401k Plan data: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN plan

BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN
Plan identification number	001

BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) 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.
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

BLAIR MEDICAL ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: BLAIR MEDICAL ASSOCIATES

Employer identification number (EIN): 251219302

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 JOSEPH CROFTCHECK 2021-05-13 JOSEPH CROFTCHECK 2021-05-13
001 2019-01-01 JOSEPH CROFTCHECK 2020-10-13 JOSEPH CROFTCHECK 2020-10-13
001 2018-01-01 JOSEPH CROFTCHECK 2019-10-09 JOSEPH CROFTCHECK 2019-10-09
001 2017-01-01 JOSEPH CROFTCHECK JOSEPH CROFTCHECK 2018-10-12
001 2016-01-01 JOSEPH CROFTCHECK JOSEPH CROFTCHECK 2017-10-12
001 2015-01-01 JOSEPH CROFTCHECK JOSEPH CROFTCHECK 2016-10-13
001 2014-01-01 JOSEPH CROFTCHECK JOSEPH CROFTCHECK 2015-10-13
001 2013-01-01 JOE CROFTCHECK JOE CROFTCHECK 2014-10-13
001 2012-01-01 JOE CROFTCHECK
001 2011-01-01 JOE CROFTCHECK
001 2010-01-01 JOE CROFTCHECK
001 2009-01-01 JOE CROFTCHECK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	JOSEPH CROFTCHECK	2021-05-13	JOSEPH CROFTCHECK	2021-05-13
001	2019-01-01	JOSEPH CROFTCHECK	2020-10-13	JOSEPH CROFTCHECK	2020-10-13
001	2018-01-01	JOSEPH CROFTCHECK	2019-10-09	JOSEPH CROFTCHECK	2019-10-09
001	2017-01-01	JOSEPH CROFTCHECK		JOSEPH CROFTCHECK	2018-10-12
001	2016-01-01	JOSEPH CROFTCHECK		JOSEPH CROFTCHECK	2017-10-12
001	2015-01-01	JOSEPH CROFTCHECK		JOSEPH CROFTCHECK	2016-10-13
001	2014-01-01	JOSEPH CROFTCHECK		JOSEPH CROFTCHECK	2015-10-13
001	2013-01-01	JOE CROFTCHECK		JOE CROFTCHECK	2014-10-13
001	2012-01-01	JOE CROFTCHECK
001	2011-01-01	JOE CROFTCHECK
001	2010-01-01	JOE CROFTCHECK
001	2009-01-01	JOE CROFTCHECK

Plan Statistics for BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 343
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 167
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 44
Total of all active and inactive participants 2019-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 211
Number of participants with account balances 2019-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 259
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 181
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 68
Total of all active and inactive participants 2018-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 249
Number of participants with account balances 2018-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 284
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 187
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 70
Total of all active and inactive participants 2017-01-01 257
Total participants 2017-01-01 257
Number of participants with account balances 2017-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 210
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 70
Total of all active and inactive participants 2016-01-01 280
Total participants 2016-01-01 280
Number of participants with account balances 2016-01-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 366
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 240
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 138
Total of all active and inactive participants 2015-01-01 378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 378
Number of participants with account balances 2015-01-01 344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 390
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 256
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 100
Total of all active and inactive participants 2014-01-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 356
Number of participants with account balances 2014-01-01 343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 19
2013: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 392
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 277
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 98
Total of all active and inactive participants 2013-01-01 375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 375
Number of participants with account balances 2013-01-01 361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 12
2012: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 376
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 294
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 87
Total of all active and inactive participants 2012-01-01 381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 381
Number of participants with account balances 2012-01-01 360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 12
2011: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 350
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 292
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 75
Total of all active and inactive participants 2011-01-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 367
Number of participants with account balances 2011-01-01 350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 13
2010: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 348
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 279
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 58
Total of all active and inactive participants 2010-01-01 337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 338
Number of participants with account balances 2010-01-01 321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 15
2009: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 355
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 291
Number of retired or separated participants receiving benefits 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 47
Total of all active and inactive participants 2009-01-01 343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 343
Number of participants with account balances 2009-01-01 319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 9

Measure	Date	Value
2020: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	343
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	167
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	44
Total of all active and inactive participants	2019-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	211
Number of participants with account balances	2019-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	259
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	181
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	68
Total of all active and inactive participants	2018-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	249
Number of participants with account balances	2018-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	284
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	187
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	70
Total of all active and inactive participants	2017-01-01	257
Total participants	2017-01-01	257
Number of participants with account balances	2017-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	210
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	70
Total of all active and inactive participants	2016-01-01	280
Total participants	2016-01-01	280
Number of participants with account balances	2016-01-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	366
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	240
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	138
Total of all active and inactive participants	2015-01-01	378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	378
Number of participants with account balances	2015-01-01	344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	390
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	256
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	100
Total of all active and inactive participants	2014-01-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	356
Number of participants with account balances	2014-01-01	343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	19
2013: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	392
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	277
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	98
Total of all active and inactive participants	2013-01-01	375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	375
Number of participants with account balances	2013-01-01	361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	12
2012: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	376
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	294
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	87
Total of all active and inactive participants	2012-01-01	381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	381
Number of participants with account balances	2012-01-01	360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	12
2011: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	350
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	292
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	75
Total of all active and inactive participants	2011-01-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	367
Number of participants with account balances	2011-01-01	350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	13
2010: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	348
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	279
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	58
Total of all active and inactive participants	2010-01-01	337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	338
Number of participants with account balances	2010-01-01	321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	15
2009: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	355
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	291
Number of retired or separated participants receiving benefits	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	47
Total of all active and inactive participants	2009-01-01	343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	343
Number of participants with account balances	2009-01-01	319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	9

Financial Data on BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total transfer of assets from this plan	2020-07-31	$14,740,109
Total income from all sources (including contributions)	2020-07-31	$-326,471
Total of all expenses incurred	2020-07-31	$2,121,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-07-31	$2,121,307
Value of total assets at end of year	2020-07-31	$0
Value of total assets at beginning of year	2020-07-31	$17,188,327
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-07-31	$440
Total dividends received (eg from common stock, registered investment company shares)	2020-07-31	$103,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-07-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-07-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-07-31	$103,378
Was this plan covered by a fidelity bond	2020-07-31	Yes
Value of fidelity bond cover	2020-07-31	$500,000
If this is an individual account plan, was there a blackout period	2020-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-07-31	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-07-31	$0
Other income not declared elsewhere	2020-07-31	$-429,849
Administrative expenses (other) incurred	2020-07-31	$440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-07-31	No
Value of net income/loss	2020-07-31	$-2,448,218
Value of net assets at end of year (total assets less liabilities)	2020-07-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-07-31	$17,188,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-07-31	No
Were any leases to which the plan was party in default or uncollectible	2020-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-07-31	$17,152,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-07-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-07-31	$36,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-07-31	$36,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-07-31	No
Was there a failure to transmit to the plan any participant contributions	2020-07-31	No
Has the plan failed to provide any benefit when due under the plan	2020-07-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-07-31	$2,121,307
Did the plan have assets held for investment	2020-07-31	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	2020-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-07-31	Disclaimer
Accountancy firm name	2020-07-31	LALLY & CO., LLC
Accountancy firm EIN	2020-07-31	251846963
2019 : BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$3,294,793
Total of all expenses incurred	2019-12-31	$3,650,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,649,652
Value of total assets at end of year	2019-12-31	$17,188,327
Value of total assets at beginning of year	2019-12-31	$17,543,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$740
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$927,112
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	$927,112
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Administrative expenses (other) incurred	2019-12-31	$740
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	$-355,599
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,188,327
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,543,926
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 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	$17,152,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$17,498,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$36,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$45,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$45,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,367,681
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,649,652
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
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
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
Accountancy firm name	2019-12-31	LALLY & CO., LLC
Accountancy firm EIN	2019-12-31	251846963
2018 : BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-956,608
Total of all expenses incurred	2018-12-31	$1,944,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,926,003
Value of total assets at end of year	2018-12-31	$17,543,926
Value of total assets at beginning of year	2018-12-31	$20,444,729
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,192
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,303,647
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	$1,303,647
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Administrative expenses (other) incurred	2018-12-31	$18,192
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	$-2,900,803
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$17,543,926
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$20,444,729
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	$17,498,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$20,406,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$45,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$37,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$37,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,260,255
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,926,003
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
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	LALLY & CO., LLC
Accountancy firm EIN	2018-12-31	251846963
2017 : BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,993,297
Total of all expenses incurred	2017-12-31	$686,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$682,594
Value of total assets at end of year	2017-12-31	$20,444,729
Value of total assets at beginning of year	2017-12-31	$18,138,149
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,123
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,103,228
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	$1,103,228
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
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Administrative expenses (other) incurred	2017-12-31	$4,123
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	$2,306,580
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$20,444,729
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$18,138,149
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	$20,406,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$18,108,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$37,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$29,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$29,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,890,069
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	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$682,594
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
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	LALLY & CO., LLC
Accountancy firm EIN	2017-12-31	251846963
2016 : BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,651,143
Total of all expenses incurred	2016-12-31	$2,744,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,738,972
Value of total assets at end of year	2016-12-31	$18,138,149
Value of total assets at beginning of year	2016-12-31	$19,231,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,591
Total interest from all sources	2016-12-31	$2,720
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$866,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$866,564
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Administrative expenses (other) incurred	2016-12-31	$5,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-1,093,420
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$18,138,149
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,231,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$18,108,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$19,228,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$29,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$3,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$3,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$2,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$781,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,738,972
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	LALLY & CO., LLC
Accountancy firm EIN	2016-12-31	251846963
2015 : BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$97,021
Total of all expenses incurred	2015-12-31	$9,408,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$9,399,734
Value of total assets at end of year	2015-12-31	$19,231,569
Value of total assets at beginning of year	2015-12-31	$28,542,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$8,516
Total interest from all sources	2015-12-31	$790
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,167,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,167,513
Administrative expenses professional fees incurred	2015-12-31	$4,285
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	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	2015-12-31	No
Value of net income/loss	2015-12-31	$-9,311,229
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,231,569
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$28,542,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$4,231
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$19,228,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$28,146,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$3,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$21,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$21,322
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$790
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,071,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Employer contributions (assets) at beginning of year	2015-12-31	$374,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$9,399,734
Contract administrator fees	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LALLY & CO., LLC
Accountancy firm EIN	2015-12-31	251846963
2014 : BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$3,479,324
Total of all expenses incurred	2014-12-31	$11,227,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$11,210,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,827,570
Value of total assets at end of year	2014-12-31	$28,542,798
Value of total assets at beginning of year	2014-12-31	$36,290,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$16,333
Total interest from all sources	2014-12-31	$7,500
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,746,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,746,397
Administrative expenses professional fees incurred	2014-12-31	$16,059
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$644,575
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$8,053
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-7,747,787
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$28,542,798
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$36,290,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$274
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$28,146,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$35,540,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$21,322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$13,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$13,880
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$7,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-102,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,174,942
Employer contributions (assets) at end of year	2014-12-31	$374,918
Employer contributions (assets) at beginning of year	2014-12-31	$736,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$11,210,778
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LALLY & CO., LLC
Accountancy firm EIN	2014-12-31	251846963
2013 : BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$8,215,873
Total of all expenses incurred	2013-12-31	$5,050,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$5,033,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,233,842
Value of total assets at end of year	2013-12-31	$36,290,585
Value of total assets at beginning of year	2013-12-31	$33,125,280
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$16,799
Total interest from all sources	2013-12-31	$7,500
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,363,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,363,699
Administrative expenses professional fees incurred	2013-12-31	$16,799
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$684,229
Participant contributions at end of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$12,833
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,165,305
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$36,290,585
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$33,125,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$35,540,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$32,382,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$13,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$15,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$15,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$7,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,610,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,536,780
Employer contributions (assets) at end of year	2013-12-31	$736,676
Employer contributions (assets) at beginning of year	2013-12-31	$727,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,033,769
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LALLY & CO., LLC
Accountancy firm EIN	2013-12-31	251846963
2012 : BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,252
Total income from all sources (including contributions)	2012-12-31	$6,373,097
Total of all expenses incurred	2012-12-31	$3,313,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,289,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,302,606
Value of total assets at end of year	2012-12-31	$33,125,280
Value of total assets at beginning of year	2012-12-31	$30,066,803
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$23,898
Total interest from all sources	2012-12-31	$7,500
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,008,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,008,336
Administrative expenses professional fees incurred	2012-12-31	$23,898
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$774,171
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,059,729
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$33,125,280
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$30,065,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$32,382,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$29,385,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$15,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$5,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$5,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$7,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$3,054,655
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,528,435
Employer contributions (assets) at end of year	2012-12-31	$727,109
Employer contributions (assets) at beginning of year	2012-12-31	$676,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,289,470
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$1,252
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	LALLY & CO., LLC
Accountancy firm EIN	2012-12-31	251846963
2011 : BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,252
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,779,780
Total of all expenses incurred	2011-12-31	$2,207,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,186,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,338,638
Value of total assets at end of year	2011-12-31	$30,066,803
Value of total assets at beginning of year	2011-12-31	$30,493,602
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$21,824
Total interest from all sources	2011-12-31	$7,500
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$685,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$685,971
Administrative expenses professional fees incurred	2011-12-31	$21,824
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$827,985
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$34,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-428,051
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$30,065,551
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$30,493,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$29,385,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$29,871,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$5,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$7,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,252,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,476,410
Employer contributions (assets) at end of year	2011-12-31	$676,128
Employer contributions (assets) at beginning of year	2011-12-31	$622,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,186,007
Contract administrator fees	2011-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$1,252
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	LALLY & CO., LLC
Accountancy firm EIN	2011-12-31	251846963
2010 : BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$13,886
Total income from all sources (including contributions)	2010-12-31	$5,768,570
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$4,332,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,310,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,223,433
Value of total assets at end of year	2010-12-31	$30,493,602
Value of total assets at beginning of year	2010-12-31	$29,071,670
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$21,836
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$809,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$809,962
Administrative expenses professional fees incurred	2010-12-31	$21,836
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$788,539
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$12,731
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,435,818
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$30,493,602
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$29,057,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$29,871,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$28,643,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,735,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,422,163
Employer contributions (assets) at end of year	2010-12-31	$622,487
Employer contributions (assets) at beginning of year	2010-12-31	$427,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,310,916
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$13,886
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LALLY & CO., LLC
Accountancy firm EIN	2010-12-31	251846963

Form 5500 Responses for BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN

2020: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING 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	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) 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: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) 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: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) 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: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) 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
2010: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BLAIR MEDICAL ASSOCIATES EMPLOYEES' 401(K) 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

Potentially related plans

BLAIR MEDICAL ASSOCIATES, P.A. 401(K) PLAN [EIN = 221906090]

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Company Name:	BLAIR MEDICAL ASSOCIATES
Employer identification number (EIN):	251219302
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)