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BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameBRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST
Plan identification number 002

BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

BRUCE A. OURIEFF, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:BRUCE A. OURIEFF, M.D., INC.
Employer identification number (EIN):770084244
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about BRUCE A. OURIEFF, M.D., INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1985-10-17
Company Identification Number: C1354541
Legal Registered Office Address: 821 E Chapel St Ste 201

Santa Maria
United States of America (USA)
93454

More information about BRUCE A. OURIEFF, M.D., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01BRUCE OURIEFF2023-10-12 BRUCE OURIEFF2023-10-12
0022021-01-01BRUCE OURIEFF2022-10-12 BRUCE OURIEFF2022-10-12
0022020-01-01BRUCE OURIEFF2021-10-14 BRUCE OURIEFF2021-10-14
0022019-01-01BRUCE OURIEFF2020-10-12 BRUCE OURIEFF2020-10-12
0022018-01-01BRUCE OURIEFF2019-10-10 BRUCE OURIEFF2019-10-10
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01BRUCE OURIEFF
0022011-01-01BRUCE OURIEFF
0022010-01-01BRUCE OURIEFF
0022009-01-01BRUCE OURIEFF

Financial Data on BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1518248
Net assets as of the end of the plan year2025-10-151030052
Total assets as of the beginning of the plan year2025-10-15452871
Value of plan covered by a fidelity bond2025-10-15100000
Other contributions to plan in this plan year2025-10-15594845
Other income to plan in this plan year2025-10-15584
Plan net income in this plan year2025-10-15577181
Net assets as of the end of the plan year2025-10-151030052
Net assets as of the beginning of the plan year2025-10-15452871
2024 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2024 401k financial data
Net assets as of the end of the plan year2024-10-08452871
Total assets as of the beginning of the plan year2024-10-08402979
Value of plan covered by a fidelity bond2024-10-08100000
Other contributions to plan in this plan year2024-10-0849892
Plan net income in this plan year2024-10-0849892
Net assets as of the end of the plan year2024-10-08452871
Net assets as of the beginning of the plan year2024-10-08402979
2022 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total plan assets at end of year2022-12-31$402,979
Total plan assets at beginning of year2022-12-31$402,979
Value of fidelity bond covering the plan2022-12-31$400,000
Net plan assets at end of year (total assets less liabilities)2022-12-31$402,979
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$402,979
2021 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$84,789
Expenses. Total of all expenses incurred2021-12-31$90,250
Benefits paid (including direct rollovers)2021-12-31$90,250
Total plan assets at end of year2021-12-31$402,979
Total plan assets at beginning of year2021-12-31$408,440
Value of fidelity bond covering the plan2021-12-31$400,000
Other income received2021-12-31$84,789
Net income (gross income less expenses)2021-12-31$-5,461
Net plan assets at end of year (total assets less liabilities)2021-12-31$402,979
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$408,440
2020 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$40,831
Total plan assets at end of year2020-12-31$397,066
Total plan assets at beginning of year2020-12-31$356,235
Value of fidelity bond covering the plan2020-12-31$100,000
Other income received2020-12-31$29,457
Net income (gross income less expenses)2020-12-31$40,831
Net plan assets at end of year (total assets less liabilities)2020-12-31$397,066
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$356,235
Total contributions received or receivable from employer(s)2020-12-31$11,374
2019 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$52,249
Total plan assets at end of year2019-12-31$356,235
Total plan assets at beginning of year2019-12-31$303,986
Value of fidelity bond covering the plan2019-12-31$100,000
Other income received2019-12-31$52,249
Net income (gross income less expenses)2019-12-31$52,249
Net plan assets at end of year (total assets less liabilities)2019-12-31$356,235
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$303,986
2018 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-15,781
Expenses. Total of all expenses incurred2018-12-31$1,347
Total plan assets at end of year2018-12-31$303,986
Total plan assets at beginning of year2018-12-31$321,114
Value of fidelity bond covering the plan2018-12-31$100,000
Expenses. Other expenses not covered elsewhere2018-12-31$1,347
Other income received2018-12-31$-20,781
Net income (gross income less expenses)2018-12-31$-17,128
Net plan assets at end of year (total assets less liabilities)2018-12-31$303,986
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$321,114
Total contributions received or receivable from employer(s)2018-12-31$5,000
2017 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$46,186
Expenses. Total of all expenses incurred2017-12-31$6,814
Benefits paid (including direct rollovers)2017-12-31$4,794
Total plan assets at end of year2017-12-31$321,114
Total plan assets at beginning of year2017-12-31$281,742
Value of fidelity bond covering the plan2017-12-31$350,000
Other income received2017-12-31$46,186
Net income (gross income less expenses)2017-12-31$39,372
Net plan assets at end of year (total assets less liabilities)2017-12-31$321,114
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$281,742
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,020
2016 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$25,793
Total plan assets at end of year2016-12-31$281,742
Total plan assets at beginning of year2016-12-31$255,949
Value of fidelity bond covering the plan2016-12-31$100,000
Other income received2016-12-31$20,793
Net income (gross income less expenses)2016-12-31$25,793
Net plan assets at end of year (total assets less liabilities)2016-12-31$281,742
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$255,949
Total contributions received or receivable from employer(s)2016-12-31$5,000
2015 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-5,118
Expenses. Total of all expenses incurred2015-12-31$2,711
Benefits paid (including direct rollovers)2015-12-31$2,711
Total plan assets at end of year2015-12-31$255,949
Total plan assets at beginning of year2015-12-31$263,778
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$-5,118
Net income (gross income less expenses)2015-12-31$-7,829
Net plan assets at end of year (total assets less liabilities)2015-12-31$255,949
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$263,778
2014 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-2,845
Expenses. Total of all expenses incurred2014-12-31$2,711
Benefits paid (including direct rollovers)2014-12-31$2,711
Total plan assets at end of year2014-12-31$263,778
Total plan assets at beginning of year2014-12-31$269,334
Value of fidelity bond covering the plan2014-12-31$300,000
Other income received2014-12-31$-2,845
Net income (gross income less expenses)2014-12-31$-5,556
Net plan assets at end of year (total assets less liabilities)2014-12-31$263,778
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$269,334
2013 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$21,821
Expenses. Total of all expenses incurred2013-12-31$34,522
Benefits paid (including direct rollovers)2013-12-31$32,026
Total plan assets at end of year2013-12-31$269,334
Total plan assets at beginning of year2013-12-31$282,035
Value of fidelity bond covering the plan2013-12-31$300,000
Other income received2013-12-31$21,821
Net income (gross income less expenses)2013-12-31$-12,701
Net plan assets at end of year (total assets less liabilities)2013-12-31$269,334
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$282,035
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,496
2012 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$20,185
Expenses. Total of all expenses incurred2012-12-31$4,888
Benefits paid (including direct rollovers)2012-12-31$2,658
Total plan assets at end of year2012-12-31$282,035
Total plan assets at beginning of year2012-12-31$266,738
Value of fidelity bond covering the plan2012-12-31$300,000
Other income received2012-12-31$20,185
Net income (gross income less expenses)2012-12-31$15,297
Net plan assets at end of year (total assets less liabilities)2012-12-31$282,035
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$266,738
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,230
2011 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$8,189
Expenses. Total of all expenses incurred2011-12-31$2,658
Benefits paid (including direct rollovers)2011-12-31$2,658
Total plan assets at end of year2011-12-31$266,738
Total plan assets at beginning of year2011-12-31$261,207
Value of fidelity bond covering the plan2011-12-31$300,000
Other income received2011-12-31$8,189
Net income (gross income less expenses)2011-12-31$5,531
Net plan assets at end of year (total assets less liabilities)2011-12-31$266,738
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$261,207
2010 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$19,972
Expenses. Total of all expenses incurred2010-12-31$11,310
Total plan assets at end of year2010-12-31$261,207
Total plan assets at beginning of year2010-12-31$252,544
Value of fidelity bond covering the plan2010-12-31$200,000
Expenses. Other expenses not covered elsewhere2010-12-31$11,310
Other income received2010-12-31$19,972
Net income (gross income less expenses)2010-12-31$8,662
Net plan assets at end of year (total assets less liabilities)2010-12-31$261,207
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$252,544

Form 5500 Responses for BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST

2022: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1

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