401k Plan data: HOLSTON MEDICAL GROUP RETIREMENT PLAN plan

HOLSTON MEDICAL GROUP RETIREMENT PLAN 401k Plan overview

Plan Name	HOLSTON MEDICAL GROUP RETIREMENT PLAN
Plan identification number	003

HOLSTON MEDICAL GROUP RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HOLSTON MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: HOLSTON MEDICAL GROUP, INC.

Employer identification number (EIN): 621388079

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLSTON MEDICAL GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2023-01-01 SHAWNA ARMSTRONG
003 2022-01-01
003 2022-01-01 SHAWNA ARMSTRONG
003 2021-01-01
003 2021-01-01
003 2021-01-01 SHAWNA ARMSTRONG
003 2020-01-01
003 2019-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01 SHAWNA ARMSTRONG SHAWNA ARMSTRONG 2016-10-17
003 2014-01-01 SHAWNA ARMSTRONG SHAWNA ARMSTRONG 2015-10-15
003 2013-01-01 SHERRY LARK
003 2012-01-01 KELLY PENNINGTON KELLY PENNINGTON 2013-10-15
003 2011-01-01 KELLY PENNINGTON
003 2009-01-01 BILL KNIGHT
003 2009-01-01 BILL KNIGHT

Plan Statistics for HOLSTON MEDICAL GROUP RETIREMENT PLAN

401k plan membership statisitcs for HOLSTON MEDICAL GROUP RETIREMENT PLAN

Measure Date Value
2023: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,302
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1,177
Number of retired or separated participants receiving benefits 2023-01-01 18
Number of other retired or separated participants entitled to future benefits 2023-01-01 190
Total of all active and inactive participants 2023-01-01 1,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 1,385
Number of participants with account balances 2023-01-01 1,288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 34
2022: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,367
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,068
Number of retired or separated participants receiving benefits 2022-01-01 33
Number of other retired or separated participants entitled to future benefits 2022-01-01 190
Total of all active and inactive participants 2022-01-01 1,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 1,292
Number of participants with account balances 2022-01-01 1,211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 22
2021: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,309
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 974
Number of retired or separated participants receiving benefits 2021-01-01 18
Number of other retired or separated participants entitled to future benefits 2021-01-01 371
Total of all active and inactive participants 2021-01-01 1,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,363
Number of participants with account balances 2021-01-01 1,214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 35
2020: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,508
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 943
Number of retired or separated participants receiving benefits 2020-01-01 16
Number of other retired or separated participants entitled to future benefits 2020-01-01 350
Total of all active and inactive participants 2020-01-01 1,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,309
Number of participants with account balances 2020-01-01 1,143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 133
2019: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,089
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,238
Number of retired or separated participants receiving benefits 2019-01-01 18
Number of other retired or separated participants entitled to future benefits 2019-01-01 252
Total of all active and inactive participants 2019-01-01 1,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,508
Number of participants with account balances 2019-01-01 1,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 33
2017: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,042
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 825
Number of retired or separated participants receiving benefits 2017-01-01 9
Number of other retired or separated participants entitled to future benefits 2017-01-01 207
Total of all active and inactive participants 2017-01-01 1,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,041
Number of participants with account balances 2017-01-01 864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 19
2016: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,052
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 825
Number of retired or separated participants receiving benefits 2016-01-01 11
Number of other retired or separated participants entitled to future benefits 2016-01-01 206
Total of all active and inactive participants 2016-01-01 1,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,042
Number of participants with account balances 2016-01-01 849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 22
2015: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 981
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 774
Number of retired or separated participants receiving benefits 2015-01-01 38
Number of other retired or separated participants entitled to future benefits 2015-01-01 223
Total of all active and inactive participants 2015-01-01 1,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,035
Number of participants with account balances 2015-01-01 850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 12
2014: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,058
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 755
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 226
Total of all active and inactive participants 2014-01-01 981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 981
Number of participants with account balances 2014-01-01 845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 43
2013: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,118
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 856
Number of other retired or separated participants entitled to future benefits 2013-01-01 209
Total of all active and inactive participants 2013-01-01 1,065
Total participants 2013-01-01 1,065
Number of participants with account balances 2013-01-01 900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 47
2012: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,112
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 858
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 260
Total of all active and inactive participants 2012-01-01 1,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,118
Number of participants with account balances 2012-01-01 1,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 49
2011: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,234
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 932
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 180
Total of all active and inactive participants 2011-01-01 1,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,112
Number of participants with account balances 2011-01-01 977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 22
2009: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 912
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 890
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 358
Total of all active and inactive participants 2009-01-01 1,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,248
Number of participants with account balances 2009-01-01 1,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 72

Measure	Date	Value
2023: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,302
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1,177
Number of retired or separated participants receiving benefits	2023-01-01	18
Number of other retired or separated participants entitled to future benefits	2023-01-01	190
Total of all active and inactive participants	2023-01-01	1,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	1,385
Number of participants with account balances	2023-01-01	1,288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	34
2022: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,367
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,068
Number of retired or separated participants receiving benefits	2022-01-01	33
Number of other retired or separated participants entitled to future benefits	2022-01-01	190
Total of all active and inactive participants	2022-01-01	1,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	1,292
Number of participants with account balances	2022-01-01	1,211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	22
2021: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,309
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	974
Number of retired or separated participants receiving benefits	2021-01-01	18
Number of other retired or separated participants entitled to future benefits	2021-01-01	371
Total of all active and inactive participants	2021-01-01	1,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,363
Number of participants with account balances	2021-01-01	1,214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	35
2020: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,508
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	943
Number of retired or separated participants receiving benefits	2020-01-01	16
Number of other retired or separated participants entitled to future benefits	2020-01-01	350
Total of all active and inactive participants	2020-01-01	1,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,309
Number of participants with account balances	2020-01-01	1,143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	133
2019: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,089
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,238
Number of retired or separated participants receiving benefits	2019-01-01	18
Number of other retired or separated participants entitled to future benefits	2019-01-01	252
Total of all active and inactive participants	2019-01-01	1,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,508
Number of participants with account balances	2019-01-01	1,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	33
2017: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,042
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	825
Number of retired or separated participants receiving benefits	2017-01-01	9
Number of other retired or separated participants entitled to future benefits	2017-01-01	207
Total of all active and inactive participants	2017-01-01	1,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,041
Number of participants with account balances	2017-01-01	864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	19
2016: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,052
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	825
Number of retired or separated participants receiving benefits	2016-01-01	11
Number of other retired or separated participants entitled to future benefits	2016-01-01	206
Total of all active and inactive participants	2016-01-01	1,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,042
Number of participants with account balances	2016-01-01	849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	22
2015: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	981
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	774
Number of retired or separated participants receiving benefits	2015-01-01	38
Number of other retired or separated participants entitled to future benefits	2015-01-01	223
Total of all active and inactive participants	2015-01-01	1,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,035
Number of participants with account balances	2015-01-01	850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	12
2014: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,058
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	755
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	226
Total of all active and inactive participants	2014-01-01	981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	981
Number of participants with account balances	2014-01-01	845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	43
2013: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,118
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	856
Number of other retired or separated participants entitled to future benefits	2013-01-01	209
Total of all active and inactive participants	2013-01-01	1,065
Total participants	2013-01-01	1,065
Number of participants with account balances	2013-01-01	900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	47
2012: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,112
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	858
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	260
Total of all active and inactive participants	2012-01-01	1,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,118
Number of participants with account balances	2012-01-01	1,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	49
2011: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,234
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	932
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	180
Total of all active and inactive participants	2011-01-01	1,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,112
Number of participants with account balances	2011-01-01	977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	22
2009: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	912
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	890
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	358
Total of all active and inactive participants	2009-01-01	1,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,248
Number of participants with account balances	2009-01-01	1,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	72

Financial Data on HOLSTON MEDICAL GROUP RETIREMENT PLAN

Measure	Date	Value
2023 : HOLSTON MEDICAL GROUP RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$32,395,885
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$3,459,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$3,068,107
Value of total corrective distributions	2023-12-31	$1,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$15,867,371
Value of total assets at end of year	2023-12-31	$132,929,591
Value of total assets at beginning of year	2023-12-31	$103,992,827
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$389,483
Total interest from all sources	2023-12-31	$42,752
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$2,306,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$2,306,663
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$5,994,095
Participant contributions at end of year	2023-12-31	$912,252
Participant contributions at beginning of year	2023-12-31	$516,558
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$4,337,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$28,936,764
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$132,929,591
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$103,992,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$241,818
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$122,865,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$94,559,528
Interest on participant loans	2023-12-31	$42,752
Value of interest in common/collective trusts at end of year	2023-12-31	$9,151,671
Value of interest in common/collective trusts at beginning of year	2023-12-31	$8,916,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$13,995,119
Net investment gain or loss from common/collective trusts	2023-12-31	$183,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$5,535,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$3,068,107
Contract administrator fees	2023-12-31	$71,489
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm EIN	2023-12-31	620647474
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$32,395,885
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$3,459,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$3,068,107
Value of total corrective distributions	2023-01-01	$1,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$15,867,371
Value of total assets at end of year	2023-01-01	$132,929,591
Value of total assets at beginning of year	2023-01-01	$103,992,827
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$389,483
Total interest from all sources	2023-01-01	$42,752
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$2,306,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$2,306,663
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$5,994,095
Participant contributions at end of year	2023-01-01	$912,252
Participant contributions at beginning of year	2023-01-01	$516,558
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$4,337,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$28,936,764
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$132,929,591
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$103,992,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$241,818
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$122,865,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$94,559,528
Interest on participant loans	2023-01-01	$42,752
Value of interest in common/collective trusts at end of year	2023-01-01	$9,151,671
Value of interest in common/collective trusts at beginning of year	2023-01-01	$8,916,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$13,995,119
Net investment gain or loss from common/collective trusts	2023-01-01	$183,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$5,535,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$3,068,107
Contract administrator fees	2023-01-01	$71,489
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm EIN	2023-01-01	620647474
2022 : HOLSTON MEDICAL GROUP RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-7,156,074
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,969,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,577,408
Value of total corrective distributions	2022-12-31	$1,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$10,593,867
Value of total assets at end of year	2022-12-31	$103,992,827
Value of total assets at beginning of year	2022-12-31	$115,118,380
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$391,027
Total interest from all sources	2022-12-31	$24,364
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,506,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,506,585
Administrative expenses professional fees incurred	2022-12-31	$34,712
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,978,273
Participant contributions at end of year	2022-12-31	$516,558
Participant contributions at beginning of year	2022-12-31	$519,937
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$627,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-11,125,553
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$103,992,827
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$115,118,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$236,154
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$94,559,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$106,493,156
Interest on participant loans	2022-12-31	$24,364
Value of interest in common/collective trusts at end of year	2022-12-31	$8,916,741
Value of interest in common/collective trusts at beginning of year	2022-12-31	$8,105,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-20,493,014
Net investment gain or loss from common/collective trusts	2022-12-31	$212,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$4,987,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,577,408
Contract administrator fees	2022-12-31	$120,161
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm EIN	2022-12-31	620647474
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-7,156,074
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$3,969,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$3,577,408
Value of total corrective distributions	2022-01-01	$1,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$10,593,867
Value of total assets at end of year	2022-01-01	$103,992,827
Value of total assets at beginning of year	2022-01-01	$115,118,380
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$391,027
Total interest from all sources	2022-01-01	$24,364
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$2,506,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$2,506,585
Administrative expenses professional fees incurred	2022-01-01	$34,712
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$4,978,273
Participant contributions at end of year	2022-01-01	$516,558
Participant contributions at beginning of year	2022-01-01	$519,937
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$627,681
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	$-11,125,553
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$103,992,827
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$115,118,380
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
Investment advisory and management fees	2022-01-01	$236,154
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$94,559,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$106,493,156
Interest on participant loans	2022-01-01	$24,364
Value of interest in common/collective trusts at end of year	2022-01-01	$8,916,741
Value of interest in common/collective trusts at beginning of year	2022-01-01	$8,105,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-20,493,014
Net investment gain or loss from common/collective trusts	2022-01-01	$212,124
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	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$4,987,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$3,577,408
Contract administrator fees	2022-01-01	$120,161
Did the plan have assets held for investment	2022-01-01	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	2022-01-01	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	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm EIN	2022-01-01	620647474
2021 : HOLSTON MEDICAL GROUP RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$20,998,794
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,384,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,032,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,970,966
Value of total assets at end of year	2021-12-31	$115,118,380
Value of total assets at beginning of year	2021-12-31	$97,503,891
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$352,041
Total interest from all sources	2021-12-31	$55,863
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,294,386
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	$3,294,386
Administrative expenses professional fees incurred	2021-12-31	$34,623
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$4,599,296
Participant contributions at end of year	2021-12-31	$519,937
Participant contributions at beginning of year	2021-12-31	$595,340
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$162,460
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	$17,614,489
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$115,118,380
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$97,503,891
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
Investment advisory and management fees	2021-12-31	$174,848
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$106,493,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$88,457,196
Interest on participant loans	2021-12-31	$32
Income. Interest from loans (other than to participants)	2021-12-31	$27,374
Interest earned on other investments	2021-12-31	$28,457
Value of interest in common/collective trusts at end of year	2021-12-31	$8,105,287
Value of interest in common/collective trusts at beginning of year	2021-12-31	$8,451,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$10,606,643
Net investment gain or loss from common/collective trusts	2021-12-31	$70,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,209,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,032,264
Contract administrator fees	2021-12-31	$142,570
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	Disclaimer
Accountancy firm name	2021-12-31	BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm EIN	2021-12-31	620647474
2020 : HOLSTON MEDICAL GROUP RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$17,752,000
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$5,202,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,884,327
Value of total corrective distributions	2020-12-31	$1,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,807,706
Value of total assets at end of year	2020-12-31	$97,503,891
Value of total assets at beginning of year	2020-12-31	$84,954,883
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$317,089
Total interest from all sources	2020-12-31	$58,949
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,041,588
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	$2,041,588
Administrative expenses professional fees incurred	2020-12-31	$27,452
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
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	$4,644,489
Participant contributions at end of year	2020-12-31	$595,340
Participant contributions at beginning of year	2020-12-31	$620,103
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$836
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$866,409
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	$12,549,008
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$97,503,891
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$84,954,883
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
Investment advisory and management fees	2020-12-31	$182,420
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$88,457,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$78,424,256
Interest on participant loans	2020-12-31	$31,583
Interest earned on other investments	2020-12-31	$27,366
Value of interest in common/collective trusts at end of year	2020-12-31	$8,451,355
Value of interest in common/collective trusts at beginning of year	2020-12-31	$5,909,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,718,982
Net investment gain or loss from common/collective trusts	2020-12-31	$124,775
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	$2,296,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,884,327
Contract administrator fees	2020-12-31	$107,217
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	BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm EIN	2020-12-31	620647474
2019 : HOLSTON MEDICAL GROUP RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$20,734,881
Total income from all sources (including contributions)	2019-12-31	$20,734,881
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,797,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,505,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,577,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,577,176
Value of total assets at end of year	2019-12-31	$84,954,883
Value of total assets at end of year	2019-12-31	$84,954,883
Value of total assets at beginning of year	2019-12-31	$68,017,572
Value of total assets at beginning of year	2019-12-31	$68,017,572
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$292,118
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$292,118
Total interest from all sources	2019-12-31	$34,547
Total interest from all sources	2019-12-31	$34,547
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,244,669
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,244,669
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	$4,244,669
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$4,244,669
Administrative expenses professional fees incurred	2019-12-31	$13,332
Administrative expenses professional fees incurred	2019-12-31	$13,332
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
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	$4,322,171
Contributions received from participants	2019-12-31	$4,322,171
Participant contributions at end of year	2019-12-31	$620,103
Participant contributions at end of year	2019-12-31	$620,103
Participant contributions at beginning of year	2019-12-31	$689,083
Participant contributions at beginning of year	2019-12-31	$689,083
Participant contributions at end of year	2019-12-31	$836
Participant contributions at end of year	2019-12-31	$836
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,777,080
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,777,080
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	$16,937,311
Value of net income/loss	2019-12-31	$16,937,311
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$84,954,883
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$84,954,883
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$68,017,572
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$68,017,572
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
Investment advisory and management fees	2019-12-31	$142,780
Investment advisory and management fees	2019-12-31	$142,780
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$78,424,256
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$78,424,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$61,862,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$61,862,442
Interest on participant loans	2019-12-31	$34,547
Interest on participant loans	2019-12-31	$34,547
Value of interest in common/collective trusts at end of year	2019-12-31	$5,909,688
Value of interest in common/collective trusts at end of year	2019-12-31	$5,909,688
Value of interest in common/collective trusts at beginning of year	2019-12-31	$5,466,047
Value of interest in common/collective trusts at beginning of year	2019-12-31	$5,466,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,756,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,756,019
Net investment gain or loss from common/collective trusts	2019-12-31	$122,470
Net investment gain or loss from common/collective trusts	2019-12-31	$122,470
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	$1,477,925
Contributions received in cash from employer	2019-12-31	$1,477,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,505,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,505,452
Contract administrator fees	2019-12-31	$136,006
Contract administrator fees	2019-12-31	$136,006
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	BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm name	2019-12-31	BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm EIN	2019-12-31	620647474
Accountancy firm EIN	2019-12-31	620647474
2018 : HOLSTON MEDICAL GROUP RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,833,846
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,567,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,315,652
Value of total corrective distributions	2018-12-31	$595
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,840,591
Value of total assets at end of year	2018-12-31	$68,017,572
Value of total assets at beginning of year	2018-12-31	$70,750,999
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$251,026
Total interest from all sources	2018-12-31	$32,496
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,646,820
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	$1,646,820
Administrative expenses professional fees incurred	2018-12-31	$406
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
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	$3,044,050
Participant contributions at end of year	2018-12-31	$689,083
Participant contributions at beginning of year	2018-12-31	$727,845
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$659,007
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	$-2,733,427
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$68,017,572
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$70,750,999
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
Investment advisory and management fees	2018-12-31	$147,371
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$61,862,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$64,943,068
Interest on participant loans	2018-12-31	$32,496
Value of interest in common/collective trusts at end of year	2018-12-31	$5,466,047
Value of interest in common/collective trusts at beginning of year	2018-12-31	$5,080,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,772,976
Net investment gain or loss from common/collective trusts	2018-12-31	$86,915
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	$1,137,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,315,652
Contract administrator fees	2018-12-31	$103,249
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	BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm EIN	2018-12-31	620647474
2017 : HOLSTON MEDICAL GROUP RETIREMENT 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$13,771,415
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$4,384,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,107,693
Value of total corrective distributions	2017-12-31	$12,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,978,258
Value of total assets at end of year	2017-12-31	$70,750,999
Value of total assets at beginning of year	2017-12-31	$61,363,590
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$264,001
Total interest from all sources	2017-12-31	$31,157
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$3,443,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$3,443,819
Administrative expenses professional fees incurred	2017-12-31	$17,310
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,753,040
Participant contributions at end of year	2017-12-31	$727,845
Participant contributions at beginning of year	2017-12-31	$681,502
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$61,904
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$557,660
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	$9,387,409
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$70,750,999
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$61,363,590
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
Investment advisory and management fees	2017-12-31	$39,203
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$64,943,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$55,650,880
Interest on participant loans	2017-12-31	$31,157
Value of interest in common/collective trusts at end of year	2017-12-31	$5,080,086
Value of interest in common/collective trusts at beginning of year	2017-12-31	$4,958,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,246,701
Net investment gain or loss from common/collective trusts	2017-12-31	$71,480
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	No
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	$667,558
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$10,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,107,693
Contract administrator fees	2017-12-31	$207,488
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	BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm EIN	2017-12-31	620647474
2016 : HOLSTON MEDICAL GROUP RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$8,118,908
Total of all expenses incurred	2016-12-31	$5,422,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,243,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,875,084
Value of total assets at end of year	2016-12-31	$61,363,590
Value of total assets at beginning of year	2016-12-31	$58,666,691
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$178,974
Total interest from all sources	2016-12-31	$29,683
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,579,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$2,579,400
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,221,914
Participant contributions at end of year	2016-12-31	$681,502
Participant contributions at beginning of year	2016-12-31	$754,241
Participant contributions at end of year	2016-12-31	$61,904
Participant contributions at beginning of year	2016-12-31	$26,744
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,368,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,696,899
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$61,363,590
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$58,666,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$55,650,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$52,403,285
Interest on participant loans	2016-12-31	$29,683
Value of interest in common/collective trusts at end of year	2016-12-31	$4,958,660
Value of interest in common/collective trusts at beginning of year	2016-12-31	$5,479,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,634,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$284,952
Employer contributions (assets) at end of year	2016-12-31	$10,644
Employer contributions (assets) at beginning of year	2016-12-31	$2,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,243,035
Contract administrator fees	2016-12-31	$178,974
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm EIN	2016-12-31	620647474
2015 : HOLSTON MEDICAL GROUP RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,126,576
Total of all expenses incurred	2015-12-31	$4,719,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$4,476,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,373,981
Value of total assets at end of year	2015-12-31	$58,666,691
Value of total assets at beginning of year	2015-12-31	$62,259,185
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$242,388
Total interest from all sources	2015-12-31	$30,857
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,653,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,653,442
Administrative expenses professional fees incurred	2015-12-31	$20,602
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,180,093
Participant contributions at end of year	2015-12-31	$754,241
Participant contributions at beginning of year	2015-12-31	$861,277
Participant contributions at end of year	2015-12-31	$26,744
Participant contributions at beginning of year	2015-12-31	$27,661
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$104,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-3,592,494
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$58,666,691
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$62,259,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$221,786
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$52,403,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$61,370,247
Interest on participant loans	2015-12-31	$30,857
Value of interest in common/collective trusts at end of year	2015-12-31	$5,479,453
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,931,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$89,672
Employer contributions (assets) at end of year	2015-12-31	$2,968
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$4,476,682
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm EIN	2015-12-31	620647474
2014 : HOLSTON MEDICAL GROUP RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$3,774,098
Total income from all sources (including contributions)	2014-12-31	$4,732,944
Total of all expenses incurred	2014-12-31	$5,506,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$5,345,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,163,737
Value of total assets at end of year	2014-12-31	$62,259,185
Value of total assets at beginning of year	2014-12-31	$59,258,252
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$160,131
Total interest from all sources	2014-12-31	$21,423
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,799,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$2,799,062
Administrative expenses professional fees incurred	2014-12-31	$110,271
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,080,797
Participant contributions at end of year	2014-12-31	$861,277
Participant contributions at beginning of year	2014-12-31	$1,016,826
Participant contributions at end of year	2014-12-31	$27,661
Participant contributions at beginning of year	2014-12-31	$8,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-773,165
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$62,259,185
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$59,258,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$49,860
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$61,348,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$58,232,576
Interest on participant loans	2014-12-31	$21,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$21,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-251,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$82,940
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$5,345,978
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm EIN	2014-12-31	620647474
2013 : HOLSTON MEDICAL GROUP RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$11,554,465
Total of all expenses incurred	2013-12-31	$3,389,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,353,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,709,841
Value of total assets at end of year	2013-12-31	$59,258,252
Value of total assets at beginning of year	2013-12-31	$51,093,532
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$36,638
Total interest from all sources	2013-12-31	$62,056
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,192,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,192,390
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,401,406
Participant contributions at end of year	2013-12-31	$1,016,826
Participant contributions at beginning of year	2013-12-31	$1,090,575
Participant contributions at end of year	2013-12-31	$8,850
Participant contributions at beginning of year	2013-12-31	$95,511
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$837,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$8,164,720
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$59,258,252
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$51,093,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$58,056,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$44,995,474
Interest on participant loans	2013-12-31	$62,056
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$4,866,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$176,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$21,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$21,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$5,590,178
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$471,177
Employer contributions (assets) at beginning of year	2013-12-31	$24,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,353,107
Contract administrator fees	2013-12-31	$36,638
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm EIN	2013-12-31	620647474
2012 : HOLSTON MEDICAL GROUP RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$8,459,877
Total of all expenses incurred	2012-12-31	$2,160,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,134,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,391,968
Value of total assets at end of year	2012-12-31	$51,093,532
Value of total assets at beginning of year	2012-12-31	$44,793,997
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$25,443
Total interest from all sources	2012-12-31	$1,341,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$25,443
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,602,544
Participant contributions at end of year	2012-12-31	$1,090,575
Participant contributions at beginning of year	2012-12-31	$1,190,562
Participant contributions at end of year	2012-12-31	$95,511
Participant contributions at beginning of year	2012-12-31	$56,887
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$259,871
Other income not declared elsewhere	2012-12-31	$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	2012-12-31	No
Value of net income/loss	2012-12-31	$6,299,535
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$51,093,532
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$44,793,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$44,995,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$38,973,460
Interest on participant loans	2012-12-31	$66,254
Value of interest in common/collective trusts at end of year	2012-12-31	$4,866,463
Value of interest in common/collective trusts at beginning of year	2012-12-31	$4,556,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$21,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$3,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$3,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1,274,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$8,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$3,584,861
Net investment gain or loss from common/collective trusts	2012-12-31	$141,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$529,553
Employer contributions (assets) at end of year	2012-12-31	$24,488
Employer contributions (assets) at beginning of year	2012-12-31	$3,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,134,899
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm EIN	2012-12-31	620647474
2011 : HOLSTON MEDICAL GROUP RETIREMENT PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$2,330,905
Total of all expenses incurred	2011-12-31	$3,893,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,856,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,818,907
Value of total assets at end of year	2011-12-31	$44,793,997
Value of total assets at beginning of year	2011-12-31	$46,357,024
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$37,019
Total interest from all sources	2011-12-31	$1,370,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,414,433
Participant contributions at end of year	2011-12-31	$1,190,562
Participant contributions at beginning of year	2011-12-31	$1,340,409
Participant contributions at end of year	2011-12-31	$56,887
Participant contributions at beginning of year	2011-12-31	$32,684
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$11,147,826
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$10,734,299
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$305,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-1,563,027
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$44,793,997
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$46,357,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$27,825,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$29,648,964
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$75,036
Income. Interest from loans (other than to participants)	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$4,556,788
Value of interest in common/collective trusts at beginning of year	2011-12-31	$4,038,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$3,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2,133
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1,295,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$8,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$559,872
Net investment gain or loss from common/collective trusts	2011-12-31	$-1,858,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$99,038
Employer contributions (assets) at end of year	2011-12-31	$3,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,856,913
Contract administrator fees	2011-12-31	$37,019
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm EIN	2011-12-31	620647474
2010 : HOLSTON MEDICAL GROUP RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$9,261,008
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$3,575,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,519,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,848,280
Value of total assets at end of year	2010-12-31	$46,357,024
Value of total assets at beginning of year	2010-12-31	$40,671,051
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$55,616
Total interest from all sources	2010-12-31	$82,711
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$894,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$894,933
Administrative expenses professional fees incurred	2010-12-31	$55,616
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,633,111
Participant contributions at end of year	2010-12-31	$1,340,409
Participant contributions at beginning of year	2010-12-31	$1,094,029
Participant contributions at end of year	2010-12-31	$32,684
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$10,734,299
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$281,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$5,685,973
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$46,357,024
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$40,671,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$29,648,964
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$38,629,617
Interest on participant loans	2010-12-31	$64,314
Interest earned on other investments	2010-12-31	$18,344
Value of interest in common/collective trusts at end of year	2010-12-31	$4,038,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$2,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$2,229
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$53
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$559,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$945,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$4,435,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$934,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,519,419
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BLACKBURN, CHILDERS & STEAGALL, PLC
Accountancy firm EIN	2010-12-31	620647474

Form 5500 Responses for HOLSTON MEDICAL GROUP RETIREMENT PLAN

2023: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HOLSTON MEDICAL GROUP RETIREMENT 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
2017: HOLSTON MEDICAL GROUP RETIREMENT 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
2016: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HOLSTON MEDICAL GROUP RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HOLSTON MEDICAL GROUP RETIREMENT 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HOLSTON MEDICAL GROUP RETIREMENT 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HOLSTON MEDICAL GROUP RETIREMENT 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number	60013
Policy instance	1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number	60013
Policy instance	1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number	60013
Policy instance	1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number	60013
Policy instance	1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number	60013
Policy instance	1

Potentially related plans

HOLSTON MEDICAL ASSISTANCE AND LIFE INSURANCE PLAN [EIN = 620461469]

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The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	HOLSTON MEDICAL GROUP, INC.
Employer identification number (EIN):	621388079
NAIC Classification:	622000
NAIC Description:	Hospitals

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
003	2023-01-01	SHAWNA ARMSTRONG
003	2022-01-01
003	2022-01-01	SHAWNA ARMSTRONG
003	2021-01-01
003	2021-01-01
003	2021-01-01	SHAWNA ARMSTRONG
003	2020-01-01
003	2019-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01	SHAWNA ARMSTRONG	SHAWNA ARMSTRONG	2016-10-17
003	2014-01-01	SHAWNA ARMSTRONG	SHAWNA ARMSTRONG	2015-10-15
003	2013-01-01	SHERRY LARK
003	2012-01-01	KELLY PENNINGTON	KELLY PENNINGTON	2013-10-15
003	2011-01-01	KELLY PENNINGTON
003	2009-01-01	BILL KNIGHT
003	2009-01-01	BILL KNIGHT