ORLANDO FAMILY PHYSICIANS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022 : ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total transfer of assets from this plan | 2022-11-21 | $3,388,436 |
| Total income from all sources (including contributions) | 2022-11-21 | $-87,154 |
| Total of all expenses incurred | 2022-11-21 | $26,274 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-11-21 | $22,197 |
| Value of total assets at end of year | 2022-11-21 | $0 |
| Value of total assets at beginning of year | 2022-11-21 | $3,501,864 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-11-21 | $4,077 |
| Total interest from all sources | 2022-11-21 | $24 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-11-21 | $1,198 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-11-21 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-11-21 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-11-21 | $1,198 |
| Was this plan covered by a fidelity bond | 2022-11-21 | Yes |
| Value of fidelity bond cover | 2022-11-21 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-11-21 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-11-21 | No |
| Participant contributions at end of year | 2022-11-21 | $0 |
| Participant contributions at beginning of year | 2022-11-21 | $8,046 |
| Participant contributions at end of year | 2022-11-21 | $0 |
| Participant contributions at beginning of year | 2022-11-21 | $32,599 |
| Administrative expenses (other) incurred | 2022-11-21 | $4,077 |
| Total non interest bearing cash at end of year | 2022-11-21 | $0 |
| Total non interest bearing cash at beginning of year | 2022-11-21 | $29,142 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-11-21 | No |
| Value of net income/loss | 2022-11-21 | $-113,428 |
| Value of net assets at end of year (total assets less liabilities) | 2022-11-21 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-11-21 | $3,501,864 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-11-21 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-11-21 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-11-21 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-11-21 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-11-21 | $2,720,879 |
| Interest on participant loans | 2022-11-21 | $24 |
| Value of interest in common/collective trusts at end of year | 2022-11-21 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2022-11-21 | $350,981 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-11-21 | $-88,376 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-11-21 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-11-21 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-11-21 | No |
| Employer contributions (assets) at end of year | 2022-11-21 | $0 |
| Employer contributions (assets) at beginning of year | 2022-11-21 | $360,217 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-11-21 | $22,197 |
| 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 | 2022-11-21 | Yes |
| Did the plan have assets held for investment | 2022-11-21 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-11-21 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-11-21 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2022-11-21 | Unqualified |
| Accountancy firm name | 2022-11-21 | REHMANN ROBSON, LLC |
| Accountancy firm EIN | 2022-11-21 | 383635706 |
| Total transfer of assets from this plan | 2022-01-01 | $3,388,436 |
| Total income from all sources (including contributions) | 2022-01-01 | $-87,154 |
| Total of all expenses incurred | 2022-01-01 | $26,274 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $22,197 |
| Value of total assets at end of year | 2022-01-01 | $0 |
| Value of total assets at beginning of year | 2022-01-01 | $3,501,864 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $4,077 |
| Total interest from all sources | 2022-01-01 | $24 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $1,198 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-01-01 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $1,198 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $8,046 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $32,599 |
| Administrative expenses (other) incurred | 2022-01-01 | $4,077 |
| Total non interest bearing cash at end of year | 2022-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $29,142 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-113,428 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $3,501,864 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $2,720,879 |
| Interest on participant loans | 2022-01-01 | $24 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $350,981 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-88,376 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Employer contributions (assets) at end of year | 2022-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $360,217 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $22,197 |
| 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 | 2022-01-01 | Yes |
| Did the plan have assets held for investment | 2022-01-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | REHMANN ROBSON, LLC |
| Accountancy firm EIN | 2022-01-01 | 383635706 |
| 2021 : ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $1,430,663 |
| Total of all expenses incurred | 2021-12-31 | $155,980 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $129,598 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $3,488 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,065,386 |
| Value of total assets at end of year | 2021-12-31 | $3,501,864 |
| Value of total assets at beginning of year | 2021-12-31 | $2,227,181 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $22,894 |
| Total interest from all sources | 2021-12-31 | $788 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $55,835 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $55,835 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $478,064 |
| Participant contributions at end of year | 2021-12-31 | $8,046 |
| Participant contributions at beginning of year | 2021-12-31 | $16,100 |
| Participant contributions at end of year | 2021-12-31 | $32,599 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $44 |
| Administrative expenses (other) incurred | 2021-12-31 | $22,894 |
| Total non interest bearing cash at end of year | 2021-12-31 | $29,142 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,274,683 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,501,864 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,227,181 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,720,879 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,936,931 |
| Interest on participant loans | 2021-12-31 | $788 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $350,981 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $252,800 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $21,306 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $306,394 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,260 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $587,322 |
| Employer contributions (assets) at end of year | 2021-12-31 | $360,217 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $129,598 |
| 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 | 2021-12-31 | No |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | REHMANN ROBSON, LLC |
| Accountancy firm EIN | 2021-12-31 | 383635706 |
| 2020 : ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $1,000,773 |
| Total of all expenses incurred | 2020-12-31 | $822,644 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $799,440 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $6,550 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $774,807 |
| Value of total assets at end of year | 2020-12-31 | $2,227,181 |
| Value of total assets at beginning of year | 2020-12-31 | $2,049,052 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $16,654 |
| Total interest from all sources | 2020-12-31 | $1,445 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $31,304 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $31,304 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $398,058 |
| Participant contributions at end of year | 2020-12-31 | $16,100 |
| Participant contributions at beginning of year | 2020-12-31 | $33,445 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $162,965 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $44 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $68 |
| Administrative expenses (other) incurred | 2020-12-31 | $16,654 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $178,129 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,227,181 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,049,052 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,936,931 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,727,073 |
| Interest on participant loans | 2020-12-31 | $1,445 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $252,800 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $278,038 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $21,306 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $10,428 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $189,873 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $3,344 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $213,784 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $799,440 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | VESTAL & WILER, CPAS |
| Accountancy firm EIN | 2020-12-31 | 593198021 |
| 2019 : ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $790,245 |
| Total income from all sources (including contributions) | 2019-12-31 | $790,245 |
| Total of all expenses incurred | 2019-12-31 | $28,670 |
| Total of all expenses incurred | 2019-12-31 | $28,670 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $14,095 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $14,095 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $516,580 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $516,580 |
| Value of total assets at end of year | 2019-12-31 | $2,049,052 |
| Value of total assets at end of year | 2019-12-31 | $2,049,052 |
| Value of total assets at beginning of year | 2019-12-31 | $1,287,477 |
| Value of total assets at beginning of year | 2019-12-31 | $1,287,477 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $14,575 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $14,575 |
| Total interest from all sources | 2019-12-31 | $1,631 |
| Total interest from all sources | 2019-12-31 | $1,631 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $41,210 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $41,210 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $41,210 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $41,210 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $312,118 |
| Contributions received from participants | 2019-12-31 | $312,118 |
| Participant contributions at end of year | 2019-12-31 | $33,445 |
| Participant contributions at end of year | 2019-12-31 | $33,445 |
| Participant contributions at beginning of year | 2019-12-31 | $17,976 |
| Participant contributions at beginning of year | 2019-12-31 | $17,976 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $7,847 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $7,847 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $68 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $68 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $161 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $161 |
| Administrative expenses (other) incurred | 2019-12-31 | $14,575 |
| Administrative expenses (other) incurred | 2019-12-31 | $14,575 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $761,575 |
| Value of net income/loss | 2019-12-31 | $761,575 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,049,052 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,049,052 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,287,477 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,287,477 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,727,073 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,727,073 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,088,889 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,088,889 |
| Interest on participant loans | 2019-12-31 | $1,631 |
| Interest on participant loans | 2019-12-31 | $1,631 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $278,038 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $278,038 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $178,383 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $178,383 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $10,428 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $10,428 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $2,068 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $2,068 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $226,098 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $226,098 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $4,726 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $4,726 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $196,615 |
| Contributions received in cash from employer | 2019-12-31 | $196,615 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $14,095 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $14,095 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | VESTAL & WILER, CPAS |
| Accountancy firm name | 2019-12-31 | VESTAL & WILER, CPAS |
| Accountancy firm EIN | 2019-12-31 | 593198021 |
| Accountancy firm EIN | 2019-12-31 | 593198021 |
| 2018 : ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2018 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,837 |
| Total income from all sources (including contributions) | 2018-12-31 | $248,692 |
| Total of all expenses incurred | 2018-12-31 | $172,776 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $166,026 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $298,540 |
| Value of total assets at end of year | 2018-12-31 | $1,287,477 |
| Value of total assets at beginning of year | 2018-12-31 | $1,213,398 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,750 |
| Total interest from all sources | 2018-12-31 | $1,115 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $16,967 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $16,967 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $290,448 |
| Participant contributions at end of year | 2018-12-31 | $17,976 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,328 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $161 |
| Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $22,166 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $1,837 |
| Administrative expenses (other) incurred | 2018-12-31 | $6,750 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $75,916 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,287,477 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,211,561 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,088,889 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,081,398 |
| Interest on participant loans | 2018-12-31 | $1,012 |
| Interest earned on other investments | 2018-12-31 | $103 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $178,383 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $2,068 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-69,470 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $1,540 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $6,764 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $109,834 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $166,026 |
| 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 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | VESTAL & WILER, CPAS |
| Accountancy firm EIN | 2018-12-31 | 593198021 |
| 2017 : ORLANDO FAMILY PHYSICIANS, LLC 401(K) PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,837 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,337 |
| Total income from all sources (including contributions) | 2017-12-31 | $421,131 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $11,779 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,489 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $320,866 |
| Value of total assets at end of year | 2017-12-31 | $1,213,398 |
| Value of total assets at beginning of year | 2017-12-31 | $803,546 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $6,290 |
| Total interest from all sources | 2017-12-31 | $596 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Administrative expenses professional fees incurred | 2017-12-31 | $6,290 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $80,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $164,896 |
| Participant contributions at beginning of year | 2017-12-31 | $3,115 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $46,136 |
| Assets. Loans (other than to participants) at end of year | 2017-12-31 | $22,166 |
| Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $3,621 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $1,837 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $1,337 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $409,352 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,211,561 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $802,209 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,081,398 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $727,035 |
| Interest on participant loans | 2017-12-31 | $434 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $162 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $99,669 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $109,834 |
| Employer contributions (assets) at end of year | 2017-12-31 | $109,834 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $69,775 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,489 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | VESTAL & WILER, CPAS |
| Accountancy firm EIN | 2017-12-31 | 593198021 |