CALIFORNIA ASSOCIATION OF PHYSICIAN GROUPS has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025: CAPG 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-09-30 | 28 |
| Total number of particpants at end of year | 2025-09-30 | 22 |
| Number of Participants With Account Balances | 2025-09-30 | 18 |
| 2024: CAPG 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-09-23 | 25 |
| Total number of particpants at end of year | 2024-09-23 | 28 |
| Number of Participants With Account Balances | 2024-09-23 | 28 |
| 2022: CAPG 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-06-23 | 24 |
| Total number of particpants at end of year | 2022-06-23 | 23 |
| Number of Participants With Account Balances | 2022-06-23 | 23 |
| 2014: CAPG 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 14 |
| Number of participants with account balances | 2014-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: CAPG 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 13 |
| Number of participants with account balances | 2013-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: CAPG 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 9 |
| Number of participants with account balances | 2012-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2009: CAPG 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 11 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 11 |
| Number of participants with account balances | 2009-01-01 | 11 |
| 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 : CAPG 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-30 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-30 | 118866 |
| Net assets as of the end of the plan year | 2025-09-30 | 6218014 |
| Total assets as of the beginning of the plan year | 2025-09-30 | 4961880 |
| Value of plan covered by a fidelity bond | 2025-09-30 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-30 | 281967 |
| Value of participant loans at end of plan year | 2025-09-30 | 27957 |
| Other expenses paid from plan in this plan year | 2025-09-30 | 0 |
| Other contributions to plan in this plan year | 2025-09-30 | 202664 |
| Other income to plan in this plan year | 2025-09-30 | 787413 |
| Plan net income in this plan year | 2025-09-30 | 1256134 |
| Net assets as of the end of the plan year | 2025-09-30 | 6218014 |
| Net assets as of the beginning of the plan year | 2025-09-30 | 4961880 |
| Employer contributions to plan in this plan year | 2025-09-30 | 102956 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-30 | 22975 |
| 2024 : CAPG 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-23 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-23 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-23 | 1320960 |
| Net assets as of the end of the plan year | 2024-09-23 | 4961880 |
| Total assets as of the beginning of the plan year | 2024-09-23 | 4284350 |
| Value of plan covered by a fidelity bond | 2024-09-23 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-23 | 290007 |
| Value of participant loans at end of plan year | 2024-09-23 | 17010 |
| Other expenses paid from plan in this plan year | 2024-09-23 | 0 |
| Other contributions to plan in this plan year | 2024-09-23 | 809623 |
| Other income to plan in this plan year | 2024-09-23 | 793247 |
| Plan net income in this plan year | 2024-09-23 | 677530 |
| Net assets as of the end of the plan year | 2024-09-23 | 4961880 |
| Net assets as of the beginning of the plan year | 2024-09-23 | 4284350 |
| Employer contributions to plan in this plan year | 2024-09-23 | 105613 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-23 | 17944 |
| 2022 : CAPG 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-23 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-23 | 189596 |
| Net assets as of the end of the plan year | 2022-06-23 | 5123778 |
| Total assets as of the beginning of the plan year | 2022-06-23 | 4367489 |
| Value of plan covered by a fidelity bond | 2022-06-23 | 400000 |
| Participant contributions to plan in this plan year | 2022-06-23 | 177645 |
| Value of participant loans at end of plan year | 2022-06-23 | 26855 |
| Other expenses paid from plan in this plan year | 2022-06-23 | 6016 |
| Other contributions to plan in this plan year | 2022-06-23 | 0 |
| Other income to plan in this plan year | 2022-06-23 | 697582 |
| Plan net income in this plan year | 2022-06-23 | 756289 |
| Net assets as of the end of the plan year | 2022-06-23 | 5123778 |
| Net assets as of the beginning of the plan year | 2022-06-23 | 4367489 |
| Employer contributions to plan in this plan year | 2022-06-23 | 70658 |
| 2014 : CAPG 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $65 |
| Total income from all sources | 2014-12-31 | $252,994 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $3,840 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $3,792 |
| Total plan assets at end of year | 2014-12-31 | $1,963,488 |
| Total plan assets at beginning of year | 2014-12-31 | $1,714,269 |
| Value of fidelity bond covering the plan | 2014-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $125,352 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $48 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $77,385 |
| Net income (gross income less expenses) | 2014-12-31 | $249,154 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,963,488 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,714,269 |
| Assets. Value of participant loans | 2014-12-31 | $4,950 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $50,257 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : CAPG 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $12 |
| Total income from all sources | 2013-12-31 | $450,379 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $48 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $1,714,269 |
| Total plan assets at beginning of year | 2013-12-31 | $1,263,926 |
| Value of fidelity bond covering the plan | 2013-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $128,766 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $48 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $7,646 |
| Other income received | 2013-12-31 | $267,726 |
| Net income (gross income less expenses) | 2013-12-31 | $450,331 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,714,269 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,263,926 |
| Assets. Value of participant loans | 2013-12-31 | $7,385 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $46,241 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| 2012 : CAPG 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $282,361 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $118 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $1,263,927 |
| Total plan assets at beginning of year | 2012-12-31 | $981,684 |
| Value of fidelity bond covering the plan | 2012-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $118,604 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $118 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $128,517 |
| Net income (gross income less expenses) | 2012-12-31 | $282,243 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,263,927 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $981,684 |
| Assets. Value of participant loans | 2012-12-31 | $9,721 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $35,240 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| 2009 : CAPG 401(K) PLAN 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 |
| 2014: CAPG 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: CAPG 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: CAPG 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: CAPG 401(K) PLAN 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 |
