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CALIFORNIA IVF DAVIS FERTILITY 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameCALIFORNIA IVF DAVIS FERTILITY 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

CALIFORNIA IVF DAVIS FERTILITY 401(K) PROFIT SHARING PLAN & TRUST 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.
  • 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.
  • 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

CALIFORNIA IVF DAVIS FERTILITY has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA IVF DAVIS FERTILITY
Employer identification number (EIN):201142892
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA IVF DAVIS FERTILITY 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MEGAN MILLS-MITCHELL2024-06-27
0012022-01-01MEGAN MILLS-MITCHELL2023-10-10
0012021-01-01TERRY GOLDBERG2022-07-29
0012020-01-01TERRY GOLDBERG2021-10-14
0012019-01-01TERRY GOLDBERG2020-04-29
0012018-01-01TERRY GOLDBERG2019-07-17
0012017-01-01ROBERT STRICKLAND2018-07-23
0012016-01-01ROBERT STRICKLAND2017-10-04
0012015-01-01ROBERT STRICKLAND2016-09-29
0012014-01-01ROBERT STRICKLAND2015-06-12
0012013-01-01ROBERT STRICKLAND2015-05-18
0012012-01-01ROBERT STRICKLAND2014-12-19
0012011-01-01CALIFORNIA IVF DAVIS FERTILITY2013-01-23
0012010-01-01CALIFORNIA IVF-DAVIS FERTILIT2011-11-08

Financial Data on CALIFORNIA IVF DAVIS FERTILITY 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : CALIFORNIA IVF DAVIS FERTILITY 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-240
Total liabilities as of the end of the plan year2025-06-2417
Total liabilities as of the beginning of the plan year2025-06-240
Total expenses incurred by plan in this plan year2025-06-2480100
Net assets as of the end of the plan year2025-06-242402065
Total assets as of the beginning of the plan year2025-06-241912974
Value of plan covered by a fidelity bond2025-06-24240206
Participant contributions to plan in this plan year2025-06-24176497
Value of participant loans at end of plan year2025-06-2424808
Other expenses paid from plan in this plan year2025-06-240
Other contributions to plan in this plan year2025-06-2416086
Other income to plan in this plan year2025-06-24284089
Plan net income in this plan year2025-06-24489074
Net assets as of the end of the plan year2025-06-242402048
Net assets as of the beginning of the plan year2025-06-241912974
Employer contributions to plan in this plan year2025-06-2492502
Fees paid to broker by Benefit Provider2025-06-2411709
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2429133
2024 : CALIFORNIA IVF DAVIS FERTILITY 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-270
Total liabilities as of the end of the plan year2024-06-270
Total liabilities as of the beginning of the plan year2024-06-270
Total expenses incurred by plan in this plan year2024-06-27480232
Net assets as of the end of the plan year2024-06-271912974
Total assets as of the beginning of the plan year2024-06-271719475
Value of plan covered by a fidelity bond2024-06-27171948
Participant contributions to plan in this plan year2024-06-27163325
Value of participant loans at end of plan year2024-06-272430
Other expenses paid from plan in this plan year2024-06-270
Other contributions to plan in this plan year2024-06-27119463
Other income to plan in this plan year2024-06-27299930
Plan net income in this plan year2024-06-27193499
Net assets as of the end of the plan year2024-06-271912974
Net assets as of the beginning of the plan year2024-06-271719475
Employer contributions to plan in this plan year2024-06-2791013
Fees paid to broker by Benefit Provider2024-06-2710563
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2724874
2022 : CALIFORNIA IVF DAVIS FERTILITY 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-290
Total liabilities as of the end of the plan year2022-07-290
Total liabilities as of the beginning of the plan year2022-07-290
Total expenses incurred by plan in this plan year2022-07-2920321
Net assets as of the end of the plan year2022-07-291880774
Total assets as of the beginning of the plan year2022-07-291513129
Value of plan covered by a fidelity bond2022-07-29500000
Participant contributions to plan in this plan year2022-07-29110861
Value of participant loans at end of plan year2022-07-2956608
Other expenses paid from plan in this plan year2022-07-290
Other contributions to plan in this plan year2022-07-290
Other income to plan in this plan year2022-07-29222938
Plan net income in this plan year2022-07-29367645
Net assets as of the end of the plan year2022-07-291880774
Net assets as of the beginning of the plan year2022-07-291513129
Employer contributions to plan in this plan year2022-07-2954167
Fees paid to broker by Benefit Provider2022-07-296120
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-29544

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