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BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameBALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN
Plan identification number 004

BALBOA NEPHROLOGY MEDICAL GROUP, INC. 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BALBOA NEPHROLOGY MEDICAL GROUP INC has sponsored the creation of one or more 401k plans.

Company Name:BALBOA NEPHROLOGY MEDICAL GROUP INC
Employer identification number (EIN):952848091
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about BALBOA NEPHROLOGY MEDICAL GROUP INC

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1973-08-01
Company Identification Number: C0686489
Legal Registered Office Address: 9610 Granite Ridge Dr., #B

San Diego
United States of America (USA)
92123

More information about BALBOA NEPHROLOGY MEDICAL GROUP INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01SHAUN EDELSTEIN2022-09-26
0042020-01-01SHAUN EDELSTEIN2021-09-14
0042019-01-01SHAUN EDELSTEIN2020-10-11
0042018-01-01SHAUN EDELSTEIN2019-10-10
0042017-01-01
0042016-01-01
0042015-01-01SHAUN EDELSTEIN2016-10-10
0042014-01-01SHAUN EDELSTEIN2015-08-14 SHAUN EDELSTEIN2015-08-14
0042013-01-01SHAUN EDELSTEIN2014-08-19 SHAUN EDELSTEIN2014-08-19
0042012-01-01SHAUN EDELSTEIN2013-09-27 SHAUN EDELSTEIN2013-09-27
0042011-01-01SHAUN EDELSTEIN2012-10-05 SHAUN EDELSTEIN2012-10-05
0042010-01-01SHAUN EDELSTEIN SHAUN EDELSTEIN2011-09-30
0042009-01-01SHAUN EDELSTEIN SHAUN EDELSTEIN2010-09-08

Plan Statistics for BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN

Measure Date Value
2022: BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01245
Total number of active participants reported on line 7a of the Form 55002022-01-01194
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0171
Total of all active and inactive participants2022-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01265
Number of participants with account balances2022-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01261
Total number of active participants reported on line 7a of the Form 55002021-01-01167
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0178
Total of all active and inactive participants2021-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01245
Number of participants with account balances2021-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0132
2020: BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01240
Total number of active participants reported on line 7a of the Form 55002020-01-01184
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01257
Number of participants with account balances2020-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01200
Total number of active participants reported on line 7a of the Form 55002019-01-01163
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01214
Number of participants with account balances2019-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01183
Total number of active participants reported on line 7a of the Form 55002018-01-01148
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01195
Number of participants with account balances2018-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01168
Total number of active participants reported on line 7a of the Form 55002017-01-01143
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01182
Number of participants with account balances2017-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01133
Total number of active participants reported on line 7a of the Form 55002016-01-01137
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01163
Number of participants with account balances2016-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2010: BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0190
Total number of active participants reported on line 7a of the Form 55002010-01-0184
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-0196
Number of participants with account balances2010-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0178
Total number of active participants reported on line 7a of the Form 55002009-01-0175
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-0187
Number of participants with account balances2009-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-772,107
Total unrealized appreciation/depreciation of assets2022-12-31$-772,107
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,716,466
Total loss/gain on sale of assets2022-12-31$23,807
Total of all expenses incurred2022-12-31$927,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$779,380
Value of total corrective distributions2022-12-31$881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,212,231
Value of total assets at end of year2022-12-31$29,878,836
Value of total assets at beginning of year2022-12-31$32,522,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$147,236
Total interest from all sources2022-12-31$8,314
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$586,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$585,232
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,265,521
Participant contributions at end of year2022-12-31$12,056
Participant contributions at beginning of year2022-12-31$24,617
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$496,978
Administrative expenses (other) incurred2022-12-31$147,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,643,963
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,878,836
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,522,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,189,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,808,196
Interest on participant loans2022-12-31$989
Value of interest in common/collective trusts at end of year2022-12-31$413,251
Value of interest in common/collective trusts at beginning of year2022-12-31$11,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$641,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$459,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$459,071
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,778,439
Net investment gain or loss from common/collective trusts2022-12-31$3,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,449,732
Employer contributions (assets) at end of year2022-12-31$1,928,081
Employer contributions (assets) at beginning of year2022-12-31$1,905,427
Income. Dividends from common stock2022-12-31$1,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$779,380
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$694,399
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$1,314,400
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$211,492
Aggregate carrying amount (costs) on sale of assets2022-12-31$187,685
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2022-12-31930623286
2021 : BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-274,953
Total unrealized appreciation/depreciation of assets2021-12-31$-274,953
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,790,282
Total loss/gain on sale of assets2021-12-31$340,425
Total of all expenses incurred2021-12-31$11,274,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,100,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,783,383
Value of total assets at end of year2021-12-31$32,522,799
Value of total assets at beginning of year2021-12-31$36,007,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$174,509
Total interest from all sources2021-12-31$1,585
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$685,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$674,504
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,222,083
Participant contributions at end of year2021-12-31$24,616
Participant contributions at beginning of year2021-12-31$32,907
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,914
Administrative expenses (other) incurred2021-12-31$174,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-3,484,618
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,522,799
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,007,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$28,808,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,474,023
Interest on participant loans2021-12-31$1,520
Value of interest in common/collective trusts at end of year2021-12-31$11,088
Value of interest in common/collective trusts at beginning of year2021-12-31$448,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$459,071
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$509,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$509,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$65
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,251,500
Net investment gain or loss from common/collective trusts2021-12-31$2,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,559,386
Employer contributions (assets) at end of year2021-12-31$1,905,427
Employer contributions (assets) at beginning of year2021-12-31$1,805,047
Income. Dividends from common stock2021-12-31$10,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,100,391
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$1,314,400
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$738,057
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$5,234,618
Aggregate carrying amount (costs) on sale of assets2021-12-31$4,894,193
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2021-12-31930623286
2020 : BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$186,568
Total unrealized appreciation/depreciation of assets2020-12-31$186,568
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,377,322
Total loss/gain on sale of assets2020-12-31$16,686
Total of all expenses incurred2020-12-31$2,880,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,731,721
Value of total corrective distributions2020-12-31$3,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,262,434
Value of total assets at end of year2020-12-31$36,007,417
Value of total assets at beginning of year2020-12-31$28,510,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$144,789
Total interest from all sources2020-12-31$3,818
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$686,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$682,552
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,199,050
Participant contributions at end of year2020-12-31$32,907
Participant contributions at beginning of year2020-12-31$42,777
Participant contributions at beginning of year2020-12-31$25,000
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,188,461
Administrative expenses (other) incurred2020-12-31$144,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,497,055
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,007,417
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,510,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,474,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,916,331
Interest on participant loans2020-12-31$2,051
Value of interest in common/collective trusts at end of year2020-12-31$448,257
Value of interest in common/collective trusts at beginning of year2020-12-31$441,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$509,126
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$778,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$778,434
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,213,301
Net investment gain or loss from common/collective trusts2020-12-31$8,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,874,923
Employer contributions (assets) at end of year2020-12-31$1,805,047
Income. Dividends from common stock2020-12-31$3,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,731,721
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$738,057
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$305,988
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$992,672
Aggregate carrying amount (costs) on sale of assets2020-12-31$975,986
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2020-12-31954244393
2019 : BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$216,245
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$216,245
Total unrealized appreciation/depreciation of assets2019-12-31$216,245
Total unrealized appreciation/depreciation of assets2019-12-31$216,245
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,055,797
Total income from all sources (including contributions)2019-12-31$6,055,797
Total loss/gain on sale of assets2019-12-31$4,241
Total loss/gain on sale of assets2019-12-31$4,241
Total of all expenses incurred2019-12-31$932,962
Total of all expenses incurred2019-12-31$932,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$807,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$807,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,534,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,534,763
Value of total assets at end of year2019-12-31$28,510,362
Value of total assets at end of year2019-12-31$28,510,362
Value of total assets at beginning of year2019-12-31$23,387,527
Value of total assets at beginning of year2019-12-31$23,387,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$125,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$125,477
Total interest from all sources2019-12-31$49,921
Total interest from all sources2019-12-31$49,921
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,414,234
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,414,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,413,950
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,413,950
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$939,742
Contributions received from participants2019-12-31$939,742
Participant contributions at end of year2019-12-31$42,777
Participant contributions at end of year2019-12-31$42,777
Participant contributions at beginning of year2019-12-31$53,462
Participant contributions at beginning of year2019-12-31$53,462
Participant contributions at end of year2019-12-31$25,000
Participant contributions at end of year2019-12-31$25,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,465
Administrative expenses (other) incurred2019-12-31$1,765
Administrative expenses (other) incurred2019-12-31$1,765
Total non interest bearing cash at beginning of year2019-12-31$1,377
Total non interest bearing cash at beginning of year2019-12-31$1,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,122,835
Value of net income/loss2019-12-31$5,122,835
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,510,362
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,510,362
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,387,527
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,387,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$83,704
Investment advisory and management fees2019-12-31$83,704
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,916,331
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,916,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,792,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,792,273
Interest on participant loans2019-12-31$2,539
Interest on participant loans2019-12-31$2,539
Value of interest in common/collective trusts at end of year2019-12-31$441,832
Value of interest in common/collective trusts at end of year2019-12-31$441,832
Value of interest in common/collective trusts at beginning of year2019-12-31$419,411
Value of interest in common/collective trusts at beginning of year2019-12-31$419,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$778,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$778,434
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,679,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,679,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,679,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,679,648
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$47,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$47,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,827,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,827,391
Net investment gain or loss from common/collective trusts2019-12-31$9,002
Net investment gain or loss from common/collective trusts2019-12-31$9,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$565,556
Contributions received in cash from employer2019-12-31$565,556
Employer contributions (assets) at beginning of year2019-12-31$1,421,617
Employer contributions (assets) at beginning of year2019-12-31$1,421,617
Income. Dividends from common stock2019-12-31$284
Income. Dividends from common stock2019-12-31$284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$807,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$807,485
Contract administrator fees2019-12-31$40,008
Contract administrator fees2019-12-31$40,008
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$305,988
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$305,988
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$19,739
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$19,739
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$41,306
Aggregate proceeds on sale of assets2019-12-31$41,306
Aggregate carrying amount (costs) on sale of assets2019-12-31$37,065
Aggregate carrying amount (costs) on sale of assets2019-12-31$37,065
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ALDRICH CPAS & ADVISORS LLP
Accountancy firm name2019-12-31ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2019-12-31954244393
Accountancy firm EIN2019-12-31954244393
2018 : BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-7,601
Total unrealized appreciation/depreciation of assets2018-12-31$-7,601
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$9,842,631
Total loss/gain on sale of assets2018-12-31$-54,875
Total of all expenses incurred2018-12-31$7,429,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,286,948
Expenses. Certain deemed distributions of participant loans2018-12-31$2,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,770,632
Value of total assets at end of year2018-12-31$23,387,527
Value of total assets at beginning of year2018-12-31$20,974,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$139,613
Total interest from all sources2018-12-31$90,249
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$502,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$502,486
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$867,147
Participant contributions at end of year2018-12-31$53,462
Participant contributions at beginning of year2018-12-31$84,375
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,964,974
Total non interest bearing cash at end of year2018-12-31$1,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,413,111
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,387,527
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,974,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$102,181
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,792,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,229,320
Income. Interest from loans (other than to participants)2018-12-31$3,643
Income. Interest from corporate debt instruments2018-12-31$25,436
Value of interest in common/collective trusts at end of year2018-12-31$419,411
Value of interest in common/collective trusts at beginning of year2018-12-31$213,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,679,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,326,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,326,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$61,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,464,896
Net investment gain or loss from common/collective trusts2018-12-31$6,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,938,511
Employer contributions (assets) at end of year2018-12-31$1,421,617
Employer contributions (assets) at beginning of year2018-12-31$1,120,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,286,948
Contract administrator fees2018-12-31$37,432
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$19,739
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,212,987
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,267,862
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DUFFY KRUSPODIN LLP
Accountancy firm EIN2018-12-31954244393
2017 : BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 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$142
Total income from all sources (including contributions)2017-12-31$4,998,392
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,673,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,557,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,332,665
Value of total assets at end of year2017-12-31$20,974,416
Value of total assets at beginning of year2017-12-31$17,649,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$115,702
Total interest from all sources2017-12-31$12,998
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$396,604
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$396,604
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$690,723
Participant contributions at end of year2017-12-31$84,375
Participant contributions at beginning of year2017-12-31$123,473
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$42,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$142
Other income not declared elsewhere2017-12-31$-1,624
Total non interest bearing cash at beginning of year2017-12-31$1,056
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$3,325,336
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,974,416
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,649,080
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,229,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,799,309
Interest on participant loans2017-12-31$5,409
Value of interest in common/collective trusts at end of year2017-12-31$213,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,326,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,290,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,290,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,254,985
Net investment gain or loss from common/collective trusts2017-12-31$2,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$1,599,717
Employer contributions (assets) at end of year2017-12-31$1,120,076
Employer contributions (assets) at beginning of year2017-12-31$592,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,557,354
Contract administrator fees2017-12-31$115,702
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$4,842,737
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DUFFY KRUSPODIN, LLP
Accountancy firm EIN2017-12-31954244393
2016 : BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$40,367
Total unrealized appreciation/depreciation of assets2016-12-31$40,367
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$142
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$5,037,069
Total loss/gain on sale of assets2016-12-31$213,957
Total of all expenses incurred2016-12-31$471,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$360,859
Expenses. Certain deemed distributions of participant loans2016-12-31$20,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,182,166
Value of total assets at end of year2016-12-31$17,649,222
Value of total assets at beginning of year2016-12-31$13,083,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$89,585
Total interest from all sources2016-12-31$8,654
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$309,704
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$195,947
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$649,900
Participant contributions at end of year2016-12-31$123,473
Participant contributions at beginning of year2016-12-31$213,900
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,478,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$142
Administrative expenses (other) incurred2016-12-31$225
Total non interest bearing cash at end of year2016-12-31$1,056
Total non interest bearing cash at beginning of year2016-12-31$753
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$4,565,730
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,649,080
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,083,350
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 beginning of year2016-12-31$255,493
Investment advisory and management fees2016-12-31$20,832
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,799,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,858,511
Interest on participant loans2016-12-31$8,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,290,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,049,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,049,345
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$282,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$1,053,337
Employer contributions (assets) at end of year2016-12-31$592,111
Employer contributions (assets) at beginning of year2016-12-31$458,491
Income. Dividends from common stock2016-12-31$113,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$360,859
Contract administrator fees2016-12-31$68,528
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$4,842,737
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$246,857
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$6,171,725
Aggregate carrying amount (costs) on sale of assets2016-12-31$5,957,768
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DUFFY KRUSPODIN, LLP
Accountancy firm EIN2016-12-31954244393
2010 : BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,561,414
Expenses. Total of all expenses incurred2010-12-31$285,600
Benefits paid (including direct rollovers)2010-12-31$196,203
Total plan assets at end of year2010-12-31$9,366,901
Total plan assets at beginning of year2010-12-31$8,091,087
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$1,069,493
Net income (gross income less expenses)2010-12-31$1,275,814
Net plan assets at end of year (total assets less liabilities)2010-12-31$9,366,901
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$8,091,087
Assets. Value of participant loans2010-12-31$92,276
Total contributions received or receivable from employer(s)2010-12-31$491,921
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$89,397

Form 5500 Responses for BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN

2022: BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 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: BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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
2010: BALBOA NEPHROLOGY MEDICAL GROUP, INC. 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BALBOA NEPHROLOGY MEDICAL GROUP, INC. 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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