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CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameCITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN
Plan identification number 002

CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CITY OF HOPE MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:CITY OF HOPE MEDICAL GROUP, INC.
Employer identification number (EIN):953147370
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about CITY OF HOPE MEDICAL GROUP, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2010-03-12
Company Identification Number: C3281459
Legal Registered Office Address: 818 West Seventh St Ste 930

Los Angeles
United States of America (USA)
90017

More information about CITY OF HOPE MEDICAL GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01LAWRENCE WEISS
0022011-01-01STEPHEN OZEN
0022010-01-01LAWRENCE WEISS
0022009-01-01PATRICIA A. GRAVES TERRENCE PYLE2010-10-12

Plan Statistics for CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2012: CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01272
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01439
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01271
Total of all active and inactive participants2011-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01272
Number of participants with account balances2011-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01483
Total number of active participants reported on line 7a of the Form 55002010-01-01314
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01125
Total of all active and inactive participants2010-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01439
Number of participants with account balances2010-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0127
2009: CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01457
Total number of active participants reported on line 7a of the Form 55002009-01-01321
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01162
Total of all active and inactive participants2009-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01483
Number of participants with account balances2009-01-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0127

Financial Data on CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2012 : CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,351,818
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$84,835,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$84,742,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$0
Value of total assets at beginning of year2012-12-31$77,483,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$92,753
Total interest from all sources2012-12-31$10,992
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$203,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$203,892
Administrative expenses professional fees incurred2012-12-31$72,453
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at beginning of year2012-12-31$168,146
Administrative expenses (other) incurred2012-12-31$5,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-77,483,692
Value of net assets at end of year (total assets less liabilities)2012-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$77,483,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$57,365,893
Interest on participant loans2012-12-31$2,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$19,949,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$19,949,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,136,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$84,742,757
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2012-12-31952036255
2011 : CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,896,546
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$75,793,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$75,632,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,361,294
Value of total assets at end of year2011-12-31$77,483,692
Value of total assets at beginning of year2011-12-31$151,380,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$160,902
Total interest from all sources2011-12-31$351,223
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$927,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$927,481
Administrative expenses professional fees incurred2011-12-31$77,377
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$211,575
Participant contributions at end of year2011-12-31$168,146
Participant contributions at beginning of year2011-12-31$659,599
Participant contributions at beginning of year2011-12-31$18,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$48,864
Administrative expenses (other) incurred2011-12-31$975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-73,896,827
Value of net assets at end of year (total assets less liabilities)2011-12-31$77,483,692
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$151,380,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$82,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$57,365,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$126,439,047
Interest on participant loans2011-12-31$19,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$19,949,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$23,789,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$23,789,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$331,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,743,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,149,719
Employer contributions (assets) at beginning of year2011-12-31$424,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$75,632,471
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2011-12-31952036255
2010 : CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$22,375,844
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,513,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,291,906
Expenses. Certain deemed distributions of participant loans2010-12-31$28,695
Value of total corrective distributions2010-12-31$1,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,214,940
Value of total assets at end of year2010-12-31$151,380,519
Value of total assets at beginning of year2010-12-31$132,518,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$191,659
Total interest from all sources2010-12-31$170,121
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,094,831
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,094,831
Administrative expenses professional fees incurred2010-12-31$20,140
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$547,034
Participant contributions at end of year2010-12-31$659,599
Participant contributions at beginning of year2010-12-31$473,973
Participant contributions at end of year2010-12-31$18,807
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$75,475
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$54,290
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$48,864
Other income not declared elsewhere2010-12-31$285,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$18,862,439
Value of net assets at end of year (total assets less liabilities)2010-12-31$151,380,519
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$132,518,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$149,063
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$126,439,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$129,040,827
Interest on participant loans2010-12-31$29,807
Interest earned on other investments2010-12-31$613
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$23,789,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$139,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$11,610,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,613,616
Employer contributions (assets) at end of year2010-12-31$424,801
Employer contributions (assets) at beginning of year2010-12-31$2,927,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,291,906
Contract administrator fees2010-12-31$22,456
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2010-12-31952036255
2009 : CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

2012: CITY OF HOPE MEDICAL GROUP, INC. 401(K) 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 filingYes
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CITY OF HOPE MEDICAL GROUP, INC. 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CITY OF HOPE MEDICAL GROUP, INC. 401(K) 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: CITY OF HOPE MEDICAL GROUP, INC. 401(K) 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

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