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INTERNAL MEDICINE ASSOCIATES MED. GROUP OF SAN DIEGO, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameINTERNAL MEDICINE ASSOCIATES MED. GROUP OF SAN DIEGO, INC. PROFIT SHARING PLAN
Plan identification number 001

INTERNAL MEDICINE ASSOCIATES MED. GROUP OF SAN DIEGO, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

INTERNAL MEDICINE ASSOC. MED.GROUP OF SAN DIEGO, INC. has sponsored the creation of one or more 401k plans.

Company Name:INTERNAL MEDICINE ASSOC. MED.GROUP OF SAN DIEGO, INC.
Employer identification number (EIN):952585978
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNAL MEDICINE ASSOCIATES MED. GROUP OF SAN DIEGO, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAUL SPECKART2024-04-12
0012022-01-01PAUL SPECKART2023-03-22
0012021-01-01PAUL SPECKART2022-04-01
0012020-01-01PAUL SPECKART2021-04-01
0012019-01-01PAUL SPECKART2020-03-10
0012018-01-01PAUL SPECKART2019-05-02
0012017-01-01PAUL SPECKART2018-04-03
0012016-01-01PAUL SPECKART2017-04-28
0012015-01-01PAUL SPECKART2016-05-02
0012013-01-01PAUL SPECKART2014-10-10
0012012-01-01PAUL SPECKART2013-09-05
0012011-01-01PAUL SPECKART2012-09-20
0012010-01-01PAUL SPECKART2011-10-13

Plan Statistics for INTERNAL MEDICINE ASSOCIATES MED. GROUP OF SAN DIEGO, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for INTERNAL MEDICINE ASSOCIATES MED. GROUP OF SAN DIEGO, INC. PROFIT SHARING PLAN

Measure Date Value
2025: INTERNAL MEDICINE ASSOCIATES MED. GROUP OF SAN DIEGO, INC. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-3023
Total number of particpants at end of year2025-04-3024
Number of Participants With Account Balances2025-04-3023
2024: INTERNAL MEDICINE ASSOCIATES MED. GROUP OF SAN DIEGO, INC. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-1222
Total number of particpants at end of year2024-04-1223
Number of Participants With Account Balances2024-04-1222
2022: INTERNAL MEDICINE ASSOCIATES MED. GROUP OF SAN DIEGO, INC. PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-0122
Total number of particpants at end of year2022-04-0120
Number of Participants With Account Balances2022-04-0120

Financial Data on INTERNAL MEDICINE ASSOCIATES MED. GROUP OF SAN DIEGO, INC. PROFIT SHARING PLAN

Measure Date Value
2025 : INTERNAL MEDICINE ASSOCIATES MED. GROUP OF SAN DIEGO, INC. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-300
Total liabilities as of the end of the plan year2025-04-300
Total liabilities as of the beginning of the plan year2025-04-300
Total expenses incurred by plan in this plan year2025-04-30816385
Net assets as of the end of the plan year2025-04-305997634
Total assets as of the beginning of the plan year2025-04-306022317
Value of plan covered by a fidelity bond2025-04-30500000
Participant contributions to plan in this plan year2025-04-300
Other expenses paid from plan in this plan year2025-04-300
Other contributions to plan in this plan year2025-04-300
Other income to plan in this plan year2025-04-30542445
Plan net income in this plan year2025-04-30-24683
Net assets as of the end of the plan year2025-04-305997634
Net assets as of the beginning of the plan year2025-04-306022317
Employer contributions to plan in this plan year2025-04-30249257
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-300
2024 : INTERNAL MEDICINE ASSOCIATES MED. GROUP OF SAN DIEGO, INC. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-120
Total liabilities as of the end of the plan year2024-04-120
Total liabilities as of the beginning of the plan year2024-04-120
Total expenses incurred by plan in this plan year2024-04-12569000
Net assets as of the end of the plan year2024-04-126022317
Total assets as of the beginning of the plan year2024-04-125637015
Value of plan covered by a fidelity bond2024-04-12500000
Participant contributions to plan in this plan year2024-04-120
Other expenses paid from plan in this plan year2024-04-120
Other contributions to plan in this plan year2024-04-120
Other income to plan in this plan year2024-04-12637475
Plan net income in this plan year2024-04-12385302
Net assets as of the end of the plan year2024-04-126022317
Net assets as of the beginning of the plan year2024-04-125637015
Employer contributions to plan in this plan year2024-04-12316827
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-120
2022 : INTERNAL MEDICINE ASSOCIATES MED. GROUP OF SAN DIEGO, INC. PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-010
Total liabilities as of the end of the plan year2022-04-010
Total liabilities as of the beginning of the plan year2022-04-010
Total expenses incurred by plan in this plan year2022-04-012829391
Net assets as of the end of the plan year2022-04-016506567
Total assets as of the beginning of the plan year2022-04-018185133
Value of plan covered by a fidelity bond2022-04-01500000
Participant contributions to plan in this plan year2022-04-010
Other expenses paid from plan in this plan year2022-04-010
Other contributions to plan in this plan year2022-04-010
Other income to plan in this plan year2022-04-01869359
Plan net income in this plan year2022-04-01-1678566
Net assets as of the end of the plan year2022-04-016506567
Net assets as of the beginning of the plan year2022-04-018185133
Employer contributions to plan in this plan year2022-04-01281466
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-010

Potentially related plans

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