401k Plan data: MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN plan

MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN
Plan identification number	001

MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC has sponsored the creation of one or more 401k plans.

Company Name: MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC

Employer identification number (EIN): 814941165

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

Additional information about MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2017-01-03

Company Identification Number: 5060511

Legal Registered Office Address: 8205 MAIN STREET
SUITE 10
WILLIAMSVILLE
United States of America (USA)
14221

More information about MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01

Plan Statistics for MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN

Measure Date Value
2022: MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 271
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 189
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 58
Total of all active and inactive participants 2022-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 248
Number of participants with account balances 2022-01-01 248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 39
2021: MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 271
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 211
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 60
Total of all active and inactive participants 2021-01-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 271
Number of participants with account balances 2021-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 285
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 215
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 49
Total of all active and inactive participants 2020-01-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 264
Number of participants with account balances 2020-01-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 230
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 46
Total of all active and inactive participants 2019-01-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 276
Number of participants with account balances 2019-01-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 244
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 26
Total of all active and inactive participants 2018-01-01 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 270
Number of participants with account balances 2018-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	271
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	189
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	58
Total of all active and inactive participants	2022-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	248
Number of participants with account balances	2022-01-01	248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	39
2021: MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	271
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	211
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	60
Total of all active and inactive participants	2021-01-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	271
Number of participants with account balances	2021-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	285
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	215
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	49
Total of all active and inactive participants	2020-01-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	264
Number of participants with account balances	2020-01-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	230
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	46
Total of all active and inactive participants	2019-01-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	276
Number of participants with account balances	2019-01-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	244
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	26
Total of all active and inactive participants	2018-01-01	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	270
Number of participants with account balances	2018-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN

Measure	Date	Value
2022 : MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING 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	$-2,422,753
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$564,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$503,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,560,486
Value of total assets at end of year	2022-12-31	$21,597,348
Value of total assets at beginning of year	2022-12-31	$24,584,338
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$61,052
Total interest from all sources	2022-12-31	$11,135
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$374,407
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	$374,407
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	$988,128
Participant contributions at end of year	2022-12-31	$164,259
Participant contributions at beginning of year	2022-12-31	$118,595
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$91,836
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	$-2,986,990
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$21,597,348
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$24,584,338
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	$235
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$20,568,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$23,629,022
Value of interest in pooled separate accounts at end of year	2022-12-31	$864,144
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$836,721
Interest on participant loans	2022-12-31	$11,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,389,857
Net investment gain/loss from pooled separate accounts	2022-12-31	$21,076
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	$480,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$503,185
Contract administrator fees	2022-12-31	$60,817
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	FREED MAXICK CPAS, P.C.
Accountancy firm EIN	2022-12-31	454051133
2021 : MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING 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	$4,698,744
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,103,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,046,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,518,607
Value of total assets at end of year	2021-12-31	$24,584,338
Value of total assets at beginning of year	2021-12-31	$21,989,121
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$56,553
Total interest from all sources	2021-12-31	$5,834
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$287,423
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	$287,423
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	$993,793
Participant contributions at end of year	2021-12-31	$118,595
Participant contributions at beginning of year	2021-12-31	$127,608
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$179,807
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	$2,595,217
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$24,584,338
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$21,989,121
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	$22,292
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$23,629,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$20,044,534
Value of interest in pooled separate accounts at end of year	2021-12-31	$836,721
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,347,423
Interest on participant loans	2021-12-31	$5,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,867,448
Net investment gain/loss from pooled separate accounts	2021-12-31	$19,432
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	$345,007
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$469,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,046,974
Contract administrator fees	2021-12-31	$34,261
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	FREED MAXICK CPAS, P.C.
Accountancy firm EIN	2021-12-31	454051133
2020 : MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING 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	$4,770,127
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,354,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,292,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,809,682
Value of total assets at end of year	2020-12-31	$21,989,121
Value of total assets at beginning of year	2020-12-31	$19,573,977
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$62,885
Total interest from all sources	2020-12-31	$7,545
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$307,222
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	$307,222
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	$950,801
Participant contributions at end of year	2020-12-31	$127,608
Participant contributions at beginning of year	2020-12-31	$128,703
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,220
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	$2,415,144
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$21,989,121
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,573,977
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	$24,759
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$20,044,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$18,716,677
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,347,423
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$728,597
Interest on participant loans	2020-12-31	$7,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,624,685
Net investment gain/loss from pooled separate accounts	2020-12-31	$20,993
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	$856,661
Employer contributions (assets) at end of year	2020-12-31	$469,556
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,292,098
Contract administrator fees	2020-12-31	$38,126
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	FREED MAXICK CPAS, P.C.
Accountancy firm EIN	2020-12-31	454051133
2019 : MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING 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	$4,962,520
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$510,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$459,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,759,479
Value of total assets at end of year	2019-12-31	$19,573,977
Value of total assets at beginning of year	2019-12-31	$15,122,177
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$51,014
Total interest from all sources	2019-12-31	$6,589
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$280,031
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	$280,031
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	$934,042
Participant contributions at end of year	2019-12-31	$128,703
Participant contributions at beginning of year	2019-12-31	$69,803
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$385,730
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	$4,451,800
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,573,977
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,122,177
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	$22,604
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$18,716,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,909,492
Value of interest in pooled separate accounts at end of year	2019-12-31	$728,597
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$142,882
Interest on participant loans	2019-12-31	$6,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,904,122
Net investment gain/loss from pooled separate accounts	2019-12-31	$12,299
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	$439,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$459,706
Contract administrator fees	2019-12-31	$28,410
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	FREED MAXICK CPAS, P.C.
Accountancy firm EIN	2019-12-31	454051133
2018 : MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$12,401,458
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	$2,256,448
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,708,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,666,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,054,572
Value of total assets at end of year	2018-12-31	$15,122,177
Value of total assets at beginning of year	2018-12-31	$3,172,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$41,778
Total interest from all sources	2018-12-31	$4,080
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$258,640
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	$258,640
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	Yes
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	$897,646
Participant contributions at end of year	2018-12-31	$69,803
Participant contributions at beginning of year	2018-12-31	$62,299
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,689,799
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$10,705
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	$-451,651
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$15,122,177
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,172,370
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	$19,336
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$14,909,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Value of interest in pooled separate accounts at end of year	2018-12-31	$142,882
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,099,366
Interest on participant loans	2018-12-31	$4,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,160,247
Net investment gain/loss from pooled separate accounts	2018-12-31	$99,403
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	$467,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,666,321
Contract administrator fees	2018-12-31	$22,442
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
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	FREED MAXICK CPAS, P.C.
Accountancy firm EIN	2018-12-31	454051133

Form 5500 Responses for MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN

2022: MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	248
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	258
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	252
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	273
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	258
Insurance policy start date	2018-02-07
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC
Employer identification number (EIN):	814941165
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2017-01-03
Company Identification Number:	5060511
Legal Registered Office Address:	8205 MAIN STREET SUITE 10 WILLIAMSVILLE United States of America (USA) 14221