401k Plan data: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN plan

CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN
Plan identification number	001

CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

CANANDAIGUA MEDICAL GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name: CANANDAIGUA MEDICAL GROUP, P.C.

Employer identification number (EIN): 160986417

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 S JAMES WRIGHT 2020-11-30
001 2019-01-01 S JAMES WRIGHT 2020-09-23
001 2018-01-01
001 2017-01-01 KERRY GORIA
001 2016-01-01 KERRY GORIA
001 2015-01-01 KERRY GORIA
001 2014-01-01 KERRY GORIA
001 2013-01-01 KERRY GORIA
001 2012-01-01 KERRY GORIA
001 2011-01-01 KERRY GORIA
001 2009-01-01 KERRY GORIA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	S JAMES WRIGHT	2020-11-30
001	2019-01-01	S JAMES WRIGHT	2020-09-23
001	2018-01-01
001	2017-01-01	KERRY GORIA
001	2016-01-01	KERRY GORIA
001	2015-01-01	KERRY GORIA
001	2014-01-01	KERRY GORIA
001	2013-01-01	KERRY GORIA
001	2012-01-01	KERRY GORIA
001	2011-01-01	KERRY GORIA
001	2009-01-01	KERRY GORIA

Plan Statistics for CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN

Measure Date Value
2018: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 70
Total of all active and inactive participants 2018-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 70
Number of participants with account balances 2018-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 103
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 25
Total of all active and inactive participants 2017-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 129
Number of participants with account balances 2017-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 114
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 26
Total of all active and inactive participants 2016-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 141
Number of participants with account balances 2016-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 118
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 54
Total of all active and inactive participants 2015-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 172
Number of participants with account balances 2015-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 101
Number of other retired or separated participants entitled to future benefits 2014-01-01 68
Total of all active and inactive participants 2014-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 169
Number of participants with account balances 2014-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 114
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 44
Total of all active and inactive participants 2013-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 158
Number of participants with account balances 2013-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 110
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 60
Total of all active and inactive participants 2012-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 170
Number of participants with account balances 2012-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 111
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 45
Total of all active and inactive participants 2011-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 156
Number of participants with account balances 2011-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 108
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 29
Total of all active and inactive participants 2009-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 137
Number of participants with account balances 2009-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	70
Total of all active and inactive participants	2018-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	70
Number of participants with account balances	2018-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	103
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	25
Total of all active and inactive participants	2017-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	129
Number of participants with account balances	2017-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	114
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	26
Total of all active and inactive participants	2016-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	141
Number of participants with account balances	2016-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	118
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	54
Total of all active and inactive participants	2015-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	172
Number of participants with account balances	2015-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	101
Number of other retired or separated participants entitled to future benefits	2014-01-01	68
Total of all active and inactive participants	2014-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	169
Number of participants with account balances	2014-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	114
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	44
Total of all active and inactive participants	2013-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	158
Number of participants with account balances	2013-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	110
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	60
Total of all active and inactive participants	2012-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	170
Number of participants with account balances	2012-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	111
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	45
Total of all active and inactive participants	2011-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	156
Number of participants with account balances	2011-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	108
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	29
Total of all active and inactive participants	2009-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	137
Number of participants with account balances	2009-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2018 : CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING 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	$193,957
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$7,915,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$7,884,777
Value of total corrective distributions	2018-12-31	$1,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$473,674
Value of total assets at end of year	2018-12-31	$6,161,176
Value of total assets at beginning of year	2018-12-31	$13,883,011
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$29,560
Total interest from all sources	2018-12-31	$144
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$223,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$223,312
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	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	$354,624
Participant contributions at end of year	2018-12-31	$12,914
Participant contributions at beginning of year	2018-12-31	$35,039
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$9,516
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
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	$-7,721,835
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,161,176
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,883,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$15,021
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,109,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,497,916
Interest on participant loans	2018-12-31	$144
Value of interest in common/collective trusts at end of year	2018-12-31	$38,738
Value of interest in common/collective trusts at beginning of year	2018-12-31	$146,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-506,739
Net investment gain or loss from common/collective trusts	2018-12-31	$3,566
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	$119,050
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$194,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$7,884,777
Contract administrator fees	2018-12-31	$14,539
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
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	EFPR GROUP, CPAS, PLLC
Accountancy firm EIN	2018-12-31	474526160
2017 : CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING 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	$2,542,564
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$935,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$904,608
Expenses. Certain deemed distributions of participant loans	2017-12-31	$5,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$537,680
Value of total assets at end of year	2017-12-31	$13,883,011
Value of total assets at beginning of year	2017-12-31	$12,276,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$25,411
Total interest from all sources	2017-12-31	$1,018
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	$500,000
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	$343,195
Participant contributions at end of year	2017-12-31	$35,039
Participant contributions at beginning of year	2017-12-31	$52,050
Participant contributions at end of year	2017-12-31	$9,516
Participant contributions at beginning of year	2017-12-31	$10,118
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,606,758
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,883,011
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,276,253
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
Investment advisory and management fees	2017-12-31	$14,422
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,497,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,747,994
Interest on participant loans	2017-12-31	$1,018
Value of interest in common/collective trusts at end of year	2017-12-31	$146,055
Value of interest in common/collective trusts at beginning of year	2017-12-31	$140,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,002,445
Net investment gain or loss from common/collective trusts	2017-12-31	$1,421
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	$194,485
Employer contributions (assets) at end of year	2017-12-31	$194,485
Employer contributions (assets) at beginning of year	2017-12-31	$325,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$904,608
Contract administrator fees	2017-12-31	$10,989
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
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	EFPR GROUP, CPAS, PLLC
Accountancy firm EIN	2017-12-31	474526160
2016 : CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$187
Total income from all sources (including contributions)	2016-12-31	$1,389,730
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,258,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,262,827
Expenses. Certain deemed distributions of participant loans	2016-12-31	$2,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$725,495
Value of total assets at end of year	2016-12-31	$12,276,253
Value of total assets at beginning of year	2016-12-31	$12,145,640
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$-6,459
Total interest from all sources	2016-12-31	$682
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
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	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$398,411
Participant contributions at end of year	2016-12-31	$52,050
Participant contributions at beginning of year	2016-12-31	$66,364
Participant contributions at end of year	2016-12-31	$10,118
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,448
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$3,758
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	$130,800
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,276,253
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$12,145,453
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	$11,747,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$11,681,477
Interest on participant loans	2016-12-31	$682
Value of interest in common/collective trusts at end of year	2016-12-31	$140,473
Value of interest in common/collective trusts at beginning of year	2016-12-31	$119,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$662,033
Net investment gain or loss from common/collective trusts	2016-12-31	$1,520
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	$325,636
Employer contributions (assets) at end of year	2016-12-31	$325,618
Employer contributions (assets) at beginning of year	2016-12-31	$274,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,262,827
Contract administrator fees	2016-12-31	$-6,459
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$187
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	EFPR GROUP, CPAS, PLLC
Accountancy firm EIN	2016-12-31	474526160
2015 : CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$252,966
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$4,158,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$4,161,289
Expenses. Certain deemed distributions of participant loans	2015-12-31	$977
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$751,927
Value of total assets at end of year	2015-12-31	$12,145,640
Value of total assets at beginning of year	2015-12-31	$16,050,694
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$-4,059
Total interest from all sources	2015-12-31	$2,780
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
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	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$464,277
Participant contributions at end of year	2015-12-31	$66,364
Participant contributions at beginning of year	2015-12-31	$84,566
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$9,880
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$12,717
Other income not declared elsewhere	2015-12-31	$140,315
Total non interest bearing cash at end of year	2015-12-31	$3,758
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-3,905,241
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,145,453
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,050,694
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	$11,681,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$15,695,237
Interest on participant loans	2015-12-31	$2,780
Value of interest in common/collective trusts at end of year	2015-12-31	$119,107
Value of interest in common/collective trusts at beginning of year	2015-12-31	$49,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-643,280
Net investment gain or loss from common/collective trusts	2015-12-31	$1,224
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	$274,933
Employer contributions (assets) at end of year	2015-12-31	$274,934
Employer contributions (assets) at beginning of year	2015-12-31	$211,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$4,161,289
Contract administrator fees	2015-12-31	$-4,059
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$187
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
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	EFPR GROUP, CPAS, PLLC
Accountancy firm EIN	2015-12-31	474526160
2014 : CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$908,872
Total income from all sources (including contributions)	2014-12-31	$1,360,500
Total of all expenses incurred	2014-12-31	$665,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$664,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$650,428
Value of total assets at end of year	2014-12-31	$16,050,694
Value of total assets at beginning of year	2014-12-31	$16,264,084
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$500
Total interest from all sources	2014-12-31	$1,790
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$434,471
Participant contributions at end of year	2014-12-31	$84,566
Participant contributions at beginning of year	2014-12-31	$41,849
Participant contributions at end of year	2014-12-31	$9,880
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$4,008
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	$695,482
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$16,050,694
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$15,355,212
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	$15,695,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$15,956,731
Interest on participant loans	2014-12-31	$1,790
Value of interest in common/collective trusts at end of year	2014-12-31	$49,062
Value of interest in common/collective trusts at beginning of year	2014-12-31	$55,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$708,282
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	$211,949
Employer contributions (assets) at end of year	2014-12-31	$211,949
Employer contributions (assets) at beginning of year	2014-12-31	$210,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$664,518
Contract administrator fees	2014-12-31	$500
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$908,872
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	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	EFP ROTENBERG, LLC
Accountancy firm EIN	2014-12-31	264298079
2013 : CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$908,872
Total income from all sources (including contributions)	2013-12-31	$3,035,859
Total of all expenses incurred	2013-12-31	$3,168,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,167,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$670,972
Value of total assets at end of year	2013-12-31	$16,264,084
Value of total assets at beginning of year	2013-12-31	$15,487,506
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$250
Total interest from all sources	2013-12-31	$1,385
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	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$413,343
Participant contributions at end of year	2013-12-31	$41,849
Participant contributions at beginning of year	2013-12-31	$51,495
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$47,485
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	$-132,294
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$15,355,212
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$15,487,506
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	$15,956,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$15,158,276
Interest on participant loans	2013-12-31	$1,385
Value of interest in common/collective trusts at end of year	2013-12-31	$55,360
Value of interest in common/collective trusts at beginning of year	2013-12-31	$75,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,363,502
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	$210,144
Employer contributions (assets) at end of year	2013-12-31	$210,144
Employer contributions (assets) at beginning of year	2013-12-31	$202,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,167,903
Contract administrator fees	2013-12-31	$250
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$908,872
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	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	EFP ROTENBERG, LLC
Accountancy firm EIN	2013-12-31	264298079
2012 : CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$3,559
Total income from all sources (including contributions)	2012-12-31	$2,479,707
Total of all expenses incurred	2012-12-31	$2,808,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,808,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$648,275
Value of total assets at end of year	2012-12-31	$15,487,506
Value of total assets at beginning of year	2012-12-31	$15,819,959
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$500
Total interest from all sources	2012-12-31	$2,008
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	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$437,132
Participant contributions at end of year	2012-12-31	$51,495
Participant contributions at beginning of year	2012-12-31	$60,996
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$8,891
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	$-328,894
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$15,487,506
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$15,816,400
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	$15,158,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$13,604,297
Interest on participant loans	2012-12-31	$2,008
Value of interest in common/collective trusts at end of year	2012-12-31	$75,483
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,951,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,825,523
Net investment gain or loss from common/collective trusts	2012-12-31	$3,901
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	$202,252
Employer contributions (assets) at end of year	2012-12-31	$202,252
Employer contributions (assets) at beginning of year	2012-12-31	$203,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,808,101
Contract administrator fees	2012-12-31	$500
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$3,559
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	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	EFP ROTENBERG, LLC
Accountancy firm EIN	2012-12-31	264298079
2011 : CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$3,559
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$523,631
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,575,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,574,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$709,120
Value of total assets at end of year	2011-12-31	$15,819,959
Value of total assets at beginning of year	2011-12-31	$17,867,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,000
Total interest from all sources	2011-12-31	$1,139
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
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	Yes
Value of fidelity bond cover	2011-12-31	$50,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$463,786
Participant contributions at end of year	2011-12-31	$60,996
Participant contributions at beginning of year	2011-12-31	$28,326
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$42,286
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	$-2,051,573
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$15,816,400
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$17,867,973
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 in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$13,604,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$17,431,949
Interest on participant loans	2011-12-31	$1,139
Value of interest in common/collective trusts at end of year	2011-12-31	$1,951,618
Value of interest in common/collective trusts at beginning of year	2011-12-31	$114,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$92,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-191,365
Net investment gain/loss from pooled separate accounts	2011-12-31	$-277
Net investment gain or loss from common/collective trusts	2011-12-31	$5,014
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	$203,048
Employer contributions (assets) at end of year	2011-12-31	$203,048
Employer contributions (assets) at beginning of year	2011-12-31	$201,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,574,204
Contract administrator fees	2011-12-31	$1,000
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$3,559
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	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	EFP ROTENBERG, LLP
Accountancy firm EIN	2011-12-31	264298079
2010 : CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,478,036
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$197,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$197,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$670,145
Value of total assets at end of year	2010-12-31	$17,867,973
Value of total assets at beginning of year	2010-12-31	$15,587,807
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$750
Total interest from all sources	2010-12-31	$1,116
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$750
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$50,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$469,086
Participant contributions at end of year	2010-12-31	$28,326
Participant contributions at beginning of year	2010-12-31	$31,192
Participant contributions at beginning of year	2010-12-31	$18,438
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	$2,280,166
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$17,867,973
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$15,587,807
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 in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$17,431,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$15,166,031
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$119,295
Interest on participant loans	2010-12-31	$1,116
Value of interest in common/collective trusts at end of year	2010-12-31	$114,449
Value of interest in common/collective trusts at beginning of year	2010-12-31	$56,370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$92,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,803,825
Net investment gain/loss from pooled separate accounts	2010-12-31	$2,950
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	$201,059
Employer contributions (assets) at end of year	2010-12-31	$201,059
Employer contributions (assets) at beginning of year	2010-12-31	$196,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$197,120
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	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	EFP ROTENBERG, LLP
Accountancy firm EIN	2010-12-31	264298079
2009 : CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN

2018: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
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: CANANDAIGUA MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-64-S649

Policy instance

Insurance contract or identification number	GAP-64-S649
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 $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-62-S648

Policy instance

Insurance contract or identification number	GAP-62-S648
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $194
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-64-S649

Policy instance

Insurance contract or identification number	GAP-64-S649
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 $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-62-S648

Policy instance

Insurance contract or identification number	GAP-62-S648
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $409
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	CANANDAIGUA MEDICAL GROUP, P.C.
Employer identification number (EIN):	160986417
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)