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SAN DIEGO PATHOLOGISTS MEDICAL GROUP, INC PENSION PLAN 401k Plan overview

Plan NameSAN DIEGO PATHOLOGISTS MEDICAL GROUP, INC PENSION PLAN
Plan identification number 004

SAN DIEGO PATHOLOGISTS MEDICAL GROUP, INC PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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 DIEGO PATHOLOGISTS MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAN DIEGO PATHOLOGISTS MEDICAL GROUP, INC.
Employer identification number (EIN):952589913
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO PATHOLOGISTS MEDICAL GROUP, INC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01DR. WILLIAM WATTS2024-10-01
0042022-01-01DR. WILLIAM WATTS2023-07-26
0042021-01-01DR. WILLIAM WATTS2022-09-26
0042020-01-01WILLIAM WATTS2021-05-25 WILLIAM WATTS2021-05-25
0042019-01-01WILLIAM WATTS2020-10-14 WILLIAM WATTS2020-10-14
0042018-01-01WILLIAM WATTS2019-10-15 WILLIAM WATTS2019-10-15
0042017-01-01WILLIAM WATTS2018-04-10 WILLIAM WATTS2018-04-10
0042016-01-01WILLIAM WATTS2017-06-28 WILLIAM WATTS2017-06-28
0042016-01-01WILLIAM WATTS2017-03-30 WILLIAM WATTS2017-03-30
0042015-01-01WILLIAM WATTS2016-05-19 WILLIAM WATTS2016-05-19

Financial Data on SAN DIEGO PATHOLOGISTS MEDICAL GROUP, INC PENSION PLAN

Measure Date Value
2025 : SAN DIEGO PATHOLOGISTS MEDICAL GROUP, INC PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-170
Total liabilities as of the end of the plan year2025-09-1714136
Total liabilities as of the beginning of the plan year2025-09-170
Total expenses incurred by plan in this plan year2025-09-1728861
Net assets as of the end of the plan year2025-09-177747295
Total assets as of the beginning of the plan year2025-09-176927757
Value of plan covered by a fidelity bond2025-09-17500000
Participant contributions to plan in this plan year2025-09-170
Other expenses paid from plan in this plan year2025-09-170
Other contributions to plan in this plan year2025-09-170
Other income to plan in this plan year2025-09-17600196
Plan net income in this plan year2025-09-17805402
Net assets as of the end of the plan year2025-09-177733159
Net assets as of the beginning of the plan year2025-09-176927757
Employer contributions to plan in this plan year2025-09-17234067
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1714725
2024 : SAN DIEGO PATHOLOGISTS MEDICAL GROUP, INC PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-010
Total liabilities as of the end of the plan year2024-10-010
Total liabilities as of the beginning of the plan year2024-10-010
Total expenses incurred by plan in this plan year2024-10-0136339
Net assets as of the end of the plan year2024-10-016927757
Total assets as of the beginning of the plan year2024-10-015847529
Value of plan covered by a fidelity bond2024-10-01500000
Participant contributions to plan in this plan year2024-10-010
Other expenses paid from plan in this plan year2024-10-010
Other contributions to plan in this plan year2024-10-010
Other income to plan in this plan year2024-10-01776338
Plan net income in this plan year2024-10-011080228
Net assets as of the end of the plan year2024-10-016927757
Net assets as of the beginning of the plan year2024-10-015847529
Employer contributions to plan in this plan year2024-10-01340229
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-010
2022 : SAN DIEGO PATHOLOGISTS MEDICAL GROUP, INC PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-260
Total liabilities as of the beginning of the plan year2022-09-260
Total expenses incurred by plan in this plan year2022-09-26451133
Net assets as of the end of the plan year2022-09-267590258
Total assets as of the beginning of the plan year2022-09-266408386
Value of plan covered by a fidelity bond2022-09-26500000
Participant contributions to plan in this plan year2022-09-260
Other expenses paid from plan in this plan year2022-09-260
Other contributions to plan in this plan year2022-09-260
Other income to plan in this plan year2022-09-26681953
Plan net income in this plan year2022-09-261181872
Net assets as of the end of the plan year2022-09-267590258
Net assets as of the beginning of the plan year2022-09-266408386
Employer contributions to plan in this plan year2022-09-26951052
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-2613715

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