SUNRISE MEDICAL GROUP, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SANTA ROSA MEDICAL CLINIC, P.C. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2024 : SANTA ROSA MEDICAL CLINIC, P.C. 401(K) PLAN 2024 401k financial data |
|---|
| Transfers to/from the plan | 2024-01-01 | $0 |
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $0 |
| Total income from all sources | 2024-01-01 | $102,947 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $411,688 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $408,452 |
| Total plan assets at end of year | 2024-01-01 | $1,949,603 |
| Total plan assets at beginning of year | 2024-01-01 | $2,258,344 |
| Value of fidelity bond covering the plan | 2024-01-01 | $25,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $676 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $101,595 |
| Noncash contributions received | 2024-01-01 | $0 |
| Net income (gross income less expenses) | 2024-01-01 | $-308,741 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $1,949,603 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $2,258,344 |
| Assets. Value of assets in partnership/joint-venture interests | 2024-01-01 | $1,007,661 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $676 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $3,236 |
| 2023 : SANTA ROSA MEDICAL CLINIC, P.C. 401(K) PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $-2,578 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $79,418 |
| Total income from all sources | 2023-12-31 | $125,837 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $3,115 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $2,258,344 |
| Total plan assets at beginning of year | 2023-12-31 | $2,217,618 |
| Value of fidelity bond covering the plan | 2023-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $22,055 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $89,238 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $122,722 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,258,344 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,138,200 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $935,599 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $14,544 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $3,115 |
| 2022 : SANTA ROSA MEDICAL CLINIC, P.C. 401(K) PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $65,326 |
| Total plan liabilities at beginning of year | 2022-12-31 | $31,069 |
| Total income from all sources | 2022-12-31 | $-407,944 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $80,937 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $77,908 |
| Total plan assets at end of year | 2022-12-31 | $2,217,856 |
| Total plan assets at beginning of year | 2022-12-31 | $2,672,480 |
| Value of fidelity bond covering the plan | 2022-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $23,672 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $2,282 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-462,242 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-488,881 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,152,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,641,411 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $935,599 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $30,626 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $747 |
| 2021 : SANTA ROSA MEDICAL CLINIC, P.C. 401(K) PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $-437,233 |
| Total plan liabilities at end of year | 2021-12-31 | $31,069 |
| Total plan liabilities at beginning of year | 2021-12-31 | $918 |
| Total income from all sources | 2021-12-31 | $268,691 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $88,434 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $81,873 |
| Total plan assets at end of year | 2021-12-31 | $2,672,480 |
| Total plan assets at beginning of year | 2021-12-31 | $2,899,305 |
| Value of fidelity bond covering the plan | 2021-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $25,337 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $225,690 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $180,257 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,641,411 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,898,387 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $380,978 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $1,105,526 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $17,664 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $6,561 |
| 2020 : SANTA ROSA MEDICAL CLINIC, P.C. 401(K) PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $320,375 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $22,126 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $20,576 |
| Total plan assets at end of year | 2020-12-31 | $2,579,020 |
| Total plan assets at beginning of year | 2020-12-31 | $2,280,771 |
| Value of fidelity bond covering the plan | 2020-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $171,262 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $10,707 |
| Other income received | 2020-12-31 | $47,602 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $298,249 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,579,020 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,280,771 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $193,728 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $1,233,503 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $29,910 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $90,804 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,550 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : SANTA ROSA MEDICAL CLINIC, P.C. 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $368,688 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $25,165 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $16,473 |
| Total plan assets at end of year | 2019-12-31 | $2,280,771 |
| Total plan assets at beginning of year | 2019-12-31 | $1,937,248 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $79,948 |
| Other income received | 2019-12-31 | $133,036 |
| Net income (gross income less expenses) | 2019-12-31 | $343,523 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,280,771 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,937,248 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $193,728 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $1,233,503 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $29,910 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $155,704 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $8,692 |
| 2018 : SANTA ROSA MEDICAL CLINIC, P.C. 401(K) PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $144,941 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $53,949 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $43,747 |
| Total plan assets at end of year | 2018-12-31 | $1,937,248 |
| Total plan assets at beginning of year | 2018-12-31 | $1,846,256 |
| Value of fidelity bond covering the plan | 2018-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $92,989 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-4,239 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $90,992 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,937,248 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,846,256 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $144,913 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $1,139,368 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $56,191 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $10,202 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : SANTA ROSA MEDICAL CLINIC, P.C. 401(K) PLAN 2017 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2023: SANTA ROSA MEDICAL CLINIC, P.C. 401(K) PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: SANTA ROSA MEDICAL CLINIC, P.C. 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | Yes |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SANTA ROSA MEDICAL CLINIC, P.C. 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SANTA ROSA MEDICAL CLINIC, P.C. 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SANTA ROSA MEDICAL CLINIC, P.C. 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SANTA ROSA MEDICAL CLINIC, P.C. 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SANTA ROSA MEDICAL CLINIC, P.C. 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | Yes |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SANTA ROSA MEDICAL CLINIC, P.C. 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | Yes |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
