401k Plan data: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN plan

PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 401k Plan overview

Plan Name	PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN
Plan identification number	002

PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING 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.
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

PHYSICIANS HEALTH ALLIANCE, P.A. has sponsored the creation of one or more 401k plans.

Company Name: PHYSICIANS HEALTH ALLIANCE, P.A.

Employer identification number (EIN): 223518598

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01 MARK ROSENTHAL 2022-08-09
002 2020-01-01 MARK ROSENTHAL 2021-07-20
002 2019-01-01
002 2018-01-01
002 2017-01-01 MARK ROSENTHAL
002 2017-01-01
002 2016-01-01 MARK ROSENTHAL
002 2015-01-01 MARK ROSENTHAL
002 2014-01-01 MARK ROSENTHAL
002 2013-01-01 MARK ROSENTHAL
002 2012-01-01 MARK ROSENTHAL
002 2011-01-01 MARK ROSENTHAL
002 2009-01-01 MARK ROSENTHAL

Plan Statistics for PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN

401k plan membership statisitcs for PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2019: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 31
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 37
Number of participants with account balances 2019-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 31
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 34
Number of participants with account balances 2018-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 32
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 32
Number of participants with account balances 2017-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 31
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 31
Number of participants with account balances 2016-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 41
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 41
Number of participants with account balances 2015-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 44
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 44
Number of participants with account balances 2014-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 38
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 39
Number of participants with account balances 2013-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 39
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 39
Number of participants with account balances 2012-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 36
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 40
Number of participants with account balances 2011-01-01 40
2009: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 46
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 46
Number of participants with account balances 2009-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2019: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	31
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	37
Number of participants with account balances	2019-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	31
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	34
Number of participants with account balances	2018-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	32
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	32
Number of participants with account balances	2017-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	31
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	31
Number of participants with account balances	2016-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	41
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	41
Number of participants with account balances	2015-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	44
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	44
Number of participants with account balances	2014-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	38
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	39
Number of participants with account balances	2013-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	39
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	39
Number of participants with account balances	2012-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	36
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	40
Number of participants with account balances	2011-01-01	40
2009: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	46
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	46
Number of participants with account balances	2009-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN

Measure	Date	Value
2019 : PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$2,182,441
Expenses. Total of all expenses incurred	2019-12-31	$280,543
Benefits paid (including direct rollovers)	2019-12-31	$166,668
Total plan assets at end of year	2019-12-31	$10,915,722
Total plan assets at beginning of year	2019-12-31	$9,013,824
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$242,701
Other income received	2019-12-31	$1,696,519
Net income (gross income less expenses)	2019-12-31	$1,901,898
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$10,915,722
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$9,013,824
Assets. Value of participant loans	2019-12-31	$22,465
Assets. Value of employer real property	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$243,221
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$113,875
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$81,226
Expenses. Total of all expenses incurred	2018-12-31	$233,569
Benefits paid (including direct rollovers)	2018-12-31	$218,741
Total plan assets at end of year	2018-12-31	$9,013,824
Total plan assets at beginning of year	2018-12-31	$9,166,167
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$216,511
Other income received	2018-12-31	$-380,885
Net income (gross income less expenses)	2018-12-31	$-152,343
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$9,013,824
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$9,166,167
Assets. Value of participant loans	2018-12-31	$29,080
Assets. Value of employer real property	2018-12-31	$170,000
Total contributions received or receivable from employer(s)	2018-12-31	$245,600
Value of certain deemed distributions of participant loans	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$14,828
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,373,449
Expenses. Total of all expenses incurred	2017-12-31	$208,253
Benefits paid (including direct rollovers)	2017-12-31	$194,866
Total plan assets at end of year	2017-12-31	$9,156,167
Total plan assets at beginning of year	2017-12-31	$7,990,971
Value of fidelity bond covering the plan	2017-12-31	$700,000
Total contributions received or receivable from participants	2017-12-31	$190,136
Contributions received from other sources (not participants or employers)	2017-12-31	$9,759
Other income received	2017-12-31	$974,144
Net income (gross income less expenses)	2017-12-31	$1,165,196
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$9,156,167
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$7,990,971
Assets. Value of participant loans	2017-12-31	$6,590
Assets. Value of employer real property	2017-12-31	$175,000
Total contributions received or receivable from employer(s)	2017-12-31	$199,410
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$13,387
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$907,131
Expenses. Total of all expenses incurred	2016-12-31	$545,460
Benefits paid (including direct rollovers)	2016-12-31	$533,203
Total plan assets at end of year	2016-12-31	$7,990,971
Total plan assets at beginning of year	2016-12-31	$7,629,300
Value of fidelity bond covering the plan	2016-12-31	$700,000
Total contributions received or receivable from participants	2016-12-31	$169,462
Expenses. Other expenses not covered elsewhere	2016-12-31	$12,257
Other income received	2016-12-31	$521,956
Net income (gross income less expenses)	2016-12-31	$361,671
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,990,971
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$7,629,300
Assets. Value of participant loans	2016-12-31	$7,012
Assets. Value of employer real property	2016-12-31	$160,000
Total contributions received or receivable from employer(s)	2016-12-31	$215,713
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$284,478
Expenses. Total of all expenses incurred	2015-12-31	$442,140
Benefits paid (including direct rollovers)	2015-12-31	$428,842
Total plan assets at end of year	2015-12-31	$7,629,300
Total plan assets at beginning of year	2015-12-31	$7,786,962
Value of fidelity bond covering the plan	2015-12-31	$700,000
Total contributions received or receivable from participants	2015-12-31	$163,175
Other income received	2015-12-31	$-95,379
Net income (gross income less expenses)	2015-12-31	$-157,662
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,629,300
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,786,962
Assets. Value of participant loans	2015-12-31	$9,853
Assets. Value of employer real property	2015-12-31	$150,000
Total contributions received or receivable from employer(s)	2015-12-31	$216,682
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$13,298
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$731,516
Expenses. Total of all expenses incurred	2014-12-31	$215,769
Benefits paid (including direct rollovers)	2014-12-31	$203,099
Total plan assets at end of year	2014-12-31	$7,786,962
Total plan assets at beginning of year	2014-12-31	$7,271,215
Value of fidelity bond covering the plan	2014-12-31	$700,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$12,670
Other income received	2014-12-31	$467,063
Net income (gross income less expenses)	2014-12-31	$515,747
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,786,962
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,271,215
Assets. Value of participant loans	2014-12-31	$14,741
Assets. Value of employer real property	2014-12-31	$150,000
Total contributions received or receivable from employer(s)	2014-12-31	$264,453
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,070,689
Expenses. Total of all expenses incurred	2013-12-31	$29,458
Benefits paid (including direct rollovers)	2013-12-31	$17,287
Total plan assets at end of year	2013-12-31	$7,271,215
Total plan assets at beginning of year	2013-12-31	$6,229,984
Value of fidelity bond covering the plan	2013-12-31	$700,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$12,171
Other income received	2013-12-31	$808,895
Net income (gross income less expenses)	2013-12-31	$1,041,231
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,271,215
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,229,984
Assets. Value of participant loans	2013-12-31	$15,078
Assets. Value of employer real property	2013-12-31	$95,000
Total contributions received or receivable from employer(s)	2013-12-31	$261,794
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$228,883
Expenses. Total of all expenses incurred	2012-12-31	$51,067
Benefits paid (including direct rollovers)	2012-12-31	$51,067
Total plan assets at end of year	2012-12-31	$6,229,984
Total plan assets at beginning of year	2012-12-31	$6,052,168
Value of fidelity bond covering the plan	2012-12-31	$700,000
Other income received	2012-12-31	$-48,157
Net income (gross income less expenses)	2012-12-31	$177,816
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,229,984
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,052,168
Assets. Value of participant loans	2012-12-31	$11,091
Assets. Value of employer real property	2012-12-31	$95,000
Total contributions received or receivable from employer(s)	2012-12-31	$277,040
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$758,636
Expenses. Total of all expenses incurred	2011-12-31	$177,261
Benefits paid (including direct rollovers)	2011-12-31	$172,548
Total plan assets at end of year	2011-12-31	$6,052,168
Total plan assets at beginning of year	2011-12-31	$5,470,793
Value of fidelity bond covering the plan	2011-12-31	$7,000,000
Other income received	2011-12-31	$498,995
Net income (gross income less expenses)	2011-12-31	$581,375
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,052,168
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,470,793
Assets. Value of participant loans	2011-12-31	$9,258
Assets. Value of employer real property	2011-12-31	$95,000
Total contributions received or receivable from employer(s)	2011-12-31	$259,641
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,713
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$338,389
Expenses. Total of all expenses incurred	2010-12-31	$122,666
Benefits paid (including direct rollovers)	2010-12-31	$110,529
Total plan assets at end of year	2010-12-31	$5,470,793
Total plan assets at beginning of year	2010-12-31	$5,255,070
Value of fidelity bond covering the plan	2010-12-31	$700,000
Other income received	2010-12-31	$71,035
Net income (gross income less expenses)	2010-12-31	$215,723
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,470,793
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,255,070
Assets. Value of participant loans	2010-12-31	$14,243
Assets. Value of employer real property	2010-12-31	$95,000
Total contributions received or receivable from employer(s)	2010-12-31	$267,354
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$12,137
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN

2019: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PHYSICIANS HEALTH ALLIANCE EMPLOYEES' PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH5840

Policy instance

Insurance contract or identification number	GH5840
Number of Individuals Covered	35
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $6,844
Total amount of fees paid to insurance company	USD $1,305
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,844
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	6

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH5840

Policy instance

Insurance contract or identification number	GH5840
Number of Individuals Covered	29
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,338
Total amount of fees paid to insurance company	USD $818
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,338
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	6
Insurance broker name	CONSULTING ACTUARIES INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH5840

Policy instance

Insurance contract or identification number	GH5840
Number of Individuals Covered	31
Insurance policy start date	2016-01-01
Insurance policy end date	2016-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,455
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3193
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	6
Insurance broker name	CONSULTING ACTUARIES INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH5840

Policy instance

Insurance contract or identification number	GH5840
Number of Individuals Covered	41
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $5,219
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,219
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	6
Insurance broker name	CONSULTING ACTUARIES INC.

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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.
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Company Name:	PHYSICIANS HEALTH ALLIANCE, P.A.
Employer identification number (EIN):	223518598
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01	MARK ROSENTHAL	2022-08-09
002	2020-01-01	MARK ROSENTHAL	2021-07-20
002	2019-01-01
002	2018-01-01
002	2017-01-01	MARK ROSENTHAL
002	2017-01-01
002	2016-01-01	MARK ROSENTHAL
002	2015-01-01	MARK ROSENTHAL
002	2014-01-01	MARK ROSENTHAL
002	2013-01-01	MARK ROSENTHAL
002	2012-01-01	MARK ROSENTHAL
002	2011-01-01	MARK ROSENTHAL
002	2009-01-01	MARK ROSENTHAL