0
Number of retired or separated participants receiving benefits 2021-12-01 0
Number of other retired or separated participants entitled to future benefits 2021-12-01 0
Total of all active and inactive participants 2021-12-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-12-01 0
Total participants 2021-12-01 0
Number of participants with account balances 2021-12-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-12-01 0
2020: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-12-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-12-01 10
Number of retired or separated participants receiving benefits 2020-12-01 0
Number of other retired or separated participants entitled to future benefits 2020-12-01 2
Total of all active and inactive participants 2020-12-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-12-01 0
Total participants 2020-12-01 12
Number of participants with account balances 2020-12-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-12-01 0
2019: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-12-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-12-01 10
Number of retired or separated participants receiving benefits 2019-12-01 0
Number of other retired or separated participants entitled to future benefits 2019-12-01 2
Total of all active and inactive participants 2019-12-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-12-01 0
Total participants 2019-12-01 12
Number of participants with account balances 2019-12-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-12-01 0
2018: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-12-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-12-01 9
Number of retired or separated participants receiving benefits 2018-12-01 0
Number of other retired or separated participants entitled to future benefits 2018-12-01 2
Total of all active and inactive participants 2018-12-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-12-01 0
Total participants 2018-12-01 11
Number of participants with account balances 2018-12-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-12-01 0
2016: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-12-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-12-01 10
Number of retired or separated participants receiving benefits 2016-12-01 0
Number of other retired or separated participants entitled to future benefits 2016-12-01 0
Total of all active and inactive participants 2016-12-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-12-01 0
Total participants 2016-12-01 10
Number of participants with account balances 2016-12-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-12-01 0
2015: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-12-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 8
Number of retired or separated participants receiving benefits 2015-12-01 0
Number of other retired or separated participants entitled to future benefits 2015-12-01 1
Total of all active and inactive participants 2015-12-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-12-01 0
Total participants 2015-12-01 9
Number of participants with account balances 2015-12-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-12-01 0
2014: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-12-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 9
Number of retired or separated participants receiving benefits 2014-12-01 0
Number of other retired or separated participants entitled to future benefits 2014-12-01 1
Total of all active and inactive participants 2014-12-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-12-01 0
Total participants 2014-12-01 10
Number of participants with account balances 2014-12-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-12-01 0
2013: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-12-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 8
Number of retired or separated participants receiving benefits 2013-12-01 0
Number of other retired or separated participants entitled to future benefits 2013-12-01 1
Total of all active and inactive participants 2013-12-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-12-01 0
Total participants 2013-12-01 9
Number of participants with account balances 2013-12-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-12-01 0

Measure	Date	Value
2021: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-12-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-12-01	0
Number of retired or separated participants receiving benefits	2021-12-01	0
Number of other retired or separated participants entitled to future benefits	2021-12-01	0
Total of all active and inactive participants	2021-12-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-12-01	0
Total participants	2021-12-01	0
Number of participants with account balances	2021-12-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-12-01	0
2020: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-12-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-12-01	10
Number of retired or separated participants receiving benefits	2020-12-01	0
Number of other retired or separated participants entitled to future benefits	2020-12-01	2
Total of all active and inactive participants	2020-12-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-12-01	0
Total participants	2020-12-01	12
Number of participants with account balances	2020-12-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-12-01	0
2019: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-12-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-12-01	10
Number of retired or separated participants receiving benefits	2019-12-01	0
Number of other retired or separated participants entitled to future benefits	2019-12-01	2
Total of all active and inactive participants	2019-12-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-12-01	0
Total participants	2019-12-01	12
Number of participants with account balances	2019-12-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-12-01	0
2018: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-12-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-12-01	9
Number of retired or separated participants receiving benefits	2018-12-01	0
Number of other retired or separated participants entitled to future benefits	2018-12-01	2
Total of all active and inactive participants	2018-12-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-12-01	0
Total participants	2018-12-01	11
Number of participants with account balances	2018-12-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-12-01	0
2016: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-12-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-12-01	10
Number of retired or separated participants receiving benefits	2016-12-01	0
Number of other retired or separated participants entitled to future benefits	2016-12-01	0
Total of all active and inactive participants	2016-12-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-12-01	0
Total participants	2016-12-01	10
Number of participants with account balances	2016-12-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-12-01	0
2015: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-12-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	8
Number of retired or separated participants receiving benefits	2015-12-01	0
Number of other retired or separated participants entitled to future benefits	2015-12-01	1
Total of all active and inactive participants	2015-12-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-12-01	0
Total participants	2015-12-01	9
Number of participants with account balances	2015-12-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-12-01	0
2014: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-12-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	9
Number of retired or separated participants receiving benefits	2014-12-01	0
Number of other retired or separated participants entitled to future benefits	2014-12-01	1
Total of all active and inactive participants	2014-12-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-12-01	0
Total participants	2014-12-01	10
Number of participants with account balances	2014-12-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-12-01	0
2013: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-12-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	8
Number of retired or separated participants receiving benefits	2013-12-01	0
Number of other retired or separated participants entitled to future benefits	2013-12-01	1
Total of all active and inactive participants	2013-12-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-12-01	0
Total participants	2013-12-01	9
Number of participants with account balances	2013-12-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-12-01	0

Financial Data on SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2022 : SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2022 401k financial data
Transfers to/from the plan	2022-11-30	$0
Total plan liabilities at end of year	2022-11-30	$0
Total plan liabilities at beginning of year	2022-11-30	$0
Total income from all sources	2022-11-30	$103,301
Expenses. Total of all expenses incurred	2022-11-30	$3,649,629
Benefits paid (including direct rollovers)	2022-11-30	$3,625,591
Total plan assets at end of year	2022-11-30	$0
Total plan assets at beginning of year	2022-11-30	$3,546,328
Value of fidelity bond covering the plan	2022-11-30	$360,000
Total contributions received or receivable from participants	2022-11-30	$0
Expenses. Other expenses not covered elsewhere	2022-11-30	$2
Contributions received from other sources (not participants or employers)	2022-11-30	$0
Other income received	2022-11-30	$103,301
Noncash contributions received	2022-11-30	$0
Net income (gross income less expenses)	2022-11-30	$-3,546,328
Net plan assets at end of year (total assets less liabilities)	2022-11-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-11-30	$3,546,328
Assets. Value of assets in partnership/joint-venture interests	2022-11-30	$0
Total contributions received or receivable from employer(s)	2022-11-30	$0
Value of certain deemed distributions of participant loans	2022-11-30	$0
Value of corrective distributions	2022-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-11-30	$24,036
2021 : SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2021 401k financial data
Transfers to/from the plan	2021-11-30	$0
Total plan liabilities at end of year	2021-11-30	$0
Total plan liabilities at beginning of year	2021-11-30	$0
Total income from all sources	2021-11-30	$429,194
Expenses. Total of all expenses incurred	2021-11-30	$37,621
Benefits paid (including direct rollovers)	2021-11-30	$0
Total plan assets at end of year	2021-11-30	$3,546,328
Total plan assets at beginning of year	2021-11-30	$3,154,755
Value of fidelity bond covering the plan	2021-11-30	$320,000
Total contributions received or receivable from participants	2021-11-30	$0
Expenses. Other expenses not covered elsewhere	2021-11-30	$36
Contributions received from other sources (not participants or employers)	2021-11-30	$0
Other income received	2021-11-30	$429,194
Noncash contributions received	2021-11-30	$0
Net income (gross income less expenses)	2021-11-30	$391,573
Net plan assets at end of year (total assets less liabilities)	2021-11-30	$3,546,328
Net plan assets at beginning of year (total assets less liabilities)	2021-11-30	$3,154,755
Assets. Value of assets in partnership/joint-venture interests	2021-11-30	$102,610
Total contributions received or receivable from employer(s)	2021-11-30	$0
Value of certain deemed distributions of participant loans	2021-11-30	$0
Value of corrective distributions	2021-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-11-30	$37,585
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-11-30	$0
2020 : SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2020 401k financial data
Transfers to/from the plan	2020-11-30	$0
Total plan liabilities at end of year	2020-11-30	$0
Total plan liabilities at beginning of year	2020-11-30	$0
Total income from all sources	2020-11-30	$254,177
Expenses. Total of all expenses incurred	2020-11-30	$31,825
Benefits paid (including direct rollovers)	2020-11-30	$0
Total plan assets at end of year	2020-11-30	$3,154,755
Total plan assets at beginning of year	2020-11-30	$2,932,403
Value of fidelity bond covering the plan	2020-11-30	$300,000
Total contributions received or receivable from participants	2020-11-30	$0
Expenses. Other expenses not covered elsewhere	2020-11-30	$0
Contributions received from other sources (not participants or employers)	2020-11-30	$0
Other income received	2020-11-30	$254,177
Noncash contributions received	2020-11-30	$0
Net income (gross income less expenses)	2020-11-30	$222,352
Net plan assets at end of year (total assets less liabilities)	2020-11-30	$3,154,755
Net plan assets at beginning of year (total assets less liabilities)	2020-11-30	$2,932,403
Assets. Value of assets in partnership/joint-venture interests	2020-11-30	$102,610
Total contributions received or receivable from employer(s)	2020-11-30	$0
Value of certain deemed distributions of participant loans	2020-11-30	$0
Value of corrective distributions	2020-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-11-30	$31,825
2019 : SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2019 401k financial data
Transfers to/from the plan	2019-11-30	$0
Total plan liabilities at end of year	2019-11-30	$2,155
Total plan liabilities at beginning of year	2019-11-30	$0
Total income from all sources	2019-11-30	$303,763
Expenses. Total of all expenses incurred	2019-11-30	$27,489
Benefits paid (including direct rollovers)	2019-11-30	$0
Total plan assets at end of year	2019-11-30	$2,934,558
Total plan assets at beginning of year	2019-11-30	$2,656,129
Value of fidelity bond covering the plan	2019-11-30	$300,000
Total contributions received or receivable from participants	2019-11-30	$0
Expenses. Other expenses not covered elsewhere	2019-11-30	$0
Contributions received from other sources (not participants or employers)	2019-11-30	$0
Other income received	2019-11-30	$303,763
Noncash contributions received	2019-11-30	$0
Net income (gross income less expenses)	2019-11-30	$276,274
Net plan assets at end of year (total assets less liabilities)	2019-11-30	$2,932,403
Net plan assets at beginning of year (total assets less liabilities)	2019-11-30	$2,656,129
Assets. Value of assets in partnership/joint-venture interests	2019-11-30	$102,610
Total contributions received or receivable from employer(s)	2019-11-30	$0
Value of certain deemed distributions of participant loans	2019-11-30	$0
Value of corrective distributions	2019-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-11-30	$27,489
2018 : SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-11-30	$0
2017 : SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-11-30	$0
Total plan liabilities at beginning of year	2017-11-30	$0
Total income from all sources	2017-11-30	$390,814
Expenses. Total of all expenses incurred	2017-11-30	$71,578
Benefits paid (including direct rollovers)	2017-11-30	$42,386
Total plan assets at end of year	2017-11-30	$3,232,004
Total plan assets at beginning of year	2017-11-30	$2,912,768
Value of fidelity bond covering the plan	2017-11-30	$310,000
Total contributions received or receivable from participants	2017-11-30	$0
Expenses. Other expenses not covered elsewhere	2017-11-30	$0
Contributions received from other sources (not participants or employers)	2017-11-30	$0
Other income received	2017-11-30	$360,814
Noncash contributions received	2017-11-30	$0
Net income (gross income less expenses)	2017-11-30	$319,236
Net plan assets at end of year (total assets less liabilities)	2017-11-30	$3,232,004
Net plan assets at beginning of year (total assets less liabilities)	2017-11-30	$2,912,768
Assets. Value of assets in partnership/joint-venture interests	2017-11-30	$102,610
Total contributions received or receivable from employer(s)	2017-11-30	$30,000
Value of certain deemed distributions of participant loans	2017-11-30	$0
Value of corrective distributions	2017-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-11-30	$29,192
2016 : SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2016 401k financial data
Transfers to/from the plan	2016-11-30	$0
Total plan liabilities at end of year	2016-11-30	$0
Total plan liabilities at beginning of year	2016-11-30	$0
Total income from all sources	2016-11-30	$146,610
Expenses. Total of all expenses incurred	2016-11-30	$103,224
Benefits paid (including direct rollovers)	2016-11-30	$65,485
Total plan assets at end of year	2016-11-30	$2,912,768
Total plan assets at beginning of year	2016-11-30	$2,869,382
Value of fidelity bond covering the plan	2016-11-30	$310,000
Total contributions received or receivable from participants	2016-11-30	$0
Expenses. Other expenses not covered elsewhere	2016-11-30	$0
Contributions received from other sources (not participants or employers)	2016-11-30	$0
Other income received	2016-11-30	$86,610
Noncash contributions received	2016-11-30	$0
Net income (gross income less expenses)	2016-11-30	$43,386
Net plan assets at end of year (total assets less liabilities)	2016-11-30	$2,912,768
Net plan assets at beginning of year (total assets less liabilities)	2016-11-30	$2,869,382
Assets. Value of assets in partnership/joint-venture interests	2016-11-30	$102,610
Total contributions received or receivable from employer(s)	2016-11-30	$60,000
Value of certain deemed distributions of participant loans	2016-11-30	$0
Value of corrective distributions	2016-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-11-30	$37,739
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-11-30	$0
2015 : SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2015 401k financial data
Transfers to/from the plan	2015-11-30	$0
Total plan liabilities at end of year	2015-11-30	$0
Total plan liabilities at beginning of year	2015-11-30	$0
Total income from all sources	2015-11-30	$27,348
Expenses. Total of all expenses incurred	2015-11-30	$31,312
Benefits paid (including direct rollovers)	2015-11-30	$0
Total plan assets at end of year	2015-11-30	$2,869,382
Total plan assets at beginning of year	2015-11-30	$2,873,346
Value of fidelity bond covering the plan	2015-11-30	$310,000
Total contributions received or receivable from participants	2015-11-30	$0
Expenses. Other expenses not covered elsewhere	2015-11-30	$0
Contributions received from other sources (not participants or employers)	2015-11-30	$0
Other income received	2015-11-30	$17,348
Noncash contributions received	2015-11-30	$0
Net income (gross income less expenses)	2015-11-30	$-3,964
Net plan assets at end of year (total assets less liabilities)	2015-11-30	$2,869,382
Net plan assets at beginning of year (total assets less liabilities)	2015-11-30	$2,873,346
Assets. Value of assets in partnership/joint-venture interests	2015-11-30	$102,610
Total contributions received or receivable from employer(s)	2015-11-30	$10,000
Value of certain deemed distributions of participant loans	2015-11-30	$0
Value of corrective distributions	2015-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-11-30	$31,312
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-11-30	$0
2014 : SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-11-30	$0
Total plan liabilities at beginning of year	2014-11-30	$0
Total income from all sources	2014-11-30	$160,722
Expenses. Total of all expenses incurred	2014-11-30	$156,664
Benefits paid (including direct rollovers)	2014-11-30	$131,003
Total plan assets at end of year	2014-11-30	$2,873,346
Total plan assets at beginning of year	2014-11-30	$2,869,288
Value of fidelity bond covering the plan	2014-11-30	$270,000
Total contributions received or receivable from participants	2014-11-30	$0
Expenses. Other expenses not covered elsewhere	2014-11-30	$0
Contributions received from other sources (not participants or employers)	2014-11-30	$0
Other income received	2014-11-30	$90,722
Noncash contributions received	2014-11-30	$0
Net income (gross income less expenses)	2014-11-30	$4,058
Net plan assets at end of year (total assets less liabilities)	2014-11-30	$2,873,346
Net plan assets at beginning of year (total assets less liabilities)	2014-11-30	$2,869,288
Assets. Value of assets in partnership/joint-venture interests	2014-11-30	$102,610
Total contributions received or receivable from employer(s)	2014-11-30	$70,000
Value of certain deemed distributions of participant loans	2014-11-30	$0
Value of corrective distributions	2014-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-11-30	$25,661
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-11-30	$0

Form 5500 Responses for SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN

2021: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-12-01	Type of plan entity	Single employer plan
2021-12-01	Submission has been amended	No
2021-12-01	This submission is the final filing	Yes
2021-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-12-01	Plan is a collectively bargained plan	No
2021-12-01	Plan funding arrangement – Trust	Yes
2021-12-01	Plan benefit arrangement - Trust	Yes
2020: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-12-01	Type of plan entity	Single employer plan
2020-12-01	Submission has been amended	No
2020-12-01	This submission is the final filing	No
2020-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-12-01	Plan is a collectively bargained plan	No
2020-12-01	Plan funding arrangement – Trust	Yes
2020-12-01	Plan benefit arrangement - Trust	Yes
2019: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-12-01	Type of plan entity	Single employer plan
2019-12-01	Submission has been amended	No
2019-12-01	This submission is the final filing	No
2019-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-12-01	Plan is a collectively bargained plan	No
2019-12-01	Plan funding arrangement – Trust	Yes
2019-12-01	Plan benefit arrangement - Trust	Yes
2018: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-12-01	Type of plan entity	Single employer plan
2018-12-01	Submission has been amended	No
2018-12-01	This submission is the final filing	No
2018-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-12-01	Plan is a collectively bargained plan	No
2018-12-01	Plan funding arrangement – Trust	Yes
2018-12-01	Plan benefit arrangement - Trust	Yes
2016: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-12-01	Type of plan entity	Single employer plan
2016-12-01	Submission has been amended	No
2016-12-01	This submission is the final filing	No
2016-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-12-01	Plan is a collectively bargained plan	No
2016-12-01	Plan funding arrangement – Trust	Yes
2016-12-01	Plan benefit arrangement - Trust	Yes
2015: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	Submission has been amended	No
2015-12-01	This submission is the final filing	No
2015-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-12-01	Plan is a collectively bargained plan	No
2015-12-01	Plan funding arrangement – Trust	Yes
2015-12-01	Plan benefit arrangement - Trust	Yes
2014: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Submission has been amended	No
2014-12-01	This submission is the final filing	No
2014-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-12-01	Plan is a collectively bargained plan	No
2014-12-01	Plan funding arrangement – Trust	Yes
2014-12-01	Plan benefit arrangement - Trust	Yes
2013: SAN JORGE ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-12-01	Type of plan entity	Single employer plan
2013-12-01	Submission has been amended	No
2013-12-01	This submission is the final filing	No
2013-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-12-01	Plan is a collectively bargained plan	No
2013-12-01	Plan funding arrangement – Insurance	Yes
2013-12-01	Plan funding arrangement – Trust	Yes
2013-12-01	Plan benefit arrangement – Insurance	Yes
2013-12-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	506008021
Policy instance	1

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Company Name:	SAN JORGE ASSOCIATES, INC.
Employer identification number (EIN):	660384143
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)