401k Plan data: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN plan

NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN
Plan identification number	001

NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING 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).
Profit-sharing
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NAPA VALLEY FAMILY MEDICAL GROUP INC has sponsored the creation of one or more 401k plans.

Company Name: NAPA VALLEY FAMILY MEDICAL GROUP INC

Employer identification number (EIN): 680258366

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 BARRY A. BROWN BARRY A. BROWN 2013-06-21
001 2011-01-01 PENSION FILERS
001 2010-01-01 PENSION FILERS
001 2009-01-01 ASSOCIATED PENSION CONSULTANTS

Plan Statistics for NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN

Measure Date Value
2025: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-05-05 46
Total number of particpants at end of year 2025-05-05 49
Number of Participants With Account Balances 2025-05-05 49
2024: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-04-04 50
Total number of particpants at end of year 2024-04-04 43
Number of Participants With Account Balances 2024-04-04 43
2015: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 31
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 38
Number of participants with account balances 2015-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 32
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 45
Number of participants with account balances 2014-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 26
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 41
Number of participants with account balances 2013-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 34
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 16
Total of all active and inactive participants 2012-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 51
Number of participants with account balances 2012-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 36
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 16
Total of all active and inactive participants 2011-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 52
Number of participants with account balances 2011-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 32
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 16
Total of all active and inactive participants 2010-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 48
Number of participants with account balances 2010-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 31
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 20
Total of all active and inactive participants 2009-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 51
Number of participants with account balances 2009-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-05-05	46
Total number of particpants at end of year	2025-05-05	49
Number of Participants With Account Balances	2025-05-05	49
2024: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-04-04	50
Total number of particpants at end of year	2024-04-04	43
Number of Participants With Account Balances	2024-04-04	43
2015: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	31
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	38
Number of participants with account balances	2015-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	32
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	45
Number of participants with account balances	2014-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	26
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	41
Number of participants with account balances	2013-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	34
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	16
Total of all active and inactive participants	2012-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	51
Number of participants with account balances	2012-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	36
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	16
Total of all active and inactive participants	2011-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	52
Number of participants with account balances	2011-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	32
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	16
Total of all active and inactive participants	2010-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	48
Number of participants with account balances	2010-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	31
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	20
Total of all active and inactive participants	2009-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	51
Number of participants with account balances	2009-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN

Measure	Date	Value
2025 : NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-05-05	0
Total liabilities as of the beginning of the plan year	2025-05-05	8285
Total expenses incurred by plan in this plan year	2025-05-05	703428
Net assets as of the end of the plan year	2025-05-05	10555683
Total assets as of the beginning of the plan year	2025-05-05	9050788
Value of plan covered by a fidelity bond	2025-05-05	500000
Participant contributions to plan in this plan year	2025-05-05	263435
Value of participant loans at end of plan year	2025-05-05	22257
Other income to plan in this plan year	2025-05-05	1632795
Plan net income in this plan year	2025-05-05	1513180
Net assets as of the end of the plan year	2025-05-05	10555683
Net assets as of the beginning of the plan year	2025-05-05	9042503
Employer contributions to plan in this plan year	2025-05-05	320378
Fees paid to broker by Benefit Provider	2025-05-05	11713
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-05	10634
2024 : NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-04-04	8285
Total liabilities as of the beginning of the plan year	2024-04-04	23017
Total expenses incurred by plan in this plan year	2024-04-04	331745
Net assets as of the end of the plan year	2024-04-04	9050788
Total assets as of the beginning of the plan year	2024-04-04	7489759
Value of plan covered by a fidelity bond	2024-04-04	500000
Participant contributions to plan in this plan year	2024-04-04	294702
Value of participant loans at end of plan year	2024-04-04	30340
Other expenses paid from plan in this plan year	2024-04-04	0
Other income to plan in this plan year	2024-04-04	1274848
Plan net income in this plan year	2024-04-04	1575761
Net assets as of the end of the plan year	2024-04-04	9042503
Net assets as of the beginning of the plan year	2024-04-04	7466742
Employer contributions to plan in this plan year	2024-04-04	337956
Fees paid to broker by Benefit Provider	2024-04-04	9558
Expensese paid to adminstrative service provicers from plan in this plan year	2024-04-04	10249
2015 : NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$412,785
Expenses. Total of all expenses incurred	2015-12-31	$56,742
Benefits paid (including direct rollovers)	2015-12-31	$49,801
Total plan assets at end of year	2015-12-31	$5,435,252
Total plan assets at beginning of year	2015-12-31	$5,079,209
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$178,478
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$716
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$356,043
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,435,252
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,079,209
Assets. Value of participant loans	2015-12-31	$135,964
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$233,591
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$6,941
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$964,663
Expenses. Total of all expenses incurred	2014-12-31	$2,034,536
Benefits paid (including direct rollovers)	2014-12-31	$2,021,176
Total plan assets at end of year	2014-12-31	$5,079,209
Total plan assets at beginning of year	2014-12-31	$6,149,082
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$184,191
Contributions received from other sources (not participants or employers)	2014-12-31	$195,869
Other income received	2014-12-31	$361,473
Net income (gross income less expenses)	2014-12-31	$-1,069,873
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,079,209
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,149,082
Assets. Value of participant loans	2014-12-31	$169,148
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$25,149
Total contributions received or receivable from employer(s)	2014-12-31	$223,130
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$13,360
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,088,174
Expenses. Total of all expenses incurred	2013-12-31	$460,515
Benefits paid (including direct rollovers)	2013-12-31	$440,328
Total plan assets at end of year	2013-12-31	$6,149,082
Total plan assets at beginning of year	2013-12-31	$5,521,423
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$149,432
Other income received	2013-12-31	$725,535
Net income (gross income less expenses)	2013-12-31	$627,659
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,149,082
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,521,423
Assets. Value of participant loans	2013-12-31	$109,272
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$25,592
Total contributions received or receivable from employer(s)	2013-12-31	$213,207
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$20,187
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$345
Total income from all sources	2012-12-31	$897,686
Expenses. Total of all expenses incurred	2012-12-31	$110,690
Benefits paid (including direct rollovers)	2012-12-31	$93,054
Total plan assets at end of year	2012-12-31	$5,521,423
Total plan assets at beginning of year	2012-12-31	$4,734,772
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$142,580
Other income received	2012-12-31	$496,333
Net income (gross income less expenses)	2012-12-31	$786,996
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,521,423
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,734,427
Assets. Value of participant loans	2012-12-31	$99,605
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$26,394
Total contributions received or receivable from employer(s)	2012-12-31	$258,773
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$17,636
2011 : NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$345
Total income from all sources	2011-12-31	$420,315
Expenses. Total of all expenses incurred	2011-12-31	$47,952
Benefits paid (including direct rollovers)	2011-12-31	$32,561
Total plan assets at end of year	2011-12-31	$4,734,772
Total plan assets at beginning of year	2011-12-31	$4,362,064
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$139,586
Other income received	2011-12-31	$23,160
Net income (gross income less expenses)	2011-12-31	$372,363
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,734,427
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,362,064
Assets. Value of participant loans	2011-12-31	$40,612
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$28,524
Total contributions received or receivable from employer(s)	2011-12-31	$257,569
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$15,391
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$688,861
Expenses. Total of all expenses incurred	2010-12-31	$233,331
Benefits paid (including direct rollovers)	2010-12-31	$214,072
Total plan assets at end of year	2010-12-31	$4,362,064
Total plan assets at beginning of year	2010-12-31	$3,906,534
Value of fidelity bond covering the plan	2010-12-31	$425,000
Total contributions received or receivable from participants	2010-12-31	$142,407
Other income received	2010-12-31	$232,367
Net income (gross income less expenses)	2010-12-31	$455,530
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,362,064
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,906,534
Assets. Value of participant loans	2010-12-31	$34,819
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$32,648
Total contributions received or receivable from employer(s)	2010-12-31	$314,087
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$19,259
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN

2015: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NAPA VALLEY FAMILY MEDICAL GROUP INC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	341712-000
Policy instance	1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	341712-000
Policy instance	1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	341712-000
Policy instance	1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	341712-000
Policy instance	1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	341712-000
Policy instance	1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	341712-000
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	29738
Policy instance	2

Potentially related plans

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Company Name:	NAPA VALLEY FAMILY MEDICAL GROUP INC
Employer identification number (EIN):	680258366
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	BARRY A. BROWN	BARRY A. BROWN	2013-06-21
001	2011-01-01	PENSION FILERS
001	2010-01-01	PENSION FILERS
001	2009-01-01	ASSOCIATED PENSION CONSULTANTS