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YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 401k Plan overview

Plan NameYOSEMITE PATHOLOGY MEDICAL GRP 401(K)
Plan identification number 001

YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

YOSEMITE PATHOLOGY MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:YOSEMITE PATHOLOGY MEDICAL GROUP, INC.
Employer identification number (EIN):942547501
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YOSEMITE PATHOLOGY MEDICAL GRP 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JENNIFER PINASCO
0012024-01-01JENNIFER PINASCO
0012023-04-01
0012023-04-01JENNIFER PINASCO
0012023-04-01JENNIFER PINASCO
0012022-04-01
0012022-04-01
0012022-04-01JENNIFER PINASCO
0012021-04-01
0012021-04-01
0012021-04-01JENNIFER PINASCO
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01ROBERT COLLETTI ROBERT COLLETTI2019-01-09
0012016-04-01ROBERT COLLETTI ROBERT COLLETTI2017-12-26
0012015-04-01ROBERT COLLETTI ROBERT COLLETTI2017-01-11
0012014-04-01ROBERT COLLETTI ROBERT COLLETTI2017-01-09
0012014-04-01ROBERT COLLETTI ROBERT COLLETTI2015-12-17
0012013-04-01ROBERT COLLETTI2014-09-30 ROBERT COLLETTI2014-09-30
0012012-04-01ROBERT COLLETTI2014-01-08 ROBERT COLLETTI2014-01-08
0012011-04-01ROBERT COLLETTI2012-10-11 ROBERT COLLETTI2012-10-11
0012010-04-01ROBERT COLLETTI2012-01-09 ROBERT COLLETTI2012-01-09

Plan Statistics for YOSEMITE PATHOLOGY MEDICAL GRP 401(K)

401k plan membership statisitcs for YOSEMITE PATHOLOGY MEDICAL GRP 401(K)

Measure Date Value
2023: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2023 401k membership
Total participants, beginning-of-year2023-04-01169
Total number of active participants reported on line 7a of the Form 55002023-04-01139
Number of retired or separated participants receiving benefits2023-04-010
Number of other retired or separated participants entitled to future benefits2023-04-0140
Total of all active and inactive participants2023-04-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-04-010
Total participants2023-04-01179
Number of participants with account balances2023-04-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-04-010
2022: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2022 401k membership
Total participants, beginning-of-year2022-04-01168
Total number of active participants reported on line 7a of the Form 55002022-04-01133
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-0127
Total of all active and inactive participants2022-04-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-01160
Number of participants with account balances2022-04-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
2021: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2021 401k membership
Total participants, beginning-of-year2021-04-01119
Total number of active participants reported on line 7a of the Form 55002021-04-01121
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-0127
Total of all active and inactive participants2021-04-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-01148
Number of participants with account balances2021-04-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
2020: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2020 401k membership
Total participants, beginning-of-year2020-04-01119
Total number of active participants reported on line 7a of the Form 55002020-04-0195
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-0119
Total of all active and inactive participants2020-04-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-01114
Number of participants with account balances2020-04-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
2019: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2019 401k membership
Total participants, beginning-of-year2019-04-01119
Total number of active participants reported on line 7a of the Form 55002019-04-0194
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-0121
Total of all active and inactive participants2019-04-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-01115
Number of participants with account balances2019-04-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2018 401k membership
Total participants, beginning-of-year2018-04-01119
Total number of active participants reported on line 7a of the Form 55002018-04-0196
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-0120
Total of all active and inactive participants2018-04-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-01116
Number of participants with account balances2018-04-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2017 401k membership
Total participants, beginning-of-year2017-04-01108
Total number of active participants reported on line 7a of the Form 55002017-04-0191
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-0125
Total of all active and inactive participants2017-04-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01116
Number of participants with account balances2017-04-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2016 401k membership
Total participants, beginning-of-year2016-04-01101
Total number of active participants reported on line 7a of the Form 55002016-04-0179
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-0119
Total of all active and inactive participants2016-04-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-0198
Number of participants with account balances2016-04-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2015 401k membership
Total participants, beginning-of-year2015-04-0185
Total number of active participants reported on line 7a of the Form 55002015-04-0180
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-0114
Total of all active and inactive participants2015-04-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-0194
Number of participants with account balances2015-04-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-011
2014: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2014 401k membership
Total participants, beginning-of-year2014-04-0180
Total number of active participants reported on line 7a of the Form 55002014-04-0172
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-0111
Total of all active and inactive participants2014-04-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-0183
Number of participants with account balances2014-04-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010

Financial Data on YOSEMITE PATHOLOGY MEDICAL GRP 401(K)

Measure Date Value
2023 : YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,478,278
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$346,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$294,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,135,626
Value of total assets at end of year2023-12-31$15,858,106
Value of total assets at beginning of year2023-12-31$13,725,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$52,127
Total interest from all sources2023-12-31$37,345
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$118,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$118,967
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$739,054
Participant contributions at end of year2023-12-31$332,665
Participant contributions at beginning of year2023-12-31$356,140
Participant contributions at end of year2023-12-31$37,222
Participant contributions at beginning of year2023-12-31$18,109
Assets. Other investments not covered elsewhere at end of year2023-12-31$7,299,940
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$6,091,958
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$8,325
Other income not declared elsewhere2023-12-31$752,941
Administrative expenses (other) incurred2023-12-31$10,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,132,115
Value of net assets at end of year (total assets less liabilities)2023-12-31$15,858,106
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$13,725,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$28,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$5,522,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,805,445
Value of interest in pooled separate accounts at end of year2023-12-31$449,492
Value of interest in pooled separate accounts at beginning of year2023-12-31$392,076
Interest on participant loans2023-12-31$16,653
Interest earned on other investments2023-12-31$20,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,756,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,545,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$378,631
Net investment gain/loss from pooled separate accounts2023-12-31$54,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$388,247
Employer contributions (assets) at end of year2023-12-31$459,870
Employer contributions (assets) at beginning of year2023-12-31$517,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$294,036
Contract administrator fees2023-12-31$13,263
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BOWMAN & COMPNAY
Accountancy firm EIN2023-12-31941481988
Total unrealized appreciation/depreciation of assets2023-04-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-01$0
Total income from all sources (including contributions)2023-04-01$2,478,278
Total loss/gain on sale of assets2023-04-01$0
Total of all expenses incurred2023-04-01$346,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-01$294,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-01$1,135,626
Value of total assets at end of year2023-04-01$15,858,106
Value of total assets at beginning of year2023-04-01$13,725,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-01$52,127
Total interest from all sources2023-04-01$37,345
Total dividends received (eg from common stock, registered investment company shares)2023-04-01$118,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-01$118,967
Was this plan covered by a fidelity bond2023-04-01Yes
Value of fidelity bond cover2023-04-01$500,000
If this is an individual account plan, was there a blackout period2023-04-01No
Were there any nonexempt tranactions with any party-in-interest2023-04-01No
Contributions received from participants2023-04-01$739,054
Participant contributions at end of year2023-04-01$332,665
Participant contributions at beginning of year2023-04-01$356,140
Participant contributions at end of year2023-04-01$37,222
Participant contributions at beginning of year2023-04-01$18,109
Assets. Other investments not covered elsewhere at end of year2023-04-01$7,299,940
Assets. Other investments not covered elsewhere at beginning of year2023-04-01$6,091,958
Income. Received or receivable in cash from other sources (including rollovers)2023-04-01$8,325
Other income not declared elsewhere2023-04-01$752,941
Administrative expenses (other) incurred2023-04-01$10,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-01No
Value of net income/loss2023-04-01$2,132,115
Value of net assets at end of year (total assets less liabilities)2023-04-01$15,858,106
Value of net assets at beginning of year (total assets less liabilities)2023-04-01$13,725,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-01No
Were any leases to which the plan was party in default or uncollectible2023-04-01No
Investment advisory and management fees2023-04-01$28,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-01$5,522,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-01$4,805,445
Value of interest in pooled separate accounts at end of year2023-04-01$449,492
Value of interest in pooled separate accounts at beginning of year2023-04-01$392,076
Interest on participant loans2023-04-01$16,653
Interest earned on other investments2023-04-01$20,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-04-01$1,756,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-04-01$1,545,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-01$378,631
Net investment gain/loss from pooled separate accounts2023-04-01$54,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-01No
Was there a failure to transmit to the plan any participant contributions2023-04-01Yes
Has the plan failed to provide any benefit when due under the plan2023-04-01No
Contributions received in cash from employer2023-04-01$388,247
Employer contributions (assets) at end of year2023-04-01$459,870
Employer contributions (assets) at beginning of year2023-04-01$517,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-01$294,036
Contract administrator fees2023-04-01$13,263
Did the plan have assets held for investment2023-04-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-01No
Opinion of an independent qualified public accountant for this plan2023-04-011
Accountancy firm name2023-04-01BOWMAN & COMPNAY
Accountancy firm EIN2023-04-01941481988
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total income from all sources (including contributions)2023-03-31$627,907
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$268,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$214,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$1,455,770
Value of total assets at end of year2023-03-31$13,725,114
Value of total assets at beginning of year2023-03-31$13,366,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$54,270
Total interest from all sources2023-03-31$45,558
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$135,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$135,048
Administrative expenses professional fees incurred2023-03-31$12,209
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$950,470
Participant contributions at end of year2023-03-31$340,082
Participant contributions at beginning of year2023-03-31$395,485
Participant contributions at end of year2023-03-31$15,609
Participant contributions at beginning of year2023-03-31$4,179
Assets. Other investments not covered elsewhere at end of year2023-03-31$6,091,957
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$6,091,842
Income. Received or receivable in cash from other sources (including rollovers)2023-03-31$12,557
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$29,739
Other income not declared elsewhere2023-03-31$-542,692
Administrative expenses (other) incurred2023-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$358,913
Value of net assets at end of year (total assets less liabilities)2023-03-31$13,725,114
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$13,366,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$26,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$4,805,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$4,559,457
Value of interest in pooled separate accounts at end of year2023-03-31$392,076
Value of interest in pooled separate accounts at beginning of year2023-03-31$377,443
Interest on participant loans2023-03-31$21,397
Interest earned on other investments2023-03-31$24,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-03-31$1,545,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-03-31$1,438,913
Expenses. Payments to insurance carriers foe the provision of benefits2023-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-432,153
Net investment gain/loss from pooled separate accounts2023-03-31$-33,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$492,743
Employer contributions (assets) at end of year2023-03-31$504,993
Employer contributions (assets) at beginning of year2023-03-31$498,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$214,724
Contract administrator fees2023-03-31$15,116
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31BOWMAN & COMPANY LLC
Accountancy firm EIN2023-03-31941481988
2022 : YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-04-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-01$0
Total income from all sources (including contributions)2022-04-01$912,364
Total loss/gain on sale of assets2022-04-01$0
Total of all expenses incurred2022-04-01$268,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-01$214,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-01$1,455,780
Value of total assets at end of year2022-04-01$13,725,991
Value of total assets at beginning of year2022-04-01$13,082,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-01$54,270
Total interest from all sources2022-04-01$46,713
Total dividends received (eg from common stock, registered investment company shares)2022-04-01$135,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-01$135,048
Administrative expenses professional fees incurred2022-04-01$12,209
Was this plan covered by a fidelity bond2022-04-01Yes
Value of fidelity bond cover2022-04-01$500,000
If this is an individual account plan, was there a blackout period2022-04-01No
Were there any nonexempt tranactions with any party-in-interest2022-04-01No
Contributions received from participants2022-04-01$950,480
Participant contributions at end of year2022-04-01$356,140
Participant contributions at beginning of year2022-04-01$406,747
Participant contributions at end of year2022-04-01$18,109
Participant contributions at beginning of year2022-04-01$15,033
Assets. Other investments not covered elsewhere at end of year2022-04-01$6,091,958
Assets. Other investments not covered elsewhere at beginning of year2022-04-01$5,774,089
Income. Received or receivable in cash from other sources (including rollovers)2022-04-01$12,557
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-01$29,739
Other income not declared elsewhere2022-04-01$-259,399
Administrative expenses (other) incurred2022-04-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-01No
Value of net income/loss2022-04-01$643,370
Value of net assets at end of year (total assets less liabilities)2022-04-01$13,725,991
Value of net assets at beginning of year (total assets less liabilities)2022-04-01$13,082,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-01No
Were any leases to which the plan was party in default or uncollectible2022-04-01No
Investment advisory and management fees2022-04-01$26,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-01$4,805,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-01$4,559,457
Value of interest in pooled separate accounts at end of year2022-04-01$392,076
Value of interest in pooled separate accounts at beginning of year2022-04-01$377,443
Interest on participant loans2022-04-01$22,552
Interest earned on other investments2022-04-01$24,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-04-01$1,545,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-04-01$1,438,913
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-01$-432,154
Net investment gain/loss from pooled separate accounts2022-04-01$-33,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-01No
Was there a failure to transmit to the plan any participant contributions2022-04-01Yes
Has the plan failed to provide any benefit when due under the plan2022-04-01No
Contributions received in cash from employer2022-04-01$492,743
Employer contributions (assets) at end of year2022-04-01$517,050
Employer contributions (assets) at beginning of year2022-04-01$510,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-01$214,724
Contract administrator fees2022-04-01$15,116
Did the plan have assets held for investment2022-04-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-01No
Opinion of an independent qualified public accountant for this plan2022-04-011
Accountancy firm name2022-04-01BOWMAN & COMPANY LLC
Accountancy firm EIN2022-04-01941481988
Total plan liabilities at end of year2022-03-31$0
Total income from all sources2022-03-31$1,659,838
Expenses. Total of all expenses incurred2022-03-31$1,932,530
Benefits paid (including direct rollovers)2022-03-31$1,932,530
Total plan assets at end of year2022-03-31$13,366,201
Total plan assets at beginning of year2022-03-31$13,638,893
Value of fidelity bond covering the plan2022-03-31$500,000
Total contributions received or receivable from participants2022-03-31$889,152
Expenses. Other expenses not covered elsewhere2022-03-31$0
Contributions received from other sources (not participants or employers)2022-03-31$590
Other income received2022-03-31$283,464
Net income (gross income less expenses)2022-03-31$-272,692
Net plan assets at end of year (total assets less liabilities)2022-03-31$13,366,201
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$13,638,893
Assets. Value of participant loans2022-03-31$395,485
Assets. Value of real-estate (other than employer real property)2022-03-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-03-31$6,095
Total contributions received or receivable from employer(s)2022-03-31$486,632
Expenses. Administrative service providers (salaries,fees and commissions)2022-03-31$0
2021 : YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2021 401k financial data
Total income from all sources2021-03-31$5,220,992
Expenses. Total of all expenses incurred2021-03-31$2,747,926
Benefits paid (including direct rollovers)2021-03-31$2,686,479
Total plan assets at end of year2021-03-31$13,638,893
Total plan assets at beginning of year2021-03-31$11,165,827
Value of fidelity bond covering the plan2021-03-31$500,000
Total contributions received or receivable from participants2021-03-31$806,212
Expenses. Other expenses not covered elsewhere2021-03-31$54,318
Contributions received from other sources (not participants or employers)2021-03-31$1,136,827
Other income received2021-03-31$2,865,679
Net income (gross income less expenses)2021-03-31$2,473,066
Net plan assets at end of year (total assets less liabilities)2021-03-31$13,638,893
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$11,165,827
Assets. Value of participant loans2021-03-31$291,756
Assets. Value of real-estate (other than employer real property)2021-03-31$526,200
Total contributions received or receivable from employer(s)2021-03-31$412,274
Expenses. Administrative service providers (salaries,fees and commissions)2021-03-31$7,129
2020 : YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2020 401k financial data
Total income from all sources2020-03-31$543,508
Expenses. Total of all expenses incurred2020-03-31$3,393,337
Benefits paid (including direct rollovers)2020-03-31$3,334,670
Total plan assets at end of year2020-03-31$11,165,827
Total plan assets at beginning of year2020-03-31$14,015,656
Value of fidelity bond covering the plan2020-03-31$500,000
Total contributions received or receivable from participants2020-03-31$680,157
Expenses. Other expenses not covered elsewhere2020-03-31$0
Contributions received from other sources (not participants or employers)2020-03-31$197,894
Other income received2020-03-31$-700,415
Net income (gross income less expenses)2020-03-31$-2,849,829
Net plan assets at end of year (total assets less liabilities)2020-03-31$11,165,827
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$14,015,656
Assets. Value of participant loans2020-03-31$309,850
Assets. Value of real-estate (other than employer real property)2020-03-31$598,000
Total contributions received or receivable from employer(s)2020-03-31$365,872
Expenses. Administrative service providers (salaries,fees and commissions)2020-03-31$58,667
2019 : YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2019 401k financial data
Total income from all sources2019-03-31$884,575
Expenses. Total of all expenses incurred2019-03-31$2,175,689
Benefits paid (including direct rollovers)2019-03-31$2,175,689
Total plan assets at end of year2019-03-31$14,015,656
Total plan assets at beginning of year2019-03-31$15,306,770
Value of fidelity bond covering the plan2019-03-31$500,000
Total contributions received or receivable from participants2019-03-31$613,600
Expenses. Other expenses not covered elsewhere2019-03-31$0
Contributions received from other sources (not participants or employers)2019-03-31$8,153
Other income received2019-03-31$-42,426
Net income (gross income less expenses)2019-03-31$-1,291,114
Net plan assets at end of year (total assets less liabilities)2019-03-31$14,015,656
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$15,306,770
Assets. Value of participant loans2019-03-31$309,752
Assets. Value of real-estate (other than employer real property)2019-03-31$918,642
Total contributions received or receivable from employer(s)2019-03-31$305,248
Expenses. Administrative service providers (salaries,fees and commissions)2019-03-31$0
2018 : YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2018 401k financial data
Total income from all sources2018-03-31$2,455,962
Expenses. Total of all expenses incurred2018-03-31$2,857,217
Benefits paid (including direct rollovers)2018-03-31$2,857,217
Total plan assets at end of year2018-03-31$15,306,770
Total plan assets at beginning of year2018-03-31$15,708,025
Value of fidelity bond covering the plan2018-03-31$500,000
Total contributions received or receivable from participants2018-03-31$567,496
Expenses. Other expenses not covered elsewhere2018-03-31$0
Contributions received from other sources (not participants or employers)2018-03-31$0
Other income received2018-03-31$1,589,864
Net income (gross income less expenses)2018-03-31$-401,255
Net plan assets at end of year (total assets less liabilities)2018-03-31$15,306,770
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$15,708,025
Assets. Value of participant loans2018-03-31$341,609
Assets. Value of real-estate (other than employer real property)2018-03-31$1,250,363
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-03-31$236
Total contributions received or receivable from employer(s)2018-03-31$298,602
Expenses. Administrative service providers (salaries,fees and commissions)2018-03-31$0
2017 : YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2017 401k financial data
Total income from all sources2017-03-31$2,105,763
Expenses. Total of all expenses incurred2017-03-31$249,973
Benefits paid (including direct rollovers)2017-03-31$249,973
Total plan assets at end of year2017-03-31$15,708,025
Total plan assets at beginning of year2017-03-31$13,852,235
Value of fidelity bond covering the plan2017-03-31$500,000
Total contributions received or receivable from participants2017-03-31$587,962
Expenses. Other expenses not covered elsewhere2017-03-31$0
Contributions received from other sources (not participants or employers)2017-03-31$0
Other income received2017-03-31$1,234,213
Net income (gross income less expenses)2017-03-31$1,855,790
Net plan assets at end of year (total assets less liabilities)2017-03-31$15,708,025
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$13,852,235
Assets. Value of participant loans2017-03-31$399,705
Assets. Value of assets in partnership/joint-venture interests2017-03-31$74,884
Assets. Value of real-estate (other than employer real property)2017-03-31$1,173,287
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-03-31$5,000
Total contributions received or receivable from employer(s)2017-03-31$283,588
Expenses. Administrative service providers (salaries,fees and commissions)2017-03-31$0
2016 : YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2016 401k financial data
Total income from all sources2016-03-31$171,992
Expenses. Total of all expenses incurred2016-03-31$4,950,634
Benefits paid (including direct rollovers)2016-03-31$4,950,634
Total plan assets at end of year2016-03-31$13,852,235
Total plan assets at beginning of year2016-03-31$18,630,877
Value of fidelity bond covering the plan2016-03-31$500,000
Total contributions received or receivable from participants2016-03-31$449,561
Expenses. Other expenses not covered elsewhere2016-03-31$0
Contributions received from other sources (not participants or employers)2016-03-31$31,114
Other income received2016-03-31$-542,774
Net income (gross income less expenses)2016-03-31$-4,778,642
Net plan assets at end of year (total assets less liabilities)2016-03-31$13,852,235
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$18,630,877
Assets. Value of participant loans2016-03-31$339,545
Assets. Value of assets in partnership/joint-venture interests2016-03-31$17,884
Assets. Value of real-estate (other than employer real property)2016-03-31$1,173,287
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-03-31$1,103
Total contributions received or receivable from employer(s)2016-03-31$234,091
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$0
2015 : YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2015 401k financial data
Transfers to/from the plan2015-03-31$0
Total income from all sources2015-03-31$2,116,783
Expenses. Total of all expenses incurred2015-03-31$160,687
Benefits paid (including direct rollovers)2015-03-31$160,687
Total plan assets at end of year2015-03-31$23,150,961
Total plan assets at beginning of year2015-03-31$21,194,865
Value of fidelity bond covering the plan2015-03-31$1,200,000
Total contributions received or receivable from participants2015-03-31$361,121
Assets. Value of loans (other than to participants)2015-03-31$148,561
Expenses. Other expenses not covered elsewhere2015-03-31$0
Contributions received from other sources (not participants or employers)2015-03-31$0
Other income received2015-03-31$1,554,232
Net income (gross income less expenses)2015-03-31$1,956,096
Net plan assets at end of year (total assets less liabilities)2015-03-31$23,150,961
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$21,194,865
Assets. Value of participant loans2015-03-31$123,061
Assets. Value of assets in partnership/joint-venture interests2015-03-31$833,672
Assets. Value of real-estate (other than employer real property)2015-03-31$339,615
Total contributions received or receivable from employer(s)2015-03-31$201,430
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$0

Form 5500 Responses for YOSEMITE PATHOLOGY MEDICAL GRP 401(K)

2023: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2023 form 5500 responses
2023-04-01Type of plan entitySingle employer plan
2023-04-01Submission has been amendedNo
2023-04-01This submission is the final filingNo
2023-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-04-01Plan is a collectively bargained planNo
2023-04-01Plan funding arrangement – InsuranceYes
2023-04-01Plan funding arrangement – TrustYes
2023-04-01Plan benefit arrangement – InsuranceYes
2023-04-01Plan benefit arrangement - TrustYes
2022: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: YOSEMITE PATHOLOGY MEDICAL GRP 401(K) 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedYes
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Insurance policy start date2023-04-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $596
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number626920
Policy instance 2
Insurance contract or identification number626920
Number of Individuals Covered159
Insurance policy start date2023-04-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $151
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number626920
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number626920
Policy instance 2

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