INTEGRATED PRACTICE SOLUTIONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INTEGRATED PRACTICE SOLUTIONS, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : INTEGRATED PRACTICE SOLUTIONS, INC. 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $4,479,311 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $1,305,115 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,287,465 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,450,231 |
| Value of total assets at end of year | 2023-12-31 | $14,809,321 |
| Value of total assets at beginning of year | 2023-12-31 | $11,635,125 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $17,650 |
| Total interest from all sources | 2023-12-31 | $22,919 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,625,467 |
| Participant contributions at end of year | 2023-12-31 | $234,101 |
| Participant contributions at beginning of year | 2023-12-31 | $94,492 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $31,491 |
| Administrative expenses (other) incurred | 2023-12-31 | $5,250 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $3,174,196 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $14,809,321 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $11,635,125 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $13,357,193 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $10,786,594 |
| Interest on participant loans | 2023-12-31 | $9,651 |
| Interest earned on other investments | 2023-12-31 | $13,268 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $1,218,027 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $754,039 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $2,006,161 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $793,273 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,287,465 |
| Contract administrator fees | 2023-12-31 | $12,400 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2023-12-31 | 043499945 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $4,479,311 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $1,305,115 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $1,287,465 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $2,450,231 |
| Value of total assets at end of year | 2023-01-01 | $14,809,321 |
| Value of total assets at beginning of year | 2023-01-01 | $11,635,125 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $17,650 |
| Total interest from all sources | 2023-01-01 | $22,919 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,625,467 |
| Participant contributions at end of year | 2023-01-01 | $234,101 |
| Participant contributions at beginning of year | 2023-01-01 | $94,492 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $31,491 |
| Administrative expenses (other) incurred | 2023-01-01 | $5,250 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $3,174,196 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $14,809,321 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $11,635,125 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $13,357,193 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $10,786,594 |
| Interest on participant loans | 2023-01-01 | $9,651 |
| Interest earned on other investments | 2023-01-01 | $13,268 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $1,218,027 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $754,039 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $2,006,161 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $793,273 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $1,287,465 |
| Contract administrator fees | 2023-01-01 | $12,400 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2023-01-01 | 043499945 |
| 2022 : INTEGRATED PRACTICE SOLUTIONS, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $462,701 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,192,994 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,179,887 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $-343 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,699,903 |
| Value of total assets at end of year | 2022-12-31 | $11,635,125 |
| Value of total assets at beginning of year | 2022-12-31 | $12,365,418 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $13,450 |
| Total interest from all sources | 2022-12-31 | $9,656 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,532,388 |
| Participant contributions at end of year | 2022-12-31 | $94,492 |
| Participant contributions at beginning of year | 2022-12-31 | $149,930 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $379,059 |
| Administrative expenses (other) incurred | 2022-12-31 | $13,450 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-730,293 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $11,635,125 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,365,418 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $10,786,594 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $11,868,077 |
| Interest on participant loans | 2022-12-31 | $5,238 |
| Interest earned on other investments | 2022-12-31 | $4,418 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $754,039 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $347,411 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-2,246,858 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $788,456 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,179,887 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2022-12-31 | 043499945 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $462,701 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $1,192,994 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,179,887 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $-343 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $2,699,903 |
| Value of total assets at end of year | 2022-01-01 | $11,635,125 |
| Value of total assets at beginning of year | 2022-01-01 | $12,365,418 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $13,450 |
| Total interest from all sources | 2022-01-01 | $9,656 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,532,388 |
| Participant contributions at end of year | 2022-01-01 | $94,492 |
| Participant contributions at beginning of year | 2022-01-01 | $149,930 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $379,059 |
| Administrative expenses (other) incurred | 2022-01-01 | $13,450 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-730,293 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $11,635,125 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $12,365,418 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $10,786,594 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $11,868,077 |
| Interest on participant loans | 2022-01-01 | $5,238 |
| Interest earned on other investments | 2022-01-01 | $4,418 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $754,039 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $347,411 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-2,246,858 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $788,456 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,179,887 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2022-01-01 | 043499945 |
| 2021 : INTEGRATED PRACTICE SOLUTIONS, INC. 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $17,206 |
| Total income from all sources (including contributions) | 2021-12-31 | $4,551,366 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $974,326 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $942,590 |
| Value of total corrective distributions | 2021-12-31 | $20,736 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,055,322 |
| Value of total assets at end of year | 2021-12-31 | $12,365,418 |
| Value of total assets at beginning of year | 2021-12-31 | $8,805,584 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $11,000 |
| Total interest from all sources | 2021-12-31 | $6,786 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $49 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $49 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,466,291 |
| Participant contributions at end of year | 2021-12-31 | $149,930 |
| Participant contributions at beginning of year | 2021-12-31 | $99,610 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $882,737 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $17,206 |
| Administrative expenses (other) incurred | 2021-12-31 | $11,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $3,577,040 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $12,365,418 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,788,378 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $11,868,077 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $8,506,141 |
| Interest on participant loans | 2021-12-31 | $4,354 |
| Interest earned on other investments | 2021-12-31 | $2,432 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $347,411 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $199,833 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,489,209 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $706,294 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $942,590 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2021-12-31 | 043499945 |
| 2020 : INTEGRATED PRACTICE SOLUTIONS, INC. 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $17,206 |
| 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 | $3,352,265 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $889,001 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $880,031 |
| Value of total corrective distributions | 2020-12-31 | $967 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,157,690 |
| Value of total assets at end of year | 2020-12-31 | $8,805,584 |
| Value of total assets at beginning of year | 2020-12-31 | $6,325,114 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $8,003 |
| Total interest from all sources | 2020-12-31 | $4,706 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,845 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,845 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $1,263,610 |
| Participant contributions at end of year | 2020-12-31 | $99,610 |
| Participant contributions at beginning of year | 2020-12-31 | $47,036 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $589,970 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $17,206 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
| Administrative expenses (other) incurred | 2020-12-31 | $8,003 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $2,463,264 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,788,378 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,325,114 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,506,141 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,152,088 |
| Interest on participant loans | 2020-12-31 | $2,290 |
| Interest earned on other investments | 2020-12-31 | $2,416 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $199,833 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $125,990 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,188,024 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $304,110 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $880,031 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2020-12-31 | 910189318 |
| 2019 : INTEGRATED PRACTICE SOLUTIONS, INC. 401(K) PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets to this plan | 2019-12-31 | $20,019 |
| Total transfer of assets to this plan | 2019-12-31 | $20,019 |
| 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 | $3,318,883 |
| Total income from all sources (including contributions) | 2019-12-31 | $3,318,883 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $2,300,664 |
| Total of all expenses incurred | 2019-12-31 | $2,300,664 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,296,164 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,296,164 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,229,250 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,229,250 |
| Value of total assets at end of year | 2019-12-31 | $6,325,114 |
| Value of total assets at end of year | 2019-12-31 | $6,325,114 |
| Value of total assets at beginning of year | 2019-12-31 | $5,286,876 |
| Value of total assets at beginning of year | 2019-12-31 | $5,286,876 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,500 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,500 |
| Total interest from all sources | 2019-12-31 | $4,999 |
| Total interest from all sources | 2019-12-31 | $4,999 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $891,371 |
| Contributions received from participants | 2019-12-31 | $891,371 |
| Participant contributions at end of year | 2019-12-31 | $47,036 |
| Participant contributions at end of year | 2019-12-31 | $47,036 |
| Participant contributions at beginning of year | 2019-12-31 | $34,885 |
| Participant contributions at beginning of year | 2019-12-31 | $34,885 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $874,316 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $874,316 |
| Administrative expenses (other) incurred | 2019-12-31 | $4,500 |
| Administrative expenses (other) incurred | 2019-12-31 | $4,500 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,018,219 |
| Value of net income/loss | 2019-12-31 | $1,018,219 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,325,114 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,325,114 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,286,876 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,286,876 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,152,088 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,152,088 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,918,728 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,918,728 |
| Interest on participant loans | 2019-12-31 | $1,614 |
| Interest on participant loans | 2019-12-31 | $1,614 |
| Interest earned on other investments | 2019-12-31 | $3,385 |
| Interest earned on other investments | 2019-12-31 | $3,385 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $125,990 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $125,990 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $333,263 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $333,263 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,084,634 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,084,634 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $463,563 |
| Contributions received in cash from employer | 2019-12-31 | $463,563 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,296,164 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,296,164 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | MOSS ADAMS LLP |
| Accountancy firm name | 2019-12-31 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2019-12-31 | 910189318 |
| Accountancy firm EIN | 2019-12-31 | 910189318 |
| 2018 : INTEGRATED PRACTICE SOLUTIONS, INC. 401(K) PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $712,752 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $641,196 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $635,896 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,114,450 |
| Value of total assets at end of year | 2018-12-31 | $5,286,876 |
| Value of total assets at beginning of year | 2018-12-31 | $5,215,320 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $5,300 |
| Total interest from all sources | 2018-12-31 | $6,019 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $649,137 |
| Participant contributions at end of year | 2018-12-31 | $34,885 |
| Participant contributions at beginning of year | 2018-12-31 | $21,892 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $110,449 |
| Administrative expenses (other) incurred | 2018-12-31 | $5,300 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $71,556 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,286,876 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,215,320 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,918,728 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,917,868 |
| Interest on participant loans | 2018-12-31 | $1,637 |
| Interest earned on other investments | 2018-12-31 | $4,382 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $333,263 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $275,560 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-407,717 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $354,864 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $635,896 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2018-12-31 | 910189318 |
| 2017 : INTEGRATED PRACTICE SOLUTIONS, INC. 401(K) PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,721,257 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $224,697 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $222,167 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,031,781 |
| Value of total assets at end of year | 2017-12-31 | $5,215,320 |
| Value of total assets at beginning of year | 2017-12-31 | $3,718,760 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,530 |
| Total interest from all sources | 2017-12-31 | $6,696 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $526,251 |
| Participant contributions at end of year | 2017-12-31 | $21,892 |
| Participant contributions at beginning of year | 2017-12-31 | $23,887 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $170,507 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $1,496,560 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,215,320 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,718,760 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,917,868 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,290,869 |
| Interest on participant loans | 2017-12-31 | $1,062 |
| Interest earned on other investments | 2017-12-31 | $5,634 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $275,560 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $404,004 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $682,780 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $335,023 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $222,167 |
| Contract administrator fees | 2017-12-31 | $2,530 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2017-12-31 | 910189318 |
