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PEDIATRIC GROUP OF MONTEREY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePEDIATRIC GROUP OF MONTEREY 401(K) PROFIT SHARING PLAN
Plan identification number 001

PEDIATRIC GROUP OF MONTEREY 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
  • 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.
  • 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

PEDIATRIC GROUP OF MONTEREY has sponsored the creation of one or more 401k plans.

Company Name:PEDIATRIC GROUP OF MONTEREY
Employer identification number (EIN):941556996
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEDIATRIC GROUP OF MONTEREY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01GEORGE PENN, M.D. GEORGE PENN, M.D.2013-10-15
0012011-01-01GEORGE PENN, M.D. GEORGE PENN, M.D.2012-10-15
0012009-01-01TODD DWELLE, M.D. TODD DWELLE, M.D.2010-10-14

Financial Data on PEDIATRIC GROUP OF MONTEREY 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : PEDIATRIC GROUP OF MONTEREY 401(K) PROFIT SHARING 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$89,200
Expenses. Total of all expenses incurred2015-12-31$3,528,786
Benefits paid (including direct rollovers)2015-12-31$3,476,311
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$3,439,586
Value of fidelity bond covering the plan2015-12-31$350,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$89,200
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-3,439,586
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,439,586
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$30,374
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$22,101
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PEDIATRIC GROUP OF MONTEREY 401(K) PROFIT SHARING 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$329,283
Expenses. Total of all expenses incurred2014-12-31$72,555
Benefits paid (including direct rollovers)2014-12-31$51,700
Total plan assets at end of year2014-12-31$3,439,586
Total plan assets at beginning of year2014-12-31$3,182,858
Value of fidelity bond covering the plan2014-12-31$350,000
Total contributions received or receivable from participants2014-12-31$68,463
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$94,611
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$256,728
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,439,586
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,182,858
Assets. Value of participant loans2014-12-31$30,374
Total contributions received or receivable from employer(s)2014-12-31$166,209
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$20,855
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PEDIATRIC GROUP OF MONTEREY 401(K) PROFIT SHARING 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$628,161
Expenses. Total of all expenses incurred2013-12-31$358,481
Benefits paid (including direct rollovers)2013-12-31$336,626
Total plan assets at end of year2013-12-31$3,183,738
Total plan assets at beginning of year2013-12-31$2,914,058
Total contributions received or receivable from participants2013-12-31$119,485
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$339,965
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$269,680
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,183,738
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,914,058
Assets. Value of participant loans2013-12-31$25,220
Total contributions received or receivable from employer(s)2013-12-31$168,711
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$21,855
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PEDIATRIC GROUP OF MONTEREY 401(K) PROFIT SHARING 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$487,841
Expenses. Total of all expenses incurred2012-12-31$104,199
Benefits paid (including direct rollovers)2012-12-31$64,709
Total plan assets at end of year2012-12-31$2,914,058
Total plan assets at beginning of year2012-12-31$2,530,416
Value of fidelity bond covering the plan2012-12-31$10,000
Total contributions received or receivable from participants2012-12-31$117,764
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$230,330
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$383,642
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,914,058
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,530,416
Assets. Value of participant loans2012-12-31$17,697
Total contributions received or receivable from employer(s)2012-12-31$139,747
Value of certain deemed distributions of participant loans2012-12-31$21,922
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$17,568
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PEDIATRIC GROUP OF MONTEREY 401(K) PROFIT SHARING 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$97,137
Expenses. Total of all expenses incurred2011-12-31$69,153
Benefits paid (including direct rollovers)2011-12-31$52,523
Total plan assets at end of year2011-12-31$2,530,416
Total plan assets at beginning of year2011-12-31$2,502,432
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$107,199
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-116,274
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$27,984
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,530,416
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,502,432
Assets. Value of participant loans2011-12-31$22,730
Total contributions received or receivable from employer(s)2011-12-31$106,212
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$16,630
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PEDIATRIC GROUP OF MONTEREY 401(K) PROFIT SHARING 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$375,009
Expenses. Total of all expenses incurred2010-12-31$51,730
Benefits paid (including direct rollovers)2010-12-31$38,059
Total plan assets at end of year2010-12-31$2,502,432
Total plan assets at beginning of year2010-12-31$2,179,153
Value of fidelity bond covering the plan2010-12-31$10,000
Total contributions received or receivable from participants2010-12-31$102,327
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$14,839
Other income received2010-12-31$158,180
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$323,279
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,502,432
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,179,153
Assets. Value of participant loans2010-12-31$18,429
Total contributions received or receivable from employer(s)2010-12-31$99,663
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$13,671
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PEDIATRIC GROUP OF MONTEREY 401(K) PROFIT SHARING 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 PEDIATRIC GROUP OF MONTEREY 401(K) PROFIT SHARING PLAN

2015: PEDIATRIC GROUP OF MONTEREY 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 filingYes
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PEDIATRIC GROUP OF MONTEREY 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PEDIATRIC GROUP OF MONTEREY 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PEDIATRIC GROUP OF MONTEREY 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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PEDIATRIC GROUP OF MONTEREY 401(K) PROFIT SHARING 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PEDIATRIC GROUP OF MONTEREY 401(K) PROFIT SHARING 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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