401k Plan data: CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN plan

CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN
Plan identification number	002

CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT 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.
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.

401k Sponsoring company profile

CHARLES RIVER MEDICAL ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: CHARLES RIVER MEDICAL ASSOCIATES, P.C.

Employer identification number (EIN): 043260427

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JOSEPH HARRINGTON, M.D. 2023-10-12
002 2021-01-01 JOSEPH HARRINGTON, M.D. 2022-10-11
002 2020-01-01 VINAY KUMAR, M.D. 2021-10-14 VINAY KUMAR, M.D. 2021-10-14
002 2019-01-01 VINAY KUMAR, M.D. 2020-10-14 VINAY KUMAR, M.D. 2020-10-14
002 2018-01-01 VINAY KUMAR, M.D. 2019-10-09 VINAY KUMAR, M.D. 2019-10-09
002 2017-01-01
002 2016-01-01 VINAY KUMAR, M.D. 2017-07-12
002 2015-01-01 VINAY KUMAR, M.D. 2017-07-11
002 2015-01-01 VINAY KUMAR, M.D. 2016-07-12
002 2014-01-01 VINAY KUMAR, M.D. 2015-09-01
002 2013-01-01 VINAY KUMAR, M.D. 2014-07-24
002 2012-01-01 VINAY KUMAR, M.D. 2013-10-01
002 2011-01-01 VINAY KUMAR, M.D. 2013-02-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JOSEPH HARRINGTON, M.D.	2023-10-12
002	2021-01-01	JOSEPH HARRINGTON, M.D.	2022-10-11
002	2020-01-01	VINAY KUMAR, M.D.	2021-10-14	VINAY KUMAR, M.D.	2021-10-14
002	2019-01-01	VINAY KUMAR, M.D.	2020-10-14	VINAY KUMAR, M.D.	2020-10-14
002	2018-01-01	VINAY KUMAR, M.D.	2019-10-09	VINAY KUMAR, M.D.	2019-10-09
002	2017-01-01
002	2016-01-01	VINAY KUMAR, M.D.	2017-07-12
002	2015-01-01	VINAY KUMAR, M.D.	2017-07-11
002	2015-01-01	VINAY KUMAR, M.D.	2016-07-12
002	2014-01-01	VINAY KUMAR, M.D.	2015-09-01
002	2013-01-01	VINAY KUMAR, M.D.	2014-07-24
002	2012-01-01	VINAY KUMAR, M.D.	2013-10-01
002	2011-01-01	VINAY KUMAR, M.D.	2013-02-13

Plan Statistics for CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN

Measure Date Value
2022: CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 580
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 363
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 265
Total of all active and inactive participants 2022-01-01 629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 629
Number of participants with account balances 2022-01-01 629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 530
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 346
Number of retired or separated participants receiving benefits 2021-01-01 224
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 5
Total participants 2021-01-01 576
Number of participants with account balances 2021-01-01 576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 492
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 339
Number of retired or separated participants receiving benefits 2020-01-01 14
Number of other retired or separated participants entitled to future benefits 2020-01-01 177
Total of all active and inactive participants 2020-01-01 530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 530
Number of participants with account balances 2020-01-01 528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 436
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 330
Number of retired or separated participants receiving benefits 2019-01-01 8
Number of other retired or separated participants entitled to future benefits 2019-01-01 155
Total of all active and inactive participants 2019-01-01 493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 493
Number of participants with account balances 2019-01-01 488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 381
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 324
Number of retired or separated participants receiving benefits 2018-01-01 13
Number of other retired or separated participants entitled to future benefits 2018-01-01 99
Total of all active and inactive participants 2018-01-01 436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 437
Number of participants with account balances 2018-01-01 435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 350
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 314
Number of retired or separated participants receiving benefits 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 60
Total of all active and inactive participants 2017-01-01 380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 381
Number of participants with account balances 2017-01-01 381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	580
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	363
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	265
Total of all active and inactive participants	2022-01-01	629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	629
Number of participants with account balances	2022-01-01	629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	530
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	346
Number of retired or separated participants receiving benefits	2021-01-01	224
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	5
Total participants	2021-01-01	576
Number of participants with account balances	2021-01-01	576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	492
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	339
Number of retired or separated participants receiving benefits	2020-01-01	14
Number of other retired or separated participants entitled to future benefits	2020-01-01	177
Total of all active and inactive participants	2020-01-01	530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	530
Number of participants with account balances	2020-01-01	528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	436
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	330
Number of retired or separated participants receiving benefits	2019-01-01	8
Number of other retired or separated participants entitled to future benefits	2019-01-01	155
Total of all active and inactive participants	2019-01-01	493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	493
Number of participants with account balances	2019-01-01	488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	381
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	324
Number of retired or separated participants receiving benefits	2018-01-01	13
Number of other retired or separated participants entitled to future benefits	2018-01-01	99
Total of all active and inactive participants	2018-01-01	436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	437
Number of participants with account balances	2018-01-01	435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	350
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	314
Number of retired or separated participants receiving benefits	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	60
Total of all active and inactive participants	2017-01-01	380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	381
Number of participants with account balances	2017-01-01	381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-560,464
Total unrealized appreciation/depreciation of assets	2022-12-31	$-560,464
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	$-13,990,512
Total loss/gain on sale of assets	2022-12-31	$-15,199
Total of all expenses incurred	2022-12-31	$1,622,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,591,278
Expenses. Certain deemed distributions of participant loans	2022-12-31	$2,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,130,250
Value of total assets at end of year	2022-12-31	$86,280,943
Value of total assets at beginning of year	2022-12-31	$101,894,114
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$29,072
Total interest from all sources	2022-12-31	$91,102
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$4,003,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$3,911,742
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,262,122
Participant contributions at end of year	2022-12-31	$215,376
Participant contributions at beginning of year	2022-12-31	$205,186
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$1,587
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$320,291
Other income not declared elsewhere	2022-12-31	$-22,640,187
Administrative expenses (other) incurred	2022-12-31	$29,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-15,613,171
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$86,280,943
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$101,894,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$73,419,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$85,394,660
Income. Interest from loans (other than to participants)	2022-12-31	$9,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$5,985,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$7,384,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$7,384,277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$81,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,547,837
Employer contributions (assets) at end of year	2022-12-31	$335,014
Employer contributions (assets) at beginning of year	2022-12-31	$240,801
Income. Dividends from common stock	2022-12-31	$92,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,591,278
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$6,325,409
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$8,667,603
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$393,106
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$408,305
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	EDELSTEIN & COMPANY, LLP
Accountancy firm EIN	2022-12-31	042442519
2021 : CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$1,500,509
Total unrealized appreciation/depreciation of assets	2021-12-31	$1,500,509
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	$19,937,001
Total loss/gain on sale of assets	2021-12-31	$654,906
Total of all expenses incurred	2021-12-31	$4,742,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,681,089
Expenses. Certain deemed distributions of participant loans	2021-12-31	$31,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,072,392
Value of total assets at end of year	2021-12-31	$101,894,114
Value of total assets at beginning of year	2021-12-31	$86,700,102
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$30,176
Total interest from all sources	2021-12-31	$12,375
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$5,835,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$5,800,957
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,173,042
Participant contributions at end of year	2021-12-31	$205,186
Participant contributions at beginning of year	2021-12-31	$228,750
Participant contributions at end of year	2021-12-31	$1,587
Participant contributions at beginning of year	2021-12-31	$5,696
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,460,309
Administrative expenses (other) incurred	2021-12-31	$30,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$15,194,012
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$101,894,114
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$86,700,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$85,394,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$71,975,238
Interest on participant loans	2021-12-31	$11,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$7,384,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$8,132,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$8,132,367
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$741
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,861,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,439,041
Employer contributions (assets) at end of year	2021-12-31	$240,801
Employer contributions (assets) at beginning of year	2021-12-31	$215,519
Income. Dividends from common stock	2021-12-31	$34,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,681,089
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$8,667,603
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$6,142,532
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$1,835,711
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$1,180,805
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	EDELSTEIN & COMPANY, LLP
Accountancy firm EIN	2021-12-31	042442519
2020 : CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$679,340
Total unrealized appreciation/depreciation of assets	2020-12-31	$679,340
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	$18,461,276
Total loss/gain on sale of assets	2020-12-31	$1,133,192
Total of all expenses incurred	2020-12-31	$571,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$558,857
Expenses. Certain deemed distributions of participant loans	2020-12-31	$8,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,286,940
Value of total assets at end of year	2020-12-31	$86,700,102
Value of total assets at beginning of year	2020-12-31	$68,810,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,462
Total interest from all sources	2020-12-31	$11,905
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,167,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$3,143,858
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,108,146
Participant contributions at end of year	2020-12-31	$228,750
Participant contributions at beginning of year	2020-12-31	$197,432
Participant contributions at end of year	2020-12-31	$5,696
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$2,151
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$831,118
Administrative expenses (other) incurred	2020-12-31	$3,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$17,889,992
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$86,700,102
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$68,810,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$71,975,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$60,064,693
Interest on participant loans	2020-12-31	$11,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$8,132,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$5,392,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$5,392,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$8,182,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,347,676
Employer contributions (assets) at end of year	2020-12-31	$215,519
Employer contributions (assets) at beginning of year	2020-12-31	$179,198
Income. Dividends from common stock	2020-12-31	$23,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$558,857
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$6,142,532
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$2,973,766
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$6,464,912
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$5,331,720
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	EDELSTEIN & COMPANY, LLP
Accountancy firm EIN	2020-12-31	042442519
2019 : CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$290,446
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$290,446
Total unrealized appreciation/depreciation of assets	2019-12-31	$290,446
Total unrealized appreciation/depreciation of assets	2019-12-31	$290,446
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	$17,089,034
Total income from all sources (including contributions)	2019-12-31	$17,089,034
Total loss/gain on sale of assets	2019-12-31	$129,194
Total loss/gain on sale of assets	2019-12-31	$129,194
Total of all expenses incurred	2019-12-31	$2,407,379
Total of all expenses incurred	2019-12-31	$2,407,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,400,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,400,608
Expenses. Certain deemed distributions of participant loans	2019-12-31	$6,571
Expenses. Certain deemed distributions of participant loans	2019-12-31	$6,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,809,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,809,008
Value of total assets at end of year	2019-12-31	$68,810,110
Value of total assets at end of year	2019-12-31	$68,810,110
Value of total assets at beginning of year	2019-12-31	$54,128,455
Value of total assets at beginning of year	2019-12-31	$54,128,455
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$200
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$200
Total interest from all sources	2019-12-31	$8,918
Total interest from all sources	2019-12-31	$8,918
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,650,054
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,650,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,629,868
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,629,868
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,037,898
Contributions received from participants	2019-12-31	$2,037,898
Participant contributions at end of year	2019-12-31	$197,432
Participant contributions at end of year	2019-12-31	$197,432
Participant contributions at beginning of year	2019-12-31	$161,640
Participant contributions at beginning of year	2019-12-31	$161,640
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$2,151
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$2,151
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,200
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,200
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$529,192
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$529,192
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$200
Administrative expenses (other) incurred	2019-12-31	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$14,681,655
Value of net income/loss	2019-12-31	$14,681,655
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$68,810,110
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$68,810,110
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$54,128,455
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$54,128,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$60,064,693
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$60,064,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$48,424,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$48,424,566
Interest on participant loans	2019-12-31	$8,918
Interest on participant loans	2019-12-31	$8,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$5,392,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$5,392,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$4,258,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$4,258,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$4,258,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$4,258,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,201,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,201,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,241,918
Contributions received in cash from employer	2019-12-31	$2,241,918
Employer contributions (assets) at end of year	2019-12-31	$179,198
Employer contributions (assets) at end of year	2019-12-31	$179,198
Employer contributions (assets) at beginning of year	2019-12-31	$142,521
Employer contributions (assets) at beginning of year	2019-12-31	$142,521
Income. Dividends from common stock	2019-12-31	$20,186
Income. Dividends from common stock	2019-12-31	$20,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,400,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,400,608
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$2,973,766
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$2,973,766
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$1,140,231
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$1,140,231
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$1,421,438
Aggregate proceeds on sale of assets	2019-12-31	$1,421,438
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$1,292,244
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$1,292,244
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	EDELSTEIN & COMPANY, LLP
Accountancy firm name	2019-12-31	EDELSTEIN & COMPANY, LLP
Accountancy firm EIN	2019-12-31	042442519
Accountancy firm EIN	2019-12-31	042442519
2018 : CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-122,093
Total unrealized appreciation/depreciation of assets	2018-12-31	$-122,093
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	$1,678,723
Total loss/gain on sale of assets	2018-12-31	$10,413
Total of all expenses incurred	2018-12-31	$2,102,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,088,340
Expenses. Certain deemed distributions of participant loans	2018-12-31	$11,473
Value of total corrective distributions	2018-12-31	$2,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,988,483
Value of total assets at end of year	2018-12-31	$54,128,455
Value of total assets at beginning of year	2018-12-31	$54,552,149
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$225
Total interest from all sources	2018-12-31	$8,121
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,834,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,814,610
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,013,748
Participant contributions at end of year	2018-12-31	$161,640
Participant contributions at beginning of year	2018-12-31	$159,566
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$34,969
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$1,200
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$950
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$869,502
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-423,694
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$54,128,455
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$54,552,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$48,424,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$48,351,562
Interest on participant loans	2018-12-31	$8,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$4,258,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$5,151,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$5,151,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-6,040,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,105,233
Employer contributions (assets) at end of year	2018-12-31	$142,521
Employer contributions (assets) at beginning of year	2018-12-31	$75,097
Income. Dividends from common stock	2018-12-31	$19,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,088,340
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$1,140,231
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$778,843
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$1,721,130
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$1,710,717
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	EDELSTEIN & COMPANY, LLP
Accountancy firm EIN	2018-12-31	042442519
2017 : CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$-94,601
Total unrealized appreciation/depreciation of assets	2017-12-31	$-94,601
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	$0
Total income from all sources (including contributions)	2017-12-31	$15,147,903
Total loss/gain on sale of assets	2017-12-31	$146,044
Total of all expenses incurred	2017-12-31	$4,805,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,804,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$7,478,697
Value of total assets at end of year	2017-12-31	$54,552,149
Value of total assets at beginning of year	2017-12-31	$44,209,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$968
Total interest from all sources	2017-12-31	$4,345
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,074,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,065,614
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,027,126
Participant contributions at end of year	2017-12-31	$159,566
Participant contributions at beginning of year	2017-12-31	$52,604
Participant contributions at end of year	2017-12-31	$34,969
Participant contributions at beginning of year	2017-12-31	$6,535
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$950
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$950
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$3,392,514
Other income not declared elsewhere	2017-12-31	$-2,638
Administrative expenses (other) incurred	2017-12-31	$968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$10,342,400
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$54,552,149
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$44,209,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$48,351,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$36,106,688
Interest on participant loans	2017-12-31	$4,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$5,151,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$4,180,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$4,180,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,541,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,059,057
Employer contributions (assets) at end of year	2017-12-31	$75,097
Employer contributions (assets) at beginning of year	2017-12-31	$237,582
Income. Dividends from common stock	2017-12-31	$9,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,804,535
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$778,843
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$3,624,401
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$1,673,635
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$1,527,591
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	EDELSTEIN & COMPANY, LLP
Accountancy firm EIN	2017-12-31	042442519

Form 5500 Responses for CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN

2022: CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CHARLES RIVER MEDICAL ASSOCIATES, P.C.
Employer identification number (EIN):	043260427
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)