401k Plan data: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN plan

THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	001

THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

HERITAGE FAMILY PRACTICE ASSOCIATES , P.C. has sponsored the creation of one or more 401k plans.

Company Name: HERITAGE FAMILY PRACTICE ASSOCIATES , P.C.

Employer identification number (EIN): 541529168

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JAMES OVERTON
001 2016-01-01 JAMES OVERTON 2017-05-23
001 2015-01-01 JAMES OVERTON 2016-06-06
001 2014-01-01 JAMES OVERTON 2015-06-29
001 2013-01-01 JAMES OVERTON 2014-07-30
001 2012-01-01 JAMES OVERTON
001 2011-01-01 JAMES OVERTON
001 2010-01-01 JAMES OVERTON
001 2009-01-01 JAMES OVERTON

Plan Statistics for THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 13
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 8
Total of all active and inactive participants 2022-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 21
Number of participants with account balances 2022-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 13
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 9
Total of all active and inactive participants 2021-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 22
Number of participants with account balances 2021-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 15
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 26
Number of participants with account balances 2020-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 16
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 11
Total of all active and inactive participants 2019-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 27
Number of participants with account balances 2019-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 17
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 9
Total of all active and inactive participants 2018-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 26
Number of participants with account balances 2018-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 16
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 8
Total of all active and inactive participants 2017-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 24
Number of participants with account balances 2017-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2012: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 22
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 29
Number of participants with account balances 2012-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 23
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 29
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 21
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 8
Total of all active and inactive participants 2010-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 29
Number of participants with account balances 2010-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 29
Number of participants with account balances 2009-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	13
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	8
Total of all active and inactive participants	2022-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	21
Number of participants with account balances	2022-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	13
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	9
Total of all active and inactive participants	2021-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	22
Number of participants with account balances	2021-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	15
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	26
Number of participants with account balances	2020-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16
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	11
Total of all active and inactive participants	2019-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	27
Number of participants with account balances	2019-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	17
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	9
Total of all active and inactive participants	2018-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	26
Number of participants with account balances	2018-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	16
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	8
Total of all active and inactive participants	2017-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	24
Number of participants with account balances	2017-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2012: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	22
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	29
Number of participants with account balances	2012-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	23
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	29
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	21
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	8
Total of all active and inactive participants	2010-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	29
Number of participants with account balances	2010-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	29
Number of participants with account balances	2009-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-259,652
Expenses. Total of all expenses incurred	2022-12-31	$285,133
Benefits paid (including direct rollovers)	2022-12-31	$276,461
Total plan assets at end of year	2022-12-31	$1,659,742
Total plan assets at beginning of year	2022-12-31	$2,204,527
Value of fidelity bond covering the plan	2022-12-31	$1,643,203
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$78,684
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-366,629
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-544,785
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,659,742
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,204,527
Assets. Value of participant loans	2022-12-31	$11,107
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$28,293
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$8,672
2021 : THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$431,812
Expenses. Total of all expenses incurred	2021-12-31	$40,797
Benefits paid (including direct rollovers)	2021-12-31	$31,792
Total plan assets at end of year	2021-12-31	$2,204,527
Total plan assets at beginning of year	2021-12-31	$1,813,512
Value of fidelity bond covering the plan	2021-12-31	$1,643,203
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$86,343
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$52,505
Other income received	2021-12-31	$263,410
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$391,015
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,204,527
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,813,512
Assets. Value of participant loans	2021-12-31	$7,548
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$29,554
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$9,005
2020 : THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$387,556
Expenses. Total of all expenses incurred	2020-12-31	$295,890
Benefits paid (including direct rollovers)	2020-12-31	$289,004
Total plan assets at end of year	2020-12-31	$1,813,512
Total plan assets at beginning of year	2020-12-31	$1,721,846
Value of fidelity bond covering the plan	2020-12-31	$1,643,203
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$80,793
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$279,642
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$91,666
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,813,512
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,721,846
Assets. Value of participant loans	2020-12-31	$9,543
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$27,121
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$6,886
2019 : THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$392,126
Expenses. Total of all expenses incurred	2019-12-31	$22,270
Benefits paid (including direct rollovers)	2019-12-31	$16,278
Total plan assets at end of year	2019-12-31	$1,721,846
Total plan assets at beginning of year	2019-12-31	$1,351,990
Value of fidelity bond covering the plan	2019-12-31	$1,643,203
Total contributions received or receivable from participants	2019-12-31	$72,206
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$297,168
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$369,856
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,721,846
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,351,990
Assets. Value of participant loans	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$22,752
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$5,992
2018 : THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-1,337
Expenses. Total of all expenses incurred	2018-12-31	$288,711
Benefits paid (including direct rollovers)	2018-12-31	$283,660
Total plan assets at end of year	2018-12-31	$1,351,990
Total plan assets at beginning of year	2018-12-31	$1,642,038
Value of fidelity bond covering the plan	2018-12-31	$1,643,203
Total contributions received or receivable from participants	2018-12-31	$69,922
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-95,365
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-290,048
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,351,990
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,642,038
Assets. Value of participant loans	2018-12-31	$24,337
Total contributions received or receivable from employer(s)	2018-12-31	$24,106
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$5,051
2017 : THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$277,092
Expenses. Total of all expenses incurred	2017-12-31	$22,135
Benefits paid (including direct rollovers)	2017-12-31	$22,135
Total plan assets at end of year	2017-12-31	$1,642,038
Total plan assets at beginning of year	2017-12-31	$1,387,081
Value of fidelity bond covering the plan	2017-12-31	$1,643,203
Total contributions received or receivable from participants	2017-12-31	$59,575
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$196,061
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$254,957
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,642,038
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,387,081
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$21,456
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2012 : THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$177,301
Expenses. Total of all expenses incurred	2012-12-31	$200
Total plan assets at end of year	2012-12-31	$727,702
Total plan assets at beginning of year	2012-12-31	$550,601
Value of fidelity bond covering the plan	2012-12-31	$55,060
Total contributions received or receivable from participants	2012-12-31	$62,233
Contributions received from other sources (not participants or employers)	2012-12-31	$350
Other income received	2012-12-31	$86,055
Net income (gross income less expenses)	2012-12-31	$177,101
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$727,702
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$550,601
Assets. Value of participant loans	2012-12-31	$7,090
Total contributions received or receivable from employer(s)	2012-12-31	$28,663
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$200
2011 : THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$51,772
Expenses. Total of all expenses incurred	2011-12-31	$18,538
Benefits paid (including direct rollovers)	2011-12-31	$18,538
Total plan assets at end of year	2011-12-31	$550,601
Total plan assets at beginning of year	2011-12-31	$517,367
Value of fidelity bond covering the plan	2011-12-31	$51,737
Total contributions received or receivable from participants	2011-12-31	$55,781
Other income received	2011-12-31	$-30,617
Net income (gross income less expenses)	2011-12-31	$33,234
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$550,601
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$517,367
Total contributions received or receivable from employer(s)	2011-12-31	$26,608
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$171,540
Expenses. Total of all expenses incurred	2010-12-31	$5
Total plan assets at end of year	2010-12-31	$517,367
Total plan assets at beginning of year	2010-12-31	$345,832
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$57,812
Contributions received from other sources (not participants or employers)	2010-12-31	$37,396
Other income received	2010-12-31	$50,699
Net income (gross income less expenses)	2010-12-31	$171,535
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$517,367
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$345,832
Total contributions received or receivable from employer(s)	2010-12-31	$25,633
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5

Form 5500 Responses for THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN

2022: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2012: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE HERITAGE FAMILY PRACTICE ASSOCIATES, P.C. 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HERITAGE FAMILY PRACTICE ASSOCIATES , P.C.
Employer identification number (EIN):	541529168
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)