401k Plan data: CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN plan

CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 401k Plan overview

Plan Name	CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN
Plan identification number	002

CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan covering Self-Employed individuals.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CASTRO VALLEY PEDIATRICS has sponsored the creation of one or more 401k plans.

Company Name: CASTRO VALLEY PEDIATRICS

Employer identification number (EIN): 943023196

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2013-01-01 WILLIE ROSS 2014-10-10
002 2012-01-01 WILLIE ROSS 2013-10-15
002 2011-01-01 WILLIE ROSS 2013-10-15
002 2010-01-01 WILLIE ROSS 2013-10-15
002 2008-01-01 WILLIE ROSS
002 2007-01-01 WILLIE ROSS
002 2006-01-01 WILLIE ROSS
002 2005-01-01 WILLIE ROSS

Plan Statistics for CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN

401k plan membership statisitcs for CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN

Measure Date Value
2025: CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-09-30 12
Total number of particpants at end of year 2025-09-30 11
Number of Participants With Account Balances 2025-09-30 11
2024: CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-16 14
Total number of particpants at end of year 2024-07-16 12
Number of Participants With Account Balances 2024-07-16 12
2022: CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-10-07 14
Total number of particpants at end of year 2022-10-07 11
Number of Participants With Account Balances 2022-10-07 11
2008: CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 9
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 8
Total of all active and inactive participants 2008-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 17
Number of participants with account balances 2008-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 1
2007: CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 10
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 7
Total of all active and inactive participants 2007-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 17
Number of participants with account balances 2007-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0
2006: CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 11
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 7
Total of all active and inactive participants 2006-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 18
Number of participants with account balances 2006-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 0
2005: CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2005 401k membership
Total participants, beginning-of-year 2005-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2005-01-01 11
Number of retired or separated participants receiving benefits 2005-01-01 0
Number of other retired or separated participants entitled to future benefits 2005-01-01 6
Total of all active and inactive participants 2005-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2005-01-01 0
Total participants 2005-01-01 17
Number of participants with account balances 2005-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-01-01 1

Measure	Date	Value
2025: CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-30	12
Total number of particpants at end of year	2025-09-30	11
Number of Participants With Account Balances	2025-09-30	11
2024: CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-16	14
Total number of particpants at end of year	2024-07-16	12
Number of Participants With Account Balances	2024-07-16	12
2022: CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-10-07	14
Total number of particpants at end of year	2022-10-07	11
Number of Participants With Account Balances	2022-10-07	11
2008: CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	9
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	8
Total of all active and inactive participants	2008-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	17
Number of participants with account balances	2008-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	1
2007: CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	10
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	7
Total of all active and inactive participants	2007-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	17
Number of participants with account balances	2007-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0
2006: CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	11
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	7
Total of all active and inactive participants	2006-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	18
Number of participants with account balances	2006-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	0
2005: CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2005 401k membership
Total participants, beginning-of-year	2005-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2005-01-01	11
Number of retired or separated participants receiving benefits	2005-01-01	0
Number of other retired or separated participants entitled to future benefits	2005-01-01	6
Total of all active and inactive participants	2005-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2005-01-01	0
Total participants	2005-01-01	17
Number of participants with account balances	2005-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-01-01	1

Financial Data on CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN

Measure	Date	Value
2025 : CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-09-30	0
Total liabilities as of the end of the plan year	2025-09-30	0
Total liabilities as of the beginning of the plan year	2025-09-30	0
Total expenses incurred by plan in this plan year	2025-09-30	1919810
Net assets as of the end of the plan year	2025-09-30	8821974
Total assets as of the beginning of the plan year	2025-09-30	9139256
Value of plan covered by a fidelity bond	2025-09-30	500000
Participant contributions to plan in this plan year	2025-09-30	97510
Other expenses paid from plan in this plan year	2025-09-30	0
Other contributions to plan in this plan year	2025-09-30	0
Other income to plan in this plan year	2025-09-30	1417456
Plan net income in this plan year	2025-09-30	-317282
Net assets as of the end of the plan year	2025-09-30	8821974
Net assets as of the beginning of the plan year	2025-09-30	9139256
Employer contributions to plan in this plan year	2025-09-30	87562
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-30	22708
2024 : CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-16	0
Total liabilities as of the end of the plan year	2024-07-16	0
Total liabilities as of the beginning of the plan year	2024-07-16	0
Total expenses incurred by plan in this plan year	2024-07-16	39426
Net assets as of the end of the plan year	2024-07-16	9139256
Total assets as of the beginning of the plan year	2024-07-16	7625886
Value of plan covered by a fidelity bond	2024-07-16	500000
Participant contributions to plan in this plan year	2024-07-16	123781
Other expenses paid from plan in this plan year	2024-07-16	0
Other contributions to plan in this plan year	2024-07-16	0
Other income to plan in this plan year	2024-07-16	1298753
Plan net income in this plan year	2024-07-16	1513370
Net assets as of the end of the plan year	2024-07-16	9139256
Net assets as of the beginning of the plan year	2024-07-16	7625886
Employer contributions to plan in this plan year	2024-07-16	130262
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-16	10898
2022 : CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-10-07	0
Total liabilities as of the end of the plan year	2022-10-07	0
Total liabilities as of the beginning of the plan year	2022-10-07	294
Total expenses incurred by plan in this plan year	2022-10-07	25149
Net assets as of the end of the plan year	2022-10-07	8762959
Total assets as of the beginning of the plan year	2022-10-07	7436665
Value of plan covered by a fidelity bond	2022-10-07	500000
Participant contributions to plan in this plan year	2022-10-07	154536
Other expenses paid from plan in this plan year	2022-10-07	0
Other contributions to plan in this plan year	2022-10-07	0
Other income to plan in this plan year	2022-10-07	1031044
Plan net income in this plan year	2022-10-07	1326588
Net assets as of the end of the plan year	2022-10-07	8762959
Net assets as of the beginning of the plan year	2022-10-07	7436371
Employer contributions to plan in this plan year	2022-10-07	166157
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-07	11006
2008 : CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2008 401k financial data
Transfers to/from the plan	2008-12-31	$0
Total plan liabilities at end of year	2008-12-31	$3,637
Total plan liabilities at beginning of year	2008-12-31	$3,637
Total income from all sources	2008-12-31	$-263,023
Expenses. Total of all expenses incurred	2008-12-31	$961
Benefits paid (including direct rollovers)	2008-12-31	$0
Total plan assets at end of year	2008-12-31	$2,301,965
Total plan assets at beginning of year	2008-12-31	$2,565,949
Value of fidelity bond covering the plan	2008-12-31	$260,000
Total contributions received or receivable from participants	2008-12-31	$99,470
Expenses. Other expenses not covered elsewhere	2008-12-31	$961
Contributions received from other sources (not participants or employers)	2008-12-31	$0
Other income received	2008-12-31	$-449,486
Noncash contributions received	2008-12-31	$0
Net income (gross income less expenses)	2008-12-31	$-263,984
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$2,298,328
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$2,562,312
Total contributions received or receivable from employer(s)	2008-12-31	$86,993
Value of certain deemed distributions of participant loans	2008-12-31	$0
Value of corrective distributions	2008-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$0
2007 : CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2007 401k financial data
Total plan liabilities at end of year	2007-12-31	$3,637
Total plan liabilities at beginning of year	2007-12-31	$3,637
Total income from all sources	2007-12-31	$305,242
Expenses. Total of all expenses incurred	2007-12-31	$7,101
Benefits paid (including direct rollovers)	2007-12-31	$6,984
Total plan assets at end of year	2007-12-31	$2,565,949
Total plan assets at beginning of year	2007-12-31	$2,267,808
Value of fidelity bond covering the plan	2007-12-31	$260,000
Total contributions received or receivable from participants	2007-12-31	$92,121
Expenses. Other expenses not covered elsewhere	2007-12-31	$117
Contributions received from other sources (not participants or employers)	2007-12-31	$0
Other income received	2007-12-31	$127,544
Noncash contributions received	2007-12-31	$0
Net income (gross income less expenses)	2007-12-31	$298,141
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$2,562,312
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$2,264,171
Total contributions received or receivable from employer(s)	2007-12-31	$85,577
Value of certain deemed distributions of participant loans	2007-12-31	$0
Value of corrective distributions	2007-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2007-12-31	$0
2006 : CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2006 401k financial data
Transfers to/from the plan	2006-12-31	$0
Total plan liabilities at end of year	2006-12-31	$3,637
Total plan liabilities at beginning of year	2006-12-31	$0
Total income from all sources	2006-12-31	$379,942
Expenses. Total of all expenses incurred	2006-12-31	$15,722
Benefits paid (including direct rollovers)	2006-12-31	$15,722
Total plan assets at end of year	2006-12-31	$2,267,808
Total plan assets at beginning of year	2006-12-31	$1,899,951
Value of fidelity bond covering the plan	2006-12-31	$250,000
Total contributions received or receivable from participants	2006-12-31	$80,947
Expenses. Other expenses not covered elsewhere	2006-12-31	$0
Contributions received from other sources (not participants or employers)	2006-12-31	$0
Other income received	2006-12-31	$213,670
Noncash contributions received	2006-12-31	$0
Net income (gross income less expenses)	2006-12-31	$364,220
Net plan assets at end of year (total assets less liabilities)	2006-12-31	$2,264,171
Net plan assets at beginning of year (total assets less liabilities)	2006-12-31	$1,899,951
Total contributions received or receivable from employer(s)	2006-12-31	$85,325
Value of certain deemed distributions of participant loans	2006-12-31	$0
Value of corrective distributions	2006-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2006-12-31	$0
2005 : CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2005 401k financial data
Transfers to/from the plan	2005-12-31	$0
Total plan liabilities at end of year	2005-12-31	$0
Total plan liabilities at beginning of year	2005-12-31	$0
Total income from all sources	2005-12-31	$255,836
Expenses. Total of all expenses incurred	2005-12-31	$3,500
Benefits paid (including direct rollovers)	2005-12-31	$3,500
Total plan assets at end of year	2005-12-31	$1,899,951
Total plan assets at beginning of year	2005-12-31	$1,647,615
Value of fidelity bond covering the plan	2005-12-31	$250,000
Total contributions received or receivable from participants	2005-12-31	$74,583
Expenses. Other expenses not covered elsewhere	2005-12-31	$0
Contributions received from other sources (not participants or employers)	2005-12-31	$0
Other income received	2005-12-31	$101,658
Noncash contributions received	2005-12-31	$0
Net income (gross income less expenses)	2005-12-31	$252,336
Net plan assets at end of year (total assets less liabilities)	2005-12-31	$1,899,951
Net plan assets at beginning of year (total assets less liabilities)	2005-12-31	$1,647,615
Total contributions received or receivable from employer(s)	2005-12-31	$79,595
Value of certain deemed distributions of participant loans	2005-12-31	$0
Value of corrective distributions	2005-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2005-12-31	$0

Form 5500 Responses for CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN

2008: CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	Yes
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes
2005: CASTRO VALLEY PEDIATRICS PROFIT SHARING/401K PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	Yes
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2005-01-01	Plan funding arrangement – Trust	Yes
2005-01-01	Plan benefit arrangement - Trust	Yes

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See full terms and conditions

Company Name:	CASTRO VALLEY PEDIATRICS
Employer identification number (EIN):	943023196
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2013-01-01	WILLIE ROSS	2014-10-10
002	2012-01-01	WILLIE ROSS	2013-10-15
002	2011-01-01	WILLIE ROSS	2013-10-15
002	2010-01-01	WILLIE ROSS	2013-10-15
002	2008-01-01	WILLIE ROSS
002	2007-01-01	WILLIE ROSS
002	2006-01-01	WILLIE ROSS
002	2005-01-01	WILLIE ROSS