401k Plan data: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN plan

SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN
Plan identification number	001

SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) 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
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 covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP

Employer identification number (EIN): 770069344

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01 CHRIS CONLEY CHRIS CONLEY 2019-05-20
001 2017-01-01 CHRIS CONLEY CHRIS CONLEY 2018-08-10
001 2016-01-01 CHRIS CONLEY CHRIS CONLEY 2017-07-14
001 2015-01-01 CHRIS CONLEY CHRIS CONLEY 2016-07-08
001 2014-01-01 TIFFANY GERMAN TIFFANY GERMAN 2015-07-09
001 2013-01-01 JAMES ZELL JAMES ZELL 2014-06-04
001 2012-01-01 JAMES ZELL
001 2011-01-01 JAMES ZELL

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01	CHRIS CONLEY	CHRIS CONLEY	2019-05-20
001	2017-01-01	CHRIS CONLEY	CHRIS CONLEY	2018-08-10
001	2016-01-01	CHRIS CONLEY	CHRIS CONLEY	2017-07-14
001	2015-01-01	CHRIS CONLEY	CHRIS CONLEY	2016-07-08
001	2014-01-01	TIFFANY GERMAN	TIFFANY GERMAN	2015-07-09
001	2013-01-01	JAMES ZELL	JAMES ZELL	2014-06-04
001	2012-01-01	JAMES ZELL
001	2011-01-01	JAMES ZELL

Plan Statistics for SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 40
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 20
Total of all active and inactive participants 2022-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 60
Number of participants with account balances 2022-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 40
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 15
Total of all active and inactive participants 2021-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 55
Number of participants with account balances 2021-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 39
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 49
Number of participants with account balances 2020-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 41
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 46
Number of participants with account balances 2019-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 42
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 48
Number of participants with account balances 2018-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 36
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 45
Number of participants with account balances 2017-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 39
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 44
Number of participants with account balances 2016-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 38
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 4
Total of all active and inactive participants 2015-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 42
Number of participants with account balances 2015-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 42
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 9
Total of all active and inactive participants 2014-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 51
Number of participants with account balances 2014-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 46
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 10
Total of all active and inactive participants 2013-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 56
Number of participants with account balances 2013-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 43
Number of retired or separated participants receiving benefits 2012-01-01 7
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 54
Total participants 2012-01-01 54
Number of participants with account balances 2012-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 49
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 3
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 3

Measure	Date	Value
2022: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	40
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	20
Total of all active and inactive participants	2022-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	60
Number of participants with account balances	2022-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	40
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	15
Total of all active and inactive participants	2021-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	55
Number of participants with account balances	2021-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	39
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	49
Number of participants with account balances	2020-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	41
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	46
Number of participants with account balances	2019-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	42
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	48
Number of participants with account balances	2018-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	36
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	45
Number of participants with account balances	2017-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	39
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	44
Number of participants with account balances	2016-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	38
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	4
Total of all active and inactive participants	2015-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	42
Number of participants with account balances	2015-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	42
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	9
Total of all active and inactive participants	2014-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	51
Number of participants with account balances	2014-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	46
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	10
Total of all active and inactive participants	2013-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	56
Number of participants with account balances	2013-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	43
Number of retired or separated participants receiving benefits	2012-01-01	7
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	54
Total participants	2012-01-01	54
Number of participants with account balances	2012-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	49
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	3
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	3

Financial Data on SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-2,419,861
Expenses. Total of all expenses incurred	2022-12-31	$4,021,227
Benefits paid (including direct rollovers)	2022-12-31	$3,989,265
Total plan assets at end of year	2022-12-31	$16,327,348
Total plan assets at beginning of year	2022-12-31	$22,768,436
Value of fidelity bond covering the plan	2022-12-31	$1,366,250
Total contributions received or receivable from participants	2022-12-31	$283,402
Expenses. Other expenses not covered elsewhere	2022-12-31	$31,962
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-3,143,900
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-6,441,088
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$16,327,348
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$22,768,436
Assets. Value of participant loans	2022-12-31	$78,960
Assets. Value of real-estate (other than employer real property)	2022-12-31	$1,200,000
Total contributions received or receivable from employer(s)	2022-12-31	$440,637
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$3,354,259
Expenses. Total of all expenses incurred	2021-12-31	$260,641
Benefits paid (including direct rollovers)	2021-12-31	$230,469
Total plan assets at end of year	2021-12-31	$22,768,436
Total plan assets at beginning of year	2021-12-31	$19,674,818
Value of fidelity bond covering the plan	2021-12-31	$1,366,250
Total contributions received or receivable from participants	2021-12-31	$275,380
Expenses. Other expenses not covered elsewhere	2021-12-31	$30,172
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$2,649,423
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$3,093,618
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$22,768,436
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$19,674,818
Assets. Value of participant loans	2021-12-31	$56,151
Assets. Value of real-estate (other than employer real property)	2021-12-31	$1,100,000
Total contributions received or receivable from employer(s)	2021-12-31	$429,456
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,318,765
Expenses. Total of all expenses incurred	2020-12-31	$320,252
Benefits paid (including direct rollovers)	2020-12-31	$295,139
Total plan assets at end of year	2020-12-31	$19,674,818
Total plan assets at beginning of year	2020-12-31	$17,676,305
Value of fidelity bond covering the plan	2020-12-31	$1,366,250
Total contributions received or receivable from participants	2020-12-31	$264,169
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$36,513
Other income received	2020-12-31	$1,580,932
Net income (gross income less expenses)	2020-12-31	$1,998,513
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$19,674,818
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$17,676,305
Assets. Value of participant loans	2020-12-31	$32,133
Assets. Value of real-estate (other than employer real property)	2020-12-31	$975,000
Total contributions received or receivable from employer(s)	2020-12-31	$437,151
Value of certain deemed distributions of participant loans	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$25,113
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$3,543,306
Expenses. Total of all expenses incurred	2019-12-31	$425,315
Benefits paid (including direct rollovers)	2019-12-31	$379,679
Total plan assets at end of year	2019-12-31	$17,679,891
Total plan assets at beginning of year	2019-12-31	$14,561,900
Value of fidelity bond covering the plan	2019-12-31	$1,366,250
Total contributions received or receivable from participants	2019-12-31	$281,724
Expenses. Other expenses not covered elsewhere	2019-12-31	$24,164
Contributions received from other sources (not participants or employers)	2019-12-31	$253,132
Other income received	2019-12-31	$2,567,349
Net income (gross income less expenses)	2019-12-31	$3,117,991
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$17,679,891
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$14,561,900
Assets. Value of participant loans	2019-12-31	$33,246
Assets. Value of real-estate (other than employer real property)	2019-12-31	$1,366,250
Total contributions received or receivable from employer(s)	2019-12-31	$441,101
Value of corrective distributions	2019-12-31	$21,472
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-232,603
Expenses. Total of all expenses incurred	2018-12-31	$335,457
Benefits paid (including direct rollovers)	2018-12-31	$312,397
Total plan assets at end of year	2018-12-31	$14,561,900
Total plan assets at beginning of year	2018-12-31	$15,129,960
Value of fidelity bond covering the plan	2018-12-31	$999,000
Total contributions received or receivable from participants	2018-12-31	$255,175
Expenses. Other expenses not covered elsewhere	2018-12-31	$22,921
Contributions received from other sources (not participants or employers)	2018-12-31	$9,444
Other income received	2018-12-31	$-892,013
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-568,060
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$14,561,900
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$15,129,960
Assets. Value of participant loans	2018-12-31	$49,980
Assets. Value of real-estate (other than employer real property)	2018-12-31	$1,366,250
Total contributions received or receivable from employer(s)	2018-12-31	$394,791
Value of certain deemed distributions of participant loans	2018-12-31	$139
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$2,342,190
Expenses. Total of all expenses incurred	2017-12-31	$397,191
Benefits paid (including direct rollovers)	2017-12-31	$377,844
Total plan assets at end of year	2017-12-31	$15,129,960
Total plan assets at beginning of year	2017-12-31	$13,184,961
Value of fidelity bond covering the plan	2017-12-31	$1,248,639
Total contributions received or receivable from participants	2017-12-31	$264,784
Expenses. Other expenses not covered elsewhere	2017-12-31	$260
Contributions received from other sources (not participants or employers)	2017-12-31	$5,924
Other income received	2017-12-31	$1,666,350
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,944,999
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$15,129,960
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$13,184,961
Assets. Value of participant loans	2017-12-31	$75,545
Assets. Value of real-estate (other than employer real property)	2017-12-31	$1,300,000
Total contributions received or receivable from employer(s)	2017-12-31	$405,132
Value of certain deemed distributions of participant loans	2017-12-31	$19,087
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,814,853
Expenses. Total of all expenses incurred	2016-12-31	$310,350
Benefits paid (including direct rollovers)	2016-12-31	$278,221
Total plan assets at end of year	2016-12-31	$13,184,961
Total plan assets at beginning of year	2016-12-31	$11,680,458
Value of fidelity bond covering the plan	2016-12-31	$1,248,639
Total contributions received or receivable from participants	2016-12-31	$266,395
Expenses. Other expenses not covered elsewhere	2016-12-31	$20,117
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$1,143,641
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$1,504,503
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$13,184,961
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$11,680,458
Assets. Value of participant loans	2016-12-31	$13,464
Assets. Value of real-estate (other than employer real property)	2016-12-31	$1,244,000
Total contributions received or receivable from employer(s)	2016-12-31	$404,817
Value of certain deemed distributions of participant loans	2016-12-31	$12,012
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2015 401k financial data
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	$219,143
Expenses. Total of all expenses incurred	2015-12-31	$425,668
Benefits paid (including direct rollovers)	2015-12-31	$386,760
Total plan assets at end of year	2015-12-31	$11,680,458
Total plan assets at beginning of year	2015-12-31	$11,886,983
Value of fidelity bond covering the plan	2015-12-31	$1,248,639
Total contributions received or receivable from participants	2015-12-31	$256,205
Expenses. Other expenses not covered elsewhere	2015-12-31	$21,448
Contributions received from other sources (not participants or employers)	2015-12-31	$20,872
Other income received	2015-12-31	$-456,957
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-206,525
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$11,680,458
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$11,886,983
Assets. Value of participant loans	2015-12-31	$106,907
Assets. Value of real-estate (other than employer real property)	2015-12-31	$999,000
Total contributions received or receivable from employer(s)	2015-12-31	$399,023
Value of certain deemed distributions of participant loans	2015-12-31	$17,460
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) 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	$1,291,681
Expenses. Total of all expenses incurred	2014-12-31	$285,074
Benefits paid (including direct rollovers)	2014-12-31	$250,000
Total plan assets at end of year	2014-12-31	$11,886,983
Total plan assets at beginning of year	2014-12-31	$10,880,376
Value of fidelity bond covering the plan	2014-12-31	$1,150,000
Total contributions received or receivable from participants	2014-12-31	$227,745
Expenses. Other expenses not covered elsewhere	2014-12-31	$15,631
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$665,071
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$1,006,607
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$11,886,983
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$10,880,376
Assets. Value of participant loans	2014-12-31	$112,689
Assets. Value of real-estate (other than employer real property)	2014-12-31	$1,248,639
Total contributions received or receivable from employer(s)	2014-12-31	$398,865
Value of certain deemed distributions of participant loans	2014-12-31	$19,443
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) 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	$1,998,250
Expenses. Total of all expenses incurred	2013-12-31	$60,447
Benefits paid (including direct rollovers)	2013-12-31	$41,775
Total plan assets at end of year	2013-12-31	$10,880,376
Total plan assets at beginning of year	2013-12-31	$8,942,573
Value of fidelity bond covering the plan	2013-12-31	$1,150,000
Total contributions received or receivable from participants	2013-12-31	$221,890
Expenses. Other expenses not covered elsewhere	2013-12-31	$18,672
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,385,740
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,937,803
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$10,880,376
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$8,942,573
Assets. Value of participant loans	2013-12-31	$123,477
Assets. Value of real-estate (other than employer real property)	2013-12-31	$1,081,347
Total contributions received or receivable from employer(s)	2013-12-31	$390,620
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,574,306
Expenses. Total of all expenses incurred	2012-12-31	$339,216
Benefits paid (including direct rollovers)	2012-12-31	$306,494
Total plan assets at end of year	2012-12-31	$8,942,573
Total plan assets at beginning of year	2012-12-31	$7,707,483
Value of fidelity bond covering the plan	2012-12-31	$750,000
Total contributions received or receivable from participants	2012-12-31	$193,010
Other income received	2012-12-31	$984,519
Net income (gross income less expenses)	2012-12-31	$1,235,090
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$8,942,573
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$7,707,483
Assets. Value of participant loans	2012-12-31	$94,100
Total contributions received or receivable from employer(s)	2012-12-31	$396,777
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$32,722
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$172,664
Expenses. Total of all expenses incurred	2011-12-31	$189,028
Benefits paid (including direct rollovers)	2011-12-31	$158,930
Total plan assets at end of year	2011-12-31	$7,707,483
Total plan assets at beginning of year	2011-12-31	$7,723,847
Value of fidelity bond covering the plan	2011-12-31	$750,000
Total contributions received or receivable from participants	2011-12-31	$187,053
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-439,035
Net income (gross income less expenses)	2011-12-31	$-16,364
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$7,707,483
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,723,847
Assets. Value of participant loans	2011-12-31	$42,975
Total contributions received or receivable from employer(s)	2011-12-31	$424,646
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$30,098
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,424,152
Expenses. Total of all expenses incurred	2010-12-31	$8,383
Benefits paid (including direct rollovers)	2010-12-31	$8,383
Total plan assets at end of year	2010-12-31	$7,723,847
Total plan assets at beginning of year	2010-12-31	$6,308,078
Value of fidelity bond covering the plan	2010-12-31	$750,000
Total contributions received or receivable from participants	2010-12-31	$185,859
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Other income received	2010-12-31	$810,739
Net income (gross income less expenses)	2010-12-31	$1,415,769
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,723,847
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,308,078
Assets. Value of participant loans	2010-12-31	$54,804
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$69,455
Total contributions received or receivable from employer(s)	2010-12-31	$427,554
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN

2022: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP
Employer identification number (EIN):	770069344
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)