401k Plan data: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN plan

MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 401k Plan overview

Plan Name	MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN
Plan identification number	001

MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN Benefits

401k Plan Type

Defined 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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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.

401k Sponsoring company profile

MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY has sponsored the creation of one or more 401k plans.

Company Name: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY

Employer identification number (EIN): 010369195

NAIC Classification: 611000

Additional information about MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY

Jurisdiction of Incorporation: Maine Bureau of Corporations, Elections & Commissions

Incorporation Date:

Company Identification Number: 19800371ND

More information about MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 MICHELLE BRAGG 2024-01-15 MICHELLE BRAGG 2024-01-15
001 2021-07-01 MICHELLE BRAGG 2022-12-08 MICHELLE BRAGG 2022-12-08
001 2020-07-01 MICHELLE BRAGG 2022-01-24 MICHELLE BRAGG 2022-01-24
001 2019-07-01 MICHELLE BRAGG 2020-11-24 MICHELLE BRAGG 2020-11-24
001 2018-07-01 MICHELLE BRAGG 2019-12-20 MICHELLE BRAGG 2019-12-20
001 2017-07-01
001 2016-07-01
001 2015-07-01 MICHELLE BRAGG MICHELLE BRAGG 2017-04-07
001 2014-07-01 MICHELLE BRAGG 2016-01-14 MICHELLE BRAGG 2016-01-14
001 2013-07-01 NANCY WEINGARTEN 2014-12-12 NANCY WEINGARTEN 2014-12-12
001 2012-07-01 NANCY WEINGARTEN 2013-10-29 NANCY WEINGARTEN 2013-10-29
001 2011-07-01 NANCY WEINGARTEN 2013-01-04 NANCY WEINGARTEN 2013-01-04
001 2010-07-01 NANCY WEINGARTEN 2011-09-30 NANCY WEINGARTEN 2011-09-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01	MICHELLE BRAGG	2024-01-15	MICHELLE BRAGG	2024-01-15
001	2021-07-01	MICHELLE BRAGG	2022-12-08	MICHELLE BRAGG	2022-12-08
001	2020-07-01	MICHELLE BRAGG	2022-01-24	MICHELLE BRAGG	2022-01-24
001	2019-07-01	MICHELLE BRAGG	2020-11-24	MICHELLE BRAGG	2020-11-24
001	2018-07-01	MICHELLE BRAGG	2019-12-20	MICHELLE BRAGG	2019-12-20
001	2017-07-01
001	2016-07-01
001	2015-07-01	MICHELLE BRAGG		MICHELLE BRAGG	2017-04-07
001	2014-07-01	MICHELLE BRAGG	2016-01-14	MICHELLE BRAGG	2016-01-14
001	2013-07-01	NANCY WEINGARTEN	2014-12-12	NANCY WEINGARTEN	2014-12-12
001	2012-07-01	NANCY WEINGARTEN	2013-10-29	NANCY WEINGARTEN	2013-10-29
001	2011-07-01	NANCY WEINGARTEN	2013-01-04	NANCY WEINGARTEN	2013-01-04
001	2010-07-01	NANCY WEINGARTEN	2011-09-30	NANCY WEINGARTEN	2011-09-30

Plan Statistics for MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN

401k plan membership statisitcs for MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN

Measure Date Value
2022: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 165
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 127
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 51
Total of all active and inactive participants 2022-07-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 178
Number of participants with account balances 2022-07-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 11
2021: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 163
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 119
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 42
Total of all active and inactive participants 2021-07-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 1
Total participants 2021-07-01 162
Number of participants with account balances 2021-07-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 9
2020: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 161
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 113
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 47
Total of all active and inactive participants 2020-07-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 1
Total participants 2020-07-01 161
Number of participants with account balances 2020-07-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 15
2019: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 150
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 115
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 41
Total of all active and inactive participants 2019-07-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 157
Number of participants with account balances 2019-07-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 11
2018: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 143
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 109
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 40
Total of all active and inactive participants 2018-07-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 149
Number of participants with account balances 2018-07-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 15
2017: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 129
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 112
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 30
Total of all active and inactive participants 2017-07-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 142
Number of participants with account balances 2017-07-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 13
2016: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 116
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 106
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 24
Total of all active and inactive participants 2016-07-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 130
Number of participants with account balances 2016-07-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 11
2015: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 122
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 99
Number of retired or separated participants receiving benefits 2015-07-01 20
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 119
Number of participants with account balances 2015-07-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 13

Measure	Date	Value
2022: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	165
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	127
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	51
Total of all active and inactive participants	2022-07-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	178
Number of participants with account balances	2022-07-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	11
2021: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	163
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	119
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	42
Total of all active and inactive participants	2021-07-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	1
Total participants	2021-07-01	162
Number of participants with account balances	2021-07-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	9
2020: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	161
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	113
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	47
Total of all active and inactive participants	2020-07-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	1
Total participants	2020-07-01	161
Number of participants with account balances	2020-07-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	15
2019: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	150
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	115
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	41
Total of all active and inactive participants	2019-07-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	157
Number of participants with account balances	2019-07-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	11
2018: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	143
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	109
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	40
Total of all active and inactive participants	2018-07-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	149
Number of participants with account balances	2018-07-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	15
2017: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	129
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	112
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	30
Total of all active and inactive participants	2017-07-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	142
Number of participants with account balances	2017-07-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	13
2016: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	116
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	106
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	24
Total of all active and inactive participants	2016-07-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	130
Number of participants with account balances	2016-07-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	11
2015: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	122
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	99
Number of retired or separated participants receiving benefits	2015-07-01	20
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	119
Number of participants with account balances	2015-07-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	13

Financial Data on MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN

Measure	Date	Value
2023 : MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-06-30	$3,987,488
Total of all expenses incurred	2023-06-30	$544,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$482,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$1,826,255
Value of total assets at end of year	2023-06-30	$19,473,112
Value of total assets at beginning of year	2023-06-30	$16,030,233
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$61,715
Total interest from all sources	2023-06-30	$10,583
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$440,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$440,664
Administrative expenses professional fees incurred	2023-06-30	$61,715
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$1,133,314
Participant contributions at end of year	2023-06-30	$6,238
Participant contributions at beginning of year	2023-06-30	$9,998
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$4,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$3,442,879
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$19,473,112
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$16,030,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$19,257,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$15,693,209
Interest on participant loans	2023-06-30	$515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-06-30	$209,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-06-30	$327,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-06-30	$327,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-06-30	$10,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$1,709,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$687,957
Employer contributions (assets) at end of year	2023-06-30	$256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$482,894
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2023-06-30	010523282
2022 : MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-671,017
Total of all expenses incurred	2022-06-30	$1,383,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,316,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,954,327
Value of total assets at end of year	2022-06-30	$16,030,233
Value of total assets at beginning of year	2022-06-30	$18,084,795
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$67,238
Total interest from all sources	2022-06-30	$1,403
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$1,084,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$1,084,202
Administrative expenses professional fees incurred	2022-06-30	$67,238
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$1,105,974
Participant contributions at end of year	2022-06-30	$9,998
Participant contributions at beginning of year	2022-06-30	$14,155
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$218,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-2,054,562
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$16,030,233
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$18,084,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$15,693,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$17,839,167
Interest on participant loans	2022-06-30	$831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$327,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$231,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$231,422
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$572
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-3,710,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$629,610
Employer contributions (assets) at beginning of year	2022-06-30	$51
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,316,307
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2022-06-30	010523282
2021 : MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$5,753,523
Total of all expenses incurred	2021-06-30	$271,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$215,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,783,384
Value of total assets at end of year	2021-06-30	$18,084,795
Value of total assets at beginning of year	2021-06-30	$12,602,626
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$55,404
Total interest from all sources	2021-06-30	$1,375
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$413,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$413,706
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$1,028,540
Participant contributions at end of year	2021-06-30	$14,155
Participant contributions at beginning of year	2021-06-30	$27,385
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$199,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$5,482,169
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$18,084,795
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$12,602,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$17,839,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$12,449,775
Income. Interest from loans (other than to participants)	2021-06-30	$1,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$231,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$118,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$118,824
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$3,555,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$555,190
Employer contributions (assets) at end of year	2021-06-30	$51
Employer contributions (assets) at beginning of year	2021-06-30	$6,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$215,950
Contract administrator fees	2021-06-30	$55,404
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2021-06-30	010523282
2020 : MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$2,289,333
Total of all expenses incurred	2020-06-30	$840,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$789,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,679,125
Value of total assets at end of year	2020-06-30	$12,602,626
Value of total assets at beginning of year	2020-06-30	$11,154,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$51,032
Total interest from all sources	2020-06-30	$6,063
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$354,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$354,950
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$916,733
Participant contributions at end of year	2020-06-30	$27,385
Participant contributions at beginning of year	2020-06-30	$28,567
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$190,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,448,350
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$12,602,626
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$11,154,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$39,915
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$12,449,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$10,824,059
Income. Interest from loans (other than to participants)	2020-06-30	$1,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$118,824
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$301,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$301,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$4,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$249,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$572,090
Employer contributions (assets) at end of year	2020-06-30	$6,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$789,951
Contract administrator fees	2020-06-30	$11,117
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2020-06-30	010523282
2019 : MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$2,575,261
Total of all expenses incurred	2019-06-30	$1,050,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$1,006,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,976,488
Value of total assets at end of year	2019-06-30	$11,154,276
Value of total assets at beginning of year	2019-06-30	$9,629,740
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$43,821
Total interest from all sources	2019-06-30	$8,544
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$403,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$403,731
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$921,747
Participant contributions at end of year	2019-06-30	$28,567
Participant contributions at beginning of year	2019-06-30	$40,381
Participant contributions at beginning of year	2019-06-30	$74,988
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$519,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,524,536
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$11,154,276
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$9,629,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$33,939
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$10,824,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$9,230,386
Income. Interest from loans (other than to participants)	2019-06-30	$2,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$301,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$249,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$249,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$6,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$186,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$535,396
Employer contributions (assets) at beginning of year	2019-06-30	$34,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$1,006,904
Contract administrator fees	2019-06-30	$9,882
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2019-06-30	010523282
2018 : MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$2,136,049
Total of all expenses incurred	2018-06-30	$489,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$450,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,429,614
Value of total assets at end of year	2018-06-30	$9,629,740
Value of total assets at beginning of year	2018-06-30	$7,983,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$38,856
Total interest from all sources	2018-06-30	$4,757
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$225,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$225,394
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$896,443
Participant contributions at end of year	2018-06-30	$40,381
Participant contributions at beginning of year	2018-06-30	$53,863
Participant contributions at end of year	2018-06-30	$74,988
Participant contributions at beginning of year	2018-06-30	$54,575
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$32,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,646,271
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$9,629,740
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$7,983,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$29,611
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$9,230,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$7,773,057
Interest on participant loans	2018-06-30	$2,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$249,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$86,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$86,791
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$2,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$476,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$500,643
Employer contributions (assets) at end of year	2018-06-30	$34,510
Employer contributions (assets) at beginning of year	2018-06-30	$15,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$450,922
Contract administrator fees	2018-06-30	$9,245
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2018-06-30	010523282
2017 : MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$2,070,463
Total of all expenses incurred	2017-06-30	$563,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$537,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,209,520
Value of total assets at end of year	2017-06-30	$7,983,469
Value of total assets at beginning of year	2017-06-30	$6,476,757
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$26,263
Total interest from all sources	2017-06-30	$3,352
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$857,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$857,591
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$716,241
Participant contributions at end of year	2017-06-30	$53,863
Participant contributions at beginning of year	2017-06-30	$56,842
Participant contributions at end of year	2017-06-30	$54,575
Participant contributions at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$53,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,506,712
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$7,983,469
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$6,476,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$19,168
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$7,773,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$6,254,201
Interest on participant loans	2017-06-30	$2,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$86,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$165,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$165,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$1,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$440,053
Employer contributions (assets) at end of year	2017-06-30	$15,183
Employer contributions (assets) at beginning of year	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$537,488
Contract administrator fees	2017-06-30	$7,095
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	Yes
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2017-06-30	010523282
2016 : MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$1,015,870
Total of all expenses incurred	2016-06-30	$259,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$246,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,058,491
Value of total assets at end of year	2016-06-30	$6,476,757
Value of total assets at beginning of year	2016-06-30	$5,720,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$13,036
Total interest from all sources	2016-06-30	$3,320
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$408,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$408,838
Administrative expenses professional fees incurred	2016-06-30	$4,837
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$685,674
Participant contributions at end of year	2016-06-30	$56,842
Participant contributions at beginning of year	2016-06-30	$67,906
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$52,871
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$6,133
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$756,693
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$6,476,757
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$5,720,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$8,199
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$6,254,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$5,422,799
Interest on participant loans	2016-06-30	$3,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$165,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$148,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$148,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-454,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$366,684
Employer contributions (assets) at end of year	2016-06-30	$0
Employer contributions (assets) at beginning of year	2016-06-30	$28,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$246,141
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2016-06-30	010523282

Form 5500 Responses for MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN

2022: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY
Employer identification number (EIN):	010369195
NAIC Classification:	611000

Jurisdiction of Incorporation:	Maine Bureau of Corporations, Elections & Commissions
Incorporation Date:
Company Identification Number:	19800371ND