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ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN
Plan identification number 002

ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING 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.
  • 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.
  • 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.
  • 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

INTERNAL MEDICINE ASSOCIATES OF SANTA BARBARA, A MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:INTERNAL MEDICINE ASSOCIATES OF SANTA BARBARA, A MEDICAL GROUP
Employer identification number (EIN):953640589
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022018-07-01
0022017-07-01
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01ROBERT D. BYERS, M.D.
0022012-07-01ROBERT D. BYERS, M.D.
0022011-07-01ROBERT D. BYERS, M.D.
0022009-07-01DOUGLAS S. HENDRY

Plan Statistics for ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-015
Total number of active participants reported on line 7a of the Form 55002014-07-016
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-016
Number of participants with account balances2014-07-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-015
Total number of active participants reported on line 7a of the Form 55002013-07-014
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-015
Number of participants with account balances2013-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-015
Total number of active participants reported on line 7a of the Form 55002012-07-015
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-015
Number of participants with account balances2012-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-015
Total number of active participants reported on line 7a of the Form 55002011-07-015
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-015
Number of participants with account balances2011-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-015
Total number of active participants reported on line 7a of the Form 55002009-07-015
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-015
Number of participants with account balances2009-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-06-30$0
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$145,386
Expenses. Total of all expenses incurred2015-06-30$24,550
Benefits paid (including direct rollovers)2015-06-30$15,969
Total plan assets at end of year2015-06-30$1,712,011
Total plan assets at beginning of year2015-06-30$1,591,175
Value of fidelity bond covering the plan2015-06-30$200,000
Total contributions received or receivable from participants2015-06-30$50,177
Expenses. Other expenses not covered elsewhere2015-06-30$8,581
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$80,495
Noncash contributions received2015-06-30$0
Net income (gross income less expenses)2015-06-30$120,836
Net plan assets at end of year (total assets less liabilities)2015-06-30$1,712,011
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,591,175
Assets. Value of participant loans2015-06-30$7,778
Total contributions received or receivable from employer(s)2015-06-30$14,714
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-06-30$0
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$56
Total income from all sources2014-06-30$253,708
Expenses. Total of all expenses incurred2014-06-30$7,665
Benefits paid (including direct rollovers)2014-06-30$0
Total plan assets at end of year2014-06-30$1,591,175
Total plan assets at beginning of year2014-06-30$1,345,188
Value of fidelity bond covering the plan2014-06-30$125,000
Total contributions received or receivable from participants2014-06-30$46,745
Expenses. Other expenses not covered elsewhere2014-06-30$7,665
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$194,963
Noncash contributions received2014-06-30$0
Net income (gross income less expenses)2014-06-30$246,043
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,591,175
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,345,132
Assets. Value of participant loans2014-06-30$526
Total contributions received or receivable from employer(s)2014-06-30$12,000
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$0
2013 : ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-06-30$0
Total plan liabilities at end of year2013-06-30$56
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$149,768
Expenses. Total of all expenses incurred2013-06-30$6,642
Benefits paid (including direct rollovers)2013-06-30$0
Total plan assets at end of year2013-06-30$1,345,188
Total plan assets at beginning of year2013-06-30$1,202,006
Value of fidelity bond covering the plan2013-06-30$300,000
Total contributions received or receivable from participants2013-06-30$47,302
Expenses. Other expenses not covered elsewhere2013-06-30$6,642
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$90,374
Noncash contributions received2013-06-30$0
Net income (gross income less expenses)2013-06-30$143,126
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,345,132
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,202,006
Assets. Value of participant loans2013-06-30$1,926
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-06-30$750
Total contributions received or receivable from employer(s)2013-06-30$12,092
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$0
2012 : ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-06-30$0
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$122,204
Expenses. Total of all expenses incurred2012-06-30$5,854
Benefits paid (including direct rollovers)2012-06-30$0
Total plan assets at end of year2012-06-30$1,202,006
Total plan assets at beginning of year2012-06-30$1,085,656
Value of fidelity bond covering the plan2012-06-30$125,000
Total contributions received or receivable from participants2012-06-30$45,252
Expenses. Other expenses not covered elsewhere2012-06-30$5,854
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$64,770
Noncash contributions received2012-06-30$0
Net income (gross income less expenses)2012-06-30$116,350
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,202,006
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,085,656
Assets. Value of participant loans2012-06-30$3,378
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-06-30$300
Total contributions received or receivable from employer(s)2012-06-30$12,182
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$0
2011 : ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-06-30$0
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$182,633
Expenses. Total of all expenses incurred2011-06-30$6,174
Benefits paid (including direct rollovers)2011-06-30$812
Total plan assets at end of year2011-06-30$1,085,656
Total plan assets at beginning of year2011-06-30$909,197
Value of fidelity bond covering the plan2011-06-30$100,000
Total contributions received or receivable from participants2011-06-30$44,600
Expenses. Other expenses not covered elsewhere2011-06-30$5,362
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$126,033
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$176,459
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,085,656
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$909,197
Total contributions received or receivable from employer(s)2011-06-30$12,000
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0

Form 5500 Responses for ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN

2014: ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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