401k Plan data: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN plan

SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN
Plan identification number	003

SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC.

Employer identification number (EIN): 943271607

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-07-01 TARA EVANS 2022-10-03
003 2020-07-01 PHIL TISUE 2021-10-14
003 2019-07-01 PHIL TISUE 2021-10-15
003 2017-07-01 PHIL TISUE 2020-01-23
003 2016-07-01 SUE MALONE
003 2016-07-01
003 2015-07-01 SUE MALONE
003 2014-07-01 SUE MALONE
003 2013-07-01 SUE U. MALONE
003 2012-07-01 SUE U. MALONE
003 2011-07-01 SUE V. MALONE
003 2010-07-01 SUE V. MALONE
003 2009-07-01 SUE V. MALONE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2021-07-01	TARA EVANS	2022-10-03
003	2020-07-01	PHIL TISUE	2021-10-14
003	2019-07-01	PHIL TISUE	2021-10-15
003	2017-07-01	PHIL TISUE	2020-01-23
003	2016-07-01	SUE MALONE
003	2016-07-01
003	2015-07-01	SUE MALONE
003	2014-07-01	SUE MALONE
003	2013-07-01	SUE U. MALONE
003	2012-07-01	SUE U. MALONE
003	2011-07-01	SUE V. MALONE
003	2010-07-01	SUE V. MALONE
003	2009-07-01	SUE V. MALONE

Plan Statistics for SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN

Measure Date Value
2016: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 0
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 0
Number of participants with account balances 2016-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 6
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 6
Number of participants with account balances 2015-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 6
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 6
Number of participants with account balances 2014-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 6
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 6
Number of participants with account balances 2013-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 5
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 5
Number of participants with account balances 2012-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 5
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 5
Number of participants with account balances 2011-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 3
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 1
Total of all active and inactive participants 2010-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 4
Number of participants with account balances 2010-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 3
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 1
Total of all active and inactive participants 2009-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 4
Number of participants with account balances 2009-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2016: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	0
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	0
Number of participants with account balances	2016-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	6
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	6
Number of participants with account balances	2015-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	6
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	6
Number of participants with account balances	2014-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	6
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	6
Number of participants with account balances	2013-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	5
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	5
Number of participants with account balances	2012-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	5
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	5
Number of participants with account balances	2011-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	3
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	1
Total of all active and inactive participants	2010-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	4
Number of participants with account balances	2010-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	3
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	1
Total of all active and inactive participants	2009-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	4
Number of participants with account balances	2009-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN

Measure	Date	Value
2017 : SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-01-04	$-510,228
Total plan liabilities at end of year	2017-01-04	$0
Total plan liabilities at beginning of year	2017-01-04	$0
Total income from all sources	2017-01-04	$39,042
Expenses. Total of all expenses incurred	2017-01-04	$64,496
Benefits paid (including direct rollovers)	2017-01-04	$64,496
Total plan assets at end of year	2017-01-04	$0
Total plan assets at beginning of year	2017-01-04	$535,682
Value of fidelity bond covering the plan	2017-01-04	$75,000
Total contributions received or receivable from participants	2017-01-04	$0
Expenses. Other expenses not covered elsewhere	2017-01-04	$0
Contributions received from other sources (not participants or employers)	2017-01-04	$0
Other income received	2017-01-04	$27,274
Noncash contributions received	2017-01-04	$0
Net income (gross income less expenses)	2017-01-04	$-25,454
Net plan assets at end of year (total assets less liabilities)	2017-01-04	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-01-04	$535,682
Assets. Value of participant loans	2017-01-04	$0
Total contributions received or receivable from employer(s)	2017-01-04	$11,768
Value of certain deemed distributions of participant loans	2017-01-04	$0
Value of corrective distributions	2017-01-04	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-01-04	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-01-04	$0
2016 : SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-06-30	$0
Total plan liabilities at end of year	2016-06-30	$0
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$14,092
Expenses. Total of all expenses incurred	2016-06-30	$0
Benefits paid (including direct rollovers)	2016-06-30	$0
Total plan assets at end of year	2016-06-30	$535,682
Total plan assets at beginning of year	2016-06-30	$521,590
Value of fidelity bond covering the plan	2016-06-30	$25,000
Total contributions received or receivable from participants	2016-06-30	$0
Expenses. Other expenses not covered elsewhere	2016-06-30	$0
Contributions received from other sources (not participants or employers)	2016-06-30	$0
Other income received	2016-06-30	$-13,441
Noncash contributions received	2016-06-30	$0
Net income (gross income less expenses)	2016-06-30	$14,092
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$535,682
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$521,590
Assets. Value of participant loans	2016-06-30	$11,932
Total contributions received or receivable from employer(s)	2016-06-30	$27,533
Value of certain deemed distributions of participant loans	2016-06-30	$0
Value of corrective distributions	2016-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-06-30	$0
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$32,747
Expenses. Total of all expenses incurred	2015-06-30	$0
Benefits paid (including direct rollovers)	2015-06-30	$0
Total plan assets at end of year	2015-06-30	$521,590
Total plan assets at beginning of year	2015-06-30	$488,843
Value of fidelity bond covering the plan	2015-06-30	$25,000
Total contributions received or receivable from participants	2015-06-30	$0
Expenses. Other expenses not covered elsewhere	2015-06-30	$0
Contributions received from other sources (not participants or employers)	2015-06-30	$0
Other income received	2015-06-30	$5,746
Noncash contributions received	2015-06-30	$0
Net income (gross income less expenses)	2015-06-30	$32,747
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$521,590
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$488,843
Assets. Value of participant loans	2015-06-30	$15,674
Total contributions received or receivable from employer(s)	2015-06-30	$27,001
Value of certain deemed distributions of participant loans	2015-06-30	$0
Value of corrective distributions	2015-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-30	$0
Total plan liabilities at end of year	2014-06-30	$0
Total plan liabilities at beginning of year	2014-06-30	$0
Total income from all sources	2014-06-30	$96,153
Expenses. Total of all expenses incurred	2014-06-30	$0
Benefits paid (including direct rollovers)	2014-06-30	$0
Total plan assets at end of year	2014-06-30	$488,843
Total plan assets at beginning of year	2014-06-30	$392,690
Value of fidelity bond covering the plan	2014-06-30	$25,000
Total contributions received or receivable from participants	2014-06-30	$0
Expenses. Other expenses not covered elsewhere	2014-06-30	$0
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$70,497
Noncash contributions received	2014-06-30	$0
Net income (gross income less expenses)	2014-06-30	$96,153
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$488,843
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$392,690
Assets. Value of participant loans	2014-06-30	$12,322
Total contributions received or receivable from employer(s)	2014-06-30	$25,656
Value of certain deemed distributions of participant loans	2014-06-30	$0
Value of corrective distributions	2014-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$0
2013 : SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-06-30	$0
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$79,645
Expenses. Total of all expenses incurred	2013-06-30	$36,600
Benefits paid (including direct rollovers)	2013-06-30	$36,600
Total plan assets at end of year	2013-06-30	$392,690
Total plan assets at beginning of year	2013-06-30	$349,645
Value of fidelity bond covering the plan	2013-06-30	$25,000
Total contributions received or receivable from participants	2013-06-30	$0
Expenses. Other expenses not covered elsewhere	2013-06-30	$0
Contributions received from other sources (not participants or employers)	2013-06-30	$0
Other income received	2013-06-30	$54,798
Noncash contributions received	2013-06-30	$0
Net income (gross income less expenses)	2013-06-30	$43,045
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$392,690
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$349,645
Assets. Value of participant loans	2013-06-30	$4,794
Total contributions received or receivable from employer(s)	2013-06-30	$24,847
Value of certain deemed distributions of participant loans	2013-06-30	$0
Value of corrective distributions	2013-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-06-30	$0
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$19,417
Expenses. Total of all expenses incurred	2012-06-30	$13,592
Benefits paid (including direct rollovers)	2012-06-30	$13,592
Total plan assets at end of year	2012-06-30	$349,645
Total plan assets at beginning of year	2012-06-30	$343,820
Value of fidelity bond covering the plan	2012-06-30	$25,000
Total contributions received or receivable from participants	2012-06-30	$0
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$-5,224
Noncash contributions received	2012-06-30	$0
Net income (gross income less expenses)	2012-06-30	$5,825
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$349,645
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$343,820
Assets. Value of participant loans	2012-06-30	$7,059
Total contributions received or receivable from employer(s)	2012-06-30	$24,641
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$81,832
Expenses. Total of all expenses incurred	2011-06-30	$0
Benefits paid (including direct rollovers)	2011-06-30	$0
Total plan assets at end of year	2011-06-30	$343,820
Total plan assets at beginning of year	2011-06-30	$261,988
Value of fidelity bond covering the plan	2011-06-30	$25,000
Total contributions received or receivable from participants	2011-06-30	$0
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$61,542
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$81,832
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$343,820
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$261,988
Assets. Value of participant loans	2011-06-30	$9,230
Total contributions received or receivable from employer(s)	2011-06-30	$20,290
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$0
2010 : SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN

2016: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	Yes
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: SAN MATEO COUNTY MEDICAL ASSOCIATION, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SAN MATEO COUNTY MEDICAL ASSOCIATION, INC.
Employer identification number (EIN):	943271607
NAIC Classification:	624100
NAIC Description:	Individual and Family Services