401k Plan data: SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN plan

SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

SUMMIT MEDICAL MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: SUMMIT MEDICAL MANAGEMENT, LLC

Employer identification number (EIN): 481232030

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING 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 2019-01-01

Plan Statistics for SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 58
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 32
Total of all active and inactive participants 2022-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 90
Number of participants with account balances 2022-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 67
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 34
Total of all active and inactive participants 2021-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 101
Number of participants with account balances 2021-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 66
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 30
Total of all active and inactive participants 2020-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 96
Number of participants with account balances 2020-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 57
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 30
Total of all active and inactive participants 2019-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 87
Number of participants with account balances 2019-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	58
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	32
Total of all active and inactive participants	2022-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	90
Number of participants with account balances	2022-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	67
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	34
Total of all active and inactive participants	2021-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	101
Number of participants with account balances	2021-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	66
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	30
Total of all active and inactive participants	2020-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	96
Number of participants with account balances	2020-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	57
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	30
Total of all active and inactive participants	2019-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	87
Number of participants with account balances	2019-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING 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	$4,631,725
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$914
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$8,320
Total income from all sources (including contributions)	2022-12-31	$-1,072,966
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$99,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$68,060
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$241,013
Value of total assets at end of year	2022-12-31	$2,970,006
Value of total assets at beginning of year	2022-12-31	$8,781,883
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$31,720
Total interest from all sources	2022-12-31	$631
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
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	$155,485
Participant contributions at end of year	2022-12-31	$4,239
Participant contributions at beginning of year	2022-12-31	$33,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$8,320
Other income not declared elsewhere	2022-12-31	$2,405
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	$-1,172,746
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,969,092
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,773,563
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	$16,922
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,944,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,721,041
Interest on participant loans	2022-12-31	$631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$8,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$8,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,317,015
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	$85,528
Employer contributions (assets) at end of year	2022-12-31	$20,898
Employer contributions (assets) at beginning of year	2022-12-31	$19,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$68,060
Contract administrator fees	2022-12-31	$14,798
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	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$8,320
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$8,320
Total income from all sources (including contributions)	2021-12-31	$1,449,860
Total of all expenses incurred	2021-12-31	$217,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$156,367
Value of total corrective distributions	2021-12-31	$1,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$302,058
Value of total assets at end of year	2021-12-31	$8,781,883
Value of total assets at beginning of year	2021-12-31	$7,549,108
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$59,340
Total interest from all sources	2021-12-31	$3,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$950
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$184,298
Participant contributions at end of year	2021-12-31	$33,406
Participant contributions at beginning of year	2021-12-31	$66,219
Participant contributions at beginning of year	2021-12-31	$6,664
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$8,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$8,320
Other income not declared elsewhere	2021-12-31	$10,037
Administrative expenses (other) incurred	2021-12-31	$58,390
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	$1,232,775
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,773,563
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,540,788
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,721,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,463,635
Interest on participant loans	2021-12-31	$2,422
Interest earned on other investments	2021-12-31	$699
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$8,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$8,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$8,320
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,134,644
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	$117,760
Employer contributions (assets) at end of year	2021-12-31	$19,116
Employer contributions (assets) at beginning of year	2021-12-31	$4,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$156,367
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	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING 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	$8,320
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$8,709
Total income from all sources (including contributions)	2020-12-31	$1,416,436
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$191,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$138,021
Value of total corrective distributions	2020-12-31	$406
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$258,299
Value of total assets at end of year	2020-12-31	$7,549,108
Value of total assets at beginning of year	2020-12-31	$6,324,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$52,763
Total interest from all sources	2020-12-31	$6,006
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$1,425
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$163,153
Participant contributions at end of year	2020-12-31	$66,219
Participant contributions at beginning of year	2020-12-31	$103,750
Participant contributions at end of year	2020-12-31	$6,664
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$6,419
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$8,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$8,709
Administrative expenses (other) incurred	2020-12-31	$51,338
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	$1,225,246
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,540,788
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,315,542
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,463,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,208,080
Interest on participant loans	2020-12-31	$4,292
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$1,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$8,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$3,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$3,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,152,131
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	No
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	$88,727
Employer contributions (assets) at end of year	2020-12-31	$4,270
Employer contributions (assets) at beginning of year	2020-12-31	$9,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$138,021
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	Unqualified
Accountancy firm name	2020-12-31	BKD, LLP
Accountancy firm EIN	2020-12-31	440160260
2019 : SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total transfer of assets from this plan	2019-12-31	$1,225,964
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$8,709
Total income from all sources (including contributions)	2019-12-31	$1,597,816
Total of all expenses incurred	2019-12-31	$338,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$264,360
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$219,492
Value of total assets at end of year	2019-12-31	$6,324,251
Value of total assets at beginning of year	2019-12-31	$6,282,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$74,492
Total interest from all sources	2019-12-31	$5,271
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$61,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$61,266
Administrative expenses professional fees incurred	2019-12-31	$74,492
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$143,243
Participant contributions at end of year	2019-12-31	$103,750
Participant contributions at beginning of year	2019-12-31	$198,505
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$8,709
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	$1,258,964
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,315,542
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,282,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,208,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,075,634
Interest on participant loans	2019-12-31	$5,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$3,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$7,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$7,570
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$264,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,311,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$76,249
Employer contributions (assets) at end of year	2019-12-31	$9,026
Employer contributions (assets) at beginning of year	2019-12-31	$833
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD, LLP
Accountancy firm EIN	2019-12-31	440160260

Form 5500 Responses for SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

2022: SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SUMMIT MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

139356

Policy instance

Insurance contract or identification number	139356
Number of Individuals Covered	103
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,100
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1100
Additional information about fees paid to insurance broker	TPA FEES PAID
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

139356

Policy instance

Insurance contract or identification number	139356
Number of Individuals Covered	100
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6,940
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	6940
Additional information about fees paid to insurance broker	TPA FEES AND OTHER PAYMENTS
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

139356

Policy instance

Insurance contract or identification number	139356
Number of Individuals Covered	94
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $28,419
Total amount of fees paid to insurance company	USD $8,310
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $28,419
Insurance broker organization code?	3
Amount paid for insurance broker fees	8085
Additional information about fees paid to insurance broker	TPA FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

1396356

Policy instance

Insurance contract or identification number	1396356
Number of Individuals Covered	87
Insurance policy start date	2019-03-14
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $16,877
Total amount of fees paid to insurance company	USD $2,635
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,877
Insurance broker organization code?	3
Amount paid for insurance broker fees	2635
Additional information about fees paid to insurance broker	TPA FEES

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Company Name:	SUMMIT MEDICAL MANAGEMENT, LLC
Employer identification number (EIN):	481232030
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)