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AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameAMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN
Plan identification number 001

AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

AMERICAN AMBULANCE OF VISALIA has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN AMBULANCE OF VISALIA
Employer identification number (EIN):770193870
NAIC Classification:621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVID COOPER2023-10-09
0012021-01-01DAVID COOPER2022-10-12 DAVID COOPER2022-10-12
0012020-01-01DAVID COOPER2021-07-19 DAVID COOPER2021-07-19
0012019-01-01DAVID COOPER2020-06-04 DAVID COOPER2020-06-04
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DAVID COOPER DAVID COOPER2013-10-15
0012011-01-01DAVID COOPER2012-10-09 DAVID COOPER2012-10-09
0012010-01-01DAVID COOPER2011-10-07 DAVID COOPER2011-10-07

Plan Statistics for AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01103
Total number of active participants reported on line 7a of the Form 55002022-01-01100
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01106
Number of participants with account balances2022-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0193
Total number of active participants reported on line 7a of the Form 55002021-01-0193
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0197
Number of participants with account balances2021-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0183
Total number of active participants reported on line 7a of the Form 55002020-01-0179
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0183
Number of participants with account balances2020-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0185
Total number of active participants reported on line 7a of the Form 55002019-01-0175
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0180
Number of participants with account balances2019-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0186
Total number of active participants reported on line 7a of the Form 55002018-01-0173
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0179
Number of participants with account balances2018-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0151
Total number of active participants reported on line 7a of the Form 55002017-01-0144
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0151
Number of participants with account balances2017-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0155
Total number of active participants reported on line 7a of the Form 55002016-01-0137
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0142
Number of participants with account balances2016-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0152
Total number of active participants reported on line 7a of the Form 55002015-01-0128
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0145
Number of participants with account balances2015-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0145
Total number of active participants reported on line 7a of the Form 55002014-01-0135
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0146
Number of participants with account balances2014-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0142
Total number of active participants reported on line 7a of the Form 55002013-01-0131
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0141
Number of participants with account balances2013-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0138
Total number of active participants reported on line 7a of the Form 55002012-01-0138
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0142
Total participants2012-01-0142
Number of participants with account balances2012-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013

Financial Data on AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-198,515
Expenses. Total of all expenses incurred2022-12-31$59,279
Benefits paid (including direct rollovers)2022-12-31$49,938
Total plan assets at end of year2022-12-31$4,647,196
Total plan assets at beginning of year2022-12-31$4,904,990
Value of fidelity bond covering the plan2022-12-31$2,500,000
Total contributions received or receivable from participants2022-12-31$143,564
Assets. Value of loans (other than to participants)2022-12-31$401,504
Contributions received from other sources (not participants or employers)2022-12-31$38,214
Other income received2022-12-31$-433,631
Net income (gross income less expenses)2022-12-31$-257,794
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,647,196
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,904,990
Assets. Value of participant loans2022-12-31$23,512
Assets. Value of real-estate (other than employer real property)2022-12-31$994,000
Total contributions received or receivable from employer(s)2022-12-31$53,338
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$9,341
2021 : AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$688,395
Expenses. Total of all expenses incurred2021-12-31$18,613
Benefits paid (including direct rollovers)2021-12-31$9,031
Total plan assets at end of year2021-12-31$4,904,990
Total plan assets at beginning of year2021-12-31$4,235,208
Value of fidelity bond covering the plan2021-12-31$2,500,000
Total contributions received or receivable from participants2021-12-31$145,238
Assets. Value of loans (other than to participants)2021-12-31$161,629
Other income received2021-12-31$487,827
Net income (gross income less expenses)2021-12-31$669,782
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,904,990
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,235,208
Assets. Value of participant loans2021-12-31$13,562
Assets. Value of real-estate (other than employer real property)2021-12-31$979,000
Total contributions received or receivable from employer(s)2021-12-31$55,330
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$9,582
2020 : AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$995,993
Expenses. Total of all expenses incurred2020-12-31$44,221
Benefits paid (including direct rollovers)2020-12-31$37,308
Total plan assets at end of year2020-12-31$4,235,208
Total plan assets at beginning of year2020-12-31$3,283,436
Value of fidelity bond covering the plan2020-12-31$2,000,000
Total contributions received or receivable from participants2020-12-31$122,946
Assets. Value of loans (other than to participants)2020-12-31$266,768
Contributions received from other sources (not participants or employers)2020-12-31$375,343
Other income received2020-12-31$451,987
Net income (gross income less expenses)2020-12-31$951,772
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,235,208
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,283,436
Assets. Value of participant loans2020-12-31$12,372
Assets. Value of real-estate (other than employer real property)2020-12-31$859,000
Total contributions received or receivable from employer(s)2020-12-31$45,717
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$6,913
2019 : AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$504,269
Expenses. Total of all expenses incurred2019-12-31$124,788
Benefits paid (including direct rollovers)2019-12-31$118,429
Total plan assets at end of year2019-12-31$3,283,436
Total plan assets at beginning of year2019-12-31$2,903,955
Value of fidelity bond covering the plan2019-12-31$2,000,000
Total contributions received or receivable from participants2019-12-31$115,646
Assets. Value of loans (other than to participants)2019-12-31$90,613
Other income received2019-12-31$345,606
Net income (gross income less expenses)2019-12-31$379,481
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,283,436
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,903,955
Assets. Value of participant loans2019-12-31$15,189
Assets. Value of assets in partnership/joint-venture interests2019-12-31$0
Assets. Value of real-estate (other than employer real property)2019-12-31$731,000
Total contributions received or receivable from employer(s)2019-12-31$43,017
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$6,359
2018 : AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$144,240
Expenses. Total of all expenses incurred2018-12-31$21,613
Benefits paid (including direct rollovers)2018-12-31$15,656
Total plan assets at end of year2018-12-31$2,903,955
Total plan assets at beginning of year2018-12-31$2,781,328
Value of fidelity bond covering the plan2018-12-31$2,000,000
Total contributions received or receivable from participants2018-12-31$103,838
Assets. Value of loans (other than to participants)2018-12-31$284,467
Other income received2018-12-31$2,652
Net income (gross income less expenses)2018-12-31$122,627
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,903,955
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,781,328
Assets. Value of participant loans2018-12-31$17,058
Assets. Value of assets in partnership/joint-venture interests2018-12-31$3,301
Assets. Value of real-estate (other than employer real property)2018-12-31$680,000
Total contributions received or receivable from employer(s)2018-12-31$37,750
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,957
2017 : AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$250,467
Expenses. Total of all expenses incurred2017-12-31$50,754
Benefits paid (including direct rollovers)2017-12-31$45,167
Total plan assets at end of year2017-12-31$2,781,328
Total plan assets at beginning of year2017-12-31$2,581,615
Value of fidelity bond covering the plan2017-12-31$1,700,000
Total contributions received or receivable from participants2017-12-31$47,530
Assets. Value of loans (other than to participants)2017-12-31$1,068,358
Other income received2017-12-31$186,348
Net income (gross income less expenses)2017-12-31$199,713
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,781,328
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,581,615
Assets. Value of participant loans2017-12-31$7,354
Assets. Value of assets in partnership/joint-venture interests2017-12-31$4,202
Assets. Value of real-estate (other than employer real property)2017-12-31$652,000
Total contributions received or receivable from employer(s)2017-12-31$16,589
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5,587
2016 : AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$392,176
Expenses. Total of all expenses incurred2016-12-31$95,340
Benefits paid (including direct rollovers)2016-12-31$89,280
Total plan assets at end of year2016-12-31$2,581,615
Total plan assets at beginning of year2016-12-31$2,284,779
Value of fidelity bond covering the plan2016-12-31$1,250,000
Total contributions received or receivable from participants2016-12-31$9,134
Other income received2016-12-31$378,048
Net income (gross income less expenses)2016-12-31$296,836
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,581,615
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,284,779
Assets. Value of participant loans2016-12-31$11,314
Assets. Value of assets in partnership/joint-venture interests2016-12-31$53,000
Assets. Value of real-estate (other than employer real property)2016-12-31$868,384
Total contributions received or receivable from employer(s)2016-12-31$4,994
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$6,060
2015 : AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$56,651
Expenses. Total of all expenses incurred2015-12-31$38,342
Benefits paid (including direct rollovers)2015-12-31$33,444
Total plan assets at end of year2015-12-31$2,284,779
Total plan assets at beginning of year2015-12-31$2,266,470
Value of fidelity bond covering the plan2015-12-31$1,250,000
Total contributions received or receivable from participants2015-12-31$9,832
Other income received2015-12-31$46,819
Net income (gross income less expenses)2015-12-31$18,309
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,284,779
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,266,470
Assets. Value of participant loans2015-12-31$31,653
Assets. Value of assets in partnership/joint-venture interests2015-12-31$68,000
Assets. Value of real-estate (other than employer real property)2015-12-31$1,166,595
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$750
Total contributions received or receivable from employer(s)2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,898
2014 : AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$133,953
Expenses. Total of all expenses incurred2014-12-31$31,570
Benefits paid (including direct rollovers)2014-12-31$26,871
Total plan assets at end of year2014-12-31$2,266,470
Total plan assets at beginning of year2014-12-31$2,164,087
Value of fidelity bond covering the plan2014-12-31$1,250,000
Total contributions received or receivable from participants2014-12-31$62,976
Other income received2014-12-31$33,867
Net income (gross income less expenses)2014-12-31$102,383
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,266,470
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,164,087
Assets. Value of participant loans2014-12-31$14,355
Assets. Value of assets in partnership/joint-venture interests2014-12-31$89,000
Assets. Value of real-estate (other than employer real property)2014-12-31$652,961
Total contributions received or receivable from employer(s)2014-12-31$37,110
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,699
2013 : AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$538,962
Expenses. Total of all expenses incurred2013-12-31$18,434
Benefits paid (including direct rollovers)2013-12-31$13,481
Total plan assets at end of year2013-12-31$2,164,087
Total plan assets at beginning of year2013-12-31$1,643,559
Value of fidelity bond covering the plan2013-12-31$1,250,000
Total contributions received or receivable from participants2013-12-31$70,134
Other income received2013-12-31$428,697
Net income (gross income less expenses)2013-12-31$520,528
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,164,087
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,643,559
Assets. Value of participant loans2013-12-31$27,054
Assets. Value of assets in partnership/joint-venture interests2013-12-31$60,000
Assets. Value of real-estate (other than employer real property)2013-12-31$373,781
Total contributions received or receivable from employer(s)2013-12-31$40,131
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,953
2012 : AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$193,171
Expenses. Total of all expenses incurred2012-12-31$32,318
Benefits paid (including direct rollovers)2012-12-31$23,436
Total plan assets at end of year2012-12-31$1,643,559
Total plan assets at beginning of year2012-12-31$1,482,706
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$72,961
Other income received2012-12-31$72,624
Net income (gross income less expenses)2012-12-31$160,853
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,643,559
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,482,706
Assets. Value of participant loans2012-12-31$26,618
Assets. Value of real-estate (other than employer real property)2012-12-31$272,155
Total contributions received or receivable from employer(s)2012-12-31$47,586
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$8,882

Form 5500 Responses for AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN

2022: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN AMBULANCE OF VISALIA 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60462
Policy instance 1
Insurance contract or identification number60462
Number of Individuals Covered31
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $17,302
Total amount of fees paid to insurance companyUSD $1,097
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,205
Insurance broker organization code?3
Amount paid for insurance broker fees1097
Additional information about fees paid to insurance brokerFEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60462
Policy instance 1
Insurance contract or identification number60462
Number of Individuals Covered29
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $18,193
Total amount of fees paid to insurance companyUSD $1,162
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,031
Insurance broker organization code?3
Amount paid for insurance broker fees1162
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60462
Policy instance 1
Insurance contract or identification number60462
Number of Individuals Covered25
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $9,866
Total amount of fees paid to insurance companyUSD $667
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,866
Insurance broker organization code?3
Amount paid for insurance broker fees667
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60462
Policy instance 1
Insurance contract or identification number60462
Number of Individuals Covered26
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,582
Total amount of fees paid to insurance companyUSD $582
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $8,582
Insurance broker organization code?3
Amount paid for insurance broker fees582
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60462
Policy instance 1
Insurance contract or identification number60462
Number of Individuals Covered25
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,920
Total amount of fees paid to insurance companyUSD $536
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,920
Insurance broker organization code?3
Amount paid for insurance broker fees536
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60462
Policy instance 1
Insurance contract or identification number60462
Number of Individuals Covered24
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,920
Total amount of fees paid to insurance companyUSD $468
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,920
Insurance broker organization code?3
Amount paid for insurance broker fees468
Insurance broker nameRETIREMENT PLAN CONSULTANTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60462
Policy instance 1
Insurance contract or identification number60462
Number of Individuals Covered38
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,740
Total amount of fees paid to insurance companyUSD $463
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,740
Insurance broker organization code?3
Amount paid for insurance broker fees463
Insurance broker nameRETIREMENT PLAN CONSULTANTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60462
Policy instance 1
Insurance contract or identification number60462
Number of Individuals Covered37
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,471
Total amount of fees paid to insurance companyUSD $445
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,471
Insurance broker organization code?3
Amount paid for insurance broker fees445
Insurance broker nameRETIREMENT PLAN CONSULTANTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60462
Policy instance 1
Insurance contract or identification number60462
Number of Individuals Covered38
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,891
Total amount of fees paid to insurance companyUSD $476
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,891
Insurance broker organization code?3
Amount paid for insurance broker fees476
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameRETIREMENT PLAN CONSULTANTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60462
Policy instance 1
Insurance contract or identification number60462
Number of Individuals Covered32
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,324
Total amount of fees paid to insurance companyUSD $682
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $8,324
Insurance broker organization code?3
Amount paid for insurance broker fees599
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameFIDELITY MANAGEMENT & RESEARCH CO.

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