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SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN 401k Plan overview

Plan NameSAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN
Plan identification number 003

SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC.
Employer identification number (EIN):942145709
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-12-01
0032021-12-01
0032020-12-01
0032019-12-01
0032018-12-01
0032017-12-01ANDREA YEUNG2019-09-17
0032016-12-01ANDREA YEUNG
0032015-12-01ANDREA YEUNG
0032013-12-01ANDREA YEUNG
0032012-12-01BRIAN SCHINDLER
0032011-12-01BRIAN SCHINDLER
0032010-12-01BRIAN SCHINDLER

Plan Statistics for SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN

Measure Date Value
2016: SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-0138
Total number of active participants reported on line 7a of the Form 55002016-12-0129
Number of retired or separated participants receiving benefits2016-12-010
Number of other retired or separated participants entitled to future benefits2016-12-0114
Total of all active and inactive participants2016-12-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-010
Total participants2016-12-0143
Number of participants with account balances2016-12-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-017
2015: SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-0128
Total number of active participants reported on line 7a of the Form 55002015-12-0125
Number of retired or separated participants receiving benefits2015-12-010
Number of other retired or separated participants entitled to future benefits2015-12-0110
Total of all active and inactive participants2015-12-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-010
Total participants2015-12-0135
Number of participants with account balances2015-12-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-014
2013: SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-0124
Total number of active participants reported on line 7a of the Form 55002013-12-0118
Number of retired or separated participants receiving benefits2013-12-010
Number of other retired or separated participants entitled to future benefits2013-12-019
Total of all active and inactive participants2013-12-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-010
Total participants2013-12-0127
Number of participants with account balances2013-12-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-014
2012: SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-0122
Total number of active participants reported on line 7a of the Form 55002012-12-0116
Number of retired or separated participants receiving benefits2012-12-010
Number of other retired or separated participants entitled to future benefits2012-12-018
Total of all active and inactive participants2012-12-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-010
Total participants2012-12-0124
Number of participants with account balances2012-12-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-015
2011: SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-0118
Total number of active participants reported on line 7a of the Form 55002011-12-0118
Number of other retired or separated participants entitled to future benefits2011-12-012
Total of all active and inactive participants2011-12-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-010
Total participants2011-12-0120
Number of participants with account balances2011-12-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-010
2010: SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-12-0117
Total number of active participants reported on line 7a of the Form 55002010-12-0116
Number of retired or separated participants receiving benefits2010-12-010
Number of other retired or separated participants entitled to future benefits2010-12-012
Total of all active and inactive participants2010-12-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-010
Total participants2010-12-0118
Number of participants with account balances2010-12-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-012

Financial Data on SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN

Measure Date Value
2017 : SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-11-30$0
Total plan liabilities at end of year2017-11-30$0
Total plan liabilities at beginning of year2017-11-30$0
Total income from all sources2017-11-30$1,793,086
Expenses. Total of all expenses incurred2017-11-30$260,531
Benefits paid (including direct rollovers)2017-11-30$183,027
Total plan assets at end of year2017-11-30$9,418,817
Total plan assets at beginning of year2017-11-30$7,886,262
Value of fidelity bond covering the plan2017-11-30$500,000
Total contributions received or receivable from participants2017-11-30$251,085
Expenses. Other expenses not covered elsewhere2017-11-30$3,044
Contributions received from other sources (not participants or employers)2017-11-30$0
Other income received2017-11-30$1,217,839
Noncash contributions received2017-11-30$0
Net income (gross income less expenses)2017-11-30$1,532,555
Net plan assets at end of year (total assets less liabilities)2017-11-30$9,418,817
Net plan assets at beginning of year (total assets less liabilities)2017-11-30$7,886,262
Total contributions received or receivable from employer(s)2017-11-30$324,162
Value of certain deemed distributions of participant loans2017-11-30$0
Value of corrective distributions2017-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-11-30$74,460
2016 : SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-11-30$874,536
Expenses. Total of all expenses incurred2016-11-30$486,110
Benefits paid (including direct rollovers)2016-11-30$417,843
Total plan assets at end of year2016-11-30$7,886,262
Total plan assets at beginning of year2016-11-30$7,497,836
Value of fidelity bond covering the plan2016-11-30$500,000
Total contributions received or receivable from participants2016-11-30$208,435
Expenses. Other expenses not covered elsewhere2016-11-30$2,965
Contributions received from other sources (not participants or employers)2016-11-30$0
Other income received2016-11-30$412,944
Net income (gross income less expenses)2016-11-30$388,426
Net plan assets at end of year (total assets less liabilities)2016-11-30$7,886,262
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$7,497,836
Total contributions received or receivable from employer(s)2016-11-30$253,157
Expenses. Administrative service providers (salaries,fees and commissions)2016-11-30$65,302
2014 : SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-11-30$0
Total plan liabilities at end of year2014-11-30$0
Total plan liabilities at beginning of year2014-11-30$0
Total income from all sources2014-11-30$870,058
Expenses. Total of all expenses incurred2014-11-30$244,693
Benefits paid (including direct rollovers)2014-11-30$187,171
Total plan assets at end of year2014-11-30$7,240,348
Total plan assets at beginning of year2014-11-30$6,614,983
Value of fidelity bond covering the plan2014-11-30$500,000
Total contributions received or receivable from participants2014-11-30$113,376
Expenses. Other expenses not covered elsewhere2014-11-30$1,634
Contributions received from other sources (not participants or employers)2014-11-30$44,266
Other income received2014-11-30$543,363
Noncash contributions received2014-11-30$0
Net income (gross income less expenses)2014-11-30$625,365
Net plan assets at end of year (total assets less liabilities)2014-11-30$7,240,348
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$6,614,983
Total contributions received or receivable from employer(s)2014-11-30$169,053
Value of certain deemed distributions of participant loans2014-11-30$0
Value of corrective distributions2014-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-11-30$55,888
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
2013 : SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-11-30$0
Total plan liabilities at end of year2013-11-30$0
Total plan liabilities at beginning of year2013-11-30$0
Total income from all sources2013-11-30$788,773
Expenses. Total of all expenses incurred2013-11-30$430,200
Benefits paid (including direct rollovers)2013-11-30$368,075
Total plan assets at end of year2013-11-30$6,614,983
Total plan assets at beginning of year2013-11-30$6,256,410
Value of fidelity bond covering the plan2013-11-30$500,000
Total contributions received or receivable from participants2013-11-30$101,111
Expenses. Other expenses not covered elsewhere2013-11-30$1,756
Contributions received from other sources (not participants or employers)2013-11-30$0
Other income received2013-11-30$512,909
Noncash contributions received2013-11-30$0
Net income (gross income less expenses)2013-11-30$358,573
Net plan assets at end of year (total assets less liabilities)2013-11-30$6,614,983
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$6,256,410
Total contributions received or receivable from employer(s)2013-11-30$174,753
Value of certain deemed distributions of participant loans2013-11-30$0
Value of corrective distributions2013-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-11-30$60,369
2012 : SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-11-30$0
Total income from all sources2012-11-30$642,994
Expenses. Total of all expenses incurred2012-11-30$338,199
Benefits paid (including direct rollovers)2012-11-30$282,852
Total plan assets at end of year2012-11-30$6,256,410
Total plan assets at beginning of year2012-11-30$5,951,615
Value of fidelity bond covering the plan2012-11-30$500,000
Total contributions received or receivable from participants2012-11-30$75,675
Expenses. Other expenses not covered elsewhere2012-11-30$1,227
Contributions received from other sources (not participants or employers)2012-11-30$1,188
Other income received2012-11-30$389,046
Noncash contributions received2012-11-30$0
Net income (gross income less expenses)2012-11-30$304,795
Net plan assets at end of year (total assets less liabilities)2012-11-30$6,256,410
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$5,951,615
Total contributions received or receivable from employer(s)2012-11-30$177,085
Value of certain deemed distributions of participant loans2012-11-30$0
Value of corrective distributions2012-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-11-30$54,120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
2011 : SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-11-30$0
Total plan liabilities at end of year2011-11-30$0
Total plan liabilities at beginning of year2011-11-30$0
Total income from all sources2011-11-30$403,221
Expenses. Total of all expenses incurred2011-11-30$88,697
Benefits paid (including direct rollovers)2011-11-30$31,983
Total plan assets at end of year2011-11-30$5,951,615
Total plan assets at beginning of year2011-11-30$5,637,091
Value of fidelity bond covering the plan2011-11-30$500,000
Total contributions received or receivable from participants2011-11-30$55,505
Expenses. Other expenses not covered elsewhere2011-11-30$560
Contributions received from other sources (not participants or employers)2011-11-30$101,559
Other income received2011-11-30$103,403
Noncash contributions received2011-11-30$0
Net income (gross income less expenses)2011-11-30$314,524
Net plan assets at end of year (total assets less liabilities)2011-11-30$5,951,615
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$5,637,091
Total contributions received or receivable from employer(s)2011-11-30$142,754
Value of certain deemed distributions of participant loans2011-11-30$0
Value of corrective distributions2011-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-11-30$56,154
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-11-30$0

Form 5500 Responses for SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN

2016: SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement - TrustYes
2015: SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement - TrustYes
2013: SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – InsuranceYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – InsuranceYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes
2010: SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN 2010 form 5500 responses
2010-12-01Type of plan entitySingle employer plan
2010-12-01Submission has been amendedNo
2010-12-01This submission is the final filingNo
2010-12-01This return/report is a short plan year return/report (less than 12 months)No
2010-12-01Plan is a collectively bargained planNo
2010-12-01Plan funding arrangement – TrustYes
2010-12-01Plan benefit arrangement - TrustYes

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