401k Plan data: COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN plan

COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN
Plan identification number	001

COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

COASTAL PEDIATRIC ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: COASTAL PEDIATRIC ASSOCIATES

Employer identification number (EIN): 208329907

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MELISSA NELSON 2018-07-25
001 2016-01-01 MEGAN ADKINS 2017-06-22
001 2015-01-01 MEGAN ADKINS 2016-06-01
001 2014-01-01 MEGAN ADKINS 2015-07-20 MEGAN ADKINS 2015-07-20
001 2013-01-01
001 2012-01-01 FRANKLIN LEE, MD 2013-06-20 FRANKLIN LEE, MD 2013-06-20
001 2011-01-01 FRANKLIN LEE, MD 2012-09-04 FRANKLIN LEE, MD 2012-09-04
001 2010-01-01 FRANKLIN LEE, MD 2011-10-04 FRANKLIN LEE, MD 2011-10-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MELISSA NELSON	2018-07-25
001	2016-01-01	MEGAN ADKINS	2017-06-22
001	2015-01-01	MEGAN ADKINS	2016-06-01
001	2014-01-01	MEGAN ADKINS	2015-07-20	MEGAN ADKINS	2015-07-20
001	2013-01-01
001	2012-01-01	FRANKLIN LEE, MD	2013-06-20	FRANKLIN LEE, MD	2013-06-20
001	2011-01-01	FRANKLIN LEE, MD	2012-09-04	FRANKLIN LEE, MD	2012-09-04
001	2010-01-01	FRANKLIN LEE, MD	2011-10-04	FRANKLIN LEE, MD	2011-10-04

Plan Statistics for COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN

Measure Date Value
2022: COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 222
Number of retired or separated participants receiving benefits 2022-01-01 12
Number of other retired or separated participants entitled to future benefits 2022-01-01 30
Total of all active and inactive participants 2022-01-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 264
Number of participants with account balances 2022-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 196
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 41
Total of all active and inactive participants 2021-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 240
Number of participants with account balances 2021-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 161
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 44
Total of all active and inactive participants 2020-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 211
Number of participants with account balances 2020-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 169
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 26
Total of all active and inactive participants 2019-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 195
Number of participants with account balances 2019-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 113
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 34
Total of all active and inactive participants 2018-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 147
Number of participants with account balances 2018-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	222
Number of retired or separated participants receiving benefits	2022-01-01	12
Number of other retired or separated participants entitled to future benefits	2022-01-01	30
Total of all active and inactive participants	2022-01-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	264
Number of participants with account balances	2022-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	196
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	41
Total of all active and inactive participants	2021-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	240
Number of participants with account balances	2021-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	161
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	44
Total of all active and inactive participants	2020-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	211
Number of participants with account balances	2020-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	169
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	26
Total of all active and inactive participants	2019-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	195
Number of participants with account balances	2019-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	113
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	34
Total of all active and inactive participants	2018-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	147
Number of participants with account balances	2018-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2022 : COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$278,064
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,021,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$971,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,075,027
Value of total assets at end of year	2022-12-31	$5,705,760
Value of total assets at beginning of year	2022-12-31	$6,448,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$49,503
Total interest from all sources	2022-12-31	$6,029
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$296,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$296,722
Administrative expenses professional fees incurred	2022-12-31	$1,322
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$687,714
Participant contributions at end of year	2022-12-31	$126,797
Participant contributions at beginning of year	2022-12-31	$156,325
Participant contributions at end of year	2022-12-31	$19,759
Participant contributions at beginning of year	2022-12-31	$26,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-743,069
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,705,760
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,448,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$6,535
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,159,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,952,430
Interest on participant loans	2022-12-31	$6,029
Value of interest in common/collective trusts at end of year	2022-12-31	$12,365
Value of interest in common/collective trusts at beginning of year	2022-12-31	$16,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,099,767
Net investment gain or loss from common/collective trusts	2022-12-31	$53
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$387,313
Employer contributions (assets) at end of year	2022-12-31	$387,313
Employer contributions (assets) at beginning of year	2022-12-31	$297,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$971,630
Contract administrator fees	2022-12-31	$41,646
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ELLIOTT DAVIS LLC
Accountancy firm EIN	2022-12-31	570381852
2021 : COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 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	$1,681,420
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$365,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$321,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$872,351
Value of total assets at end of year	2021-12-31	$6,448,829
Value of total assets at beginning of year	2021-12-31	$5,132,650
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$43,565
Total interest from all sources	2021-12-31	$8,506
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$308,389
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	$308,389
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$250,000
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	$574,635
Participant contributions at end of year	2021-12-31	$156,325
Participant contributions at beginning of year	2021-12-31	$175,141
Participant contributions at end of year	2021-12-31	$26,083
Participant contributions at beginning of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$1,316,179
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,448,829
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,132,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,952,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,709,027
Interest on participant loans	2021-12-31	$8,506
Value of interest in common/collective trusts at end of year	2021-12-31	$16,275
Value of interest in common/collective trusts at beginning of year	2021-12-31	$9,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$492,069
Net investment gain or loss from common/collective trusts	2021-12-31	$105
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	$297,716
Employer contributions (assets) at end of year	2021-12-31	$297,716
Employer contributions (assets) at beginning of year	2021-12-31	$238,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$321,676
Contract administrator fees	2021-12-31	$43,565
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	ELLIOTT DAVIS LLC
Accountancy firm EIN	2021-12-31	570381852
2020 : COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 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	$1,304,035
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$465,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$432,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$737,269
Value of total assets at end of year	2020-12-31	$5,132,650
Value of total assets at beginning of year	2020-12-31	$4,294,403
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$33,739
Total interest from all sources	2020-12-31	$4,181
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$156,963
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	$156,963
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$250,000
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	$498,625
Participant contributions at end of year	2020-12-31	$175,141
Participant contributions at beginning of year	2020-12-31	$66,467
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$76,011
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	$838,247
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,132,650
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,294,403
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	$4,709,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,903,050
Interest on participant loans	2020-12-31	$4,181
Value of interest in common/collective trusts at end of year	2020-12-31	$9,838
Value of interest in common/collective trusts at beginning of year	2020-12-31	$8,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$406,940
Net investment gain or loss from common/collective trusts	2020-12-31	$-1,318
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	$238,644
Employer contributions (assets) at end of year	2020-12-31	$238,644
Employer contributions (assets) at beginning of year	2020-12-31	$240,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$432,049
Contract administrator fees	2020-12-31	$33,739
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	ELLIOTT DAVIS LLC
Accountancy firm EIN	2020-12-31	570381852
2019 : COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,429,980
Total income from all sources (including contributions)	2019-12-31	$1,429,980
Total loss/gain on sale of assets	2019-12-31	$52,741
Total loss/gain on sale of assets	2019-12-31	$52,741
Total of all expenses incurred	2019-12-31	$318,683
Total of all expenses incurred	2019-12-31	$318,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$283,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$283,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$729,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$729,868
Value of total assets at end of year	2019-12-31	$4,294,403
Value of total assets at end of year	2019-12-31	$4,294,403
Value of total assets at beginning of year	2019-12-31	$3,183,106
Value of total assets at beginning of year	2019-12-31	$3,183,106
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$35,294
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$35,294
Total interest from all sources	2019-12-31	$3,901
Total interest from all sources	2019-12-31	$3,901
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$175,788
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$175,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$175,788
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$175,788
Administrative expenses professional fees incurred	2019-12-31	$35,294
Administrative expenses professional fees incurred	2019-12-31	$35,294
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$150,000
Value of fidelity bond cover	2019-12-31	$150,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$489,724
Contributions received from participants	2019-12-31	$489,724
Participant contributions at end of year	2019-12-31	$76,011
Participant contributions at end of year	2019-12-31	$76,011
Assets. Loans (other than to participants) at end of year	2019-12-31	$66,467
Assets. Loans (other than to participants) at end of year	2019-12-31	$66,467
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$85,317
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$85,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,111,297
Value of net income/loss	2019-12-31	$1,111,297
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,294,403
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,294,403
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,183,106
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,183,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,903,050
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,903,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,914,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,914,453
Interest on participant loans	2019-12-31	$3,901
Interest on participant loans	2019-12-31	$3,901
Value of interest in common/collective trusts at end of year	2019-12-31	$8,731
Value of interest in common/collective trusts at end of year	2019-12-31	$8,731
Value of interest in common/collective trusts at beginning of year	2019-12-31	$8,496
Value of interest in common/collective trusts at beginning of year	2019-12-31	$8,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$467,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$467,485
Net investment gain or loss from common/collective trusts	2019-12-31	$197
Net investment gain or loss from common/collective trusts	2019-12-31	$197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$240,144
Contributions received in cash from employer	2019-12-31	$240,144
Employer contributions (assets) at end of year	2019-12-31	$240,144
Employer contributions (assets) at end of year	2019-12-31	$240,144
Employer contributions (assets) at beginning of year	2019-12-31	$174,840
Employer contributions (assets) at beginning of year	2019-12-31	$174,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$283,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$283,389
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$426,629
Aggregate proceeds on sale of assets	2019-12-31	$426,629
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$373,888
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$373,888
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GILMORE JASION MAHLER, LTD
Accountancy firm name	2019-12-31	GILMORE JASION MAHLER, LTD
Accountancy firm EIN	2019-12-31	341827159
Accountancy firm EIN	2019-12-31	341827159
2018 : COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$525,597
Total loss/gain on sale of assets	2018-12-31	$468
Total of all expenses incurred	2018-12-31	$94,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$64,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$680,534
Value of total assets at end of year	2018-12-31	$3,183,106
Value of total assets at beginning of year	2018-12-31	$2,751,909
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$29,981
Total interest from all sources	2018-12-31	$2,455
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$162,960
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	$162,960
Administrative expenses professional fees incurred	2018-12-31	$29,981
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$150,000
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	$371,855
Assets. Loans (other than to participants) at end of year	2018-12-31	$85,317
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$49,501
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	$431,197
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,183,106
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,751,909
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	$2,914,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,695,086
Interest on participant loans	2018-12-31	$2,455
Value of interest in common/collective trusts at end of year	2018-12-31	$8,496
Value of interest in common/collective trusts at beginning of year	2018-12-31	$7,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-320,972
Net investment gain or loss from common/collective trusts	2018-12-31	$152
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	$308,679
Employer contributions (assets) at end of year	2018-12-31	$174,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$64,419
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
Aggregate proceeds on sale of assets	2018-12-31	$160,796
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$160,328
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	GILMORE JASION MAHLER, LTD
Accountancy firm EIN	2018-12-31	341827159

Form 5500 Responses for COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN

2022: COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 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: COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 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: COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 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: COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COASTAL PEDIATRIC ASSOCIATES
Employer identification number (EIN):	208329907
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)