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CENTRAL COAST FAMILY CARE PENSION PLAN 401k Plan overview

Plan NameCENTRAL COAST FAMILY CARE PENSION PLAN
Plan identification number 002

CENTRAL COAST FAMILY CARE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

CENTRAL COAST FAMILY CARE MEDICAL ASSOCIATES OF SANTA MARIA, INC. has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL COAST FAMILY CARE MEDICAL ASSOCIATES OF SANTA MARIA, INC.
Employer identification number (EIN):770404320
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL COAST FAMILY CARE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01
0022015-01-01
0022014-01-01
0022014-01-01
0022013-01-01MICHAEL P. SCHRAGER, M.D.
0022012-01-01MICHAEL P. SCHRAGER, M.D.
0022011-01-01MICHAEL P. SCHRAGER, M.D.
0022009-01-01DOUGLAS S. HENDRY
0022009-01-01DOUGLAS S. HENDRY
0022008-01-01
0022008-01-01DOUGLAS S. HENDRY

Plan Statistics for CENTRAL COAST FAMILY CARE PENSION PLAN

401k plan membership statisitcs for CENTRAL COAST FAMILY CARE PENSION PLAN

Measure Date Value
2016: CENTRAL COAST FAMILY CARE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0133
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
2015: CENTRAL COAST FAMILY CARE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0137
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 benefits2015-01-015
Total of all active and inactive participants2015-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0133
2014: CENTRAL COAST FAMILY CARE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0134
Total number of active participants reported on line 7a of the Form 55002014-01-0132
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CENTRAL COAST FAMILY CARE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0132
Total number of active participants reported on line 7a of the Form 55002013-01-0132
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CENTRAL COAST FAMILY CARE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0131
Total number of active participants reported on line 7a of the Form 55002012-01-0129
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CENTRAL COAST FAMILY CARE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0136
Total number of active participants reported on line 7a of the Form 55002011-01-0124
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CENTRAL COAST FAMILY CARE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0127
Total number of active participants reported on line 7a of the Form 55002009-01-0123
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012
2008: CENTRAL COAST FAMILY CARE PENSION PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0121
Total number of active participants reported on line 7a of the Form 55002008-01-0117
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-017
Total of all active and inactive participants2008-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-012

Financial Data on CENTRAL COAST FAMILY CARE PENSION PLAN

Measure Date Value
2016 : CENTRAL COAST FAMILY CARE PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-06-30$0
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$84,382
Expenses. Total of all expenses incurred2016-06-30$2,708,911
Benefits paid (including direct rollovers)2016-06-30$2,705,126
Total plan assets at end of year2016-06-30$0
Total plan assets at beginning of year2016-06-30$2,624,529
Value of fidelity bond covering the plan2016-06-30$500,000
Total contributions received or receivable from participants2016-06-30$0
Expenses. Other expenses not covered elsewhere2016-06-30$3,785
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$-114,670
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$-2,624,529
Net plan assets at end of year (total assets less liabilities)2016-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$2,624,529
Assets. Value of assets in partnership/joint-venture interests2016-06-30$0
Total contributions received or receivable from employer(s)2016-06-30$199,052
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$221,561
2015 : CENTRAL COAST FAMILY CARE PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
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$69,256
Expenses. Total of all expenses incurred2015-12-31$31,310
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$2,624,529
Total plan assets at beginning of year2015-12-31$2,586,583
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$31,310
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-61,868
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$37,946
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,624,529
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,586,583
Assets. Value of assets in partnership/joint-venture interests2015-12-31$100,000
Total contributions received or receivable from employer(s)2015-12-31$131,124
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$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 securities2015-12-31$0
2014 : CENTRAL COAST FAMILY CARE PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
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$409,141
Expenses. Total of all expenses incurred2014-12-31$93,783
Benefits paid (including direct rollovers)2014-12-31$85,208
Total plan assets at end of year2014-12-31$2,586,583
Total plan assets at beginning of year2014-12-31$2,271,225
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$8,575
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$150,190
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$315,358
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,586,583
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,271,225
Assets. Value of assets in partnership/joint-venture interests2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$258,951
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 securities2014-12-31$0
2013 : CENTRAL COAST FAMILY CARE PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
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$287,310
Expenses. Total of all expenses incurred2013-12-31$19,140
Benefits paid (including direct rollovers)2013-12-31$10,660
Total plan assets at end of year2013-12-31$2,271,225
Total plan assets at beginning of year2013-12-31$2,003,055
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$8,480
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$118,810
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$268,170
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,271,225
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,003,055
Assets. Value of assets in partnership/joint-venture interests2013-12-31$100,000
Total contributions received or receivable from employer(s)2013-12-31$168,500
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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 securities2013-12-31$0
2012 : CENTRAL COAST FAMILY CARE PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
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$460,065
Expenses. Total of all expenses incurred2012-12-31$24,079
Benefits paid (including direct rollovers)2012-12-31$15,796
Total plan assets at end of year2012-12-31$2,003,055
Total plan assets at beginning of year2012-12-31$1,567,069
Value of fidelity bond covering the plan2012-12-31$5,000,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$8,283
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$101,670
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$435,986
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,003,055
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,567,069
Assets. Value of assets in partnership/joint-venture interests2012-12-31$100,000
Total contributions received or receivable from employer(s)2012-12-31$358,395
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CENTRAL COAST FAMILY CARE PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
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$299,203
Expenses. Total of all expenses incurred2011-12-31$26,892
Benefits paid (including direct rollovers)2011-12-31$6,135
Total plan assets at end of year2011-12-31$1,567,069
Total plan assets at beginning of year2011-12-31$1,294,758
Value of fidelity bond covering the plan2011-12-31$5,000,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$20,757
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$67,741
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$272,311
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,567,069
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,294,758
Assets. Value of assets in partnership/joint-venture interests2011-12-31$100,000
Total contributions received or receivable from employer(s)2011-12-31$231,462
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CENTRAL COAST FAMILY CARE PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
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$359,467
Expenses. Total of all expenses incurred2010-12-31$105
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,294,758
Total plan assets at beginning of year2010-12-31$935,396
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$105
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$100,967
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$359,362
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,294,758
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$935,396
Assets. Value of assets in partnership/joint-venture interests2010-12-31$100,000
Total contributions received or receivable from employer(s)2010-12-31$258,500
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
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 securities2010-12-31$0
2009 : CENTRAL COAST FAMILY CARE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : CENTRAL COAST FAMILY CARE PENSION PLAN 2008 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0

Form 5500 Responses for CENTRAL COAST FAMILY CARE PENSION PLAN

2016: CENTRAL COAST FAMILY CARE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTRAL COAST FAMILY CARE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTRAL COAST FAMILY CARE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTRAL COAST FAMILY CARE PENSION 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CENTRAL COAST FAMILY CARE PENSION 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CENTRAL COAST FAMILY CARE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CENTRAL COAST FAMILY CARE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: CENTRAL COAST FAMILY CARE PENSION PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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