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PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PRIMARY CARE PARTNERS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:PRIMARY CARE PARTNERS, P.C.
Employer identification number (EIN):841456669
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TKELLER@PCPGJ.COM
0012016-01-01TRINA KELLER
0012015-01-01TRINA KELLER
0012014-01-01TRINA KELLER
0012013-01-01TRINA KELLER
0012012-01-01TRINA KELLER TRINA KELLER2013-10-10
0012011-01-01TRINA KELLER
0012009-01-01TRINA KELLER

Plan Statistics for PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01330
Total number of active participants reported on line 7a of the Form 55002022-01-01204
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01109
Total of all active and inactive participants2022-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01314
Number of participants with account balances2022-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0128
2021: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01354
Total number of active participants reported on line 7a of the Form 55002021-01-01226
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01103
Total of all active and inactive participants2021-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01330
Number of participants with account balances2021-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01307
Total number of active participants reported on line 7a of the Form 55002020-01-01257
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0196
Total of all active and inactive participants2020-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01354
Number of participants with account balances2020-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01303
Total number of active participants reported on line 7a of the Form 55002019-01-01247
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01307
Number of participants with account balances2019-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01371
Total number of active participants reported on line 7a of the Form 55002018-01-01248
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0155
Total of all active and inactive participants2018-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01303
Number of participants with account balances2018-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01303
Total number of active participants reported on line 7a of the Form 55002017-01-01283
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0188
Total of all active and inactive participants2017-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01371
Number of participants with account balances2017-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01374
Total number of active participants reported on line 7a of the Form 55002016-01-01239
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01303
Number of participants with account balances2016-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01383
Total number of active participants reported on line 7a of the Form 55002015-01-01241
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01117
Total of all active and inactive participants2015-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01359
Number of participants with account balances2015-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01369
Total number of active participants reported on line 7a of the Form 55002014-01-01281
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01101
Total of all active and inactive participants2014-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01383
Number of participants with account balances2014-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01266
Total number of active participants reported on line 7a of the Form 55002013-01-01261
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0194
Total of all active and inactive participants2013-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01356
Number of participants with account balances2013-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01267
Total number of active participants reported on line 7a of the Form 55002012-01-01183
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0182
Total of all active and inactive participants2012-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01266
Number of participants with account balances2012-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01273
Total number of active participants reported on line 7a of the Form 55002011-01-01175
Number of other retired or separated participants entitled to future benefits2011-01-0180
Total of all active and inactive participants2011-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01257
Number of participants with account balances2011-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01270
Total number of active participants reported on line 7a of the Form 55002009-01-01191
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0162
Total of all active and inactive participants2009-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01253
Number of participants with account balances2009-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-5,688,217
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,211,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,083,623
Expenses. Certain deemed distributions of participant loans2022-12-31$12,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,763,054
Value of total assets at end of year2022-12-31$36,067,916
Value of total assets at beginning of year2022-12-31$44,967,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$115,422
Total interest from all sources2022-12-31$14,663
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$824,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$824,079
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$200,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,193,869
Participant contributions at end of year2022-12-31$324,758
Participant contributions at beginning of year2022-12-31$265,881
Participant contributions at end of year2022-12-31$6,920
Participant contributions at beginning of year2022-12-31$122,328
Assets. Other investments not covered elsewhere at end of year2022-12-31$13,450,303
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$15,631,821
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$29,509
Other income not declared elsewhere2022-12-31$-2,351,528
Administrative expenses (other) incurred2022-12-31$41,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,899,453
Value of net assets at end of year (total assets less liabilities)2022-12-31$36,067,916
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$44,967,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$73,993
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,476,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,911,106
Interest on participant loans2022-12-31$10,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$643,017
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$514,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$514,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$4,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,938,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$539,676
Employer contributions (assets) at end of year2022-12-31$166,239
Employer contributions (assets) at beginning of year2022-12-31$521,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,083,623
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DWC
Accountancy firm EIN2022-12-31840795096
2021 : PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$7,516,834
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,447,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,319,299
Value of total corrective distributions2021-12-31$9,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,388,231
Value of total assets at end of year2021-12-31$44,967,369
Value of total assets at beginning of year2021-12-31$40,897,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$117,876
Total interest from all sources2021-12-31$12,550
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$901,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$901,639
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$200,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,394,766
Participant contributions at end of year2021-12-31$265,881
Participant contributions at beginning of year2021-12-31$381,100
Participant contributions at end of year2021-12-31$122,328
Participant contributions at beginning of year2021-12-31$68,831
Assets. Other investments not covered elsewhere at end of year2021-12-31$15,631,821
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$14,258,539
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$39,047
Other income not declared elsewhere2021-12-31$1,633,532
Administrative expenses (other) incurred2021-12-31$41,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,069,711
Value of net assets at end of year (total assets less liabilities)2021-12-31$44,967,369
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$40,897,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$75,910
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,911,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,637,776
Interest on participant loans2021-12-31$11,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$514,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$483,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$483,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,580,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$954,418
Employer contributions (assets) at end of year2021-12-31$521,528
Employer contributions (assets) at beginning of year2021-12-31$67,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,319,299
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DALBY, WENDLAND & CO. P.C.
Accountancy firm EIN2021-12-31840795096
2020 : PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$8,300,763
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,695,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,615,254
Value of total corrective distributions2020-12-31$891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,784,251
Value of total assets at end of year2020-12-31$40,897,658
Value of total assets at beginning of year2020-12-31$34,292,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$79,360
Total interest from all sources2020-12-31$20,065
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$745,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$745,512
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$200,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,189,871
Participant contributions at end of year2020-12-31$381,100
Participant contributions at beginning of year2020-12-31$442,162
Participant contributions at end of year2020-12-31$68,831
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$14,258,539
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$7,076,209
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$34,456
Other income not declared elsewhere2020-12-31$2,314,014
Administrative expenses (other) incurred2020-12-31$38,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,605,258
Value of net assets at end of year (total assets less liabilities)2020-12-31$40,897,658
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,292,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$41,247
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,637,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,837,260
Interest on participant loans2020-12-31$18,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$483,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$374,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$374,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,436,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$559,924
Employer contributions (assets) at end of year2020-12-31$67,931
Employer contributions (assets) at beginning of year2020-12-31$562,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,615,254
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DALBY, WENDLAND & CO. P.C.
Accountancy firm EIN2020-12-31840795096
2019 : PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,703,995
Total income from all sources (including contributions)2019-12-31$7,703,995
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,642,449
Total of all expenses incurred2019-12-31$2,642,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,551,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,551,558
Value of total corrective distributions2019-12-31$5,759
Value of total corrective distributions2019-12-31$5,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,698,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,698,002
Value of total assets at end of year2019-12-31$34,292,400
Value of total assets at end of year2019-12-31$34,292,400
Value of total assets at beginning of year2019-12-31$29,230,854
Value of total assets at beginning of year2019-12-31$29,230,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$85,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$85,132
Total interest from all sources2019-12-31$30,393
Total interest from all sources2019-12-31$30,393
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$634,619
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$634,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$634,619
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$634,619
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,145,756
Contributions received from participants2019-12-31$1,145,756
Participant contributions at end of year2019-12-31$442,162
Participant contributions at end of year2019-12-31$442,162
Participant contributions at beginning of year2019-12-31$603,674
Participant contributions at beginning of year2019-12-31$603,674
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$51,727
Participant contributions at beginning of year2019-12-31$51,727
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,076,209
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,076,209
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,889,552
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,889,552
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$19,714
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$19,714
Other income not declared elsewhere2019-12-31$1,115,309
Other income not declared elsewhere2019-12-31$1,115,309
Administrative expenses (other) incurred2019-12-31$41,487
Administrative expenses (other) incurred2019-12-31$41,487
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$367
Total non interest bearing cash at beginning of year2019-12-31$367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,061,546
Value of net income/loss2019-12-31$5,061,546
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,292,400
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,292,400
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,230,854
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,230,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$43,645
Investment advisory and management fees2019-12-31$43,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,837,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,837,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,391,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,391,576
Interest on participant loans2019-12-31$23,112
Interest on participant loans2019-12-31$23,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$374,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$374,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$720,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$720,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$720,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$720,366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,225,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,225,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$532,532
Contributions received in cash from employer2019-12-31$532,532
Employer contributions (assets) at end of year2019-12-31$562,367
Employer contributions (assets) at end of year2019-12-31$562,367
Employer contributions (assets) at beginning of year2019-12-31$573,592
Employer contributions (assets) at beginning of year2019-12-31$573,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,551,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,551,558
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DALBY, WENDLAND & CO. P.C.
Accountancy firm name2019-12-31DALBY, WENDLAND & CO. P.C.
Accountancy firm EIN2019-12-31840795096
Accountancy firm EIN2019-12-31840795096
2018 : PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$638,217
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$806,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$732,200
Expenses. Certain deemed distributions of participant loans2018-12-31$8,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,782,541
Value of total assets at end of year2018-12-31$29,230,854
Value of total assets at beginning of year2018-12-31$29,399,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$65,316
Total interest from all sources2018-12-31$26,692
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,331,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,331,973
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,114,154
Participant contributions at end of year2018-12-31$603,674
Participant contributions at beginning of year2018-12-31$653,480
Participant contributions at end of year2018-12-31$51,727
Participant contributions at beginning of year2018-12-31$91,951
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,889,552
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,092,631
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$110,639
Other income not declared elsewhere2018-12-31$-438,739
Administrative expenses (other) incurred2018-12-31$38,218
Total non interest bearing cash at end of year2018-12-31$367
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-168,195
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,230,854
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,399,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$27,098
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,391,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,767,015
Interest on participant loans2018-12-31$24,563
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$710,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$720,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$82,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$82,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,072,639
Net investment gain or loss from common/collective trusts2018-12-31$8,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$557,748
Employer contributions (assets) at end of year2018-12-31$573,592
Employer contributions (assets) at beginning of year2018-12-31$1,000,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$732,200
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DALBY, WENDLAND & CO. P.C.
Accountancy firm EIN2018-12-31840795096
2017 : PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$5,664,338
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$969,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$857,817
Expenses. Certain deemed distributions of participant loans2017-12-31$14,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,069,966
Value of total assets at end of year2017-12-31$29,399,049
Value of total assets at beginning of year2017-12-31$24,704,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$96,810
Total interest from all sources2017-12-31$22,047
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$12,071
Administrative expenses professional fees incurred2017-12-31$7,617
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,072,337
Participant contributions at end of year2017-12-31$653,480
Participant contributions at beginning of year2017-12-31$682,859
Participant contributions at end of year2017-12-31$91,951
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,092,631
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,485,251
Other income not declared elsewhere2017-12-31$510,039
Administrative expenses (other) incurred2017-12-31$755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,694,775
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,399,049
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,704,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$88,438
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,767,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,809,794
Interest on participant loans2017-12-31$22,041
Value of interest in common/collective trusts at end of year2017-12-31$710,634
Value of interest in common/collective trusts at beginning of year2017-12-31$5,517,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$82,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,172,816
Net investment gain or loss from common/collective trusts2017-12-31$877,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$997,629
Employer contributions (assets) at end of year2017-12-31$1,000,813
Employer contributions (assets) at beginning of year2017-12-31$1,208,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$857,817
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DALBY, WENDLAND & CO. P.C.
Accountancy firm EIN2017-12-31840795096
2016 : PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$4,153,059
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,163,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,108,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,121,077
Value of total assets at end of year2016-12-31$24,704,274
Value of total assets at beginning of year2016-12-31$21,714,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$54,961
Total interest from all sources2016-12-31$20,851
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$304,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$304,414
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$912,263
Participant contributions at end of year2016-12-31$682,859
Participant contributions at beginning of year2016-12-31$615,294
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,485,251
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,003,512
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,091
Other income not declared elsewhere2016-12-31$337,953
Administrative expenses (other) incurred2016-12-31$54,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,989,423
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,704,274
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,714,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,809,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,047,045
Interest on participant loans2016-12-31$20,851
Value of interest in common/collective trusts at end of year2016-12-31$5,517,769
Value of interest in common/collective trusts at beginning of year2016-12-31$3,553,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$990,858
Net investment gain or loss from common/collective trusts2016-12-31$377,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,202,723
Employer contributions (assets) at end of year2016-12-31$1,208,601
Employer contributions (assets) at beginning of year2016-12-31$495,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,108,675
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DALBY, WENDLAND & CO. P.C.
Accountancy firm EIN2016-12-31840795096
2015 : PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$942,933
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,460,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,404,048
Value of total corrective distributions2015-12-31$5,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,336,673
Value of total assets at end of year2015-12-31$21,714,851
Value of total assets at beginning of year2015-12-31$22,232,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$50,865
Total interest from all sources2015-12-31$21,220
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$189,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$189,516
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$856,799
Participant contributions at end of year2015-12-31$615,294
Participant contributions at beginning of year2015-12-31$639,952
Participant contributions at beginning of year2015-12-31$23,159
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,003,512
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,245,419
Other income not declared elsewhere2015-12-31$-138,056
Administrative expenses (other) incurred2015-12-31$50,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-517,249
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,714,851
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,232,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,047,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,285,339
Interest on participant loans2015-12-31$21,220
Value of interest in common/collective trusts at end of year2015-12-31$3,553,741
Value of interest in common/collective trusts at beginning of year2015-12-31$3,507,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-519,053
Net investment gain or loss from common/collective trusts2015-12-31$52,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$479,874
Employer contributions (assets) at end of year2015-12-31$495,259
Employer contributions (assets) at beginning of year2015-12-31$530,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,404,048
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DALBY, WENDLAND & CO. P.C.
Accountancy firm EIN2015-12-31840795096
2014 : PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$2,787,527
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,519,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,460,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,360,843
Value of total assets at end of year2014-12-31$22,232,100
Value of total assets at beginning of year2014-12-31$21,964,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$59,150
Total interest from all sources2014-12-31$21,572
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$219,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$219,687
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$832,059
Participant contributions at end of year2014-12-31$639,952
Participant contributions at beginning of year2014-12-31$657,057
Participant contributions at end of year2014-12-31$23,159
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,245,419
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,966,734
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,767
Other income not declared elsewhere2014-12-31$330,230
Administrative expenses (other) incurred2014-12-31$59,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$267,551
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,232,100
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,964,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,285,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,564,713
Interest on participant loans2014-12-31$21,572
Value of interest in common/collective trusts at end of year2014-12-31$3,507,696
Value of interest in common/collective trusts at beginning of year2014-12-31$744,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$779,378
Net investment gain or loss from common/collective trusts2014-12-31$75,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$524,017
Employer contributions (assets) at end of year2014-12-31$530,535
Employer contributions (assets) at beginning of year2014-12-31$1,031,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,460,826
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DALBY, WENDLAND & CO. P.C.
Accountancy firm EIN2014-12-31840795096
2013 : PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$4,838,551
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$807,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$753,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,815,008
Value of total assets at end of year2013-12-31$21,964,549
Value of total assets at beginning of year2013-12-31$17,933,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$54,543
Total interest from all sources2013-12-31$22,026
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$829,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$829,598
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$745,320
Participant contributions at end of year2013-12-31$657,057
Participant contributions at beginning of year2013-12-31$639,404
Participant contributions at beginning of year2013-12-31$35,459
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,966,734
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,378,717
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$41,734
Other income not declared elsewhere2013-12-31$223,263
Administrative expenses (other) incurred2013-12-31$54,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,030,899
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,964,549
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,933,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,564,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,161,579
Interest on participant loans2013-12-31$22,026
Value of interest in common/collective trusts at end of year2013-12-31$744,771
Value of interest in common/collective trusts at beginning of year2013-12-31$789,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,937,537
Net investment gain or loss from common/collective trusts2013-12-31$11,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,027,954
Employer contributions (assets) at end of year2013-12-31$1,031,274
Employer contributions (assets) at beginning of year2013-12-31$929,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$753,109
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DALBY, WENDLAND & CO, P.C
Accountancy firm EIN2013-12-31840795096
2012 : PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,251,272
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$957,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$909,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,625,891
Value of total assets at end of year2012-12-31$17,933,650
Value of total assets at beginning of year2012-12-31$15,639,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$47,239
Total interest from all sources2012-12-31$18,135
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$520,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$520,195
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$684,791
Participant contributions at end of year2012-12-31$639,404
Participant contributions at beginning of year2012-12-31$482,995
Participant contributions at end of year2012-12-31$35,459
Participant contributions at beginning of year2012-12-31$39,716
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,378,717
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$854,548
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$11,960
Other income not declared elsewhere2012-12-31$90,881
Administrative expenses (other) incurred2012-12-31$47,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,294,074
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,933,650
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,639,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,161,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,242,733
Interest on participant loans2012-12-31$18,133
Value of interest in common/collective trusts at end of year2012-12-31$789,351
Value of interest in common/collective trusts at beginning of year2012-12-31$718,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$984,903
Net investment gain or loss from common/collective trusts2012-12-31$11,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$929,140
Employer contributions (assets) at end of year2012-12-31$929,140
Employer contributions (assets) at beginning of year2012-12-31$1,300,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$909,959
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$382,261
Aggregate carrying amount (costs) on sale of assets2012-12-31$382,261
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DALBY, WENDLAND & CO, P.C
Accountancy firm EIN2012-12-31840795096
2011 : PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,831,083
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,038,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,003,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,990,822
Value of total assets at end of year2011-12-31$15,639,576
Value of total assets at beginning of year2011-12-31$14,846,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,347
Total interest from all sources2011-12-31$16,131
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$181,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$181,030
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$689,834
Participant contributions at end of year2011-12-31$482,995
Participant contributions at beginning of year2011-12-31$422,051
Participant contributions at end of year2011-12-31$39,716
Participant contributions at beginning of year2011-12-31$43,949
Assets. Other investments not covered elsewhere at end of year2011-12-31$854,548
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$848,232
Other income not declared elsewhere2011-12-31$-2,140
Administrative expenses (other) incurred2011-12-31$34,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$793,073
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,639,576
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,846,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,242,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,805,121
Income. Interest from loans (other than to participants)2011-12-31$16,131
Value of interest in common/collective trusts at end of year2011-12-31$718,607
Value of interest in common/collective trusts at beginning of year2011-12-31$840,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-368,131
Net investment gain or loss from common/collective trusts2011-12-31$13,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,300,988
Employer contributions (assets) at end of year2011-12-31$1,300,977
Employer contributions (assets) at beginning of year2011-12-31$886,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,003,663
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DALBY, WENDLAND & CO, P.C.
Accountancy firm EIN2011-12-31840795096
2010 : PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,253,752
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$255,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$249,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,720,189
Value of total assets at end of year2010-12-31$14,846,503
Value of total assets at beginning of year2010-12-31$11,848,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,800
Total interest from all sources2010-12-31$20,903
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$213,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$213,383
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$686,310
Participant contributions at end of year2010-12-31$422,051
Participant contributions at beginning of year2010-12-31$484,028
Participant contributions at end of year2010-12-31$43,949
Assets. Other investments not covered elsewhere at end of year2010-12-31$848,232
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$714,316
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$147,568
Other income not declared elsewhere2010-12-31$115,557
Administrative expenses (other) incurred2010-12-31$5,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,998,203
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,846,503
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,848,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,805,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,771,366
Interest on participant loans2010-12-31$20,903
Value of interest in common/collective trusts at end of year2010-12-31$840,839
Value of interest in common/collective trusts at beginning of year2010-12-31$878,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,165,495
Net investment gain or loss from common/collective trusts2010-12-31$18,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$886,311
Employer contributions (assets) at end of year2010-12-31$886,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$249,749
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DALBY, WENDLAND & CO, P.C.
Accountancy firm EIN2010-12-31840795096
2009 : PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN

2022: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PRIMARY CARE PARTNERS, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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