MAURY REGIONAL MEDICAL GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FAMILY HEALTH GROUP 401(K) SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023 : FAMILY HEALTH GROUP 401(K) SAVINGS 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 | $8,264,687 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $2,642,068 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $2,616,479 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $3,164,892 |
| Value of total assets at end of year | 2023-12-31 | $33,103,844 |
| Value of total assets at beginning of year | 2023-12-31 | $27,481,225 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $25,589 |
| Total interest from all sources | 2023-12-31 | $24,808 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $1,118,700 |
| 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 | $1,118,700 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| 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 | $1,855,357 |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $990,110 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $1,245,673 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $380,917 |
| 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 | $5,622,619 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $33,103,844 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $27,481,225 |
| 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 | $598 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $32,113,734 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $26,235,552 |
| Interest on participant loans | 2023-12-31 | $0 |
| Interest earned on other investments | 2023-12-31 | $24,808 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $3,956,287 |
| 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 | $928,618 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $2,616,479 |
| Contract administrator fees | 2023-12-31 | $24,991 |
| 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 | PYA,P.C. |
| Accountancy firm EIN | 2023-12-31 | 621517792 |
| 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 | $8,264,687 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $2,642,068 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $2,616,479 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $3,164,892 |
| Value of total assets at end of year | 2023-01-01 | $33,103,844 |
| Value of total assets at beginning of year | 2023-01-01 | $27,481,225 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $25,589 |
| Total interest from all sources | 2023-01-01 | $24,808 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $1,118,700 |
| 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 | $1,118,700 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| 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 | $1,855,357 |
| Assets. Other investments not covered elsewhere at end of year | 2023-01-01 | $990,110 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-01-01 | $1,245,673 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $380,917 |
| 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 | $5,622,619 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $33,103,844 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $27,481,225 |
| 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 | $598 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $32,113,734 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $26,235,552 |
| Interest on participant loans | 2023-01-01 | $0 |
| Interest earned on other investments | 2023-01-01 | $24,808 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $3,956,287 |
| 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 | $928,618 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $2,616,479 |
| Contract administrator fees | 2023-01-01 | $24,991 |
| 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 | PYA,P.C. |
| Accountancy firm EIN | 2023-01-01 | 621517792 |
| 2022 : FAMILY HEALTH GROUP 401(K) SAVINGS 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 | $-3,090,725 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $2,702,046 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,639,627 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,940,206 |
| Value of total assets at end of year | 2022-12-31 | $27,481,225 |
| Value of total assets at beginning of year | 2022-12-31 | $33,273,996 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $62,419 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,377,297 |
| 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 | $1,377,297 |
| Administrative expenses professional fees incurred | 2022-12-31 | $23,585 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| 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 | $1,799,942 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,245,673 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $1,178,078 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $143,406 |
| Other income not declared elsewhere | 2022-12-31 | $4,948 |
| 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 | $-5,792,771 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $27,481,225 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $33,273,996 |
| 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 | $6,913 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $26,235,552 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $32,095,918 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,413,176 |
| 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 | $996,858 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,639,627 |
| Contract administrator fees | 2022-12-31 | $31,921 |
| 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 | PYA,P.C. |
| Accountancy firm EIN | 2022-12-31 | 621517792 |
| 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 | $-3,090,725 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $2,702,046 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $2,639,627 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $2,940,206 |
| Value of total assets at end of year | 2022-01-01 | $27,481,225 |
| Value of total assets at beginning of year | 2022-01-01 | $33,273,996 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $62,419 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $1,377,297 |
| 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 | $1,377,297 |
| Administrative expenses professional fees incurred | 2022-01-01 | $23,585 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,799,942 |
| Assets. Other investments not covered elsewhere at end of year | 2022-01-01 | $1,245,673 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-01-01 | $1,178,078 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $143,406 |
| Other income not declared elsewhere | 2022-01-01 | $4,948 |
| 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 | $-5,792,771 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $27,481,225 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $33,273,996 |
| 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 | $6,913 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $26,235,552 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $32,095,918 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-7,413,176 |
| 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 | $996,858 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $2,639,627 |
| Contract administrator fees | 2022-01-01 | $31,921 |
| 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 | PYA,P.C. |
| Accountancy firm EIN | 2022-01-01 | 621517792 |
| 2021 : FAMILY HEALTH GROUP 401(K) SAVINGS 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 | $7,130,695 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $3,790,960 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,700,571 |
| Value of total corrective distributions | 2021-12-31 | $68 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,674,699 |
| Value of total assets at end of year | 2021-12-31 | $33,273,996 |
| Value of total assets at beginning of year | 2021-12-31 | $29,934,261 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $90,321 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,589,570 |
| 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 | $1,589,570 |
| Administrative expenses professional fees incurred | 2021-12-31 | $26,757 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| 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 | $1,679,172 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $1,178,078 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $1,394,842 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $66,673 |
| Other income not declared elsewhere | 2021-12-31 | $40,985 |
| 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 | $3,339,735 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $33,273,996 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $29,934,261 |
| 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 | $7,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $32,095,918 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $28,539,419 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,825,441 |
| 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 | $928,854 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,700,571 |
| Contract administrator fees | 2021-12-31 | $56,564 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | PYA,P.C. |
| Accountancy firm EIN | 2021-12-31 | 621517792 |
| 2020 : FAMILY HEALTH GROUP 401(K) SAVINGS 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 | $7,484,557 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $3,077,524 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,017,982 |
| Value of total corrective distributions | 2020-12-31 | $15,273 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,002,679 |
| Value of total assets at end of year | 2020-12-31 | $29,934,261 |
| Value of total assets at beginning of year | 2020-12-31 | $25,527,228 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $44,269 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,456,766 |
| 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 | $1,456,766 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $1,761,261 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $1,394,842 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $1,331,900 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $267,616 |
| Other income not declared elsewhere | 2020-12-31 | $50,179 |
| 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 | $4,407,033 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $29,934,261 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $25,527,228 |
| 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 | $755 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $28,539,419 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $24,195,328 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,974,933 |
| 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 | $973,802 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,017,982 |
| Contract administrator fees | 2020-12-31 | $43,514 |
| 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 | PYA,P.C. |
| Accountancy firm EIN | 2020-12-31 | 621517792 |
| 2019 : FAMILY HEALTH GROUP 401(K) SAVINGS PLAN 2019 401k financial data |
|---|
| 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 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 | $7,497,089 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $2,076,019 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,034,822 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,951,976 |
| Value of total assets at end of year | 2019-12-31 | $25,527,228 |
| Value of total assets at beginning of year | 2019-12-31 | $20,106,158 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $41,197 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,111,348 |
| 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 | $1,111,348 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| 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 |
| 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 |
| Contributions received from participants | 2019-12-31 | $1,986,256 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,331,900 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,732,101 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $657 |
| Other income not declared elsewhere | 2019-12-31 | $47,410 |
| 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 | $5,421,070 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $25,527,228 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $20,106,158 |
| 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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $682 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $24,195,328 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $18,374,057 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,386,355 |
| 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 |
| 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 | $965,063 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,034,822 |
| Contract administrator fees | 2019-12-31 | $40,515 |
| 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 |
| 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 |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | PERSHING YOAKLEY & ASSOCIATES |
| Accountancy firm EIN | 2019-12-31 | 621517792 |
| 2018 : FAMILY HEALTH GROUP 401(K) SAVINGS 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 | $1,745,633 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $1,329,415 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,272,832 |
| Value of total corrective distributions | 2018-12-31 | $6,040 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,985,104 |
| Value of total assets at end of year | 2018-12-31 | $20,106,158 |
| Value of total assets at beginning of year | 2018-12-31 | $19,689,940 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $50,543 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,319,217 |
| 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 | $1,319,217 |
| Administrative expenses professional fees incurred | 2018-12-31 | $11,000 |
| 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 | $1,854,060 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $1,732,101 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $1,334,140 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $171,317 |
| Other income not declared elsewhere | 2018-12-31 | $40,768 |
| 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 | $416,218 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $20,106,158 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $19,689,940 |
| 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 | $4,403 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $18,374,057 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $18,355,800 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,599,456 |
| 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 | $959,727 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,272,832 |
| Contract administrator fees | 2018-12-31 | $35,140 |
| 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 | PERSHING YOAKLEY & ASSOCIATES |
| Accountancy firm EIN | 2018-12-31 | 621517792 |
| 2017 : FAMILY HEALTH GROUP 401(K) SAVINGS 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 | $5,803,499 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $705,579 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $653,443 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,904,181 |
| Value of total assets at end of year | 2017-12-31 | $19,689,940 |
| Value of total assets at beginning of year | 2017-12-31 | $14,592,020 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $52,136 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $722,435 |
| 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 | $722,435 |
| Administrative expenses professional fees incurred | 2017-12-31 | $11,915 |
| 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 | $1,715,612 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $1,334,140 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $1,002,777 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $180,240 |
| Other income not declared elsewhere | 2017-12-31 | $38,803 |
| 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 | $5,097,920 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $19,689,940 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,592,020 |
| 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 | $3,500 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $18,355,800 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $13,589,243 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,138,080 |
| 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 | $1,008,329 |
| Employer contributions (assets) at end of year | 2017-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $653,443 |
| Contract administrator fees | 2017-12-31 | $36,721 |
| 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 | PERSHING YOAKLEY & ASSOCIATES |
| Accountancy firm EIN | 2017-12-31 | 621517792 |
| 2016 : FAMILY HEALTH GROUP 401(K) SAVINGS PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $3,383,071 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $650,143 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $609,632 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,417,618 |
| Value of total assets at end of year | 2016-12-31 | $14,592,020 |
| Value of total assets at beginning of year | 2016-12-31 | $11,859,092 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $40,511 |
| Total interest from all sources | 2016-12-31 | $16,646 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $518,455 |
| 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 | $518,455 |
| Administrative expenses professional fees incurred | 2016-12-31 | $11,801 |
| 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 | $1,493,653 |
| Participant contributions at end of year | 2016-12-31 | $0 |
| Participant contributions at beginning of year | 2016-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $1,002,777 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $868,522 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $79,231 |
| Other income not declared elsewhere | 2016-12-31 | $16,336 |
| 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 | $2,732,928 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $14,592,020 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,859,092 |
| 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 |
| Investment advisory and management fees | 2016-12-31 | $665 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $13,589,243 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $10,990,570 |
| Interest earned on other investments | 2016-12-31 | $16,646 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $414,016 |
| 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 | $844,734 |
| Employer contributions (assets) at end of year | 2016-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $609,632 |
| Contract administrator fees | 2016-12-31 | $28,045 |
| 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 | PERSHING YOAKLEY & ASSOCIATES |
| Accountancy firm EIN | 2016-12-31 | 621517792 |
| 2015 : FAMILY HEALTH GROUP 401(K) SAVINGS PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $3,955,905 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $1,314,588 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,294,180 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,051,994 |
| Value of total assets at end of year | 2015-12-31 | $11,859,092 |
| Value of total assets at beginning of year | 2015-12-31 | $9,217,775 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $20,408 |
| Total interest from all sources | 2015-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $451,968 |
| 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 | $451,968 |
| Administrative expenses professional fees incurred | 2015-12-31 | $1,384 |
| 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 | $1,223,281 |
| Participant contributions at end of year | 2015-12-31 | $0 |
| Participant contributions at beginning of year | 2015-12-31 | $22,518 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $868,522 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,144,653 |
| Other income not declared elsewhere | 2015-12-31 | $26,979 |
| 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 | $2,641,317 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $11,859,092 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,217,775 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $10,990,570 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $7,601,210 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,580,814 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-575,036 |
| 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 | $684,060 |
| Employer contributions (assets) at end of year | 2015-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $13,233 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,294,180 |
| Contract administrator fees | 2015-12-31 | $19,024 |
| 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 | PERSHING YOAKLEY & ASSOCIATES |
| Accountancy firm EIN | 2015-12-31 | 621517792 |
| 2014 : FAMILY HEALTH GROUP 401(K) SAVINGS PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $2,048,195 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $301,546 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $280,036 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,706,329 |
| Value of total assets at end of year | 2014-12-31 | $9,217,775 |
| Value of total assets at beginning of year | 2014-12-31 | $7,471,126 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $21,510 |
| Total interest from all sources | 2014-12-31 | $30,578 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $269,494 |
| 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 | $269,494 |
| Administrative expenses professional fees incurred | 2014-12-31 | $5,854 |
| 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 | $1,048,524 |
| Participant contributions at end of year | 2014-12-31 | $22,518 |
| Participant contributions at beginning of year | 2014-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $37,882 |
| Other income not declared elsewhere | 2014-12-31 | $9,290 |
| 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 | $1,746,649 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,217,775 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,471,126 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $7,601,210 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,115,128 |
| Interest earned on other investments | 2014-12-31 | $30,578 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,580,814 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,355,998 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $32,504 |
| 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 | $619,923 |
| Employer contributions (assets) at end of year | 2014-12-31 | $13,233 |
| 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 | $280,036 |
| Contract administrator fees | 2014-12-31 | $15,656 |
| 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 | PERSHING YOAKLEY & ASSOCIATES |
| Accountancy firm EIN | 2014-12-31 | 621517792 |
| 2013 : FAMILY HEALTH GROUP 401(K) SAVINGS PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $5,712,433 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $162,570 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $154,144 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $5,157,168 |
| Value of total assets at end of year | 2013-12-31 | $7,471,126 |
| Value of total assets at beginning of year | 2013-12-31 | $1,921,263 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $8,426 |
| Total interest from all sources | 2013-12-31 | $9,484 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $269,545 |
| 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 | $269,545 |
| 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 | $912,079 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $3,700,637 |
| Other income not declared elsewhere | 2013-12-31 | $3,454 |
| 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 | $5,549,863 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,471,126 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,921,263 |
| 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 | $6,115,128 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,635,611 |
| Interest earned on other investments | 2013-12-31 | $9,484 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,355,998 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $285,652 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $272,782 |
| 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 | No |
| 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 | $544,452 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $154,144 |
| Contract administrator fees | 2013-12-31 | $8,426 |
| 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 | CATHERINE BUNCH |
| Accountancy firm EIN | 2013-12-31 | 621517792 |