401k Plan data: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST plan

UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 401k Plan overview

Plan Name	UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST
Plan identification number	002

UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) 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.

401k Sponsoring company profile

UNIVERSITY OF MARYLAND PHYSICIANS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY OF MARYLAND PHYSICIANS, P.A.

Employer identification number (EIN): 521103228

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01
002 2021-07-01
002 2020-07-01 STEPHEN N. DAVIS, M.B.B.S. 2022-01-27 STEPHEN N. DAVIS, M.B.B.S. 2022-01-27
002 2019-07-01 STEPHEN N. DAVIS, M.B.B.S. 2021-01-27 STEPHEN N. DAVIS, M.B.B.S. 2021-01-27
002 2018-07-01 STEPHEN N. DAVIS, M.B.B.S. 2020-01-28 STEPHEN N. DAVIS, M.B.B.S. 2020-01-28
002 2017-07-01
002 2016-07-01
002 2015-07-01
002 2015-07-01 STEPHEN N. DAVIS, M.B.B.S. 2017-01-26
002 2014-07-01
002 2013-07-01
002 2012-07-01 STEPHEN N. DAVIS, M.B.B.S.
002 2011-07-01 STEPHEN N. DAVIS, M.B.B.S.
002 2010-07-01 STEPHEN N. DAVIS, M.B.B.S.
002 2009-07-01 JACQUELINE REARDON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-07-01
002	2021-07-01
002	2020-07-01	STEPHEN N. DAVIS, M.B.B.S.	2022-01-27	STEPHEN N. DAVIS, M.B.B.S.	2022-01-27
002	2019-07-01	STEPHEN N. DAVIS, M.B.B.S.	2021-01-27	STEPHEN N. DAVIS, M.B.B.S.	2021-01-27
002	2018-07-01	STEPHEN N. DAVIS, M.B.B.S.	2020-01-28	STEPHEN N. DAVIS, M.B.B.S.	2020-01-28
002	2017-07-01
002	2016-07-01
002	2015-07-01
002	2015-07-01	STEPHEN N. DAVIS, M.B.B.S.	2017-01-26
002	2014-07-01
002	2013-07-01
002	2012-07-01	STEPHEN N. DAVIS, M.B.B.S.
002	2011-07-01	STEPHEN N. DAVIS, M.B.B.S.
002	2010-07-01	STEPHEN N. DAVIS, M.B.B.S.
002	2009-07-01	JACQUELINE REARDON

Plan Statistics for UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST

401k plan membership statisitcs for UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2021: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-07-01 421
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 272
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 179
Total of all active and inactive participants 2021-07-01 451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 4
Total participants 2021-07-01 455
Number of participants with account balances 2021-07-01 455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-07-01 432
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 230
Number of retired or separated participants receiving benefits 2020-07-01 24
Number of other retired or separated participants entitled to future benefits 2020-07-01 168
Total of all active and inactive participants 2020-07-01 422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 1
Total participants 2020-07-01 423
Number of participants with account balances 2020-07-01 423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-07-01 430
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 224
Number of retired or separated participants receiving benefits 2019-07-01 26
Number of other retired or separated participants entitled to future benefits 2019-07-01 181
Total of all active and inactive participants 2019-07-01 431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 432
Number of participants with account balances 2019-07-01 432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-07-01 423
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 224
Number of retired or separated participants receiving benefits 2018-07-01 28
Number of other retired or separated participants entitled to future benefits 2018-07-01 177
Total of all active and inactive participants 2018-07-01 429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 1
Total participants 2018-07-01 430
Number of participants with account balances 2018-07-01 430
2017: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-07-01 392
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 218
Number of retired or separated participants receiving benefits 2017-07-01 23
Number of other retired or separated participants entitled to future benefits 2017-07-01 181
Total of all active and inactive participants 2017-07-01 422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 423
Number of participants with account balances 2017-07-01 423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-07-01 390
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 193
Number of retired or separated participants receiving benefits 2016-07-01 22
Number of other retired or separated participants entitled to future benefits 2016-07-01 175
Total of all active and inactive participants 2016-07-01 390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 2
Total participants 2016-07-01 392
Number of participants with account balances 2016-07-01 392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-07-01 497
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 203
Number of retired or separated participants receiving benefits 2015-07-01 18
Number of other retired or separated participants entitled to future benefits 2015-07-01 168
Total of all active and inactive participants 2015-07-01 389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 390
Number of participants with account balances 2015-07-01 390
2014: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-07-01 502
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 205
Number of retired or separated participants receiving benefits 2014-07-01 17
Number of other retired or separated participants entitled to future benefits 2014-07-01 275
Total of all active and inactive participants 2014-07-01 497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 498
Number of participants with account balances 2014-07-01 497
2013: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-07-01 492
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 214
Number of retired or separated participants receiving benefits 2013-07-01 12
Number of other retired or separated participants entitled to future benefits 2013-07-01 275
Total of all active and inactive participants 2013-07-01 501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 502
Number of participants with account balances 2013-07-01 502
2012: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-07-01 477
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 215
Number of retired or separated participants receiving benefits 2012-07-01 22
Number of other retired or separated participants entitled to future benefits 2012-07-01 264
Total of all active and inactive participants 2012-07-01 501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 1
Total participants 2012-07-01 502
Number of participants with account balances 2012-07-01 492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-07-01 463
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 173
Number of retired or separated participants receiving benefits 2011-07-01 40
Number of other retired or separated participants entitled to future benefits 2011-07-01 274
Total of all active and inactive participants 2011-07-01 487
Total participants 2011-07-01 487
Number of participants with account balances 2011-07-01 487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-07-01 463
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 152
Number of retired or separated participants receiving benefits 2010-07-01 55
Number of other retired or separated participants entitled to future benefits 2010-07-01 256
Total of all active and inactive participants 2010-07-01 463
Total participants 2010-07-01 463
Number of participants with account balances 2010-07-01 463
2009: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-07-01 432
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 150
Number of retired or separated participants receiving benefits 2009-07-01 56
Number of other retired or separated participants entitled to future benefits 2009-07-01 257
Total of all active and inactive participants 2009-07-01 463
Total participants 2009-07-01 463

Measure	Date	Value
2021: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-07-01	421
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	272
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	179
Total of all active and inactive participants	2021-07-01	451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	4
Total participants	2021-07-01	455
Number of participants with account balances	2021-07-01	455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-07-01	432
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	230
Number of retired or separated participants receiving benefits	2020-07-01	24
Number of other retired or separated participants entitled to future benefits	2020-07-01	168
Total of all active and inactive participants	2020-07-01	422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	1
Total participants	2020-07-01	423
Number of participants with account balances	2020-07-01	423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-07-01	430
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	224
Number of retired or separated participants receiving benefits	2019-07-01	26
Number of other retired or separated participants entitled to future benefits	2019-07-01	181
Total of all active and inactive participants	2019-07-01	431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	432
Number of participants with account balances	2019-07-01	432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-07-01	423
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	224
Number of retired or separated participants receiving benefits	2018-07-01	28
Number of other retired or separated participants entitled to future benefits	2018-07-01	177
Total of all active and inactive participants	2018-07-01	429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	1
Total participants	2018-07-01	430
Number of participants with account balances	2018-07-01	430
2017: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-07-01	392
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	218
Number of retired or separated participants receiving benefits	2017-07-01	23
Number of other retired or separated participants entitled to future benefits	2017-07-01	181
Total of all active and inactive participants	2017-07-01	422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	423
Number of participants with account balances	2017-07-01	423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-07-01	390
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	193
Number of retired or separated participants receiving benefits	2016-07-01	22
Number of other retired or separated participants entitled to future benefits	2016-07-01	175
Total of all active and inactive participants	2016-07-01	390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	2
Total participants	2016-07-01	392
Number of participants with account balances	2016-07-01	392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-07-01	497
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	203
Number of retired or separated participants receiving benefits	2015-07-01	18
Number of other retired or separated participants entitled to future benefits	2015-07-01	168
Total of all active and inactive participants	2015-07-01	389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	390
Number of participants with account balances	2015-07-01	390
2014: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-07-01	502
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	205
Number of retired or separated participants receiving benefits	2014-07-01	17
Number of other retired or separated participants entitled to future benefits	2014-07-01	275
Total of all active and inactive participants	2014-07-01	497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	498
Number of participants with account balances	2014-07-01	497
2013: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-07-01	492
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	214
Number of retired or separated participants receiving benefits	2013-07-01	12
Number of other retired or separated participants entitled to future benefits	2013-07-01	275
Total of all active and inactive participants	2013-07-01	501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	502
Number of participants with account balances	2013-07-01	502
2012: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-07-01	477
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	215
Number of retired or separated participants receiving benefits	2012-07-01	22
Number of other retired or separated participants entitled to future benefits	2012-07-01	264
Total of all active and inactive participants	2012-07-01	501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	1
Total participants	2012-07-01	502
Number of participants with account balances	2012-07-01	492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-07-01	463
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	173
Number of retired or separated participants receiving benefits	2011-07-01	40
Number of other retired or separated participants entitled to future benefits	2011-07-01	274
Total of all active and inactive participants	2011-07-01	487
Total participants	2011-07-01	487
Number of participants with account balances	2011-07-01	487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-07-01	463
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	152
Number of retired or separated participants receiving benefits	2010-07-01	55
Number of other retired or separated participants entitled to future benefits	2010-07-01	256
Total of all active and inactive participants	2010-07-01	463
Total participants	2010-07-01	463
Number of participants with account balances	2010-07-01	463
2009: UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-07-01	432
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	150
Number of retired or separated participants receiving benefits	2009-07-01	56
Number of other retired or separated participants entitled to future benefits	2009-07-01	257
Total of all active and inactive participants	2009-07-01	463
Total participants	2009-07-01	463

Financial Data on UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST

Measure	Date	Value
2022 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-356,912
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$539,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$539,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,167,952
Value of total assets at end of year	2022-06-30	$11,566,395
Value of total assets at beginning of year	2022-06-30	$12,462,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$186
Total interest from all sources	2022-06-30	$64,945
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$594,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-896,297
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$11,566,395
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$12,462,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$9,114,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$10,281,533
Value of interest in pooled separate accounts at end of year	2022-06-30	$425,825
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$341,212
Interest earned on other investments	2022-06-30	$64,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$1,852,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,708,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,671,408
Net investment gain/loss from pooled separate accounts	2022-06-30	$81,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$573,110
Employer contributions (assets) at end of year	2022-06-30	$172,771
Employer contributions (assets) at beginning of year	2022-06-30	$131,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$539,199
Contract administrator fees	2022-06-30	$186
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	BDO USA LLP
Accountancy firm EIN	2022-06-30	135381590
2021 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$2,558,559
Total unrealized appreciation/depreciation of assets	2021-06-30	$2,558,559
Total income from all sources (including contributions)	2021-06-30	$3,349,053
Total of all expenses incurred	2021-06-30	$861,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$861,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$777,213
Value of total assets at end of year	2021-06-30	$12,462,692
Value of total assets at beginning of year	2021-06-30	$9,975,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Funding deficiency by the employer to the plan for this plan year	2021-06-30	$0
Minimum employer required contribution for this plan year	2021-06-30	$572,510
Amount contributed by the employer to the plan for this plan year	2021-06-30	$572,510
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$204,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,487,241
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$12,462,692
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$9,975,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$10,281,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$7,927,611
Value of interest in pooled separate accounts at end of year	2021-06-30	$341,212
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$288,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,708,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$1,728,362
Net investment gain/loss from pooled separate accounts	2021-06-30	$13,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$572,510
Employer contributions (assets) at end of year	2021-06-30	$131,355
Employer contributions (assets) at beginning of year	2021-06-30	$30,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$861,812
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-06-30	No
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	ROSEN SAPPERSTEIN & FRIEDLANDER, LL
Accountancy firm EIN	2021-06-30	475153865
2020 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$419,352
Total unrealized appreciation/depreciation of assets	2020-06-30	$419,352
Total income from all sources (including contributions)	2020-06-30	$600,014
Total of all expenses incurred	2020-06-30	$333,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$333,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$164,046
Value of total assets at end of year	2020-06-30	$9,975,451
Value of total assets at beginning of year	2020-06-30	$9,709,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$266,048
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$9,975,451
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$9,709,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$7,927,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$7,287,754
Value of interest in pooled separate accounts at end of year	2020-06-30	$288,571
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$674,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,728,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$1,693,555
Net investment gain/loss from pooled separate accounts	2020-06-30	$16,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$164,046
Employer contributions (assets) at end of year	2020-06-30	$30,907
Employer contributions (assets) at beginning of year	2020-06-30	$53,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$333,966
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-06-30	No
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	ROSEN SAPPERSTEIN & FRIEDLANDER, LL
Accountancy firm EIN	2020-06-30	475153865
2019 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$479,883
Total unrealized appreciation/depreciation of assets	2019-06-30	$479,883
Total income from all sources (including contributions)	2019-06-30	$722,927
Total of all expenses incurred	2019-06-30	$230,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$230,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$225,513
Value of total assets at end of year	2019-06-30	$9,709,403
Value of total assets at beginning of year	2019-06-30	$9,216,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Funding deficiency by the employer to the plan for this plan year	2019-06-30	$0
Minimum employer required contribution for this plan year	2019-06-30	$198,529
Amount contributed by the employer to the plan for this plan year	2019-06-30	$198,529
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$26,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$492,900
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$9,709,403
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$9,216,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$7,287,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$6,919,539
Value of interest in pooled separate accounts at end of year	2019-06-30	$674,429
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$568,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$1,693,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$1,564,401
Net investment gain/loss from pooled separate accounts	2019-06-30	$17,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$198,529
Employer contributions (assets) at end of year	2019-06-30	$53,665
Employer contributions (assets) at beginning of year	2019-06-30	$164,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$230,027
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	ROSEN SAPPERSTEIN & FRIEDLANDER, LL
Accountancy firm EIN	2019-06-30	475153865
2018 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-06-30	$736,152
Total unrealized appreciation/depreciation of assets	2018-06-30	$736,152
Total income from all sources (including contributions)	2018-06-30	$1,150,824
Total of all expenses incurred	2018-06-30	$361,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$361,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$399,299
Value of total assets at end of year	2018-06-30	$9,216,503
Value of total assets at beginning of year	2018-06-30	$8,427,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Funding deficiency by the employer to the plan for this plan year	2018-06-30	$0
Minimum employer required contribution for this plan year	2018-06-30	$399,299
Amount contributed by the employer to the plan for this plan year	2018-06-30	$399,299
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$120,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$789,418
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$9,216,503
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$8,427,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$6,919,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$6,389,299
Value of interest in pooled separate accounts at end of year	2018-06-30	$568,058
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$524,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$1,564,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$1,397,357
Net investment gain/loss from pooled separate accounts	2018-06-30	$15,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$279,058
Employer contributions (assets) at end of year	2018-06-30	$164,505
Employer contributions (assets) at beginning of year	2018-06-30	$115,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$361,406
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	ROSEN, SAPPERSTEIN & FRIEDLANDER, L
Accountancy firm EIN	2018-06-30	475153865
2017 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-06-30	$863,077
Total unrealized appreciation/depreciation of assets	2017-06-30	$863,077
Total income from all sources (including contributions)	2017-06-30	$1,144,813
Total of all expenses incurred	2017-06-30	$339,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$338,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$264,303
Value of total assets at end of year	2017-06-30	$8,427,085
Value of total assets at beginning of year	2017-06-30	$7,621,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$23,215
Administrative expenses (other) incurred	2017-06-30	$955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$805,125
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$8,427,085
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$7,621,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$6,389,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$5,723,401
Value of interest in pooled separate accounts at end of year	2017-06-30	$524,515
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$481,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$1,397,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$1,379,512
Net investment gain/loss from pooled separate accounts	2017-06-30	$17,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$241,088
Employer contributions (assets) at end of year	2017-06-30	$115,914
Employer contributions (assets) at beginning of year	2017-06-30	$37,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$338,733
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	No
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	ROSEN, SAPPERSTEIN & FRIEDLANDER, L
Accountancy firm EIN	2017-06-30	475153865
2016 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$-9,483
Total unrealized appreciation/depreciation of assets	2016-06-30	$-9,483
Total income from all sources (including contributions)	2016-06-30	$244,173
Total of all expenses incurred	2016-06-30	$567,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$567,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$234,720
Value of total assets at end of year	2016-06-30	$7,621,960
Value of total assets at beginning of year	2016-06-30	$7,945,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Funding deficiency by the employer to the plan for this plan year	2016-06-30	$0
Minimum employer required contribution for this plan year	2016-06-30	$234,720
Amount contributed by the employer to the plan for this plan year	2016-06-30	$234,720
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$63,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-323,112
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$7,621,960
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$7,945,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$5,723,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$6,110,078
Value of interest in pooled separate accounts at end of year	2016-06-30	$481,763
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$357,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$1,379,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$1,443,966
Net investment gain/loss from pooled separate accounts	2016-06-30	$18,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$171,122
Employer contributions (assets) at end of year	2016-06-30	$37,284
Employer contributions (assets) at beginning of year	2016-06-30	$33,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$567,285
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	No
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	ROSEN, SAPPERSTEIN & FRIEDLANDER, L
Accountancy firm EIN	2016-06-30	475153865
2015 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$372,352
Total unrealized appreciation/depreciation of assets	2015-06-30	$372,352
Total income from all sources (including contributions)	2015-06-30	$617,417
Total of all expenses incurred	2015-06-30	$1,187,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,187,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$227,929
Value of total assets at end of year	2015-06-30	$7,945,072
Value of total assets at beginning of year	2015-06-30	$8,515,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Funding deficiency by the employer to the plan for this plan year	2015-06-30	$0
Minimum employer required contribution for this plan year	2015-06-30	$227,929
Amount contributed by the employer to the plan for this plan year	2015-06-30	$227,929
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	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	2015-06-30	No
Value of net income/loss	2015-06-30	$-569,931
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$7,945,072
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$8,515,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$6,110,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$6,723,263
Value of interest in pooled separate accounts at end of year	2015-06-30	$357,543
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$321,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$1,443,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,416,756
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$466
Net investment gain/loss from pooled separate accounts	2015-06-30	$17,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$227,929
Employer contributions (assets) at end of year	2015-06-30	$33,485
Employer contributions (assets) at beginning of year	2015-06-30	$53,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,186,882
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	ROSEN, SAPPERSTEIN & FRIEDLANDER, L
Accountancy firm EIN	2015-06-30	475153865
2014 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$1,180,820
Total unrealized appreciation/depreciation of assets	2014-06-30	$1,180,820
Total income from all sources (including contributions)	2014-06-30	$1,421,954
Total of all expenses incurred	2014-06-30	$257,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$257,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$224,812
Value of total assets at end of year	2014-06-30	$8,515,003
Value of total assets at beginning of year	2014-06-30	$7,350,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Funding deficiency by the employer to the plan for this plan year	2014-06-30	$0
Minimum employer required contribution for this plan year	2014-06-30	$224,812
Amount contributed by the employer to the plan for this plan year	2014-06-30	$224,812
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	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	2014-06-30	No
Value of net income/loss	2014-06-30	$1,164,175
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$8,515,003
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$7,350,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$6,723,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$5,879,920
Value of interest in pooled separate accounts at end of year	2014-06-30	$321,721
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$18,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,416,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,398,916
Net investment gain/loss from pooled separate accounts	2014-06-30	$16,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$224,812
Employer contributions (assets) at end of year	2014-06-30	$53,263
Employer contributions (assets) at beginning of year	2014-06-30	$53,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$257,779
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	ROSEN, SAPPERSTEIN & FRIEDLANDER, C
Accountancy firm EIN	2014-06-30	521374503
2013 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$811,849
Total unrealized appreciation/depreciation of assets	2013-06-30	$811,849
Total income from all sources (including contributions)	2013-06-30	$992,670
Total of all expenses incurred	2013-06-30	$234,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$234,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$166,979
Value of total assets at end of year	2013-06-30	$7,350,828
Value of total assets at beginning of year	2013-06-30	$6,592,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$166,979
Amount contributed by the employer to the plan for this plan year	2013-06-30	$166,979
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	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	2013-06-30	No
Value of net income/loss	2013-06-30	$758,383
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$7,350,828
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$6,592,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$5,879,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$5,239,290
Value of interest in pooled separate accounts at end of year	2013-06-30	$18,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,398,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,293,219
Net investment gain/loss from pooled separate accounts	2013-06-30	$13,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$166,979
Employer contributions (assets) at end of year	2013-06-30	$53,801
Employer contributions (assets) at beginning of year	2013-06-30	$59,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$234,287
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	ROSEN, SAPPERSTEIN & FRIEDLANDER, C
Accountancy firm EIN	2013-06-30	521374503
2012 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-06-30	$101,292
Total unrealized appreciation/depreciation of assets	2012-06-30	$101,292
Total income from all sources (including contributions)	2012-06-30	$271,611
Total of all expenses incurred	2012-06-30	$63,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$63,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$157,333
Value of total assets at end of year	2012-06-30	$6,592,445
Value of total assets at beginning of year	2012-06-30	$6,384,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$157,333
Amount contributed by the employer to the plan for this plan year	2012-06-30	$157,333
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	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	2012-06-30	No
Value of net income/loss	2012-06-30	$207,704
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$6,592,445
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$6,384,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$5,239,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$5,088,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,293,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,214,388
Net investment gain/loss from pooled separate accounts	2012-06-30	$12,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$157,333
Employer contributions (assets) at end of year	2012-06-30	$59,936
Employer contributions (assets) at beginning of year	2012-06-30	$81,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$63,907
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	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	ROSEN, SAPPERSTEIN & FRIEDLANDER, C
Accountancy firm EIN	2012-06-30	521374503
2011 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$1,023,615
Total unrealized appreciation/depreciation of assets	2011-06-30	$1,023,615
Total transfer of assets to this plan	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,255,682
Total of all expenses incurred	2011-06-30	$378,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$378,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$221,213
Value of total assets at end of year	2011-06-30	$6,384,741
Value of total assets at beginning of year	2011-06-30	$5,507,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$221,213
Amount contributed by the employer to the plan for this plan year	2011-06-30	$221,213
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	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	2011-06-30	No
Value of net income/loss	2011-06-30	$876,924
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$6,384,741
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$5,507,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$5,088,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$4,242,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,214,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$1,214,349
Net investment gain/loss from pooled separate accounts	2011-06-30	$10,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$221,213
Employer contributions (assets) at end of year	2011-06-30	$81,470
Employer contributions (assets) at beginning of year	2011-06-30	$50,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$378,758
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	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	ROSEN, SAPPERSTEIN & FRIEDLANDER, C
Accountancy firm EIN	2011-06-30	521374503
2010 : UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$156,113
Amount contributed by the employer to the plan for this plan year	2010-06-30	$156,113