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EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN 401k Plan overview

Plan NameEMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN
Plan identification number 001

EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT 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.
  • 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY has sponsored the creation of one or more 401k plans.

Company Name:EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY
Employer identification number (EIN):953056292
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MATTHEW MULLARKY2024-10-11
0012022-01-01MATTHEW MULLARKY2023-10-13
0012022-01-01MATTHEW MULLARKY2024-01-22
0012021-01-01MATTHEW MULLARKY2022-10-13
0012020-01-01MATTHEW MULLARKY2021-10-14
0012019-01-01MATTHEW MULLARKY2020-10-15
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01MICHAEL E. FLANAGAN MICHAEL E. FLANAGAN2016-01-21
0012014-01-01MICHAEL E. FLANAGAN MICHAEL E. FLANAGAN2015-01-29
0012013-01-01MICHAEL E. FLANAGAN MICHAEL E. FLANAGAN2014-02-26
0012012-01-01MICHAEL E. FLANAGAN MICHAEL E. FLANAGAN2013-05-13
0012011-01-01MICHAEL E. FLANAGAN MICHAEL E. FLANAGAN2012-03-02
0012010-01-01MICHAEL E. FLANAGAN MICHAEL E. FLANAGAN2011-04-28
0012009-01-01JAMES E. PIEROG, MD JAMES E. PIEROG, MD2010-09-16

Financial Data on EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN

Measure Date Value
2025 : EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-155905610
Net assets as of the end of the plan year2025-10-1546848830
Total assets as of the beginning of the plan year2025-10-1541015046
Value of plan covered by a fidelity bond2025-10-15500000
Participant contributions to plan in this plan year2025-10-151139014
Value of participant loans at end of plan year2025-10-15106239
Other contributions to plan in this plan year2025-10-15785298
Other income to plan in this plan year2025-10-158267645
Plan net income in this plan year2025-10-155833784
Net assets as of the end of the plan year2025-10-1546848830
Net assets as of the beginning of the plan year2025-10-1541015046
Employer contributions to plan in this plan year2025-10-151547437
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-15206231
2024 : EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-111242713
Net assets as of the end of the plan year2024-10-1141015046
Total assets as of the beginning of the plan year2024-10-1135322875
Value of plan covered by a fidelity bond2024-10-11500000
Participant contributions to plan in this plan year2024-10-11775145
Value of participant loans at end of plan year2024-10-1110477
Other contributions to plan in this plan year2024-10-11101285
Other income to plan in this plan year2024-10-115286707
Plan net income in this plan year2024-10-115692171
Net assets as of the end of the plan year2024-10-1141015046
Net assets as of the beginning of the plan year2024-10-1135322875
Employer contributions to plan in this plan year2024-10-11771747
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-11143803
2015 : EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$146,439
Expenses. Total of all expenses incurred2015-12-31$12,971
Benefits paid (including direct rollovers)2015-12-31$12,971
Total plan assets at end of year2015-12-31$2,194,578
Total plan assets at beginning of year2015-12-31$2,061,110
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$95,028
Other income received2015-12-31$-6,983
Net income (gross income less expenses)2015-12-31$133,468
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,194,578
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,061,110
Total contributions received or receivable from employer(s)2015-12-31$58,394
2014 : EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$285,949
Expenses. Total of all expenses incurred2014-12-31$29,368
Benefits paid (including direct rollovers)2014-12-31$29,368
Total plan assets at end of year2014-12-31$2,061,110
Total plan assets at beginning of year2014-12-31$1,804,529
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$96,419
Other income received2014-12-31$131,829
Net income (gross income less expenses)2014-12-31$256,581
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,061,110
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,804,529
Total contributions received or receivable from employer(s)2014-12-31$57,701
2013 : EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$453,745
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,804,529
Total plan assets at beginning of year2013-12-31$1,350,784
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$89,365
Other income received2013-12-31$301,198
Net income (gross income less expenses)2013-12-31$453,745
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,804,529
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,350,784
Total contributions received or receivable from employer(s)2013-12-31$63,182
2012 : EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$268,023
Expenses. Total of all expenses incurred2012-12-31$43,303
Benefits paid (including direct rollovers)2012-12-31$43,303
Total plan assets at end of year2012-12-31$1,350,784
Total plan assets at beginning of year2012-12-31$1,126,064
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$85,360
Other income received2012-12-31$133,208
Net income (gross income less expenses)2012-12-31$224,720
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,350,784
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,126,064
Total contributions received or receivable from employer(s)2012-12-31$49,455
2011 : EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$99,414
Expenses. Total of all expenses incurred2011-12-31$40,206
Benefits paid (including direct rollovers)2011-12-31$36,167
Total plan assets at end of year2011-12-31$1,126,064
Total plan assets at beginning of year2011-12-31$1,066,856
Value of fidelity bond covering the plan2011-12-31$130,000
Total contributions received or receivable from participants2011-12-31$77,061
Other income received2011-12-31$-24,475
Net income (gross income less expenses)2011-12-31$59,208
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,126,064
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,066,856
Total contributions received or receivable from employer(s)2011-12-31$46,828
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,039
2010 : EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$216,786
Expenses. Total of all expenses incurred2010-12-31$871
Benefits paid (including direct rollovers)2010-12-31$871
Total plan assets at end of year2010-12-31$1,066,856
Total plan assets at beginning of year2010-12-31$850,941
Value of fidelity bond covering the plan2010-12-31$130,000
Total contributions received or receivable from participants2010-12-31$73,819
Other income received2010-12-31$94,661
Net income (gross income less expenses)2010-12-31$215,915
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,066,856
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$850,941
Total contributions received or receivable from employer(s)2010-12-31$48,306

Form 5500 Responses for EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN

2015: EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMERGENCY MEDICINE SPECIALISTS OF ORANGE COUNTY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62202
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62202
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62202
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62202
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62202
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62202
Policy instance 1

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