401k Plan data: PRIMARY CARE ASSOCIATES, LLC. PENSION AND PROFIT SHARING PLAN plan

PRIMARY CARE ASSOCIATES, LLC. PENSION AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	PRIMARY CARE ASSOCIATES, LLC. PENSION AND PROFIT SHARING PLAN
Plan identification number	001

PRIMARY CARE ASSOCIATES, LLC. PENSION AND 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.
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

PRIMARY CARE ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: PRIMARY CARE ASSOCIATES, LLC

Employer identification number (EIN): 481252306

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

Additional information about PRIMARY CARE ASSOCIATES, LLC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2007-02-08

Company Identification Number: 41246794

Legal Registered Office Address: 6469 WAGNER CREEK RD

TALENT
United States of America (USA)
97540

More information about PRIMARY CARE ASSOCIATES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMARY CARE ASSOCIATES, LLC. PENSION AND 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 CHARLENE BUI 2023-10-16 CHARLENE BUI 2023-10-16
001 2021-01-01 CHARLENE BUI 2022-09-13 CHARLENE BUI 2022-09-13
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KRISTI HULSEY 2018-06-22
001 2016-01-01 KRISTI HULSEY 2017-07-13
001 2015-01-01 KRISTI HULSEY 2016-07-25
001 2014-01-01 JULIE BROST 2015-07-17
001 2013-01-01 MICHELLE KELLEY 2014-05-12 JED HOLMES 2014-05-12
001 2012-01-01 MICHELLE KELLEY 2013-07-26
001 2011-01-01 CHERYL SMITH 2012-06-21
001 2010-01-01 JED D. HOLMES, MD 2011-07-01 JED D. HOLMES, MD 2011-07-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CHARLENE BUI	2023-10-16	CHARLENE BUI	2023-10-16
001	2021-01-01	CHARLENE BUI	2022-09-13	CHARLENE BUI	2022-09-13
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	KRISTI HULSEY	2018-06-22
001	2016-01-01	KRISTI HULSEY	2017-07-13
001	2015-01-01	KRISTI HULSEY	2016-07-25
001	2014-01-01	JULIE BROST	2015-07-17
001	2013-01-01	MICHELLE KELLEY	2014-05-12	JED HOLMES	2014-05-12
001	2012-01-01	MICHELLE KELLEY	2013-07-26
001	2011-01-01	CHERYL SMITH	2012-06-21
001	2010-01-01	JED D. HOLMES, MD	2011-07-01	JED D. HOLMES, MD	2011-07-01

Plan Statistics for PRIMARY CARE ASSOCIATES, LLC. PENSION AND PROFIT SHARING PLAN

401k plan membership statisitcs for PRIMARY CARE ASSOCIATES, LLC. PENSION AND PROFIT SHARING PLAN

Measure Date Value
2020: PRIMARY CARE ASSOCIATES, LLC. PENSION AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 72
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 13
Total of all active and inactive participants 2020-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 90
Number of participants with account balances 2020-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: PRIMARY CARE ASSOCIATES, LLC. PENSION AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 66
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 40
Total of all active and inactive participants 2019-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 106
Number of participants with account balances 2019-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: PRIMARY CARE ASSOCIATES, LLC. PENSION AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 77
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 66
Total of all active and inactive participants 2018-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 143
Number of participants with account balances 2018-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5

Measure	Date	Value
2020: PRIMARY CARE ASSOCIATES, LLC. PENSION AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	72
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	13
Total of all active and inactive participants	2020-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	90
Number of participants with account balances	2020-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: PRIMARY CARE ASSOCIATES, LLC. PENSION AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	66
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	40
Total of all active and inactive participants	2019-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	106
Number of participants with account balances	2019-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: PRIMARY CARE ASSOCIATES, LLC. PENSION AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	77
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	66
Total of all active and inactive participants	2018-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	143
Number of participants with account balances	2018-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5

Financial Data on PRIMARY CARE ASSOCIATES, LLC. PENSION AND PROFIT SHARING PLAN

Measure	Date	Value
2020 : PRIMARY CARE ASSOCIATES, LLC. PENSION AND 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,609,546
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$239,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$236,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$450,762
Value of total assets at end of year	2020-12-31	$9,366,727
Value of total assets at beginning of year	2020-12-31	$7,997,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,328
Total interest from all sources	2020-12-31	$2,429
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$249,585
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	$249,585
Administrative expenses professional fees incurred	2020-12-31	$3,328
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	Yes
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	$290,235
Participant contributions at end of year	2020-12-31	$14,312
Participant contributions at beginning of year	2020-12-31	$15,063
Participant contributions at beginning of year	2020-12-31	$16,463
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$34,829
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$54
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$24
Total non interest bearing cash at end of year	2020-12-31	$5,376
Total non interest bearing cash at beginning of year	2020-12-31	$4,705
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	$1,369,713
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,366,727
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,997,014
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	$8,789,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,366,582
Interest on participant loans	2020-12-31	$816
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$426,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$407,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$407,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$906,770
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	$125,698
Employer contributions (assets) at end of year	2020-12-31	$130,776
Employer contributions (assets) at beginning of year	2020-12-31	$187,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$236,505
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
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	SWINDOLL, JANZEN, HAWK & LLOYD, LLC
Accountancy firm EIN	2020-12-31	481041128
2019 : PRIMARY CARE ASSOCIATES, LLC. PENSION AND PROFIT SHARING 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	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,968,167
Total income from all sources (including contributions)	2019-12-31	$1,968,167
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	$879,059
Total of all expenses incurred	2019-12-31	$879,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$878,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$878,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$513,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$513,368
Value of total assets at end of year	2019-12-31	$7,997,014
Value of total assets at end of year	2019-12-31	$7,997,014
Value of total assets at beginning of year	2019-12-31	$6,907,906
Value of total assets at beginning of year	2019-12-31	$6,907,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$450
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$450
Total interest from all sources	2019-12-31	$11,370
Total interest from all sources	2019-12-31	$11,370
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$238,005
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$238,005
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
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$238,005
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$238,005
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	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$289,978
Contributions received from participants	2019-12-31	$289,978
Participant contributions at end of year	2019-12-31	$15,063
Participant contributions at end of year	2019-12-31	$15,063
Participant contributions at beginning of year	2019-12-31	$24,910
Participant contributions at beginning of year	2019-12-31	$24,910
Participant contributions at end of year	2019-12-31	$16,463
Participant contributions at end of year	2019-12-31	$16,463
Participant contributions at beginning of year	2019-12-31	$9,816
Participant contributions at beginning of year	2019-12-31	$9,816
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$36,337
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$36,337
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$24
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$24
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$2,347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$2,347
Administrative expenses (other) incurred	2019-12-31	$450
Administrative expenses (other) incurred	2019-12-31	$450
Total non interest bearing cash at end of year	2019-12-31	$4,705
Total non interest bearing cash at end of year	2019-12-31	$4,705
Total non interest bearing cash at beginning of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$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	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	$1,089,108
Value of net income/loss	2019-12-31	$1,089,108
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,997,014
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,997,014
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,907,906
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,907,906
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,366,582
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,366,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,030,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,030,139
Interest on participant loans	2019-12-31	$1,200
Interest on participant loans	2019-12-31	$1,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$407,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$407,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$650,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$650,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$650,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$650,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$10,170
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$10,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,205,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,205,424
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	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
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	$187,053
Contributions received in cash from employer	2019-12-31	$187,053
Employer contributions (assets) at end of year	2019-12-31	$187,053
Employer contributions (assets) at end of year	2019-12-31	$187,053
Employer contributions (assets) at beginning of year	2019-12-31	$189,848
Employer contributions (assets) at beginning of year	2019-12-31	$189,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$878,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$878,609
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	SWINDOLL, JANZEN, HAWK & LOYD, LLC
Accountancy firm name	2019-12-31	SWINDOLL, JANZEN, HAWK & LOYD, LLC
Accountancy firm EIN	2019-12-31	481041128
Accountancy firm EIN	2019-12-31	481041128
2018 : PRIMARY CARE ASSOCIATES, LLC. PENSION AND PROFIT SHARING 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$469,142
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$258,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$258,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$658,955
Value of total assets at end of year	2018-12-31	$6,907,906
Value of total assets at beginning of year	2018-12-31	$6,697,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$600
Total interest from all sources	2018-12-31	$5,167
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$384,760
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	$384,760
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$281,016
Participant contributions at end of year	2018-12-31	$24,910
Participant contributions at beginning of year	2018-12-31	$8,352
Participant contributions at end of year	2018-12-31	$9,816
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$2,347
Administrative expenses (other) incurred	2018-12-31	$600
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	$210,158
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,907,906
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,697,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,030,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,689,396
Interest on participant loans	2018-12-31	$496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$650,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$4,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-579,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$377,939
Employer contributions (assets) at end of year	2018-12-31	$189,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$258,384
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	SWINDOLL, JANZEN, HAWK & LOYD, LLC
Accountancy firm EIN	2018-12-31	481041128

Form 5500 Responses for PRIMARY CARE ASSOCIATES, LLC. PENSION AND PROFIT SHARING PLAN

2020: PRIMARY CARE ASSOCIATES, LLC. PENSION AND 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PRIMARY CARE ASSOCIATES, LLC. PENSION AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PRIMARY CARE ASSOCIATES, LLC. PENSION AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PRIMARY CARE ASSOCIATES, LLC
Employer identification number (EIN):	481252306
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2007-02-08
Company Identification Number:	41246794
Legal Registered Office Address:	6469 WAGNER CREEK RD TALENT United States of America (USA) 97540