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CA ACADEMY OF FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCA ACADEMY OF FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN
Plan identification number 002

CA ACADEMY OF FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='941149565' AND PlanID='002'

401k Sponsoring company profile

CALIFORNIA ACADEMY OF FAMILY PHYSCIANS has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA ACADEMY OF FAMILY PHYSCIANS
Employer identification number (EIN):941149565
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CA ACADEMY OF FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CETERA RETIREMENT PLAN SPECIALISTS2024-07-24
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01SUSAN HOGELAND2014-04-24
0022012-01-01SUSAN HOGELAND2013-06-24
0022011-01-01SUSAN HOGELAND2012-08-07
0022010-01-01SUSAN HOGELAND2011-06-03

Financial Data on CA ACADEMY OF FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : CA ACADEMY OF FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-020
Total liabilities as of the end of the plan year2025-05-020
Total liabilities as of the beginning of the plan year2025-05-020
Total expenses incurred by plan in this plan year2025-05-020
Net assets as of the end of the plan year2025-05-02510410
Total assets as of the beginning of the plan year2025-05-02396288
Value of plan covered by a fidelity bond2025-05-02100000
Participant contributions to plan in this plan year2025-05-0242636
Other expenses paid from plan in this plan year2025-05-020
Other contributions to plan in this plan year2025-05-020
Other income to plan in this plan year2025-05-0259757
Plan net income in this plan year2025-05-02114122
Net assets as of the end of the plan year2025-05-02510410
Net assets as of the beginning of the plan year2025-05-02396288
Employer contributions to plan in this plan year2025-05-0211729
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-020
2024 : CA ACADEMY OF FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-2410847
Net assets as of the end of the plan year2024-07-24396288
Total assets as of the beginning of the plan year2024-07-24292007
Value of plan covered by a fidelity bond2024-07-24100000
Participant contributions to plan in this plan year2024-07-2444076
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-2460005
Plan net income in this plan year2024-07-24104281
Net assets as of the end of the plan year2024-07-24396288
Net assets as of the beginning of the plan year2024-07-24292007
Employer contributions to plan in this plan year2024-07-2411047
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-24260
2022 : CA ACADEMY OF FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-170
Total liabilities as of the end of the plan year2022-10-170
Total liabilities as of the beginning of the plan year2022-10-170
Total expenses incurred by plan in this plan year2022-10-1736735
Net assets as of the end of the plan year2022-10-17566789
Total assets as of the beginning of the plan year2022-10-17493909
Value of plan covered by a fidelity bond2022-10-17100000
Participant contributions to plan in this plan year2022-10-1726877
Other expenses paid from plan in this plan year2022-10-170
Other contributions to plan in this plan year2022-10-170
Other income to plan in this plan year2022-10-1774743
Plan net income in this plan year2022-10-1772880
Net assets as of the end of the plan year2022-10-17566789
Net assets as of the beginning of the plan year2022-10-17493909
Employer contributions to plan in this plan year2022-10-177995
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-17135

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