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SANTA YNEZ VALLEY MEDICAL ASSOCIATES 401(K) PLAN 401k Plan overview

Plan NameSANTA YNEZ VALLEY MEDICAL ASSOCIATES 401(K) PLAN
Plan identification number 001

SANTA YNEZ VALLEY MEDICAL ASSOCIATES 401(K) 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.
  • 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.
  • 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

SANTA YNEZ VALLEY MEDICAL ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:SANTA YNEZ VALLEY MEDICAL ASSOCIATES
Employer identification number (EIN):770514467
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 YNEZ VALLEY MEDICAL ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROGER I. LANE, M.D.2024-10-15
0012022-01-01ROGER I. LANE, M.D.2023-09-25
0012021-01-01ROGER I. LANE, M.D.2022-06-07
0012020-01-01ROGER I. LANE, MD2021-04-12
0012019-01-01ROGER I. LANE, MD2020-05-19
0012018-01-01ROGER I. LANE, MD2019-03-05
0012017-01-01ROGER I. LANE, MD2018-04-29
0012016-01-01ROGER LANE2017-07-31 ROGER LANE2017-07-31
0012015-01-01
0012014-01-01
0012013-01-01ROGER I. LANE, M.D.
0012012-01-01ROGER I. LANE, M.D.
0012011-01-01ROGER I. LANE, M.D.
0012009-01-01DOUGLAS S. HENDRY

Financial Data on SANTA YNEZ VALLEY MEDICAL ASSOCIATES 401(K) PLAN

Measure Date Value
2025 : SANTA YNEZ VALLEY MEDICAL ASSOCIATES 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-14853135
Net assets as of the end of the plan year2025-10-141279794
Total assets as of the beginning of the plan year2025-10-141836560
Other income to plan in this plan year2025-10-14296369
Plan net income in this plan year2025-10-14-556766
Net assets as of the end of the plan year2025-10-141279794
Net assets as of the beginning of the plan year2025-10-141836560
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1414877
2024 : SANTA YNEZ VALLEY MEDICAL ASSOCIATES 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-15276454
Net assets as of the end of the plan year2024-10-151836560
Total assets as of the beginning of the plan year2024-10-151844732
Value of plan covered by a fidelity bond2024-10-151000000
Other income to plan in this plan year2024-10-15268282
Plan net income in this plan year2024-10-15-8172
Net assets as of the end of the plan year2024-10-151836560
Net assets as of the beginning of the plan year2024-10-151844732
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1514649
2022 : SANTA YNEZ VALLEY MEDICAL ASSOCIATES 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-0725298
Net assets as of the end of the plan year2022-06-072184342
Total assets as of the beginning of the plan year2022-06-071770569
Value of plan covered by a fidelity bond2022-06-071000000
Participant contributions to plan in this plan year2022-06-0734074
Other income to plan in this plan year2022-06-07351877
Plan net income in this plan year2022-06-07413773
Net assets as of the end of the plan year2022-06-072184342
Net assets as of the beginning of the plan year2022-06-071770569
Employer contributions to plan in this plan year2022-06-0753120
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-0718291
2014 : SANTA YNEZ VALLEY MEDICAL ASSOCIATES 401(K) 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$230,382
Expenses. Total of all expenses incurred2014-12-31$57,240
Benefits paid (including direct rollovers)2014-12-31$57,180
Total plan assets at end of year2014-12-31$1,328,334
Total plan assets at beginning of year2014-12-31$1,155,192
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$83,168
Expenses. Other expenses not covered elsewhere2014-12-31$60
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$48,704
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$173,142
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,328,334
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,155,192
Total contributions received or receivable from employer(s)2014-12-31$98,510
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 : SANTA YNEZ VALLEY MEDICAL ASSOCIATES 401(K) 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$99
Total income from all sources2013-12-31$389,804
Expenses. Total of all expenses incurred2013-12-31$128,310
Benefits paid (including direct rollovers)2013-12-31$128,190
Total plan assets at end of year2013-12-31$1,155,192
Total plan assets at beginning of year2013-12-31$893,797
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$80,468
Expenses. Other expenses not covered elsewhere2013-12-31$120
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$211,970
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$261,494
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,155,192
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$893,698
Total contributions received or receivable from employer(s)2013-12-31$97,366
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 : SANTA YNEZ VALLEY MEDICAL ASSOCIATES 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$99
Total plan liabilities at beginning of year2012-12-31$99
Total income from all sources2012-12-31$262,759
Expenses. Total of all expenses incurred2012-12-31$32,724
Benefits paid (including direct rollovers)2012-12-31$32,364
Total plan assets at end of year2012-12-31$893,797
Total plan assets at beginning of year2012-12-31$663,762
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$76,616
Expenses. Other expenses not covered elsewhere2012-12-31$360
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$91,809
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$230,035
Net plan assets at end of year (total assets less liabilities)2012-12-31$893,698
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$663,663
Total contributions received or receivable from employer(s)2012-12-31$94,334
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 : SANTA YNEZ VALLEY MEDICAL ASSOCIATES 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$99
Total plan liabilities at beginning of year2011-12-31$134
Total income from all sources2011-12-31$141,785
Expenses. Total of all expenses incurred2011-12-31$43,180
Benefits paid (including direct rollovers)2011-12-31$43,120
Total plan assets at end of year2011-12-31$663,762
Total plan assets at beginning of year2011-12-31$565,192
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$79,056
Expenses. Other expenses not covered elsewhere2011-12-31$60
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-29,726
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$98,605
Net plan assets at end of year (total assets less liabilities)2011-12-31$663,663
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$565,058
Total contributions received or receivable from employer(s)2011-12-31$92,455
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 : SANTA YNEZ VALLEY MEDICAL ASSOCIATES 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$134
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$211,713
Expenses. Total of all expenses incurred2010-12-31$72,211
Benefits paid (including direct rollovers)2010-12-31$71,996
Total plan assets at end of year2010-12-31$565,192
Total plan assets at beginning of year2010-12-31$425,556
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$70,983
Expenses. Other expenses not covered elsewhere2010-12-31$215
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$51,051
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$139,502
Net plan assets at end of year (total assets less liabilities)2010-12-31$565,058
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$425,556
Total contributions received or receivable from employer(s)2010-12-31$89,679
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 : SANTA YNEZ VALLEY MEDICAL ASSOCIATES 401(K) 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

Form 5500 Responses for SANTA YNEZ VALLEY MEDICAL ASSOCIATES 401(K) PLAN

2014: SANTA YNEZ VALLEY MEDICAL ASSOCIATES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SANTA YNEZ VALLEY MEDICAL ASSOCIATES 401(K) 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: SANTA YNEZ VALLEY MEDICAL ASSOCIATES 401(K) 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: SANTA YNEZ VALLEY MEDICAL ASSOCIATES 401(K) 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: SANTA YNEZ VALLEY MEDICAL ASSOCIATES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

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