401k Plan data: BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3 plan

BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3 401k Plan overview

Plan Name	BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3
Plan identification number	014

BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3 Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BAY MEDICAL MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: BAY MEDICAL MANAGEMENT, LLC

Employer identification number (EIN): 680423282

NAIC Classification: 541600

Additional information about BAY MEDICAL MANAGEMENT, LLC

Jurisdiction of Incorporation: California Secretary of State

Incorporation Date: 1998-12-18

Company Identification Number: 199835210092

Legal Registered Office Address: 2125 OAK GROVE RD STE 200

WALNUT CREEK
United States of America (USA)
94598

More information about BAY MEDICAL MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
014 2023-01-01
014 2022-01-01
014 2021-01-01

Plan Statistics for BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3

401k plan membership statisitcs for BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3

Measure Date Value
2025: BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3 2025 401k membership
Total number of particpants at beginning of year 2025-06-11 67
Total number of particpants at end of year 2025-06-11 68
2024: BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3 2024 401k membership
Total number of particpants at beginning of year 2024-07-15 66
Total number of particpants at end of year 2024-07-15 67
2022: BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3 2022 401k membership
Market value of plan assets 2022-12-31 2,973,477
Acturial value of plan assets 2022-12-31 2,973,477
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 71,232
Active participant vested funding target 2022-12-31 2,130,748
Number of active participants 2022-12-31 63
Total funding liabilities for active participants 2022-12-31 2,130,748
Total participant count 2022-12-31 66
Total funding target for all participants 2022-12-31 2,201,980
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 907,532
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 907,532
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 3,389,255
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 3,419,267
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 2,389,247
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 1,617,750
Additional cash requirement 2022-12-31 1,617,750
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 3,419,267
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3 2021 401k membership
Market value of plan assets 2021-12-31 0
Acturial value of plan assets 2021-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 0
Number of active participants 2021-12-31 63
Total funding liabilities for active participants 2021-12-31 0
Total participant count 2021-12-31 65
Total funding target for all participants 2021-12-31 0
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 3,144,385
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 3,175,883
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 2,268,351
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 2,268,351
Additional cash requirement 2021-12-31 2,268,351
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 3,175,883
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0

Measure	Date	Value
2025: BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3 2025 401k membership
Total number of particpants at beginning of year	2025-06-11	67
Total number of particpants at end of year	2025-06-11	68
2024: BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3 2024 401k membership
Total number of particpants at beginning of year	2024-07-15	66
Total number of particpants at end of year	2024-07-15	67
2022: BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3 2022 401k membership
Market value of plan assets	2022-12-31	2,973,477
Acturial value of plan assets	2022-12-31	2,973,477
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	71,232
Active participant vested funding target	2022-12-31	2,130,748
Number of active participants	2022-12-31	63
Total funding liabilities for active participants	2022-12-31	2,130,748
Total participant count	2022-12-31	66
Total funding target for all participants	2022-12-31	2,201,980
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	907,532
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	907,532
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	3,389,255
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	3,419,267
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	2,389,247
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	1,617,750
Additional cash requirement	2022-12-31	1,617,750
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	3,419,267
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3 2021 401k membership
Market value of plan assets	2021-12-31	0
Acturial value of plan assets	2021-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	0
Number of active participants	2021-12-31	63
Total funding liabilities for active participants	2021-12-31	0
Total participant count	2021-12-31	65
Total funding target for all participants	2021-12-31	0
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	3,144,385
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	3,175,883
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	2,268,351
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	2,268,351
Additional cash requirement	2021-12-31	2,268,351
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	3,175,883
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0

Financial Data on BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3

Measure	Date	Value
2025 : BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3 2025 401k financial data
Total transfers to/from plan in this plan year	2025-06-11	0
Total liabilities as of the end of the plan year	2025-06-11	0
Total liabilities as of the beginning of the plan year	2025-06-11	0
Total expenses incurred by plan in this plan year	2025-06-11	410195
Net assets as of the end of the plan year	2025-06-11	14007919
Total assets as of the beginning of the plan year	2025-06-11	10038628
Value of plan covered by a fidelity bond	2025-06-11	500000
Participant contributions to plan in this plan year	2025-06-11	0
Other expenses paid from plan in this plan year	2025-06-11	0
Other contributions to plan in this plan year	2025-06-11	0
Other income to plan in this plan year	2025-06-11	500091
Plan net income in this plan year	2025-06-11	3969291
Net assets as of the end of the plan year	2025-06-11	14007919
Net assets as of the beginning of the plan year	2025-06-11	10038628
Employer contributions to plan in this plan year	2025-06-11	3879395
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-11	32392
2024 : BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3 2024 401k financial data
Total liabilities as of the end of the plan year	2024-07-15	0
Total liabilities as of the beginning of the plan year	2024-07-15	0
Total expenses incurred by plan in this plan year	2024-07-15	250283
Net assets as of the end of the plan year	2024-07-15	10038628
Total assets as of the beginning of the plan year	2024-07-15	6392839
Value of plan covered by a fidelity bond	2024-07-15	500000
Participant contributions to plan in this plan year	2024-07-15	0
Other expenses paid from plan in this plan year	2024-07-15	0
Other contributions to plan in this plan year	2024-07-15	0
Other income to plan in this plan year	2024-07-15	491792
Plan net income in this plan year	2024-07-15	3645789
Net assets as of the end of the plan year	2024-07-15	10038628
Net assets as of the beginning of the plan year	2024-07-15	6392839
Employer contributions to plan in this plan year	2024-07-15	3404280
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-15	15368

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Company Name:	BAY MEDICAL MANAGEMENT, LLC
Employer identification number (EIN):	680423282
NAIC Classification:	541600

Jurisdiction of Incorporation:	California Secretary of State
Incorporation Date:	1998-12-18
Company Identification Number:	199835210092
Legal Registered Office Address:	2125 OAK GROVE RD STE 200 WALNUT CREEK United States of America (USA) 94598