401k Plan data: SAN DIMAS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN plan

SAN DIMAS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	SAN DIMAS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN
Plan identification number	002

SAN DIMAS MEDICAL GROUP, INC. 401(K) RETIREMENT 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 DIMAS MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: SAN DIMAS MEDICAL GROUP, INC.

Employer identification number (EIN): 952744160

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JACLYN OSTHIMER 2024-06-30
002 2022-01-01 JACLYN OSTHIMER 2023-10-10
002 2021-01-01 JACLYN OSTHIMER 2022-10-14
002 2020-01-01 KANDI KNUDSEN 2021-10-06
002 2019-01-01 PEG BOARD 2020-07-14
002 2018-01-01 PEG BOARD 2019-07-09 PEG BOARD 2019-07-09
002 2017-01-01 PEG BOARD 2018-09-21 PEG BOARD 2018-09-21
002 2016-01-01
002 2015-01-01
002 2014-01-01 WENDY CRENSHAW MD 2015-10-13
002 2013-01-01 WENDY CRENSHAW MD 2014-10-14
002 2012-01-01 WENDY CRENSHAW MD 2013-10-10
002 2011-01-01 WENDY CRENSHAW MD 2012-09-13
002 2010-01-01 WENDY CRENSHAW MD 2011-09-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JACLYN OSTHIMER	2024-06-30
002	2022-01-01	JACLYN OSTHIMER	2023-10-10
002	2021-01-01	JACLYN OSTHIMER	2022-10-14
002	2020-01-01	KANDI KNUDSEN	2021-10-06
002	2019-01-01	PEG BOARD	2020-07-14
002	2018-01-01	PEG BOARD	2019-07-09	PEG BOARD	2019-07-09
002	2017-01-01	PEG BOARD	2018-09-21	PEG BOARD	2018-09-21
002	2016-01-01
002	2015-01-01
002	2014-01-01	WENDY CRENSHAW MD	2015-10-13
002	2013-01-01	WENDY CRENSHAW MD	2014-10-14
002	2012-01-01	WENDY CRENSHAW MD	2013-10-10
002	2011-01-01	WENDY CRENSHAW MD	2012-09-13
002	2010-01-01	WENDY CRENSHAW MD	2011-09-15

Financial Data on SAN DIMAS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

Measure	Date	Value
2025 : SAN DIMAS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-01-29	0
Total liabilities as of the end of the plan year	2025-01-29	0
Total liabilities as of the beginning of the plan year	2025-01-29	0
Total expenses incurred by plan in this plan year	2025-01-29	9952776
Net assets as of the end of the plan year	2025-01-29	0
Total assets as of the beginning of the plan year	2025-01-29	8878308
Value of plan covered by a fidelity bond	2025-01-29	1000000
Participant contributions to plan in this plan year	2025-01-29	17960
Other expenses paid from plan in this plan year	2025-01-29	11564
Other contributions to plan in this plan year	2025-01-29	0
Other income to plan in this plan year	2025-01-29	1054461
Plan net income in this plan year	2025-01-29	-8878308
Net assets as of the end of the plan year	2025-01-29	0
Net assets as of the beginning of the plan year	2025-01-29	8878308
Employer contributions to plan in this plan year	2025-01-29	2047
Expensese paid to adminstrative service provicers from plan in this plan year	2025-01-29	20324
2024 : SAN DIMAS MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-07-01	0
Total liabilities as of the beginning of the plan year	2024-07-01	0
Total expenses incurred by plan in this plan year	2024-07-01	3768346
Net assets as of the end of the plan year	2024-07-01	8878308
Total assets as of the beginning of the plan year	2024-07-01	10745631
Value of plan covered by a fidelity bond	2024-07-01	1000000
Participant contributions to plan in this plan year	2024-07-01	138608
Value of participant loans at end of plan year	2024-07-01	116711
Other expenses paid from plan in this plan year	2024-07-01	7810
Other contributions to plan in this plan year	2024-07-01	45698
Other income to plan in this plan year	2024-07-01	1583352
Plan net income in this plan year	2024-07-01	-1867323
Net assets as of the end of the plan year	2024-07-01	8878308
Net assets as of the beginning of the plan year	2024-07-01	10745631
Value of contributions failed to transmitted timely	2024-07-01	34296
Employer contributions to plan in this plan year	2024-07-01	133365
Fees paid to broker by Benefit Provider	2024-07-01	2061
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-01	0

Potentially related plans

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Company Name:	SAN DIMAS MEDICAL GROUP, INC.
Employer identification number (EIN):	952744160
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)