401k Plan data: WHEELER CLINIC, INC. 403(B) PLAN plan

WHEELER CLINIC, INC. 403(B) PLAN 401k Plan overview

Plan Name	WHEELER CLINIC, INC. 403(B) PLAN
Plan identification number	004

WHEELER CLINIC, INC. 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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

WHEELER CLINIC, INC. has sponsored the creation of one or more 401k plans.

Company Name: WHEELER CLINIC, INC.

Employer identification number (EIN): 060867065

NAIC Classification: 621420
NAIC Description: Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHEELER CLINIC, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01 SABRINA TROCCHI 2023-10-16 SABRINA TROCCHI 2023-10-16
004 2021-01-01 SABRINA TROCCHI 2022-10-12 SABRINA TROCCHI 2022-10-12
004 2020-01-01 SABRINA TROCCHI 2021-07-22 SABRINA TROCCHI 2021-07-22
004 2019-01-01 SABRINA TROCCHI 2020-07-27 SABRINA TROCCHI 2020-07-27
004 2018-01-01
004 2017-01-01
004 2016-01-01
004 2015-01-01
004 2014-01-01
004 2013-01-01
004 2012-01-01 SUSAN WALKAMA
004 2011-01-01 SUSAN WALKAMA
004 2009-01-01 SUSAN WALKAMA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2022-01-01	SABRINA TROCCHI	2023-10-16	SABRINA TROCCHI	2023-10-16
004	2021-01-01	SABRINA TROCCHI	2022-10-12	SABRINA TROCCHI	2022-10-12
004	2020-01-01	SABRINA TROCCHI	2021-07-22	SABRINA TROCCHI	2021-07-22
004	2019-01-01	SABRINA TROCCHI	2020-07-27	SABRINA TROCCHI	2020-07-27
004	2018-01-01
004	2017-01-01
004	2016-01-01
004	2015-01-01
004	2014-01-01
004	2013-01-01
004	2012-01-01	SUSAN WALKAMA
004	2011-01-01	SUSAN WALKAMA
004	2009-01-01	SUSAN WALKAMA

Plan Statistics for WHEELER CLINIC, INC. 403(B) PLAN

401k plan membership statisitcs for WHEELER CLINIC, INC. 403(B) PLAN

Measure Date Value
2022: WHEELER CLINIC, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,130
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,241
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,111
Total of all active and inactive participants 2022-01-01 2,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2,353
Number of participants with account balances 2022-01-01 2,146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 62
2021: WHEELER CLINIC, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,031
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,171
Number of other retired or separated participants entitled to future benefits 2021-01-01 958
Total of all active and inactive participants 2021-01-01 2,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 2,130
Number of participants with account balances 2021-01-01 2,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 74
2020: WHEELER CLINIC, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,998
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,155
Number of other retired or separated participants entitled to future benefits 2020-01-01 884
Total of all active and inactive participants 2020-01-01 2,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 2,042
Number of participants with account balances 2020-01-01 1,934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 31
2019: WHEELER CLINIC, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,803
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,490
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 506
Total of all active and inactive participants 2019-01-01 1,996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 1,998
Number of participants with account balances 2019-01-01 1,895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 95
2018: WHEELER CLINIC, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,608
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,464
Number of other retired or separated participants entitled to future benefits 2018-01-01 337
Total of all active and inactive participants 2018-01-01 1,801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 1,803
Number of participants with account balances 2018-01-01 1,692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 34
2017: WHEELER CLINIC, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,355
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,284
Number of other retired or separated participants entitled to future benefits 2017-01-01 321
Total of all active and inactive participants 2017-01-01 1,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 1,608
Number of participants with account balances 2017-01-01 1,521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 96
2016: WHEELER CLINIC, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,218
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,165
Number of other retired or separated participants entitled to future benefits 2016-01-01 189
Total of all active and inactive participants 2016-01-01 1,354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 1,355
Number of participants with account balances 2016-01-01 1,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 59
2015: WHEELER CLINIC, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,064
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,070
Number of other retired or separated participants entitled to future benefits 2015-01-01 136
Total of all active and inactive participants 2015-01-01 1,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 1,208
Number of participants with account balances 2015-01-01 1,207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 81
2014: WHEELER CLINIC, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 966
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 989
Number of other retired or separated participants entitled to future benefits 2014-01-01 85
Total of all active and inactive participants 2014-01-01 1,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 1,075
Number of participants with account balances 2014-01-01 1,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 22
2013: WHEELER CLINIC, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 865
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 919
Number of other retired or separated participants entitled to future benefits 2013-01-01 46
Total of all active and inactive participants 2013-01-01 965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 966
Number of participants with account balances 2013-01-01 966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 16
2012: WHEELER CLINIC, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 770
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 833
Number of other retired or separated participants entitled to future benefits 2012-01-01 32
Total of all active and inactive participants 2012-01-01 865
Total participants 2012-01-01 865
Number of participants with account balances 2012-01-01 865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 15
2011: WHEELER CLINIC, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 708
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 748
Number of other retired or separated participants entitled to future benefits 2011-01-01 22
Total of all active and inactive participants 2011-01-01 770
Total participants 2011-01-01 770
Number of participants with account balances 2011-01-01 770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 12
2009: WHEELER CLINIC, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 623
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 650
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 651
Total participants 2009-01-01 651
Number of participants with account balances 2009-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: WHEELER CLINIC, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,130
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,241
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,111
Total of all active and inactive participants	2022-01-01	2,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2,353
Number of participants with account balances	2022-01-01	2,146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	62
2021: WHEELER CLINIC, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,031
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,171
Number of other retired or separated participants entitled to future benefits	2021-01-01	958
Total of all active and inactive participants	2021-01-01	2,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	2,130
Number of participants with account balances	2021-01-01	2,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	74
2020: WHEELER CLINIC, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,998
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,155
Number of other retired or separated participants entitled to future benefits	2020-01-01	884
Total of all active and inactive participants	2020-01-01	2,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	2,042
Number of participants with account balances	2020-01-01	1,934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	31
2019: WHEELER CLINIC, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,803
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,490
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	506
Total of all active and inactive participants	2019-01-01	1,996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	1,998
Number of participants with account balances	2019-01-01	1,895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	95
2018: WHEELER CLINIC, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,608
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,464
Number of other retired or separated participants entitled to future benefits	2018-01-01	337
Total of all active and inactive participants	2018-01-01	1,801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	1,803
Number of participants with account balances	2018-01-01	1,692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	34
2017: WHEELER CLINIC, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,355
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,284
Number of other retired or separated participants entitled to future benefits	2017-01-01	321
Total of all active and inactive participants	2017-01-01	1,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	1,608
Number of participants with account balances	2017-01-01	1,521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	96
2016: WHEELER CLINIC, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,218
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,165
Number of other retired or separated participants entitled to future benefits	2016-01-01	189
Total of all active and inactive participants	2016-01-01	1,354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	1,355
Number of participants with account balances	2016-01-01	1,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	59
2015: WHEELER CLINIC, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,064
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,070
Number of other retired or separated participants entitled to future benefits	2015-01-01	136
Total of all active and inactive participants	2015-01-01	1,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	1,208
Number of participants with account balances	2015-01-01	1,207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	81
2014: WHEELER CLINIC, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	966
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	989
Number of other retired or separated participants entitled to future benefits	2014-01-01	85
Total of all active and inactive participants	2014-01-01	1,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	1,075
Number of participants with account balances	2014-01-01	1,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	22
2013: WHEELER CLINIC, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	865
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	919
Number of other retired or separated participants entitled to future benefits	2013-01-01	46
Total of all active and inactive participants	2013-01-01	965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	966
Number of participants with account balances	2013-01-01	966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	16
2012: WHEELER CLINIC, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	770
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	833
Number of other retired or separated participants entitled to future benefits	2012-01-01	32
Total of all active and inactive participants	2012-01-01	865
Total participants	2012-01-01	865
Number of participants with account balances	2012-01-01	865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	15
2011: WHEELER CLINIC, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	708
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	748
Number of other retired or separated participants entitled to future benefits	2011-01-01	22
Total of all active and inactive participants	2011-01-01	770
Total participants	2011-01-01	770
Number of participants with account balances	2011-01-01	770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	12
2009: WHEELER CLINIC, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	623
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	650
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	651
Total participants	2009-01-01	651
Number of participants with account balances	2009-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WHEELER CLINIC, INC. 403(B) PLAN

Measure	Date	Value
2022 : WHEELER CLINIC, INC. 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-2,424,141
Total of all expenses incurred	2022-12-31	$3,311,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,242,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,642,882
Value of total assets at end of year	2022-12-31	$42,566,303
Value of total assets at beginning of year	2022-12-31	$48,302,320
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$69,556
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$351,403
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	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,876,203
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$328,363
Administrative expenses (other) incurred	2022-12-31	$69,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,736,017
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$42,566,303
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$48,302,320
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 registered invesment companies (eg mutual funds) at end of year	2022-12-31	$42,137,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$43,092,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$277,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$5,061,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$5,061,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,418,426
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	$1,438,316
Employer contributions (assets) at end of year	2022-12-31	$151,073
Employer contributions (assets) at beginning of year	2022-12-31	$148,334
Income. Dividends from common stock	2022-12-31	$351,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,242,320
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	2022-12-31	No
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	WHITTLESEY PC
Accountancy firm EIN	2022-12-31	060903326
2021 : WHEELER CLINIC, INC. 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$10,227,221
Total of all expenses incurred	2021-12-31	$2,946,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,927,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,945,870
Value of total assets at end of year	2021-12-31	$48,302,320
Value of total assets at beginning of year	2021-12-31	$41,021,880
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$19,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,081,308
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$222,180
Administrative expenses (other) incurred	2021-12-31	$19,423
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	$7,280,440
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$48,302,320
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$41,021,880
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	$43,092,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$35,792,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$5,061,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$5,081,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$5,081,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$6,281,351
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	$1,642,382
Employer contributions (assets) at end of year	2021-12-31	$148,334
Employer contributions (assets) at beginning of year	2021-12-31	$147,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,927,358
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	2021-12-31	No
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	WHITTLESEY PC
Accountancy firm EIN	2021-12-31	030903326
2020 : WHEELER CLINIC, INC. 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$8,301,827
Total of all expenses incurred	2020-12-31	$2,004,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,995,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,798,590
Value of total assets at end of year	2020-12-31	$41,021,880
Value of total assets at beginning of year	2020-12-31	$34,724,782
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$9,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,947,465
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$429,496
Administrative expenses (other) incurred	2020-12-31	$9,612
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	$6,297,098
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$41,021,880
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$34,724,782
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	$35,792,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$30,301,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$5,081,691
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$4,299,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$4,299,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,503,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,421,629
Employer contributions (assets) at end of year	2020-12-31	$147,380
Employer contributions (assets) at beginning of year	2020-12-31	$123,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,995,117
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	2020-12-31	No
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	WHITTLESEY PC
Accountancy firm EIN	2020-12-31	030903326
2019 : WHEELER CLINIC, INC. 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$9,432,776
Total of all expenses incurred	2019-12-31	$2,316,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,316,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,952,704
Value of total assets at end of year	2019-12-31	$34,724,782
Value of total assets at beginning of year	2019-12-31	$27,608,453
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
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,804,642
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$54,799
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$654,207
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	$7,116,329
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$34,724,782
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$27,608,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$30,301,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$23,175,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$4,299,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$4,258,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$4,258,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,480,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,493,855
Employer contributions (assets) at end of year	2019-12-31	$123,902
Employer contributions (assets) at beginning of year	2019-12-31	$119,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,316,447
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	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WHITTLESEY PC
Accountancy firm EIN	2019-12-31	060903326
2018 : WHEELER CLINIC, INC. 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,650,075
Total of all expenses incurred	2018-12-31	$2,059,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,059,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,417,538
Value of total assets at end of year	2018-12-31	$27,608,453
Value of total assets at beginning of year	2018-12-31	$28,017,625
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$116
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	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,616,224
Participant contributions at end of year	2018-12-31	$54,799
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$161,008
Administrative expenses (other) incurred	2018-12-31	$116
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	$-409,172
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$27,608,453
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$28,017,625
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	$23,175,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$24,107,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$4,258,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$3,738,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$3,738,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,767,463
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	$1,640,306
Employer contributions (assets) at end of year	2018-12-31	$119,580
Employer contributions (assets) at beginning of year	2018-12-31	$170,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,059,131
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
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	WHITTLESEY PC
Accountancy firm EIN	2018-12-31	060903326
2017 : WHEELER CLINIC, INC. 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$6,900,864
Total of all expenses incurred	2017-12-31	$2,016,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,015,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,614,291
Value of total assets at end of year	2017-12-31	$28,017,625
Value of total assets at beginning of year	2017-12-31	$23,132,778
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$83
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	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,477,163
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$527,334
Administrative expenses (other) incurred	2017-12-31	$83
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	$4,884,847
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$28,017,625
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$23,132,778
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	$24,107,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$19,911,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$3,738,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$3,055,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$3,055,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,286,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,609,794
Employer contributions (assets) at end of year	2017-12-31	$170,922
Employer contributions (assets) at beginning of year	2017-12-31	$165,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,015,934
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	2017-12-31	No
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	WHITTLESEY PC
Accountancy firm EIN	2017-12-31	060903326
2016 : WHEELER CLINIC, INC. 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$4,822,344
Total of all expenses incurred	2016-12-31	$1,380,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,374,952
Expenses. Certain deemed distributions of participant loans	2016-12-31	$5,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,981,031
Value of total assets at end of year	2016-12-31	$23,132,778
Value of total assets at beginning of year	2016-12-31	$19,690,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,468,662
Participant contributions at end of year	2016-12-31	$239,554
Participant contributions at beginning of year	2016-12-31	$159,945
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$43,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$3,441,992
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$23,132,778
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,690,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$19,911,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$16,886,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$2,815,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$2,442,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$2,442,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,841,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,512,369
Employer contributions (assets) at end of year	2016-12-31	$165,646
Employer contributions (assets) at beginning of year	2016-12-31	$158,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,374,952
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	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN	2016-12-31	060903326
2015 : WHEELER CLINIC, INC. 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$3,156,384
Total of all expenses incurred	2015-12-31	$1,963,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,957,433
Expenses. Certain deemed distributions of participant loans	2015-12-31	$5,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,280,090
Value of total assets at end of year	2015-12-31	$19,690,786
Value of total assets at beginning of year	2015-12-31	$18,498,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,745,232
Participant contributions at end of year	2015-12-31	$159,945
Participant contributions at beginning of year	2015-12-31	$134,378
Participant contributions at end of year	2015-12-31	$43,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,192,445
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,690,786
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,498,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$16,886,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$15,465,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$2,442,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$2,797,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$2,797,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-123,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,534,858
Employer contributions (assets) at end of year	2015-12-31	$158,139
Employer contributions (assets) at beginning of year	2015-12-31	$101,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,957,433
Contract administrator fees	2015-12-31	$1,106
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	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN	2015-12-31	060903326
2014 : WHEELER CLINIC, INC. 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$3,391,217
Total of all expenses incurred	2014-12-31	$836,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$828,420
Expenses. Certain deemed distributions of participant loans	2014-12-31	$5,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,347,351
Value of total assets at end of year	2014-12-31	$18,498,341
Value of total assets at beginning of year	2014-12-31	$15,943,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,169,951
Participant contributions at end of year	2014-12-31	$134,378
Participant contributions at beginning of year	2014-12-31	$79,136
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$2,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,554,925
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$18,498,341
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$15,943,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$15,465,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$13,365,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$2,797,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$2,396,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$2,396,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,043,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,177,400
Employer contributions (assets) at end of year	2014-12-31	$101,132
Employer contributions (assets) at beginning of year	2014-12-31	$99,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$828,420
Contract administrator fees	2014-12-31	$2,472
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	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN	2014-12-31	060903326
2013 : WHEELER CLINIC, INC. 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$4,675,214
Total of all expenses incurred	2013-12-31	$812,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$5,400
Expenses. Certain deemed distributions of participant loans	2013-12-31	$805,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,392,216
Value of total assets at end of year	2013-12-31	$15,943,416
Value of total assets at beginning of year	2013-12-31	$12,080,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,192,665
Participant contributions at end of year	2013-12-31	$79,136
Participant contributions at beginning of year	2013-12-31	$25,955
Participant contributions at end of year	2013-12-31	$2,474
Participant contributions at beginning of year	2013-12-31	$3,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,862,605
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$15,943,416
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,080,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$13,365,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,695,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2,396,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,257,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,257,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,282,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,199,551
Employer contributions (assets) at end of year	2013-12-31	$99,566
Employer contributions (assets) at beginning of year	2013-12-31	$98,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,400
Contract administrator fees	2013-12-31	$1,300
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	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN	2013-12-31	060903326
2012 : WHEELER CLINIC, INC. 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$7,969,567
Total of all expenses incurred	2012-12-31	$683,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$5,400
Expenses. Certain deemed distributions of participant loans	2012-12-31	$618,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$7,361,697
Value of total assets at end of year	2012-12-31	$12,080,811
Value of total assets at beginning of year	2012-12-31	$4,794,272
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$59,136
Total interest from all sources	2012-12-31	$82,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	No
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$6,142,230
Participant contributions at end of year	2012-12-31	$25,955
Participant contributions at beginning of year	2012-12-31	$3,803
Participant contributions at end of year	2012-12-31	$3,514
Participant contributions at beginning of year	2012-12-31	$3,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$7,286,539
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,080,811
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,794,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$9,695,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,002,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,257,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$630,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$630,367
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$82,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$525,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,219,467
Employer contributions (assets) at end of year	2012-12-31	$98,158
Employer contributions (assets) at beginning of year	2012-12-31	$154,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$5,400
Contract administrator fees	2012-12-31	$59,136
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	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN	2012-12-31	060903326
2011 : WHEELER CLINIC, INC. 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$2,268,182
Total of all expenses incurred	2011-12-31	$194,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$5,400
Expenses. Certain deemed distributions of participant loans	2011-12-31	$127,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,312,375
Value of total assets at end of year	2011-12-31	$4,794,272
Value of total assets at beginning of year	2011-12-31	$2,720,858
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$62,352
Total interest from all sources	2011-12-31	$10,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,036,467
Participant contributions at end of year	2011-12-31	$3,803
Participant contributions at beginning of year	2011-12-31	$2,574
Participant contributions at end of year	2011-12-31	$3,129
Participant contributions at beginning of year	2011-12-31	$3,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,073,414
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,794,272
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,720,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$630,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$303,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$303,986
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$10,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,002,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,300,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-54,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,275,908
Employer contributions (assets) at end of year	2011-12-31	$154,788
Employer contributions (assets) at beginning of year	2011-12-31	$110,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$5,400
Contract administrator fees	2011-12-31	$62,352
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	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN	2011-12-31	060903326
2010 : WHEELER CLINIC, INC. 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,641,051
Total of all expenses incurred	2010-12-31	$160,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$5,400
Expenses. Certain deemed distributions of participant loans	2010-12-31	$119,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,421,936
Value of total assets at end of year	2010-12-31	$2,720,858
Value of total assets at beginning of year	2010-12-31	$1,240,532
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$35,559
Total interest from all sources	2010-12-31	$22,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$766,091
Participant contributions at end of year	2010-12-31	$2,574
Participant contributions at beginning of year	2010-12-31	$3,188
Participant contributions at end of year	2010-12-31	$3,423
Participant contributions at beginning of year	2010-12-31	$30,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,480,326
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,720,858
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,240,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$303,986
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$156,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$156,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$22,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,300,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,049,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$196,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$655,845
Employer contributions (assets) at end of year	2010-12-31	$110,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$5,400
Contract administrator fees	2010-12-31	$35,559
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN	2010-12-31	060903326
2009 : WHEELER CLINIC, INC. 403(B) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for WHEELER CLINIC, INC. 403(B) PLAN

2022: WHEELER CLINIC, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WHEELER CLINIC, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WHEELER CLINIC, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WHEELER CLINIC, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WHEELER CLINIC, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WHEELER CLINIC, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WHEELER CLINIC, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WHEELER CLINIC, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WHEELER CLINIC, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WHEELER CLINIC, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WHEELER CLINIC, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WHEELER CLINIC, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WHEELER CLINIC, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

011559-I

Policy instance

Insurance contract or identification number	011559-I
Number of Individuals Covered	2130
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,284
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1284
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

011559-I

Policy instance

Insurance contract or identification number	011559-I
Number of Individuals Covered	2130
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $14,081
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	14081
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

011559-I

Policy instance

Insurance contract or identification number	011559-I
Number of Individuals Covered	2042
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $14,081
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	14081
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

011559-I

Policy instance

Insurance contract or identification number	011559-I
Number of Individuals Covered	1998
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,896
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3896
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

011559-I

Policy instance

Insurance contract or identification number	011559-I
Number of Individuals Covered	1803
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $19,182
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	19182
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM.
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

011559-I

Policy instance

Insurance contract or identification number	011559-I
Number of Individuals Covered	1608
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,023
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	7023
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM.
Insurance broker organization code?	3
Insurance broker name	HARTFORD REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

011559-I

Policy instance

Insurance contract or identification number	011559-I
Number of Individuals Covered	1208
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,917
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1917
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	HARTFORD REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

011559-I

Policy instance

Insurance contract or identification number	011559-I
Number of Individuals Covered	1075
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,635
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2635
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	HARTFORD REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

011559-I

Policy instance

Insurance contract or identification number	011559-I
Number of Individuals Covered	966
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $22,111
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	22111
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	HARTFORD REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

011559-I

Policy instance

Insurance contract or identification number	011559-I
Number of Individuals Covered	865
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,250
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	896
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	CHRISTOPHER MCGLYNN

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

011559-I

Policy instance

Insurance contract or identification number	011559-I
Number of Individuals Covered	770
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,806
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

011559-I

Policy instance

Insurance contract or identification number	011559-I
Number of Individuals Covered	703
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $160
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WHEELER CLINIC, INC.
Employer identification number (EIN):	060867065
NAIC Classification:	621420
NAIC Description:	Outpatient Mental Health and Substance Abuse Centers