401k Plan data: BLUESTONE PHYSICIAN SERVICES 401(K) PLAN plan

BLUESTONE PHYSICIAN SERVICES 401(K) PLAN 401k Plan overview

Plan Name	BLUESTONE PHYSICIAN SERVICES 401(K) PLAN
Plan identification number	001

BLUESTONE PHYSICIAN SERVICES 401(K) 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BLUESTONE PHYSICIAN SERVICES has sponsored the creation of one or more 401k plans.

Company Name: BLUESTONE PHYSICIAN SERVICES

Employer identification number (EIN): 204841281

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUESTONE PHYSICIAN SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KRISTI DURAND
001 2016-01-01 TRACY MCGRAW 2017-07-18
001 2015-01-01 TRACY MCGRAW 2016-07-12
001 2014-01-01 TRACY MCGRAW 2015-05-19
001 2013-01-01 TRACY MCGRAW 2014-07-21
001 2012-01-01 TRACY MCGRAW 2013-06-07
001 2011-01-01 TRACY MCGRAW 2012-07-06
001 2010-01-01 TODD STIVLAND 2011-07-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	KRISTI DURAND
001	2016-01-01	TRACY MCGRAW	2017-07-18
001	2015-01-01	TRACY MCGRAW	2016-07-12
001	2014-01-01	TRACY MCGRAW	2015-05-19
001	2013-01-01	TRACY MCGRAW	2014-07-21
001	2012-01-01	TRACY MCGRAW	2013-06-07
001	2011-01-01	TRACY MCGRAW	2012-07-06
001	2010-01-01	TODD STIVLAND	2011-07-01

Plan Statistics for BLUESTONE PHYSICIAN SERVICES 401(K) PLAN

401k plan membership statisitcs for BLUESTONE PHYSICIAN SERVICES 401(K) PLAN

Measure Date Value
2021: BLUESTONE PHYSICIAN SERVICES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 344
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 38
Total of all active and inactive participants 2021-01-01 382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 382
Number of participants with account balances 2021-01-01 261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BLUESTONE PHYSICIAN SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 278
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 306
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 21
Total of all active and inactive participants 2020-01-01 327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 327
Number of participants with account balances 2020-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BLUESTONE PHYSICIAN SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 260
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 15
Total of all active and inactive participants 2019-01-01 275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 275
Number of participants with account balances 2019-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BLUESTONE PHYSICIAN SERVICES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 237
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 10
Total of all active and inactive participants 2018-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 247
Number of participants with account balances 2018-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BLUESTONE PHYSICIAN SERVICES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 208
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 217
Number of participants with account balances 2017-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2021: BLUESTONE PHYSICIAN SERVICES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	344
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	38
Total of all active and inactive participants	2021-01-01	382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	382
Number of participants with account balances	2021-01-01	261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BLUESTONE PHYSICIAN SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	278
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	306
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	21
Total of all active and inactive participants	2020-01-01	327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	327
Number of participants with account balances	2020-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BLUESTONE PHYSICIAN SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	260
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	15
Total of all active and inactive participants	2019-01-01	275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	275
Number of participants with account balances	2019-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BLUESTONE PHYSICIAN SERVICES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	237
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	10
Total of all active and inactive participants	2018-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	247
Number of participants with account balances	2018-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BLUESTONE PHYSICIAN SERVICES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	208
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	217
Number of participants with account balances	2017-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on BLUESTONE PHYSICIAN SERVICES 401(K) PLAN

Measure	Date	Value
2021 : BLUESTONE PHYSICIAN SERVICES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,864,788
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,188,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,150,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,743,276
Value of total assets at end of year	2021-12-31	$16,901,839
Value of total assets at beginning of year	2021-12-31	$13,225,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$38,126
Total interest from all sources	2021-12-31	$6,921
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$291,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$291,472
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,648,182
Participant contributions at end of year	2021-12-31	$190,186
Participant contributions at beginning of year	2021-12-31	$117,580
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$247,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,675,957
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$16,901,839
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$13,225,882
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
Investment advisory and management fees	2021-12-31	$17,690
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$16,461,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,963,428
Interest on participant loans	2021-12-31	$6,919
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$182,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$116,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$116,958
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,774,754
Net investment gain or loss from common/collective trusts	2021-12-31	$48,365
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	$847,388
Employer contributions (assets) at end of year	2021-12-31	$68,436
Employer contributions (assets) at beginning of year	2021-12-31	$27,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,150,705
Contract administrator fees	2021-12-31	$20,436
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : BLUESTONE PHYSICIAN SERVICES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,009,430
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$620,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$607,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,249,763
Value of total assets at end of year	2020-12-31	$13,225,882
Value of total assets at beginning of year	2020-12-31	$9,836,701
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$12,873
Total interest from all sources	2020-12-31	$5,178
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$195,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$195,955
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,342,477
Participant contributions at end of year	2020-12-31	$117,580
Participant contributions at beginning of year	2020-12-31	$51,965
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$256,387
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	$3,389,181
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$13,225,882
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,836,701
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	$12,963,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,675,996
Interest on participant loans	2020-12-31	$4,846
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$116,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$59,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$59,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$332
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,558,534
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	$650,899
Employer contributions (assets) at end of year	2020-12-31	$27,916
Employer contributions (assets) at beginning of year	2020-12-31	$49,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$607,376
Contract administrator fees	2020-12-31	$12,873
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	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : BLUESTONE PHYSICIAN SERVICES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,667,984
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$139,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$128,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,032,497
Value of total assets at end of year	2019-12-31	$9,836,701
Value of total assets at beginning of year	2019-12-31	$6,308,561
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,664
Total interest from all sources	2019-12-31	$3,999
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$202,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$202,457
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,188,787
Participant contributions at end of year	2019-12-31	$51,965
Participant contributions at beginning of year	2019-12-31	$59,207
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$204,118
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	$3,528,140
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,836,701
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,308,561
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	$9,675,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,191,064
Interest on participant loans	2019-12-31	$3,605
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$59,512
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$18,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$18,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$394
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,429,031
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	$639,592
Employer contributions (assets) at end of year	2019-12-31	$49,228
Employer contributions (assets) at beginning of year	2019-12-31	$39,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$128,180
Contract administrator fees	2019-12-31	$11,664
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : BLUESTONE PHYSICIAN SERVICES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,214,276
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$350,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$339,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,656,219
Value of total assets at end of year	2018-12-31	$6,308,561
Value of total assets at beginning of year	2018-12-31	$5,445,266
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$11,592
Total interest from all sources	2018-12-31	$1,897
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$138,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$138,223
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	$1,023,198
Participant contributions at end of year	2018-12-31	$59,207
Participant contributions at beginning of year	2018-12-31	$26,077
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$31,401
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	$863,295
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,308,561
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,445,266
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	$6,191,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,398,353
Interest on participant loans	2018-12-31	$1,582
Income. Interest from loans (other than to participants)	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$18,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$20,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$20,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$315
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-582,063
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	$601,620
Employer contributions (assets) at end of year	2018-12-31	$39,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$339,389
Contract administrator fees	2018-12-31	$11,592
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	CLIFTON LARSON ALLEN
Accountancy firm EIN	2018-12-31	410746749
2017 : BLUESTONE PHYSICIAN SERVICES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,078,569
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$269,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$260,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,299,673
Value of total assets at end of year	2017-12-31	$5,445,266
Value of total assets at beginning of year	2017-12-31	$3,636,473
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,789
Total interest from all sources	2017-12-31	$2,020
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$98,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$98,481
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$400,000
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	$810,479
Participant contributions at end of year	2017-12-31	$26,077
Participant contributions at beginning of year	2017-12-31	$29,441
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$51,432
Total non interest bearing cash at end of year	2017-12-31	$6,427
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	$1,808,793
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,445,266
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,636,473
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	$5,398,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,558,911
Interest on participant loans	2017-12-31	$1,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$14,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$48,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$48,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$297
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$678,395
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	$437,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$260,987
Contract administrator fees	2017-12-31	$8,789
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	CLIFTON LARSON ALLEN
Accountancy firm EIN	2017-12-31	410746749

Form 5500 Responses for BLUESTONE PHYSICIAN SERVICES 401(K) PLAN

2021: BLUESTONE PHYSICIAN SERVICES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BLUESTONE PHYSICIAN SERVICES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BLUESTONE PHYSICIAN SERVICES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BLUESTONE PHYSICIAN SERVICES 401(K) 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: BLUESTONE PHYSICIAN SERVICES 401(K) 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

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BLUESTONE PHYSICIAN SERVICES 401(K) PLAN [EIN = 462486806]

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Company Name:	BLUESTONE PHYSICIAN SERVICES
Employer identification number (EIN):	204841281
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners