401k Plan data: CARBON HEALTH 401(K) PLAN plan

CARBON HEALTH 401(K) PLAN 401k Plan overview

Plan Name	CARBON HEALTH 401(K) PLAN
Plan identification number	001

CARBON HEALTH 401(K) 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DIRECT URGENT CARE, INC. has sponsored the creation of one or more 401k plans.

Company Name: DIRECT URGENT CARE, INC.

Employer identification number (EIN): 454298417

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARBON HEALTH 401(K) 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 2021-01-01
001 2020-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 SCOTT CHEESEMAN

Plan Statistics for CARBON HEALTH 401(K) PLAN

401k plan membership statisitcs for CARBON HEALTH 401(K) PLAN

Measure Date Value
2022: CARBON HEALTH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,615
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,437
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 503
Total of all active and inactive participants 2022-01-01 2,945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2,945
Number of participants with account balances 2022-01-01 1,732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CARBON HEALTH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 802
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,558
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 313
Total of all active and inactive participants 2021-01-01 1,874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,874
Number of participants with account balances 2021-01-01 1,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CARBON HEALTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 346
Number of retired or separated participants receiving benefits 2020-01-01 10
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 356
Number of participants with account balances 2020-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CARBON HEALTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 37
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 0
Total of all active and inactive participants 2019-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 37
Number of participants with account balances 2019-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CARBON HEALTH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 28
Number of retired or separated participants receiving benefits 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 34
Number of participants with account balances 2018-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CARBON HEALTH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 35
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 35
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: CARBON HEALTH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,615
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,437
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	503
Total of all active and inactive participants	2022-01-01	2,945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2,945
Number of participants with account balances	2022-01-01	1,732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CARBON HEALTH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	802
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,558
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	313
Total of all active and inactive participants	2021-01-01	1,874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,874
Number of participants with account balances	2021-01-01	1,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CARBON HEALTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	346
Number of retired or separated participants receiving benefits	2020-01-01	10
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	356
Number of participants with account balances	2020-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CARBON HEALTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	37
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	0
Total of all active and inactive participants	2019-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	37
Number of participants with account balances	2019-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CARBON HEALTH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	28
Number of retired or separated participants receiving benefits	2018-01-01	6
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	34
Number of participants with account balances	2018-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CARBON HEALTH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	35
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	35
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on CARBON HEALTH 401(K) PLAN

Measure	Date	Value
2022 : CARBON HEALTH 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$344,654
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$14,224,229
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,922,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,849,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$17,776,188
Value of total assets at end of year	2022-12-31	$28,615,282
Value of total assets at beginning of year	2022-12-31	$16,658,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$73,632
Total interest from all sources	2022-12-31	$4,043
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$351,168
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	$351,168
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$10,557,988
Participant contributions at end of year	2022-12-31	$194,889
Participant contributions at beginning of year	2022-12-31	$88,512
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$5,793
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,307,894
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$-8,620
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	$12,301,282
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$28,615,282
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$16,658,654
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	$28,420,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$16,219,695
Interest on participant loans	2022-12-31	$4,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,898,550
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
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$344,654
Contributions received in cash from employer	2022-12-31	$4,910,306
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,849,315
Contract administrator fees	2022-12-31	$73,632
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	WIPFLI LLP
Accountancy firm EIN	2022-12-31	390958449
2021 : CARBON HEALTH 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$2,430,717
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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$12,715,853
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$499,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$458,863
Value of total corrective distributions	2021-12-31	$1,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$11,786,559
Value of total assets at end of year	2021-12-31	$16,658,654
Value of total assets at beginning of year	2021-12-31	$4,442,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$40,638
Total interest from all sources	2021-12-31	$619
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$150,280
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	$150,280
Was this plan covered by a fidelity bond	2021-12-31	No
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	$6,190,480
Participant contributions at end of year	2021-12-31	$88,512
Participant contributions at beginning of year	2021-12-31	$1,300
Participant contributions at end of year	2021-12-31	$5,793
Participant contributions at beginning of year	2021-12-31	$122,175
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,858,120
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$2,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$-371,001
Total non interest bearing cash at end of year	2021-12-31	$53,766
Total non interest bearing cash at beginning of year	2021-12-31	$21,174
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	$12,216,352
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$16,658,654
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,442,302
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	$40,638
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$16,219,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,545,362
Interest on participant loans	2021-12-31	$619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$729,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,149,396
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
Assets. Invements in employer securities at end of year	2021-12-31	$344,654
Assets. Invements in employer securities at beginning of year	2021-12-31	$715,655
Contributions received in cash from employer	2021-12-31	$2,737,959
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$57,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$458,863
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	WIPFLI LLP
Accountancy firm EIN	2021-12-31	390958449
2020 : CARBON HEALTH 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$17,404
Total income from all sources	2020-12-31	$3,492,664
Expenses. Total of all expenses incurred	2020-12-31	$272,232
Benefits paid (including direct rollovers)	2020-12-31	$255,711
Total plan assets at end of year	2020-12-31	$4,439,501
Total plan assets at beginning of year	2020-12-31	$1,219,069
Value of fidelity bond covering the plan	2020-12-31	$60,000
Total contributions received or receivable from participants	2020-12-31	$1,579,563
Expenses. Other expenses not covered elsewhere	2020-12-31	$13,161
Contributions received from other sources (not participants or employers)	2020-12-31	$191,460
Other income received	2020-12-31	$1,005,034
Net income (gross income less expenses)	2020-12-31	$3,220,432
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,439,501
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,219,069
Assets. Value of participant loans	2020-12-31	$1,300
Assets. Value of employer securities	2020-12-31	$715,655
Total contributions received or receivable from employer(s)	2020-12-31	$716,607
Value of certain deemed distributions of participant loans	2020-12-31	$3,360
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : CARBON HEALTH 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$268,487
Expenses. Total of all expenses incurred	2019-12-31	$81,678
Benefits paid (including direct rollovers)	2019-12-31	$77,884
Total plan assets at end of year	2019-12-31	$1,219,069
Total plan assets at beginning of year	2019-12-31	$1,032,260
Value of fidelity bond covering the plan	2019-12-31	$60,000
Total contributions received or receivable from participants	2019-12-31	$132,626
Other income received	2019-12-31	$79,685
Net income (gross income less expenses)	2019-12-31	$186,809
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,219,069
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,032,260
Assets. Value of participant loans	2019-12-31	$5,044
Assets. Value of employer securities	2019-12-31	$715,656
Total contributions received or receivable from employer(s)	2019-12-31	$56,176
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,794
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : CARBON HEALTH 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$182,432
Expenses. Total of all expenses incurred	2018-12-31	$318,222
Benefits paid (including direct rollovers)	2018-12-31	$315,262
Total plan assets at end of year	2018-12-31	$1,032,260
Total plan assets at beginning of year	2018-12-31	$1,168,050
Value of fidelity bond covering the plan	2018-12-31	$60,000
Total contributions received or receivable from participants	2018-12-31	$80,488
Contributions received from other sources (not participants or employers)	2018-12-31	$69,447
Other income received	2018-12-31	$5,370
Net income (gross income less expenses)	2018-12-31	$-135,790
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,032,260
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,168,050
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$30,787
Assets. Value of employer securities	2018-12-31	$715,656
Total contributions received or receivable from employer(s)	2018-12-31	$27,127
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,960
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : CARBON HEALTH 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,168,795
Expenses. Total of all expenses incurred	2017-12-31	$745
Total plan assets at end of year	2017-12-31	$1,168,050
Total plan assets at beginning of year	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$25,110
Contributions received from other sources (not participants or employers)	2017-12-31	$1,099,781
Other income received	2017-12-31	$38,170
Net income (gross income less expenses)	2017-12-31	$1,168,050
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,168,050
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$715,656
Total contributions received or receivable from employer(s)	2017-12-31	$5,734
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$745

Form 5500 Responses for CARBON HEALTH 401(K) PLAN

2022: CARBON HEALTH 401(K) 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: CARBON HEALTH 401(K) 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: CARBON HEALTH 401(K) 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: CARBON HEALTH 401(K) 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: CARBON HEALTH 401(K) 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: CARBON HEALTH 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	DIRECT URGENT CARE, INC.
Employer identification number (EIN):	454298417
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)