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VENTANA FACULTY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameVENTANA FACULTY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number 001

VENTANA FACULTY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

VENTANA FACULTY MEDICAL ASSOCIATES OF MONTEREY has sponsored the creation of one or more 401k plans.

Company Name:VENTANA FACULTY MEDICAL ASSOCIATES OF MONTEREY
Employer identification number (EIN):770379325
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VENTANA FACULTY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01STEPHEN SAGLIO2015-06-03
0012013-01-01STEPHEN SAGLIO2014-09-10
0012012-01-01STEPHEN SAGLIO
0012011-01-01STEPHEN SAGLIO
0012010-01-01STEPHEN SAGLIO
0012009-01-01STEPHEN SAGLIO

Plan Statistics for VENTANA FACULTY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for VENTANA FACULTY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: VENTANA FACULTY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-019
2011: VENTANA FACULTY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: VENTANA FACULTY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0113
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0111
Number of participants with account balances2010-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: VENTANA FACULTY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0113
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on VENTANA FACULTY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2012 : VENTANA FACULTY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$204,975
Total plan assets at end of year2012-12-31$1,248,945
Total plan assets at beginning of year2012-12-31$1,043,970
Total contributions received or receivable from participants2012-12-31$37,380
Other income received2012-12-31$130,215
Net income (gross income less expenses)2012-12-31$204,975
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,248,945
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,043,970
Total contributions received or receivable from employer(s)2012-12-31$37,380
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : VENTANA FACULTY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$27,471
Expenses. Total of all expenses incurred2011-12-31$149,585
Benefits paid (including direct rollovers)2011-12-31$149,585
Total plan assets at end of year2011-12-31$1,043,970
Total plan assets at beginning of year2011-12-31$1,166,084
Total contributions received or receivable from participants2011-12-31$39,855
Other income received2011-12-31$-52,239
Net income (gross income less expenses)2011-12-31$-122,114
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,043,970
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,166,084
Total contributions received or receivable from employer(s)2011-12-31$39,855
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : VENTANA FACULTY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$233,573
Expenses. Total of all expenses incurred2010-12-31$168,966
Benefits paid (including direct rollovers)2010-12-31$168,966
Total plan assets at end of year2010-12-31$1,166,084
Total plan assets at beginning of year2010-12-31$1,101,477
Total contributions received or receivable from participants2010-12-31$34,285
Other income received2010-12-31$165,003
Net income (gross income less expenses)2010-12-31$64,607
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,166,084
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,101,477
Total contributions received or receivable from employer(s)2010-12-31$34,285

Form 5500 Responses for VENTANA FACULTY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

2012: VENTANA FACULTY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VENTANA FACULTY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: VENTANA FACULTY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: VENTANA FACULTY MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73392
Policy instance 1
Insurance contract or identification number73392
Number of Individuals Covered9
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,116
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,580
Insurance broker organization code?3
Insurance broker nameFIRST ALLIED RETIREMENT SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73392
Policy instance 1
Insurance contract or identification number73392
Number of Individuals Covered9
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,317
Total amount of fees paid to insurance companyUSD $0
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73392
Policy instance 1
Insurance contract or identification number73392
Number of Individuals Covered10
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,258
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,258
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SVCS

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