401k Plan data: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN plan

PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN
Plan identification number	001

PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
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

PRIMARY CARE ASSOCIATES OF APPLETON LTD has sponsored the creation of one or more 401k plans.

Company Name: PRIMARY CARE ASSOCIATES OF APPLETON LTD

Employer identification number (EIN): 391988565

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JAMES VANDERMISSEN
001 2016-01-01 JAMES VANDERMISSEN
001 2015-01-01 JAMES VANDERMISSEN
001 2014-01-01 JAMES VANDERMISSEN
001 2013-01-01 JAMES VANDERMISSEN
001 2012-01-01 JAMES VANDERMISSEN
001 2011-01-01 JAMES VANDERMISSEN 2012-07-23
001 2010-01-01 JAMES VANDERMISSEN 2011-07-26

Plan Statistics for PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN

401k plan membership statisitcs for PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN

Measure Date Value
2022: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 139
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 54
Total of all active and inactive participants 2022-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 193
Number of participants with account balances 2022-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 142
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 44
Total of all active and inactive participants 2021-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 186
Number of participants with account balances 2021-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 150
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 29
Total of all active and inactive participants 2020-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 179
Number of participants with account balances 2020-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 139
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 28
Total of all active and inactive participants 2019-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 168
Number of participants with account balances 2019-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 138
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 22
Total of all active and inactive participants 2018-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 161
Number of participants with account balances 2018-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 125
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 32
Total of all active and inactive participants 2017-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 157
Number of participants with account balances 2017-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 134
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 150
Number of participants with account balances 2016-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 123
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 16
Total of all active and inactive participants 2015-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 139
Number of participants with account balances 2015-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 121
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 136
Number of participants with account balances 2014-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 116
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 130
Number of participants with account balances 2013-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 120
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 128
Number of participants with account balances 2012-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2

Measure	Date	Value
2022: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	139
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	54
Total of all active and inactive participants	2022-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	193
Number of participants with account balances	2022-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	142
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	44
Total of all active and inactive participants	2021-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	186
Number of participants with account balances	2021-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	150
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	29
Total of all active and inactive participants	2020-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	179
Number of participants with account balances	2020-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	139
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	28
Total of all active and inactive participants	2019-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	168
Number of participants with account balances	2019-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	138
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	22
Total of all active and inactive participants	2018-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	161
Number of participants with account balances	2018-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	125
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	32
Total of all active and inactive participants	2017-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	157
Number of participants with account balances	2017-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	134
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	150
Number of participants with account balances	2016-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	123
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	16
Total of all active and inactive participants	2015-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	139
Number of participants with account balances	2015-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	121
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	136
Number of participants with account balances	2014-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	116
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	130
Number of participants with account balances	2013-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	120
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	128
Number of participants with account balances	2012-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2

Financial Data on PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN

Measure	Date	Value
2022 : PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS 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	$72,502
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$258,598
Total income from all sources (including contributions)	2022-12-31	$-5,081,276
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,516,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,406,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,745,734
Value of total assets at end of year	2022-12-31	$41,409,892
Value of total assets at beginning of year	2022-12-31	$49,193,487
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$109,603
Total interest from all sources	2022-12-31	$2,100
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,038,684
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	$2,038,684
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,152,753
Participant contributions at end of year	2022-12-31	$33,057
Participant contributions at beginning of year	2022-12-31	$47,827
Participant contributions at beginning of year	2022-12-31	$667
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,039,259
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$72,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$258,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$72,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$258,598
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$16,950
Total non interest bearing cash at end of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-7,597,499
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$41,337,390
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$48,934,889
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
Investment advisory and management fees	2022-12-31	$92,653
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$35,893,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$43,103,593
Interest on participant loans	2022-12-31	$2,100
Value of interest in common/collective trusts at end of year	2022-12-31	$4,053,364
Value of interest in common/collective trusts at beginning of year	2022-12-31	$4,489,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-10,948,750
Net investment gain or loss from common/collective trusts	2022-12-31	$80,956
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	$1,553,722
Employer contributions (assets) at end of year	2022-12-31	$1,357,797
Employer contributions (assets) at beginning of year	2022-12-31	$1,292,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,406,620
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	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$258,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$35,077
Total income from all sources (including contributions)	2021-12-31	$8,519,749
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,245,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,132,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,764,013
Value of total assets at end of year	2021-12-31	$49,193,487
Value of total assets at beginning of year	2021-12-31	$42,695,792
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$112,956
Total interest from all sources	2021-12-31	$2,595
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,053,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$3,053,588
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,182,408
Participant contributions at end of year	2021-12-31	$47,827
Participant contributions at beginning of year	2021-12-31	$36,462
Participant contributions at end of year	2021-12-31	$667
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$98,011
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$258,598
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$35,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$258,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$35,034
Administrative expenses (other) incurred	2021-12-31	$19,112
Liabilities. Value of operating payables at beginning of year	2021-12-31	$43
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$6,274,174
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$48,934,889
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$42,660,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$93,844
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$43,103,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$37,664,912
Interest on participant loans	2021-12-31	$2,595
Value of interest in common/collective trusts at end of year	2021-12-31	$4,489,817
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,981,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,626,608
Net investment gain or loss from common/collective trusts	2021-12-31	$72,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,483,594
Employer contributions (assets) at end of year	2021-12-31	$1,292,985
Employer contributions (assets) at beginning of year	2021-12-31	$977,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,132,619
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$35,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$11,134
Total income from all sources (including contributions)	2020-12-31	$8,841,949
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,238,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,153,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,597,486
Value of total assets at end of year	2020-12-31	$42,695,792
Value of total assets at beginning of year	2020-12-31	$35,068,097
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$84,731
Total interest from all sources	2020-12-31	$2,597
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,641,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,641,920
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,125,383
Participant contributions at end of year	2020-12-31	$36,462
Participant contributions at beginning of year	2020-12-31	$41,987
Participant contributions at beginning of year	2020-12-31	$7,147
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$319,617
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$35,034
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$11,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$35,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$11,134
Administrative expenses (other) incurred	2020-12-31	$1,060
Liabilities. Value of operating payables at end of year	2020-12-31	$43
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$7,603,752
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$42,660,715
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$35,056,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$83,671
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$37,664,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$29,523,833
Interest on participant loans	2020-12-31	$2,597
Value of interest in common/collective trusts at end of year	2020-12-31	$3,981,799
Value of interest in common/collective trusts at beginning of year	2020-12-31	$4,326,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,509,710
Net investment gain or loss from common/collective trusts	2020-12-31	$90,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,152,486
Employer contributions (assets) at end of year	2020-12-31	$977,585
Employer contributions (assets) at beginning of year	2020-12-31	$1,157,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,153,466
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$11,134
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$11,134
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$9,034
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$9,034
Total income from all sources (including contributions)	2019-12-31	$9,019,240
Total income from all sources (including contributions)	2019-12-31	$9,019,240
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,382,865
Total of all expenses incurred	2019-12-31	$1,382,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,302,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,302,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,038,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,038,444
Value of total assets at end of year	2019-12-31	$35,068,097
Value of total assets at end of year	2019-12-31	$35,068,097
Value of total assets at beginning of year	2019-12-31	$27,429,622
Value of total assets at beginning of year	2019-12-31	$27,429,622
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$80,772
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$80,772
Total interest from all sources	2019-12-31	$2,277
Total interest from all sources	2019-12-31	$2,277
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,295,095
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,295,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,032,108
Contributions received from participants	2019-12-31	$1,032,108
Participant contributions at end of year	2019-12-31	$41,987
Participant contributions at end of year	2019-12-31	$41,987
Participant contributions at beginning of year	2019-12-31	$44,959
Participant contributions at beginning of year	2019-12-31	$44,959
Participant contributions at end of year	2019-12-31	$7,147
Participant contributions at end of year	2019-12-31	$7,147
Participant contributions at beginning of year	2019-12-31	$20,590
Participant contributions at beginning of year	2019-12-31	$20,590
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$677,440
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$677,440
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$11,134
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$11,134
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$7,433
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$7,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$11,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$11,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$9,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$9,034
Administrative expenses (other) incurred	2019-12-31	$738
Administrative expenses (other) incurred	2019-12-31	$738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$7,636,375
Value of net income/loss	2019-12-31	$7,636,375
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$35,056,963
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$35,056,963
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$27,420,588
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$27,420,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$80,034
Investment advisory and management fees	2019-12-31	$80,034
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$29,523,833
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$29,523,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$22,397,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$22,397,110
Interest on participant loans	2019-12-31	$2,277
Interest on participant loans	2019-12-31	$2,277
Value of interest in common/collective trusts at end of year	2019-12-31	$4,326,341
Value of interest in common/collective trusts at end of year	2019-12-31	$4,326,341
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,830,795
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,830,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,591,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,591,913
Net investment gain or loss from common/collective trusts	2019-12-31	$91,511
Net investment gain or loss from common/collective trusts	2019-12-31	$91,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,328,896
Contributions received in cash from employer	2019-12-31	$1,328,896
Employer contributions (assets) at end of year	2019-12-31	$1,157,655
Employer contributions (assets) at end of year	2019-12-31	$1,157,655
Employer contributions (assets) at beginning of year	2019-12-31	$1,128,735
Employer contributions (assets) at beginning of year	2019-12-31	$1,128,735
Income. Dividends from common stock	2019-12-31	$1,295,095
Income. Dividends from common stock	2019-12-31	$1,295,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,302,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,302,093
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2019-12-31	410746749
Accountancy firm EIN	2019-12-31	410746749
2018 : PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$9,034
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$6,275
Total income from all sources (including contributions)	2018-12-31	$1,034,516
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,292,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,213,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,390,992
Value of total assets at end of year	2018-12-31	$27,429,622
Value of total assets at beginning of year	2018-12-31	$27,684,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$79,012
Total interest from all sources	2018-12-31	$2,265
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,543,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,543,729
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,017,070
Participant contributions at end of year	2018-12-31	$44,959
Participant contributions at beginning of year	2018-12-31	$66,708
Participant contributions at end of year	2018-12-31	$20,590
Participant contributions at beginning of year	2018-12-31	$19,784
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$79,059
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$7,433
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$15,696
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$9,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$6,275
Administrative expenses (other) incurred	2018-12-31	$1,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-257,829
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$27,420,588
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$27,678,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$77,757
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$22,397,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$22,889,818
Interest on participant loans	2018-12-31	$2,265
Value of interest in common/collective trusts at end of year	2018-12-31	$3,830,795
Value of interest in common/collective trusts at beginning of year	2018-12-31	$3,693,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,973,223
Net investment gain or loss from common/collective trusts	2018-12-31	$70,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,294,863
Employer contributions (assets) at end of year	2018-12-31	$1,128,735
Employer contributions (assets) at beginning of year	2018-12-31	$999,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,213,333
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$6,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$8,554
Total income from all sources (including contributions)	2017-12-31	$5,921,029
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,469,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,463,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,112,376
Value of total assets at end of year	2017-12-31	$27,684,692
Value of total assets at beginning of year	2017-12-31	$23,235,242
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,570
Total interest from all sources	2017-12-31	$3,446
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,174,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,174,633
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$892,167
Participant contributions at end of year	2017-12-31	$66,708
Participant contributions at beginning of year	2017-12-31	$122,570
Participant contributions at end of year	2017-12-31	$19,784
Participant contributions at beginning of year	2017-12-31	$17,051
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$63,821
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$15,696
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$8,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$6,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$8,554
Administrative expenses (other) incurred	2017-12-31	$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,451,729
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$27,678,417
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$23,226,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$5,510
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$22,889,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$18,974,080
Interest on participant loans	2017-12-31	$3,446
Value of interest in common/collective trusts at end of year	2017-12-31	$3,693,054
Value of interest in common/collective trusts at beginning of year	2017-12-31	$3,105,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,581,826
Net investment gain or loss from common/collective trusts	2017-12-31	$48,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,156,388
Employer contributions (assets) at end of year	2017-12-31	$999,632
Employer contributions (assets) at beginning of year	2017-12-31	$1,007,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,463,730
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SCHENCK, SC
Accountancy firm EIN	2017-12-31	391173131
2016 : PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$8,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$9,020
Total income from all sources (including contributions)	2016-12-31	$3,827,976
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,413,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,385,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,319,773
Value of total assets at end of year	2016-12-31	$23,235,242
Value of total assets at beginning of year	2016-12-31	$20,821,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$27,927
Total interest from all sources	2016-12-31	$4,251
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$707,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$707,234
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$909,607
Participant contributions at end of year	2016-12-31	$122,570
Participant contributions at beginning of year	2016-12-31	$67,063
Participant contributions at end of year	2016-12-31	$17,051
Participant contributions at beginning of year	2016-12-31	$15,617
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$272,079
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$8,554
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$9,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$8,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$9,020
Other income not declared elsewhere	2016-12-31	$14
Administrative expenses (other) incurred	2016-12-31	$2,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,414,312
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$23,226,688
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$20,812,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$25,012
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$18,974,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$17,156,507
Interest on participant loans	2016-12-31	$4,251
Value of interest in common/collective trusts at end of year	2016-12-31	$3,105,979
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,601,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$757,707
Net investment gain or loss from common/collective trusts	2016-12-31	$38,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,138,087
Employer contributions (assets) at end of year	2016-12-31	$1,007,008
Employer contributions (assets) at beginning of year	2016-12-31	$972,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,385,737
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SCHENCK SC
Accountancy firm EIN	2016-12-31	391173131
2015 : PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$9,020
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,049,420
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$402,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$374,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,082,131
Value of total assets at end of year	2015-12-31	$20,821,396
Value of total assets at beginning of year	2015-12-31	$19,165,111
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$27,558
Total interest from all sources	2015-12-31	$1,313
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,096,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,096,402
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$915,327
Participant contributions at end of year	2015-12-31	$67,063
Participant contributions at beginning of year	2015-12-31	$34,288
Participant contributions at end of year	2015-12-31	$15,617
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$54,663
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$9,020
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$9,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$9,020
Administrative expenses (other) incurred	2015-12-31	$10,304
Total non interest bearing cash at beginning of year	2015-12-31	$4,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,647,265
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$20,812,376
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$19,165,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$17,156,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$16,276,779
Interest on participant loans	2015-12-31	$1,313
Value of interest in common/collective trusts at end of year	2015-12-31	$2,601,080
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,930,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,157,096
Net investment gain or loss from common/collective trusts	2015-12-31	$26,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,112,141
Employer contributions (assets) at end of year	2015-12-31	$972,109
Employer contributions (assets) at beginning of year	2015-12-31	$908,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$374,597
Contract administrator fees	2015-12-31	$17,254
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	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SCHENCK SC
Accountancy firm EIN	2015-12-31	391173131
2014 : PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,719,138
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,462,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,434,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,913,282
Value of total assets at end of year	2014-12-31	$19,165,111
Value of total assets at beginning of year	2014-12-31	$18,908,625
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$28,128
Total interest from all sources	2014-12-31	$1,349
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,210,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,210,636
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$835,607
Participant contributions at end of year	2014-12-31	$34,288
Participant contributions at beginning of year	2014-12-31	$54,148
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$40,991
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$9,969
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$4,295
Total non interest bearing cash at end of year	2014-12-31	$4,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$256,486
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$19,165,111
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$18,908,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$16,276,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$16,013,741
Interest on participant loans	2014-12-31	$1,349
Value of interest in common/collective trusts at end of year	2014-12-31	$1,930,875
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,990,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-425,920
Net investment gain or loss from common/collective trusts	2014-12-31	$19,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,036,684
Employer contributions (assets) at end of year	2014-12-31	$908,224
Employer contributions (assets) at beginning of year	2014-12-31	$846,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,434,524
Contract administrator fees	2014-12-31	$28,128
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SCHENCK SC
Accountancy firm EIN	2014-12-31	391173131
2013 : PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$5,059,321
Total of all expenses incurred	2013-12-31	$111,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$82,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,167,528
Value of total assets at end of year	2013-12-31	$18,908,625
Value of total assets at beginning of year	2013-12-31	$13,960,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$29,566
Total interest from all sources	2013-12-31	$2,167
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$733,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$733,684
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$794,673
Participant contributions at end of year	2013-12-31	$54,148
Participant contributions at beginning of year	2013-12-31	$71,262
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$377,711
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$4,295
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$5,008
Total non interest bearing cash at beginning of year	2013-12-31	$611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,947,684
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$18,908,625
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$13,960,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$16,013,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$11,373,128
Interest on participant loans	2013-12-31	$2,167
Value of interest in common/collective trusts at end of year	2013-12-31	$1,990,027
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,643,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,134,077
Net investment gain or loss from common/collective trusts	2013-12-31	$21,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$995,144
Employer contributions (assets) at end of year	2013-12-31	$846,414
Employer contributions (assets) at beginning of year	2013-12-31	$867,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$82,071
Contract administrator fees	2013-12-31	$29,566
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SCHENCK SC
Accountancy firm EIN	2013-12-31	391173131
2012 : PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$3,301,647
Total of all expenses incurred	2012-12-31	$291,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$269,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,877,256
Value of total assets at end of year	2012-12-31	$13,960,941
Value of total assets at beginning of year	2012-12-31	$10,950,868
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$21,891
Total interest from all sources	2012-12-31	$2,051
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$494,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$494,064
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$774,357
Participant contributions at end of year	2012-12-31	$71,262
Participant contributions at beginning of year	2012-12-31	$76,688
Participant contributions at beginning of year	2012-12-31	$555
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$98,912
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$5,008
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$7,341
Other income not declared elsewhere	2012-12-31	$444
Total non interest bearing cash at end of year	2012-12-31	$611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,010,073
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$13,960,941
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,950,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$11,373,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,828,677
Interest on participant loans	2012-12-31	$2,051
Value of interest in common/collective trusts at end of year	2012-12-31	$1,643,275
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,221,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$905,893
Net investment gain or loss from common/collective trusts	2012-12-31	$21,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,003,987
Employer contributions (assets) at end of year	2012-12-31	$867,657
Employer contributions (assets) at beginning of year	2012-12-31	$816,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$269,683
Contract administrator fees	2012-12-31	$21,891
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SCHENCK SC
Accountancy firm EIN	2012-12-31	391173131

Form 5500 Responses for PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN

2022: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	PRIMARY CARE ASSOCIATES OF APPLETON LTD
Employer identification number (EIN):	391988565
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)