401k Plan data: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN plan

UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN
Plan identification number	002

UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC.

Employer identification number (EIN): 273645560

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01 JENNIFER HAMMA
002 2015-07-01 JENNIFER HAMMA
002 2015-07-01 JENNIFER HAMMA
002 2014-07-01 JENNIFER BURTON
002 2014-07-01 JENNIFER BURTON
002 2013-07-01 JENNIFER BURTON
002 2012-07-01 FLORENCE MAHONEY FLORENCE MAHONEY 2014-04-14
002 2011-07-01 JOHN ELLIOTT JOHN ELLIOTT 2013-04-03

Plan Statistics for UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN

Measure Date Value
2022: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 2,515
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 2,283
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 400
Total of all active and inactive participants 2022-07-01 2,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 2,683
Number of participants with account balances 2022-07-01 2,499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 2,437
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 1,980
Number of retired or separated participants receiving benefits 2021-07-01 5
Number of other retired or separated participants entitled to future benefits 2021-07-01 523
Total of all active and inactive participants 2021-07-01 2,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 7
Total participants 2021-07-01 2,515
Number of participants with account balances 2021-07-01 2,401
2020: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 2,267
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 1,920
Number of retired or separated participants receiving benefits 2020-07-01 2
Number of other retired or separated participants entitled to future benefits 2020-07-01 510
Total of all active and inactive participants 2020-07-01 2,432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 5
Total participants 2020-07-01 2,437
Number of participants with account balances 2020-07-01 2,308
2019: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1,392
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 1,760
Number of retired or separated participants receiving benefits 2019-07-01 3
Number of other retired or separated participants entitled to future benefits 2019-07-01 501
Total of all active and inactive participants 2019-07-01 2,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 3
Total participants 2019-07-01 2,267
Number of participants with account balances 2019-07-01 2,155
2018: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 1,368
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 1,029
Number of retired or separated participants receiving benefits 2018-07-01 2
Number of other retired or separated participants entitled to future benefits 2018-07-01 360
Total of all active and inactive participants 2018-07-01 1,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 1
Total participants 2018-07-01 1,392
Number of participants with account balances 2018-07-01 1,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 1,310
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 1,081
Number of retired or separated participants receiving benefits 2017-07-01 4
Number of other retired or separated participants entitled to future benefits 2017-07-01 281
Total of all active and inactive participants 2017-07-01 1,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 2
Total participants 2017-07-01 1,368
Number of participants with account balances 2017-07-01 1,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 1,224
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 1,041
Number of retired or separated participants receiving benefits 2016-07-01 2
Number of other retired or separated participants entitled to future benefits 2016-07-01 267
Total of all active and inactive participants 2016-07-01 1,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 1,310
Number of participants with account balances 2016-07-01 1,252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 1,055
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 1,016
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 208
Total of all active and inactive participants 2015-07-01 1,224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 1,224
Number of participants with account balances 2015-07-01 1,176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 1,010
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 884
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 171
Total of all active and inactive participants 2014-07-01 1,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 1,055
Number of participants with account balances 2014-07-01 975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 805
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 932
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 78
Total of all active and inactive participants 2013-07-01 1,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 1,010
Number of participants with account balances 2013-07-01 713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 512
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 766
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 39
Total of all active and inactive participants 2012-07-01 805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 805
Number of participants with account balances 2012-07-01 683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 0
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 506
Number of retired or separated participants receiving benefits 2011-07-01 1
Number of other retired or separated participants entitled to future benefits 2011-07-01 5
Total of all active and inactive participants 2011-07-01 512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 512
Number of participants with account balances 2011-07-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0

Measure	Date	Value
2022: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	2,515
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	2,283
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	400
Total of all active and inactive participants	2022-07-01	2,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	2,683
Number of participants with account balances	2022-07-01	2,499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	2,437
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	1,980
Number of retired or separated participants receiving benefits	2021-07-01	5
Number of other retired or separated participants entitled to future benefits	2021-07-01	523
Total of all active and inactive participants	2021-07-01	2,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	7
Total participants	2021-07-01	2,515
Number of participants with account balances	2021-07-01	2,401
2020: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	2,267
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	1,920
Number of retired or separated participants receiving benefits	2020-07-01	2
Number of other retired or separated participants entitled to future benefits	2020-07-01	510
Total of all active and inactive participants	2020-07-01	2,432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	5
Total participants	2020-07-01	2,437
Number of participants with account balances	2020-07-01	2,308
2019: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1,392
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	1,760
Number of retired or separated participants receiving benefits	2019-07-01	3
Number of other retired or separated participants entitled to future benefits	2019-07-01	501
Total of all active and inactive participants	2019-07-01	2,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	3
Total participants	2019-07-01	2,267
Number of participants with account balances	2019-07-01	2,155
2018: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	1,368
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	1,029
Number of retired or separated participants receiving benefits	2018-07-01	2
Number of other retired or separated participants entitled to future benefits	2018-07-01	360
Total of all active and inactive participants	2018-07-01	1,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	1
Total participants	2018-07-01	1,392
Number of participants with account balances	2018-07-01	1,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	1,310
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	1,081
Number of retired or separated participants receiving benefits	2017-07-01	4
Number of other retired or separated participants entitled to future benefits	2017-07-01	281
Total of all active and inactive participants	2017-07-01	1,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	2
Total participants	2017-07-01	1,368
Number of participants with account balances	2017-07-01	1,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	1,224
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	1,041
Number of retired or separated participants receiving benefits	2016-07-01	2
Number of other retired or separated participants entitled to future benefits	2016-07-01	267
Total of all active and inactive participants	2016-07-01	1,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	1,310
Number of participants with account balances	2016-07-01	1,252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	1,055
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	1,016
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	208
Total of all active and inactive participants	2015-07-01	1,224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	1,224
Number of participants with account balances	2015-07-01	1,176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	1,010
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	884
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	171
Total of all active and inactive participants	2014-07-01	1,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	1,055
Number of participants with account balances	2014-07-01	975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	805
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	932
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	78
Total of all active and inactive participants	2013-07-01	1,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	1,010
Number of participants with account balances	2013-07-01	713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	512
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	766
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	39
Total of all active and inactive participants	2012-07-01	805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	805
Number of participants with account balances	2012-07-01	683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	0
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	506
Number of retired or separated participants receiving benefits	2011-07-01	1
Number of other retired or separated participants entitled to future benefits	2011-07-01	5
Total of all active and inactive participants	2011-07-01	512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	512
Number of participants with account balances	2011-07-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0

Financial Data on UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$20
Total income from all sources (including contributions)	2022-12-31	$11,944,710
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,128,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,982,950
Expenses. Certain deemed distributions of participant loans	2022-12-31	$62,588
Value of total corrective distributions	2022-12-31	$419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$10,535,953
Value of total assets at end of year	2022-12-31	$76,973,218
Value of total assets at beginning of year	2022-12-31	$68,157,258
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$82,773
Total interest from all sources	2022-12-31	$43,520
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$3,758,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$3,758,571
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$5,576,187
Participant contributions at end of year	2022-12-31	$1,609,788
Participant contributions at beginning of year	2022-12-31	$1,785,491
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$939,449
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,062,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$20
Other income not declared elsewhere	2022-12-31	$-21,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$8,815,980
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$76,973,218
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$68,157,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$74,038,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$64,650,808
Interest on participant loans	2022-12-31	$39,320
Interest earned on other investments	2022-12-31	$4,091
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,001,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$327,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$327,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$385,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,372,482
Net investment gain or loss from common/collective trusts	2022-12-31	$202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$3,897,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,982,950
Contract administrator fees	2022-12-31	$82,773
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$392,901
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	BLUE & CO., LLC
Accountancy firm EIN	2022-12-31	351178661
Unrealized appreciation/depreciation of real estate assets	2022-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$-485,790
Total unrealized appreciation/depreciation of assets	2022-06-30	$-485,790
Total transfer of assets to this plan	2022-06-30	$0
Total transfer of assets from this plan	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$20
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$20
Expenses. Interest paid	2022-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$8,290,837
Total loss/gain on sale of assets	2022-06-30	$-46,188
Total of all expenses incurred	2022-06-30	$12,195,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$12,093,410
Expenses. Certain deemed distributions of participant loans	2022-06-30	$55,787
Value of total corrective distributions	2022-06-30	$150
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$19,690,360
Value of total assets at end of year	2022-06-30	$68,157,258
Value of total assets at beginning of year	2022-06-30	$72,062,012
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$46,244
Total income from rents	2022-06-30	$0
Total interest from all sources	2022-06-30	$60,928
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$4,101,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$4,100,465
Assets. Real estate other than employer real property at end of year	2022-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2022-06-30	$0
Administrative expenses professional fees incurred	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-06-30	$0
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$10,992,634
Participant contributions at end of year	2022-06-30	$1,785,491
Participant contributions at beginning of year	2022-06-30	$1,126,478
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$1,814,004
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$0
Assets. Loans (other than to participants) at end of year	2022-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$20
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$20
Other income not declared elsewhere	2022-06-30	$0
Administrative expenses (other) incurred	2022-06-30	$33,699
Liabilities. Value of operating payables at end of year	2022-06-30	$0
Liabilities. Value of operating payables at beginning of year	2022-06-30	$0
Total non interest bearing cash at end of year	2022-06-30	$0
Total non interest bearing cash at beginning of year	2022-06-30	$5,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Income. Non cash contributions	2022-06-30	$0
Value of net income/loss	2022-06-30	$-3,904,754
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$68,157,238
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$72,061,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Assets. partnership/joint venture interests at end of year	2022-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2022-06-30	$0
Investment advisory and management fees	2022-06-30	$12,545
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$64,650,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$68,942,509
Value of interest in pooled separate accounts at end of year	2022-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$0
Interest on participant loans	2022-06-30	$60,542
Income. Interest from loans (other than to participants)	2022-06-30	$0
Interest earned on other investments	2022-06-30	$0
Income. Interest from US Government securities	2022-06-30	$0
Income. Interest from corporate debt instruments	2022-06-30	$0
Value of interest in master investment trust accounts at end of year	2022-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2022-06-30	$0
Value of interest in common/collective trusts at end of year	2022-06-30	$1,001,053
Value of interest in common/collective trusts at beginning of year	2022-06-30	$1,320,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$327,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$600,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$600,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$386
Assets. Value of investments in 103.12 investment entities at end of year	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$0
Asset value of US Government securities at end of year	2022-06-30	$0
Asset value of US Government securities at beginning of year	2022-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-15,039,908
Net investment gain/loss from pooled separate accounts	2022-06-30	$0
Net investment gain or loss from common/collective trusts	2022-06-30	$10,393
Net gain/loss from 103.12 investment entities	2022-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	Yes
Assets. Invements in employer securities at end of year	2022-06-30	$0
Assets. Invements in employer securities at beginning of year	2022-06-30	$0
Assets. Value of employer real property at end of year	2022-06-30	$0
Assets. Value of employer real property at beginning of year	2022-06-30	$0
Contributions received in cash from employer	2022-06-30	$6,883,722
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$0
Income. Dividends from preferred stock	2022-06-30	$0
Income. Dividends from common stock	2022-06-30	$577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$12,093,410
Asset. Corporate debt instrument preferred debt at end of year	2022-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-06-30	$0
Contract administrator fees	2022-06-30	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-06-30	$392,901
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-06-30	$65,705
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-06-30	$0
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Aggregate proceeds on sale of assets	2022-06-30	$501,737
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$547,925
Liabilities. Value of acquisition indebtedness at end of year	2022-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-06-30	$0
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	DEAN DORTON ALLEN AND FORD
Accountancy firm EIN	2022-06-30	273858252
2021 : UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$-20,204
Total unrealized appreciation/depreciation of assets	2021-06-30	$-20,204
Total transfer of assets to this plan	2021-06-30	$0
Total transfer of assets from this plan	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$20
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$22,184
Expenses. Interest paid	2021-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$35,077,690
Total loss/gain on sale of assets	2021-06-30	$-788
Total of all expenses incurred	2021-06-30	$5,714,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$5,617,411
Expenses. Certain deemed distributions of participant loans	2021-06-30	$40,286
Value of total corrective distributions	2021-06-30	$27,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$21,642,758
Value of total assets at end of year	2021-06-30	$72,062,012
Value of total assets at beginning of year	2021-06-30	$42,721,134
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$29,087
Total income from rents	2021-06-30	$0
Total interest from all sources	2021-06-30	$51,024
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$1,995,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$1,995,240
Assets. Real estate other than employer real property at end of year	2021-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2021-06-30	$0
Administrative expenses professional fees incurred	2021-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-06-30	$0
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$9,760,361
Participant contributions at end of year	2021-06-30	$1,126,478
Participant contributions at beginning of year	2021-06-30	$935,835
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2021-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$5,945,728
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$0
Assets. Loans (other than to participants) at end of year	2021-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2021-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-30	$20
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$22,184
Other income not declared elsewhere	2021-06-30	$0
Administrative expenses (other) incurred	2021-06-30	$18,628
Liabilities. Value of operating payables at end of year	2021-06-30	$0
Liabilities. Value of operating payables at beginning of year	2021-06-30	$0
Total non interest bearing cash at end of year	2021-06-30	$5,999
Total non interest bearing cash at beginning of year	2021-06-30	$104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Income. Non cash contributions	2021-06-30	$0
Value of net income/loss	2021-06-30	$29,363,042
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$72,061,992
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$42,698,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Assets. partnership/joint venture interests at end of year	2021-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2021-06-30	$0
Investment advisory and management fees	2021-06-30	$10,459
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$68,942,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$19,910,000
Value of interest in pooled separate accounts at end of year	2021-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$0
Interest on participant loans	2021-06-30	$51,018
Income. Interest from loans (other than to participants)	2021-06-30	$0
Interest earned on other investments	2021-06-30	$0
Income. Interest from US Government securities	2021-06-30	$0
Income. Interest from corporate debt instruments	2021-06-30	$0
Value of interest in master investment trust accounts at end of year	2021-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2021-06-30	$0
Value of interest in common/collective trusts at end of year	2021-06-30	$1,320,507
Value of interest in common/collective trusts at beginning of year	2021-06-30	$21,873,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$600,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$1,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$1,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$6
Assets. Value of investments in 103.12 investment entities at end of year	2021-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$0
Asset value of US Government securities at end of year	2021-06-30	$0
Asset value of US Government securities at beginning of year	2021-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$9,947,642
Net investment gain/loss from pooled separate accounts	2021-06-30	$0
Net investment gain or loss from common/collective trusts	2021-06-30	$1,462,018
Net gain/loss from 103.12 investment entities	2021-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Assets. Invements in employer securities at end of year	2021-06-30	$0
Assets. Invements in employer securities at beginning of year	2021-06-30	$0
Assets. Value of employer real property at end of year	2021-06-30	$0
Assets. Value of employer real property at beginning of year	2021-06-30	$0
Contributions received in cash from employer	2021-06-30	$5,936,669
Employer contributions (assets) at end of year	2021-06-30	$0
Employer contributions (assets) at beginning of year	2021-06-30	$0
Income. Dividends from preferred stock	2021-06-30	$0
Income. Dividends from common stock	2021-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$5,617,411
Asset. Corporate debt instrument preferred debt at end of year	2021-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-06-30	$0
Contract administrator fees	2021-06-30	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-06-30	$65,705
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2021-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-06-30	$0
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Aggregate proceeds on sale of assets	2021-06-30	$220,029
Aggregate carrying amount (costs) on sale of assets	2021-06-30	$220,817
Liabilities. Value of acquisition indebtedness at end of year	2021-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-06-30	$0
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	DEAN DORTON ALLEN AND FORD
Accountancy firm EIN	2021-06-30	273858252
2020 : UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$0
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total transfer of assets to this plan	2020-06-30	$0
Total transfer of assets from this plan	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Expenses. Interest paid	2020-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$19,339,831
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$4,443,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$4,363,028
Expenses. Certain deemed distributions of participant loans	2020-06-30	$13,728
Value of total corrective distributions	2020-06-30	$30,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$17,993,499
Value of total assets at end of year	2020-06-30	$42,721,134
Value of total assets at beginning of year	2020-06-30	$27,824,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$36,783
Total income from rents	2020-06-30	$0
Total interest from all sources	2020-06-30	$59,141
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$344,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$344,836
Assets. Real estate other than employer real property at end of year	2020-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2020-06-30	$0
Administrative expenses professional fees incurred	2020-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-06-30	$0
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$6,133,731
Participant contributions at end of year	2020-06-30	$935,835
Participant contributions at beginning of year	2020-06-30	$1,067,778
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2020-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$7,199,665
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$0
Assets. Loans (other than to participants) at end of year	2020-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2020-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$0
Other income not declared elsewhere	2020-06-30	$0
Administrative expenses (other) incurred	2020-06-30	$29,255
Liabilities. Value of operating payables at end of year	2020-06-30	$0
Liabilities. Value of operating payables at beginning of year	2020-06-30	$0
Total non interest bearing cash at end of year	2020-06-30	$104
Total non interest bearing cash at beginning of year	2020-06-30	$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	2020-06-30	No
Income. Non cash contributions	2020-06-30	$0
Value of net income/loss	2020-06-30	$14,896,168
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$42,721,134
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$27,824,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Assets. partnership/joint venture interests at end of year	2020-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2020-06-30	$0
Investment advisory and management fees	2020-06-30	$7,528
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$19,910,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$4,453,862
Value of interest in pooled separate accounts at end of year	2020-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$0
Interest on participant loans	2020-06-30	$59,136
Income. Interest from loans (other than to participants)	2020-06-30	$0
Interest earned on other investments	2020-06-30	$0
Income. Interest from US Government securities	2020-06-30	$0
Income. Interest from corporate debt instruments	2020-06-30	$0
Value of interest in master investment trust accounts at end of year	2020-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2020-06-30	$0
Value of interest in common/collective trusts at end of year	2020-06-30	$21,873,397
Value of interest in common/collective trusts at beginning of year	2020-06-30	$22,302,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$1,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$5
Assets. Value of investments in 103.12 investment entities at end of year	2020-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$0
Asset value of US Government securities at end of year	2020-06-30	$0
Asset value of US Government securities at beginning of year	2020-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$337,001
Net investment gain/loss from pooled separate accounts	2020-06-30	$0
Net investment gain or loss from common/collective trusts	2020-06-30	$605,354
Net gain/loss from 103.12 investment entities	2020-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Assets. Invements in employer securities at end of year	2020-06-30	$0
Assets. Invements in employer securities at beginning of year	2020-06-30	$0
Assets. Value of employer real property at end of year	2020-06-30	$0
Assets. Value of employer real property at beginning of year	2020-06-30	$0
Contributions received in cash from employer	2020-06-30	$4,660,103
Employer contributions (assets) at end of year	2020-06-30	$0
Employer contributions (assets) at beginning of year	2020-06-30	$0
Income. Dividends from preferred stock	2020-06-30	$0
Income. Dividends from common stock	2020-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$4,363,028
Asset. Corporate debt instrument preferred debt at end of year	2020-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-06-30	$0
Contract administrator fees	2020-06-30	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2020-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2020-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-06-30	$0
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Aggregate proceeds on sale of assets	2020-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2020-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	DEAN DORTON ALLEN AND FORD
Accountancy firm EIN	2020-06-30	273858252
2019 : UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$0
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total transfer of assets to this plan	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Expenses. Interest paid	2019-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$6,292,257
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$2,104,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$2,064,694
Expenses. Certain deemed distributions of participant loans	2019-06-30	$6,024
Value of total corrective distributions	2019-06-30	$2,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$5,037,079
Value of total assets at end of year	2019-06-30	$27,824,966
Value of total assets at beginning of year	2019-06-30	$23,637,173
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$30,858
Total income from rents	2019-06-30	$0
Total interest from all sources	2019-06-30	$53,520
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$201,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$201,733
Assets. Real estate other than employer real property at end of year	2019-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2019-06-30	$0
Administrative expenses professional fees incurred	2019-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-06-30	$0
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$2,703,976
Participant contributions at end of year	2019-06-30	$1,067,778
Participant contributions at beginning of year	2019-06-30	$872,876
Participant contributions at end of year	2019-06-30	$0
Participant contributions at beginning of year	2019-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2019-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$184,273
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$0
Assets. Loans (other than to participants) at end of year	2019-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2019-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-06-30	$0
Other income not declared elsewhere	2019-06-30	$0
Administrative expenses (other) incurred	2019-06-30	$26,082
Liabilities. Value of operating payables at end of year	2019-06-30	$0
Liabilities. Value of operating payables at beginning of year	2019-06-30	$0
Total non interest bearing cash at end of year	2019-06-30	$0
Total non interest bearing cash at beginning of year	2019-06-30	$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	2019-06-30	No
Income. Non cash contributions	2019-06-30	$0
Value of net income/loss	2019-06-30	$4,187,793
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$27,824,966
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$23,637,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Assets. partnership/joint venture interests at end of year	2019-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2019-06-30	$0
Investment advisory and management fees	2019-06-30	$4,776
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$4,453,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$3,263,870
Value of interest in pooled separate accounts at end of year	2019-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$0
Interest on participant loans	2019-06-30	$53,517
Income. Interest from loans (other than to participants)	2019-06-30	$0
Interest earned on other investments	2019-06-30	$0
Income. Interest from US Government securities	2019-06-30	$0
Income. Interest from corporate debt instruments	2019-06-30	$0
Value of interest in master investment trust accounts at end of year	2019-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2019-06-30	$0
Value of interest in common/collective trusts at end of year	2019-06-30	$22,302,918
Value of interest in common/collective trusts at beginning of year	2019-06-30	$19,499,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$3
Assets. Value of investments in 103.12 investment entities at end of year	2019-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$0
Asset value of US Government securities at end of year	2019-06-30	$0
Asset value of US Government securities at beginning of year	2019-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$63,241
Net investment gain/loss from pooled separate accounts	2019-06-30	$0
Net investment gain or loss from common/collective trusts	2019-06-30	$936,684
Net gain/loss from 103.12 investment entities	2019-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Assets. Invements in employer securities at end of year	2019-06-30	$0
Assets. Invements in employer securities at beginning of year	2019-06-30	$0
Assets. Value of employer real property at end of year	2019-06-30	$0
Assets. Value of employer real property at beginning of year	2019-06-30	$0
Contributions received in cash from employer	2019-06-30	$2,148,830
Employer contributions (assets) at end of year	2019-06-30	$0
Employer contributions (assets) at beginning of year	2019-06-30	$0
Income. Dividends from preferred stock	2019-06-30	$0
Income. Dividends from common stock	2019-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$2,064,694
Asset. Corporate debt instrument preferred debt at end of year	2019-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-06-30	$0
Contract administrator fees	2019-06-30	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2019-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2019-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-06-30	$0
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Aggregate proceeds on sale of assets	2019-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2019-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2019-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	DEAN DORTON ALLEN AND FORD
Accountancy firm EIN	2019-06-30	273858252
2018 : UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-06-30	$0
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total transfer of assets to this plan	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Expenses. Interest paid	2018-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$5,941,352
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$2,061,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$2,015,400
Expenses. Certain deemed distributions of participant loans	2018-06-30	$17,756
Value of total corrective distributions	2018-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$4,574,005
Value of total assets at end of year	2018-06-30	$23,637,173
Value of total assets at beginning of year	2018-06-30	$19,757,508
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$28,531
Total income from rents	2018-06-30	$0
Total interest from all sources	2018-06-30	$36,232
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$121,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$121,653
Assets. Real estate other than employer real property at end of year	2018-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2018-06-30	$0
Administrative expenses professional fees incurred	2018-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-06-30	$0
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$2,214,018
Participant contributions at end of year	2018-06-30	$872,876
Participant contributions at beginning of year	2018-06-30	$688,062
Participant contributions at end of year	2018-06-30	$0
Participant contributions at beginning of year	2018-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2018-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$322,229
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$0
Assets. Loans (other than to participants) at end of year	2018-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2018-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$0
Other income not declared elsewhere	2018-06-30	$0
Administrative expenses (other) incurred	2018-06-30	$25,794
Liabilities. Value of operating payables at end of year	2018-06-30	$0
Liabilities. Value of operating payables at beginning of year	2018-06-30	$0
Total non interest bearing cash at end of year	2018-06-30	$0
Total non interest bearing cash at beginning of year	2018-06-30	$340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Income. Non cash contributions	2018-06-30	$0
Value of net income/loss	2018-06-30	$3,879,665
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$23,637,173
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$19,757,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Assets. partnership/joint venture interests at end of year	2018-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2018-06-30	$0
Investment advisory and management fees	2018-06-30	$2,737
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$3,263,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$2,316,517
Value of interest in pooled separate accounts at end of year	2018-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$0
Interest on participant loans	2018-06-30	$36,225
Income. Interest from loans (other than to participants)	2018-06-30	$0
Interest earned on other investments	2018-06-30	$0
Income. Interest from US Government securities	2018-06-30	$0
Income. Interest from corporate debt instruments	2018-06-30	$0
Value of interest in master investment trust accounts at end of year	2018-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2018-06-30	$0
Value of interest in common/collective trusts at end of year	2018-06-30	$19,499,763
Value of interest in common/collective trusts at beginning of year	2018-06-30	$16,752,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$508
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$7
Assets. Value of investments in 103.12 investment entities at end of year	2018-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$0
Asset value of US Government securities at end of year	2018-06-30	$0
Asset value of US Government securities at beginning of year	2018-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$187,965
Net investment gain/loss from pooled separate accounts	2018-06-30	$0
Net investment gain or loss from common/collective trusts	2018-06-30	$1,021,497
Net gain/loss from 103.12 investment entities	2018-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Assets. Invements in employer securities at end of year	2018-06-30	$0
Assets. Invements in employer securities at beginning of year	2018-06-30	$0
Assets. Value of employer real property at end of year	2018-06-30	$0
Assets. Value of employer real property at beginning of year	2018-06-30	$0
Contributions received in cash from employer	2018-06-30	$2,037,758
Employer contributions (assets) at end of year	2018-06-30	$0
Employer contributions (assets) at beginning of year	2018-06-30	$0
Income. Dividends from preferred stock	2018-06-30	$0
Income. Dividends from common stock	2018-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$2,015,400
Asset. Corporate debt instrument preferred debt at end of year	2018-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-06-30	$0
Contract administrator fees	2018-06-30	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2018-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2018-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-06-30	$0
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Aggregate proceeds on sale of assets	2018-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2018-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2018-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	DEAN DORTON ALLEN AND FORD
Accountancy firm EIN	2018-06-30	273858252
2017 : UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-06-30	$0
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total transfer of assets to this plan	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Expenses. Interest paid	2017-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$6,687,452
Total loss/gain on sale of assets	2017-06-30	$145
Total of all expenses incurred	2017-06-30	$1,427,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,398,497
Expenses. Certain deemed distributions of participant loans	2017-06-30	$7,683
Value of total corrective distributions	2017-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$4,671,247
Value of total assets at end of year	2017-06-30	$19,757,508
Value of total assets at beginning of year	2017-06-30	$14,497,939
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$21,703
Total income from rents	2017-06-30	$0
Total interest from all sources	2017-06-30	$24,110
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$54,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$54,831
Assets. Real estate other than employer real property at end of year	2017-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2017-06-30	$0
Administrative expenses professional fees incurred	2017-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-06-30	$0
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$2,049,709
Participant contributions at end of year	2017-06-30	$688,062
Participant contributions at beginning of year	2017-06-30	$485,814
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2017-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$568,977
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$0
Assets. Loans (other than to participants) at end of year	2017-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2017-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$0
Other income not declared elsewhere	2017-06-30	$0
Administrative expenses (other) incurred	2017-06-30	$20,447
Liabilities. Value of operating payables at end of year	2017-06-30	$0
Liabilities. Value of operating payables at beginning of year	2017-06-30	$0
Total non interest bearing cash at end of year	2017-06-30	$340
Total non interest bearing cash at beginning of year	2017-06-30	$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	2017-06-30	No
Income. Non cash contributions	2017-06-30	$0
Value of net income/loss	2017-06-30	$5,259,569
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$19,757,508
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$14,497,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Assets. partnership/joint venture interests at end of year	2017-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2017-06-30	$0
Investment advisory and management fees	2017-06-30	$1,256
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$2,316,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$1,391,085
Value of interest in pooled separate accounts at end of year	2017-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$0
Interest on participant loans	2017-06-30	$24,108
Income. Interest from loans (other than to participants)	2017-06-30	$0
Interest earned on other investments	2017-06-30	$0
Income. Interest from US Government securities	2017-06-30	$0
Income. Interest from corporate debt instruments	2017-06-30	$0
Value of interest in master investment trust accounts at end of year	2017-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2017-06-30	$0
Value of interest in common/collective trusts at end of year	2017-06-30	$16,752,081
Value of interest in common/collective trusts at beginning of year	2017-06-30	$12,606,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$6,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$6,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$2
Assets. Value of investments in 103.12 investment entities at end of year	2017-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$0
Asset value of US Government securities at end of year	2017-06-30	$0
Asset value of US Government securities at beginning of year	2017-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$222,372
Net investment gain/loss from pooled separate accounts	2017-06-30	$0
Net investment gain or loss from common/collective trusts	2017-06-30	$1,714,739
Net gain/loss from 103.12 investment entities	2017-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	Yes
Assets. Invements in employer securities at end of year	2017-06-30	$0
Assets. Invements in employer securities at beginning of year	2017-06-30	$0
Assets. Value of employer real property at end of year	2017-06-30	$0
Assets. Value of employer real property at beginning of year	2017-06-30	$0
Contributions received in cash from employer	2017-06-30	$2,052,561
Employer contributions (assets) at end of year	2017-06-30	$0
Employer contributions (assets) at beginning of year	2017-06-30	$0
Income. Dividends from preferred stock	2017-06-30	$0
Income. Dividends from common stock	2017-06-30	$8
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,398,497
Asset. Corporate debt instrument preferred debt at end of year	2017-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-06-30	$0
Contract administrator fees	2017-06-30	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2017-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-06-30	$7,771
Liabilities. Value of benefit claims payable at end of year	2017-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2017-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-06-30	$0
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Aggregate proceeds on sale of assets	2017-06-30	$7,924
Aggregate carrying amount (costs) on sale of assets	2017-06-30	$7,779
Liabilities. Value of acquisition indebtedness at end of year	2017-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	DEAN DORTON ALLEN AND FORD
Accountancy firm EIN	2017-06-30	273858252
2016 : UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$-441
Total unrealized appreciation/depreciation of assets	2016-06-30	$-441
Total transfer of assets to this plan	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Expenses. Interest paid	2016-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$4,200,324
Total loss/gain on sale of assets	2016-06-30	$-788
Total of all expenses incurred	2016-06-30	$1,735,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,717,020
Expenses. Certain deemed distributions of participant loans	2016-06-30	$2,942
Value of total corrective distributions	2016-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$4,175,230
Value of total assets at end of year	2016-06-30	$14,497,939
Value of total assets at beginning of year	2016-06-30	$12,033,408
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$15,831
Total income from rents	2016-06-30	$0
Total interest from all sources	2016-06-30	$18,807
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$55,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$55,570
Assets. Real estate other than employer real property at end of year	2016-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2016-06-30	$0
Administrative expenses professional fees incurred	2016-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-06-30	$0
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$1,689,554
Participant contributions at end of year	2016-06-30	$485,814
Participant contributions at beginning of year	2016-06-30	$415,623
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2016-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$909,434
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$0
Assets. Loans (other than to participants) at end of year	2016-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2016-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$0
Other income not declared elsewhere	2016-06-30	$0
Administrative expenses (other) incurred	2016-06-30	$15,830
Liabilities. Value of operating payables at end of year	2016-06-30	$0
Liabilities. Value of operating payables at beginning of year	2016-06-30	$0
Total non interest bearing cash at end of year	2016-06-30	$0
Total non interest bearing cash at beginning of year	2016-06-30	$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	2016-06-30	No
Income. Non cash contributions	2016-06-30	$0
Value of net income/loss	2016-06-30	$2,464,531
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$14,497,939
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$12,033,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Assets. partnership/joint venture interests at end of year	2016-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2016-06-30	$0
Investment advisory and management fees	2016-06-30	$1
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$1,391,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$11,603,377
Value of interest in pooled separate accounts at end of year	2016-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$0
Interest on participant loans	2016-06-30	$18,800
Income. Interest from loans (other than to participants)	2016-06-30	$0
Interest earned on other investments	2016-06-30	$0
Income. Interest from US Government securities	2016-06-30	$0
Income. Interest from corporate debt instruments	2016-06-30	$0
Value of interest in master investment trust accounts at end of year	2016-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2016-06-30	$0
Value of interest in common/collective trusts at end of year	2016-06-30	$12,606,572
Value of interest in common/collective trusts at beginning of year	2016-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$6,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$2,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$2,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$7
Assets. Value of investments in 103.12 investment entities at end of year	2016-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$0
Asset value of US Government securities at end of year	2016-06-30	$0
Asset value of US Government securities at beginning of year	2016-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-137,440
Net investment gain/loss from pooled separate accounts	2016-06-30	$0
Net investment gain or loss from common/collective trusts	2016-06-30	$89,115
Net gain/loss from 103.12 investment entities	2016-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Assets. Invements in employer securities at end of year	2016-06-30	$0
Assets. Invements in employer securities at beginning of year	2016-06-30	$0
Assets. Value of employer real property at end of year	2016-06-30	$0
Assets. Value of employer real property at beginning of year	2016-06-30	$0
Contributions received in cash from employer	2016-06-30	$1,576,242
Employer contributions (assets) at end of year	2016-06-30	$0
Employer contributions (assets) at beginning of year	2016-06-30	$0
Income. Dividends from preferred stock	2016-06-30	$0
Income. Dividends from common stock	2016-06-30	$271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,717,020
Asset. Corporate debt instrument preferred debt at end of year	2016-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-06-30	$0
Contract administrator fees	2016-06-30	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2016-06-30	$7,771
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-06-30	$12,306
Liabilities. Value of benefit claims payable at end of year	2016-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2016-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-06-30	$0
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Aggregate proceeds on sale of assets	2016-06-30	$5,171
Aggregate carrying amount (costs) on sale of assets	2016-06-30	$5,959
Liabilities. Value of acquisition indebtedness at end of year	2016-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	DEAN DORTON ALLEN AND FORD
Accountancy firm EIN	2016-06-30	273858252
2015 : UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$127
Total unrealized appreciation/depreciation of assets	2015-06-30	$127
Total transfer of assets to this plan	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Expenses. Interest paid	2015-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$3,364,394
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$1,615,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,534,930
Expenses. Certain deemed distributions of participant loans	2015-06-30	$67,996
Value of total corrective distributions	2015-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$2,996,773
Value of total assets at end of year	2015-06-30	$12,033,408
Value of total assets at beginning of year	2015-06-30	$10,284,184
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$12,244
Total income from rents	2015-06-30	$0
Total interest from all sources	2015-06-30	$16,465
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$421,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$421,330
Assets. Real estate other than employer real property at end of year	2015-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2015-06-30	$0
Administrative expenses professional fees incurred	2015-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-06-30	$0
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$989,291
Participant contributions at end of year	2015-06-30	$415,623
Participant contributions at beginning of year	2015-06-30	$405,217
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2015-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$469,517
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$0
Assets. Loans (other than to participants) at end of year	2015-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2015-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$0
Other income not declared elsewhere	2015-06-30	$0
Administrative expenses (other) incurred	2015-06-30	$12,244
Liabilities. Value of operating payables at end of year	2015-06-30	$0
Liabilities. Value of operating payables at beginning of year	2015-06-30	$0
Total non interest bearing cash at end of year	2015-06-30	$0
Total non interest bearing cash at beginning of year	2015-06-30	$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	2015-06-30	No
Income. Non cash contributions	2015-06-30	$0
Value of net income/loss	2015-06-30	$1,749,224
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$12,033,408
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$10,284,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Assets. partnership/joint venture interests at end of year	2015-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2015-06-30	$0
Investment advisory and management fees	2015-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$11,603,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$9,873,579
Value of interest in pooled separate accounts at end of year	2015-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$0
Interest on participant loans	2015-06-30	$16,425
Income. Interest from loans (other than to participants)	2015-06-30	$0
Interest earned on other investments	2015-06-30	$0
Income. Interest from US Government securities	2015-06-30	$0
Income. Interest from corporate debt instruments	2015-06-30	$0
Value of interest in master investment trust accounts at end of year	2015-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2015-06-30	$0
Value of interest in common/collective trusts at end of year	2015-06-30	$0
Value of interest in common/collective trusts at beginning of year	2015-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$2,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$1,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$1,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$40
Assets. Value of investments in 103.12 investment entities at end of year	2015-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$0
Asset value of US Government securities at end of year	2015-06-30	$0
Asset value of US Government securities at beginning of year	2015-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-70,531
Net investment gain/loss from pooled separate accounts	2015-06-30	$0
Net investment gain or loss from common/collective trusts	2015-06-30	$0
Net gain/loss from 103.12 investment entities	2015-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Assets. Invements in employer securities at end of year	2015-06-30	$0
Assets. Invements in employer securities at beginning of year	2015-06-30	$0
Assets. Value of employer real property at end of year	2015-06-30	$0
Assets. Value of employer real property at beginning of year	2015-06-30	$0
Contributions received in cash from employer	2015-06-30	$1,537,965
Employer contributions (assets) at end of year	2015-06-30	$0
Employer contributions (assets) at beginning of year	2015-06-30	$0
Income. Dividends from preferred stock	2015-06-30	$0
Income. Dividends from common stock	2015-06-30	$230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,534,930
Asset. Corporate debt instrument preferred debt at end of year	2015-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-06-30	$0
Contract administrator fees	2015-06-30	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2015-06-30	$12,306
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-06-30	$3,692
Liabilities. Value of benefit claims payable at end of year	2015-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-06-30	$0
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Aggregate proceeds on sale of assets	2015-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2015-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2015-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	DEAN DORTON ALLEN AND FORD
Accountancy firm EIN	2015-06-30	273858252
2014 : UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$111
Total unrealized appreciation/depreciation of assets	2014-06-30	$111
Total transfer of assets to this plan	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Expenses. Interest paid	2014-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$4,220,452
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$856,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$833,730
Expenses. Certain deemed distributions of participant loans	2014-06-30	$11,084
Value of total corrective distributions	2014-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$2,690,047
Value of total assets at end of year	2014-06-30	$10,284,184
Value of total assets at beginning of year	2014-06-30	$6,920,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$11,971
Total income from rents	2014-06-30	$0
Total interest from all sources	2014-06-30	$12,766
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$262,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$261,971
Assets. Real estate other than employer real property at end of year	2014-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2014-06-30	$0
Administrative expenses professional fees incurred	2014-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-06-30	$0
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$814,875
Participant contributions at end of year	2014-06-30	$405,217
Participant contributions at beginning of year	2014-06-30	$274,049
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2014-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$436,335
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$0
Assets. Loans (other than to participants) at end of year	2014-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2014-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$0
Other income not declared elsewhere	2014-06-30	$0
Administrative expenses (other) incurred	2014-06-30	$11,971
Liabilities. Value of operating payables at end of year	2014-06-30	$0
Liabilities. Value of operating payables at beginning of year	2014-06-30	$0
Total non interest bearing cash at end of year	2014-06-30	$0
Total non interest bearing cash at beginning of year	2014-06-30	$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	2014-06-30	No
Income. Non cash contributions	2014-06-30	$0
Value of net income/loss	2014-06-30	$3,363,667
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$10,284,184
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$6,920,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Assets. partnership/joint venture interests at end of year	2014-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2014-06-30	$0
Investment advisory and management fees	2014-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$9,873,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$6,619,568
Value of interest in pooled separate accounts at end of year	2014-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$0
Interest on participant loans	2014-06-30	$12,565
Income. Interest from loans (other than to participants)	2014-06-30	$0
Interest earned on other investments	2014-06-30	$0
Income. Interest from US Government securities	2014-06-30	$0
Income. Interest from corporate debt instruments	2014-06-30	$0
Value of interest in master investment trust accounts at end of year	2014-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2014-06-30	$0
Value of interest in common/collective trusts at end of year	2014-06-30	$0
Value of interest in common/collective trusts at beginning of year	2014-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$1,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$26,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$26,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$201
Assets. Value of investments in 103.12 investment entities at end of year	2014-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$0
Asset value of US Government securities at end of year	2014-06-30	$0
Asset value of US Government securities at beginning of year	2014-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$1,255,491
Net investment gain/loss from pooled separate accounts	2014-06-30	$0
Net investment gain or loss from common/collective trusts	2014-06-30	$0
Net gain/loss from 103.12 investment entities	2014-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Assets. Invements in employer securities at end of year	2014-06-30	$0
Assets. Invements in employer securities at beginning of year	2014-06-30	$0
Assets. Value of employer real property at end of year	2014-06-30	$0
Assets. Value of employer real property at beginning of year	2014-06-30	$0
Contributions received in cash from employer	2014-06-30	$1,438,837
Employer contributions (assets) at end of year	2014-06-30	$0
Employer contributions (assets) at beginning of year	2014-06-30	$0
Income. Dividends from preferred stock	2014-06-30	$0
Income. Dividends from common stock	2014-06-30	$66
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$833,730
Asset. Corporate debt instrument preferred debt at end of year	2014-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-06-30	$0
Contract administrator fees	2014-06-30	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2014-06-30	$3,692
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2014-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-06-30	$0
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Aggregate proceeds on sale of assets	2014-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2014-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2014-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	DEAN DORTON ALLEN AND FORD
Accountancy firm EIN	2014-06-30	273858252
2013 : UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$4,483,354
Total of all expenses incurred	2013-06-30	$487,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$481,565
Expenses. Certain deemed distributions of participant loans	2013-06-30	$667
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$3,891,638
Value of total assets at end of year	2013-06-30	$6,920,517
Value of total assets at beginning of year	2013-06-30	$2,924,592
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$5,197
Total interest from all sources	2013-06-30	$8,050
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$110,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$110,601
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$706,604
Participant contributions at end of year	2013-06-30	$274,049
Participant contributions at beginning of year	2013-06-30	$174,247
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$2,132,625
Administrative expenses (other) incurred	2013-06-30	$5,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$3,995,925
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$6,920,517
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$2,924,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$6,619,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,745,101
Interest on participant loans	2013-06-30	$7,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$26,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$5,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$5,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$175
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$473,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$1,052,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$481,565
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	DEAN DORTON ALLEN AND FORD
Accountancy firm EIN	2013-06-30	273858252
2012 : UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$2,937,107
Expenses. Total of all expenses incurred	2012-06-30	$12,515
Benefits paid (including direct rollovers)	2012-06-30	$12,209
Total plan assets at end of year	2012-06-30	$2,924,592
Total plan assets at beginning of year	2012-06-30	$0
Value of fidelity bond covering the plan	2012-06-30	$1,000,000
Total contributions received or receivable from participants	2012-06-30	$125,738
Contributions received from other sources (not participants or employers)	2012-06-30	$2,722,256
Other income received	2012-06-30	$-56,452
Net income (gross income less expenses)	2012-06-30	$2,924,592
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$2,924,592
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$0
Assets. Value of participant loans	2012-06-30	$174,247
Total contributions received or receivable from employer(s)	2012-06-30	$145,565
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$306
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0

Form 5500 Responses for UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN

2022: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	Yes
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	Yes
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	First time form 5500 has been submitted	Yes
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

897187-087

Policy instance

Insurance contract or identification number	897187-087
Number of Individuals Covered	60
Insurance policy start date	2022-07-01
Insurance policy end date	2022-12-31
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

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Company Name:	UNIVERSITY OF LOUISVILLE PHYSICIANS, INC.
Employer identification number (EIN):	273645560
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists