401k Plan data: SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST plan

SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	002

SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST 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.
Plan covering Self-Employed individuals.
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

SOUTH BAY GASTROENTEROLOGY has sponsored the creation of one or more 401k plans.

Company Name: SOUTH BAY GASTROENTEROLOGY

Employer identification number (EIN): 953657887

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JEROME COHEN, MD 2024-10-09
002 2022-01-01 JEROME COHEN, MD 2023-07-14
002 2021-01-01 JEROME COHEN, MD 2022-07-20
002 2020-01-01 JEROME COHEN, MD 2021-07-21
002 2019-01-01 JEROME COHEN, MD 2020-07-23
002 2018-01-01 JEROME COHEN 2019-07-18
002 2017-01-01 JEROME COHEN, MD 2018-07-23
002 2016-01-01 JEROME COHEN, MD 2017-07-21
002 2015-01-01 JEROME COHEN
002 2014-01-01 JEROME COHEN 2015-09-22
002 2013-01-01 JEROME COHEN 2014-09-08
002 2012-01-01 JEROME COHEN 2013-10-07
002 2011-01-01 JEROME COHEN 2012-10-03
002 2010-01-01 JEROME COHEN 2011-10-10
002 2009-01-01 JEROME COHEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	JEROME COHEN, MD	2024-10-09
002	2022-01-01	JEROME COHEN, MD	2023-07-14
002	2021-01-01	JEROME COHEN, MD	2022-07-20
002	2020-01-01	JEROME COHEN, MD	2021-07-21
002	2019-01-01	JEROME COHEN, MD	2020-07-23
002	2018-01-01	JEROME COHEN	2019-07-18
002	2017-01-01	JEROME COHEN, MD	2018-07-23
002	2016-01-01	JEROME COHEN, MD	2017-07-21
002	2015-01-01	JEROME COHEN
002	2014-01-01	JEROME COHEN	2015-09-22
002	2013-01-01	JEROME COHEN	2014-09-08
002	2012-01-01	JEROME COHEN	2013-10-07
002	2011-01-01	JEROME COHEN	2012-10-03
002	2010-01-01	JEROME COHEN	2011-10-10
002	2009-01-01	JEROME COHEN

Plan Statistics for SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-10-13 71
Total number of particpants at end of year 2025-10-13 86
Number of Participants With Account Balances 2025-10-13 85
2024: SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-10-09 82
Total number of particpants at end of year 2024-10-09 88
Number of Participants With Account Balances 2024-10-09 83
2015: SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 53
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 24
Total of all active and inactive participants 2015-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 77
Number of participants with account balances 2015-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2009: SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 40
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 44
Number of participants with account balances 2009-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-10-13	71
Total number of particpants at end of year	2025-10-13	86
Number of Participants With Account Balances	2025-10-13	85
2024: SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-10-09	82
Total number of particpants at end of year	2024-10-09	88
Number of Participants With Account Balances	2024-10-09	83
2015: SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	53
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	24
Total of all active and inactive participants	2015-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	77
Number of participants with account balances	2015-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2009: SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	40
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	44
Number of participants with account balances	2009-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2025 : SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-13	417108
Net assets as of the end of the plan year	2025-10-13	8554895
Total assets as of the beginning of the plan year	2025-10-13	7337866
Value of plan covered by a fidelity bond	2025-10-13	500000
Participant contributions to plan in this plan year	2025-10-13	316168
Value of participant loans at end of plan year	2025-10-13	42553
Other income to plan in this plan year	2025-10-13	1170932
Plan net income in this plan year	2025-10-13	1217029
Net assets as of the end of the plan year	2025-10-13	8554895
Net assets as of the beginning of the plan year	2025-10-13	7337866
Employer contributions to plan in this plan year	2025-10-13	147037
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-13	49649
2024 : SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-09	0
Total liabilities as of the end of the plan year	2024-10-09	0
Total liabilities as of the beginning of the plan year	2024-10-09	0
Total expenses incurred by plan in this plan year	2024-10-09	137873
Net assets as of the end of the plan year	2024-10-09	7337866
Total assets as of the beginning of the plan year	2024-10-09	5726313
Value of plan covered by a fidelity bond	2024-10-09	500000
Participant contributions to plan in this plan year	2024-10-09	280938
Value of participant loans at end of plan year	2024-10-09	58537
Other expenses paid from plan in this plan year	2024-10-09	0
Other contributions to plan in this plan year	2024-10-09	0
Other income to plan in this plan year	2024-10-09	1199966
Plan net income in this plan year	2024-10-09	1611553
Net assets as of the end of the plan year	2024-10-09	7337866
Net assets as of the beginning of the plan year	2024-10-09	5726313
Employer contributions to plan in this plan year	2024-10-09	268522
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-09	40153
2015 : SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$295,402
Expenses. Total of all expenses incurred	2015-12-31	$134,560
Benefits paid (including direct rollovers)	2015-12-31	$117,070
Total plan assets at end of year	2015-12-31	$3,998,584
Total plan assets at beginning of year	2015-12-31	$3,837,742
Value of fidelity bond covering the plan	2015-12-31	$325,000
Total contributions received or receivable from participants	2015-12-31	$99,487
Expenses. Other expenses not covered elsewhere	2015-12-31	$455
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-7,476
Net income (gross income less expenses)	2015-12-31	$160,842
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,998,584
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,837,742
Assets. Value of participant loans	2015-12-31	$30,309
Total contributions received or receivable from employer(s)	2015-12-31	$203,391
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$17,035
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2009 : SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST

2015: SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTH BAY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTH BAY GASTROENTEROLOGY
Employer identification number (EIN):	953657887
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)