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VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan NameVENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST
Plan identification number 001

VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST 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.
  • 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.
  • 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.

401k Sponsoring company profile

VENTURA COUNTY OB & GYN MEDICAL GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name:VENTURA COUNTY OB & GYN MEDICAL GROUP INC.
Employer identification number (EIN):953152550
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOAN ADDISON2023-03-31
0012021-01-01JOAN ADDISON2022-05-09
0012020-01-01
0012020-01-01ERISA FIDUCIARY SERVICES, INC2021-10-04
0012019-01-01JOAN ADDISON2021-05-10 JOAN ADDISON2021-05-10
0012018-01-01
0012018-01-01JOAN ADDISON2021-05-06 JOAN ADDISON2021-05-06
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01RICHARD REISMAN2015-10-14
0012013-01-01RICHARD REISMAN2014-10-14
0012012-01-01RICHARD REISMAN
0012011-01-01RICHARD REISMAN
0012009-10-01RICHARD REISMAN
0012008-10-01

Plan Statistics for VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST

401k plan membership statisitcs for VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST

Measure Date Value
2020: VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0117
Total number of active participants reported on line 7a of the Form 55002020-01-0115
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0117
Number of participants with account balances2020-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2018: VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0119
Total number of active participants reported on line 7a of the Form 55002018-01-0116
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0119
Number of participants with account balances2018-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2012: VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0119
Total number of active participants reported on line 7a of the Form 55002012-01-0118
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0119
Number of participants with account balances2012-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0120
Total number of active participants reported on line 7a of the Form 55002011-01-0117
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0119
Number of participants with account balances2011-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-10-0121
Total number of active participants reported on line 7a of the Form 55002009-10-0116
Number of retired or separated participants receiving benefits2009-10-011
Number of other retired or separated participants entitled to future benefits2009-10-015
Total of all active and inactive participants2009-10-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0122
Number of participants with account balances2009-10-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST

Measure Date Value
2020 : VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$733,407
Expenses. Total of all expenses incurred2020-12-31$9,436,512
Benefits paid (including direct rollovers)2020-12-31$9,432,014
Total plan assets at end of year2020-12-31$3,384,638
Total plan assets at beginning of year2020-12-31$12,087,743
Value of fidelity bond covering the plan2020-12-31$1,500,000
Total contributions received or receivable from participants2020-12-31$69,760
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$636,888
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-8,703,105
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,384,638
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$12,087,743
Assets. Value of participant loans2020-12-31$87,279
Assets. Value of assets in partnership/joint-venture interests2020-12-31$1,069,570
Total contributions received or receivable from employer(s)2020-12-31$26,759
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,498
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2018 : VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$1,316,424
Expenses. Total of all expenses incurred2018-12-31$3,156
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,313,268
Total plan assets at beginning of year2018-12-31$0
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$98,709
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$1,202,408
Net income (gross income less expenses)2018-12-31$1,313,268
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,313,268
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$0
Assets. Value of participant loans2018-12-31$22,371
Total contributions received or receivable from employer(s)2018-12-31$15,307
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,156
2012 : VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$715,172
Expenses. Total of all expenses incurred2012-12-31$30,006
Benefits paid (including direct rollovers)2012-12-31$2,956
Total plan assets at end of year2012-12-31$7,258,717
Total plan assets at beginning of year2012-12-31$6,573,551
Value of fidelity bond covering the plan2012-12-31$2,000,000
Total contributions received or receivable from participants2012-12-31$106,423
Assets. Value of loans (other than to participants)2012-12-31$500,000
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$553,271
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$685,166
Net plan assets at end of year (total assets less liabilities)2012-12-31$7,258,717
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,573,551
Assets. Value of participant loans2012-12-31$54,255
Assets. Value of assets in partnership/joint-venture interests2012-12-31$1,206,844
Total contributions received or receivable from employer(s)2012-12-31$55,478
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$27,050
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$326,892
Total income from all sources2011-12-31$-20,676
Expenses. Total of all expenses incurred2011-12-31$55,162
Benefits paid (including direct rollovers)2011-12-31$24,381
Total plan assets at end of year2011-12-31$6,573,551
Total plan assets at beginning of year2011-12-31$6,976,281
Value of fidelity bond covering the plan2011-12-31$2,000,000
Total contributions received or receivable from participants2011-12-31$75,427
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-150,456
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-75,838
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,573,551
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,649,389
Assets. Value of participant loans2011-12-31$72,185
Assets. Value of assets in partnership/joint-venture interests2011-12-31$976,790
Total contributions received or receivable from employer(s)2011-12-31$54,353
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$30,781
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$326,892
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$382,640
Expenses. Total of all expenses incurred2010-12-31$337,155
Benefits paid (including direct rollovers)2010-12-31$328,744
Total plan assets at end of year2010-12-31$6,976,281
Total plan assets at beginning of year2010-12-31$6,603,904
Value of fidelity bond covering the plan2010-12-31$2,000,000
Total contributions received or receivable from participants2010-12-31$46,886
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$319,273
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$45,485
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,649,389
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,603,904
Assets. Value of participant loans2010-12-31$91,828
Assets. Value of assets in partnership/joint-venture interests2010-12-31$880,752
Total contributions received or receivable from employer(s)2010-12-31$16,481
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$8,411
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST

2020: VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2018: VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2012: VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST 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 - TrustYes
2009: VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: VENTURA COUNTY OBSTETRIC & GYNECOLOGIC MEDICAL GROUP INC. 401(K) PLAN AND TRUST 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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