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PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 401k Plan overview

Plan NamePALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A
Plan identification number 003

PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

PALO ALTO FOUNDATION MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:PALO ALTO FOUNDATION MEDICAL GROUP, INC.
Employer identification number (EIN):510656809

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01JOSEPH LACY
0032013-01-01JOSEPH LACY
0032012-01-01JOSEPH LACY
0032011-01-01JOSEPH LACY
0032010-01-01JOSEPH LACY
0032009-01-01OSMAN AKHTAR OSMAN AKHTAR2010-10-11

Plan Statistics for PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A

401k plan membership statisitcs for PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A

Measure Date Value
2017: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2017 401k membership
Market value of plan assets2017-12-31282,321,053
Acturial value of plan assets2017-12-31282,321,053
Funding target for retired participants and beneficiaries receiving payment2017-12-31279,294
Number of terminated vested participants2017-12-3175
Fundng target for terminated vested participants2017-12-3113,267,599
Active participant vested funding target2017-12-31204,889,927
Number of active participants2017-12-31900
Total funding liabilities for active participants2017-12-31204,889,927
Total participant count2017-12-31976
Total funding target for all participants2017-12-31218,436,820
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31584,151
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31584,151
Present value of excess contributions2017-12-3137,887,412
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3140,137,924
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31609,386
Total employer contributions2017-12-3124,190,933
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3123,350,170
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3137,778,664
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3123,350,170
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01974
Total number of active participants reported on line 7a of the Form 55002017-01-01879
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0186
Total of all active and inactive participants2017-01-01966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2016 401k membership
Market value of plan assets2016-12-31242,116,878
Acturial value of plan assets2016-12-31242,116,878
Funding target for retired participants and beneficiaries receiving payment2016-12-31282,699
Number of terminated vested participants2016-12-3169
Fundng target for terminated vested participants2016-12-3112,330,348
Active participant vested funding target2016-12-31170,629,751
Number of active participants2016-12-31864
Total funding liabilities for active participants2016-12-31170,629,751
Total participant count2016-12-31934
Total funding target for all participants2016-12-31183,242,798
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31586,085
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31586,085
Present value of excess contributions2016-12-3139,774,637
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3142,296,349
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31584,151
Total employer contributions2016-12-3140,336,167
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3137,887,412
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3134,258,978
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3137,887,412
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01934
Total number of active participants reported on line 7a of the Form 55002016-01-01846
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0175
Total of all active and inactive participants2016-01-01922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01922
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2015 401k membership
Total participants, beginning-of-year2015-01-01837
Total number of active participants reported on line 7a of the Form 55002015-01-01842
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0170
Total of all active and inactive participants2015-01-01912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2014 401k membership
Total participants, beginning-of-year2014-01-01710
Total number of active participants reported on line 7a of the Form 55002014-01-01661
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2013 401k membership
Total participants, beginning-of-year2013-01-01697
Total number of active participants reported on line 7a of the Form 55002013-01-01658
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2012 401k membership
Total participants, beginning-of-year2012-01-01675
Total number of active participants reported on line 7a of the Form 55002012-01-01657
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2011 401k membership
Total participants, beginning-of-year2011-01-01818
Total number of active participants reported on line 7a of the Form 55002011-01-01817
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2010 401k membership
Total participants, beginning-of-year2010-01-01744
Total number of active participants reported on line 7a of the Form 55002010-01-01747
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-0120
Total of all active and inactive participants2010-01-01770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2009 401k membership
Total participants, beginning-of-year2009-01-01633
Total number of active participants reported on line 7a of the Form 55002009-01-01678
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A

Measure Date Value
2018 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-10-31$0
Total transfer of assets from this plan2018-10-31$6,132,114
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total income from all sources (including contributions)2018-10-31$1,073,018
Total loss/gain on sale of assets2018-10-31$0
Total of all expenses incurred2018-10-31$302,400,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$302,374,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$0
Value of total assets at end of year2018-10-31$0
Value of total assets at beginning of year2018-10-31$307,459,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$25,523
Total interest from all sources2018-10-31$1,316,236
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$422,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-10-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-10-31$422,473
Administrative expenses professional fees incurred2018-10-31$25,523
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Total non interest bearing cash at end of year2018-10-31$0
Total non interest bearing cash at beginning of year2018-10-31$15,438,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$-301,327,003
Value of net assets at end of year (total assets less liabilities)2018-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$307,459,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$189,036,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-10-31$99,733,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-10-31$99,733,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-10-31$1,316,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-10-31$-665,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Employer contributions (assets) at end of year2018-10-31$0
Employer contributions (assets) at beginning of year2018-10-31$3,250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$302,374,498
Did the plan have assets held for investment2018-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31No
Opinion of an independent qualified public accountant for this plan2018-10-31Unqualified
Accountancy firm name2018-10-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-10-31952036255
2017 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$38,458,362
Total loss/gain on sale of assets2017-12-31$-1,280
Total of all expenses incurred2017-12-31$13,717,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,703,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$24,190,933
Value of total assets at end of year2017-12-31$307,459,117
Value of total assets at beginning of year2017-12-31$282,718,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,447
Total interest from all sources2017-12-31$113,447
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,632,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$6,632,606
Administrative expenses professional fees incurred2017-12-31$14,447
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$15,438,976
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$24,740,753
Value of net assets at end of year (total assets less liabilities)2017-12-31$307,459,117
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$282,718,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$189,036,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$243,942,678
Income. Interest from US Government securities2017-12-31$70,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$99,733,435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,026,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,026,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$43,447
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$8,001,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,522,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$24,190,933
Employer contributions (assets) at end of year2017-12-31$3,250,000
Employer contributions (assets) at beginning of year2017-12-31$25,747,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,703,162
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$-1,280
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$25,360
Total unrealized appreciation/depreciation of assets2016-12-31$25,360
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$50,195,112
Total loss/gain on sale of assets2016-12-31$25,577
Total of all expenses incurred2016-12-31$10,430,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,430,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$40,336,167
Value of total assets at end of year2016-12-31$282,718,364
Value of total assets at beginning of year2016-12-31$242,953,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$76,815
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,176,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,176,470
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$26,864,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$39,764,409
Value of net assets at end of year (total assets less liabilities)2016-12-31$282,718,364
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$242,953,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$3,978,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$243,942,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$196,286,364
Income. Interest from US Government securities2016-12-31$70,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,026,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$630,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$630,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$6,815
Asset value of US Government securities at end of year2016-12-31$8,001,280
Asset value of US Government securities at beginning of year2016-12-31$7,975,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,554,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$40,336,167
Employer contributions (assets) at end of year2016-12-31$25,747,498
Employer contributions (assets) at beginning of year2016-12-31$7,218,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,430,703
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$4,004,108
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,978,531
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$165,797,074
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$9,120,266
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,021,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,021,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,336,787
Value of total assets at end of year2015-12-31$242,953,955
Value of total assets at beginning of year2015-12-31$69,058,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$26,864,046
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$78,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$8,098,807
Value of net assets at end of year (total assets less liabilities)2015-12-31$242,953,955
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$69,058,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$3,978,531
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$196,286,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$60,248,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$630,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$7,975,920
Asset value of US Government securities at beginning of year2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$9,336,787
Employer contributions (assets) at end of year2015-12-31$7,218,777
Employer contributions (assets) at beginning of year2015-12-31$8,731,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,021,459
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
2014 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$18,445,395
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,007,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,007,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$16,697,695
Value of total assets at end of year2014-12-31$69,058,074
Value of total assets at beginning of year2014-12-31$51,620,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Total non interest bearing cash at end of year2014-12-31$78,180
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$17,437,999
Value of net assets at end of year (total assets less liabilities)2014-12-31$69,058,074
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$51,620,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$60,248,779
Value of interest in master investment trust accounts at beginning of year2014-12-31$51,620,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$16,697,695
Employer contributions (assets) at end of year2014-12-31$8,731,115
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,007,396
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-12-31952036255
2013 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$11,533,943
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,539,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,539,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,804,994
Value of total assets at end of year2013-12-31$51,620,075
Value of total assets at beginning of year2013-12-31$41,625,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Total non interest bearing cash at beginning of year2013-12-31$260,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,994,612
Value of net assets at end of year (total assets less liabilities)2013-12-31$51,620,075
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$41,625,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$51,620,075
Value of interest in master investment trust accounts at beginning of year2013-12-31$38,650,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$10,804,994
Employer contributions (assets) at beginning of year2013-12-31$2,714,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,539,331
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-12-31952036255
2012 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$50,432,774
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$12,536,525
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$621,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$621,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,272,475
Value of total assets at end of year2012-12-31$41,625,463
Value of total assets at beginning of year2012-12-31$80,143,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Total non interest bearing cash at end of year2012-12-31$260,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$11,914,557
Value of net assets at end of year (total assets less liabilities)2012-12-31$41,625,463
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$80,143,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$72,264,387
Value of interest in master investment trust accounts at end of year2012-12-31$38,650,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$248,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$248,804
Asset value of US Government securities at beginning of year2012-12-31$1,019,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$10,272,475
Employer contributions (assets) at end of year2012-12-31$2,714,788
Employer contributions (assets) at beginning of year2012-12-31$6,610,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$621,968
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-12-31952036255
2011 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$22,244,315
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,040,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,040,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$20,710,726
Value of total assets at end of year2011-12-31$80,143,680
Value of total assets at beginning of year2011-12-31$58,940,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$17,765
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,072,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,072,709
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Total non interest bearing cash at beginning of year2011-12-31$8,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$21,203,633
Value of net assets at end of year (total assets less liabilities)2011-12-31$80,143,680
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$58,940,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$72,264,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$49,119,598
Income. Interest from US Government securities2011-12-31$17,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$248,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$655,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$655,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$265
Asset value of US Government securities at end of year2011-12-31$1,019,840
Asset value of US Government securities at beginning of year2011-12-31$1,022,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-556,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$20,710,726
Employer contributions (assets) at end of year2011-12-31$6,610,649
Employer contributions (assets) at beginning of year2011-12-31$8,133,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,040,682
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2011-12-31952036255
2010 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$23,181,248
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$828,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$828,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$19,898,695
Value of total assets at end of year2010-12-31$58,940,047
Value of total assets at beginning of year2010-12-31$36,587,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$10,141
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,328,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,328,209
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Total non interest bearing cash at end of year2010-12-31$8,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$22,352,910
Value of net assets at end of year (total assets less liabilities)2010-12-31$58,940,047
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$36,587,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$49,119,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$30,580,616
Income. Interest from US Government securities2010-12-31$8,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$655,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,219,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,219,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,391
Asset value of US Government securities at end of year2010-12-31$1,022,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,944,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$19,898,695
Employer contributions (assets) at end of year2010-12-31$8,133,357
Employer contributions (assets) at beginning of year2010-12-31$2,786,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$828,338
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2010-12-31952036255
2009 : PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A

2017: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 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: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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