401k Plan data: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN plan

UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) 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.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

UNIFIED WOMEN'S HEALTHCARE, LP has sponsored the creation of one or more 401k plans.

Company Name: UNIFIED WOMEN'S HEALTHCARE, LP

Employer identification number (EIN): 263930592

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about UNIFIED WOMEN'S HEALTHCARE, LP

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2012-09-18

Company Identification Number: L12000119415

Legal Registered Office Address: 1501 Yamato Road

BOCA RATON

33431

More information about UNIFIED WOMEN'S HEALTHCARE, LP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING 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 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CECILE NOVAK
001 2016-01-01 CECILE NOVAK
001 2015-01-01 DR. JOHN BRIGGS, MD
001 2014-01-01 JOHN BRIGGS, JR. 2015-10-15
001 2013-01-01 DIANA PALUMBO 2014-10-15
001 2012-01-01 GABRIELLE STRATI 2013-10-15
001 2011-01-01 ANDREA STRANGLEN 2012-10-15
001 2010-01-01 FWC MANAGMENT COMPANY 2011-07-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	CECILE NOVAK
001	2016-01-01	CECILE NOVAK
001	2015-01-01	DR. JOHN BRIGGS, MD
001	2014-01-01	JOHN BRIGGS, JR.	2015-10-15
001	2013-01-01	DIANA PALUMBO	2014-10-15
001	2012-01-01	GABRIELLE STRATI	2013-10-15
001	2011-01-01	ANDREA STRANGLEN	2012-10-15
001	2010-01-01	FWC MANAGMENT COMPANY	2011-07-05

Plan Statistics for UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 484
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 386
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 145
Total of all active and inactive participants 2022-01-01 531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 531
Number of participants with account balances 2022-01-01 531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 444
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 338
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 94
Total of all active and inactive participants 2021-01-01 432
Total participants 2021-01-01 432
Number of participants with account balances 2021-01-01 432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 373
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 333
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 64
Total of all active and inactive participants 2020-01-01 397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 397
Number of participants with account balances 2020-01-01 397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 382
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 280
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 52
Total of all active and inactive participants 2019-01-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 332
Number of participants with account balances 2019-01-01 319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 24
2018: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 299
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 320
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 49
Total of all active and inactive participants 2018-01-01 369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 369
Number of participants with account balances 2018-01-01 355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 45
2017: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 249
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 50
Total of all active and inactive participants 2017-01-01 299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 299
Number of participants with account balances 2017-01-01 281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 57
2016: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 231
Number of other retired or separated participants entitled to future benefits 2016-01-01 35
Total of all active and inactive participants 2016-01-01 266
Total participants 2016-01-01 266
Number of participants with account balances 2016-01-01 240
2015: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 174
Number of other retired or separated participants entitled to future benefits 2015-01-01 26
Total of all active and inactive participants 2015-01-01 200
Total participants 2015-01-01 200
Number of participants with account balances 2015-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5

Measure	Date	Value
2022: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	484
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	386
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	145
Total of all active and inactive participants	2022-01-01	531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	531
Number of participants with account balances	2022-01-01	531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	444
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	338
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	94
Total of all active and inactive participants	2021-01-01	432
Total participants	2021-01-01	432
Number of participants with account balances	2021-01-01	432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	373
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	333
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	64
Total of all active and inactive participants	2020-01-01	397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	397
Number of participants with account balances	2020-01-01	397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	382
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	280
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	52
Total of all active and inactive participants	2019-01-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	332
Number of participants with account balances	2019-01-01	319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	24
2018: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	299
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	320
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	49
Total of all active and inactive participants	2018-01-01	369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	369
Number of participants with account balances	2018-01-01	355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	45
2017: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	249
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	50
Total of all active and inactive participants	2017-01-01	299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	299
Number of participants with account balances	2017-01-01	281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	57
2016: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	231
Number of other retired or separated participants entitled to future benefits	2016-01-01	35
Total of all active and inactive participants	2016-01-01	266
Total participants	2016-01-01	266
Number of participants with account balances	2016-01-01	240
2015: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	174
Number of other retired or separated participants entitled to future benefits	2015-01-01	26
Total of all active and inactive participants	2015-01-01	200
Total participants	2015-01-01	200
Number of participants with account balances	2015-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5

Financial Data on UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$1,429,654
Total of all expenses incurred	2022-12-31	$1,316,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,246,667
Expenses. Certain deemed distributions of participant loans	2022-12-31	$3,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,002,981
Value of total assets at end of year	2022-12-31	$14,846,056
Value of total assets at beginning of year	2022-12-31	$14,733,183
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$66,932
Total interest from all sources	2022-12-31	$13,405
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$95,067
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	$95,067
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,477,323
Participant contributions at end of year	2022-12-31	$275,034
Participant contributions at beginning of year	2022-12-31	$259,189
Participant contributions at end of year	2022-12-31	$91,439
Participant contributions at beginning of year	2022-12-31	$65,752
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$298,544
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$4,362
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$2,647
Administrative expenses (other) incurred	2022-12-31	$3,862
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	$112,873
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,846,056
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$14,733,183
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	$18,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,435,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,983,750
Interest on participant loans	2022-12-31	$12,735
Value of interest in common/collective trusts at end of year	2022-12-31	$11,985,804
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,982,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$412,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$412,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$670
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,074,680
Net investment gain or loss from common/collective trusts	2022-12-31	$-607,119
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	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,227,114
Employer contributions (assets) at end of year	2022-12-31	$54,180
Employer contributions (assets) at beginning of year	2022-12-31	$26,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,246,667
Contract administrator fees	2022-12-31	$44,570
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	WILLIAMS OVERMAN PIERCE
Accountancy firm EIN	2022-12-31	560131342
2021 : UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$5,306,641
Total of all expenses incurred	2021-12-31	$1,952,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,890,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,570,905
Value of total assets at end of year	2021-12-31	$14,733,183
Value of total assets at beginning of year	2021-12-31	$11,378,621
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$61,602
Total interest from all sources	2021-12-31	$12,162
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$517,659
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	$517,659
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,091,394
Participant contributions at end of year	2021-12-31	$259,189
Participant contributions at beginning of year	2021-12-31	$210,559
Participant contributions at end of year	2021-12-31	$65,752
Participant contributions at beginning of year	2021-12-31	$210
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$460,426
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$2,647
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$3,102
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$81,442
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	$3,354,562
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,733,183
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,378,621
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	$18,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,983,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,516,122
Interest on participant loans	2021-12-31	$11,775
Value of interest in common/collective trusts at end of year	2021-12-31	$1,982,825
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,142,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$412,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$427,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$427,366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$387
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$715,730
Net investment gain or loss from common/collective trusts	2021-12-31	$490,185
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	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,019,085
Employer contributions (assets) at end of year	2021-12-31	$26,366
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,890,477
Contract administrator fees	2021-12-31	$40,000
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	WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN	2021-12-31	560131342
2020 : UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$4,752,363
Total of all expenses incurred	2020-12-31	$1,013,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$955,462
Expenses. Certain deemed distributions of participant loans	2020-12-31	$1,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,230,633
Value of total assets at end of year	2020-12-31	$11,378,621
Value of total assets at beginning of year	2020-12-31	$7,640,198
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$56,509
Total interest from all sources	2020-12-31	$12,902
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$230,862
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	$230,862
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,783,436
Participant contributions at end of year	2020-12-31	$210,559
Participant contributions at beginning of year	2020-12-31	$190,896
Participant contributions at end of year	2020-12-31	$210
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$552,177
Administrative expenses (other) incurred	2020-12-31	$2,898
Total non interest bearing cash at end of year	2020-12-31	$81,442
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	$3,738,423
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,378,621
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,640,198
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
Investment advisory and management fees	2020-12-31	$18,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,516,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,182,021
Interest on participant loans	2020-12-31	$11,507
Value of interest in common/collective trusts at end of year	2020-12-31	$2,142,922
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,086,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$427,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$180,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$180,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$851,486
Net investment gain or loss from common/collective trusts	2020-12-31	$426,480
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	$895,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$955,462
Contract administrator fees	2020-12-31	$35,111
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	WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN	2020-12-31	560131342
2019 : UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$3,201,149
Total of all expenses incurred	2019-12-31	$949,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$883,754
Expenses. Certain deemed distributions of participant loans	2019-12-31	$12,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,124,499
Value of total assets at end of year	2019-12-31	$7,640,198
Value of total assets at beginning of year	2019-12-31	$5,388,309
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$53,120
Total interest from all sources	2019-12-31	$11,527
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$131,616
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	$131,616
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,363,470
Participant contributions at end of year	2019-12-31	$190,896
Participant contributions at beginning of year	2019-12-31	$157,238
Participant contributions at beginning of year	2019-12-31	$87
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$118,543
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$70
Administrative expenses (other) incurred	2019-12-31	$3,029
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	$2,251,889
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,640,198
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,388,309
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
Investment advisory and management fees	2019-12-31	$18,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,182,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$721,695
Interest on participant loans	2019-12-31	$8,572
Value of interest in common/collective trusts at end of year	2019-12-31	$2,086,882
Value of interest in common/collective trusts at beginning of year	2019-12-31	$4,291,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$180,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$217,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$217,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$167,881
Net investment gain or loss from common/collective trusts	2019-12-31	$765,626
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	$642,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$883,754
Contract administrator fees	2019-12-31	$31,591
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	WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN	2019-12-31	560131342
2018 : UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,053
Total income from all sources (including contributions)	2018-12-31	$1,297,479
Total of all expenses incurred	2018-12-31	$642,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$598,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,784,872
Value of total assets at end of year	2018-12-31	$5,388,309
Value of total assets at beginning of year	2018-12-31	$4,734,095
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$43,486
Total interest from all sources	2018-12-31	$8,665
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$66,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,019,164
Participant contributions at end of year	2018-12-31	$157,238
Participant contributions at beginning of year	2018-12-31	$145,596
Participant contributions at end of year	2018-12-31	$87
Participant contributions at beginning of year	2018-12-31	$250
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$267,741
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$70
Administrative expenses (other) incurred	2018-12-31	$2,371
Liabilities. Value of operating payables at beginning of year	2018-12-31	$1,053
Total non interest bearing cash at beginning of year	2018-12-31	$928
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	$655,267
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,388,309
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,733,042
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	$14,250
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$721,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$623,046
Interest on participant loans	2018-12-31	$6,994
Value of interest in common/collective trusts at end of year	2018-12-31	$4,291,652
Value of interest in common/collective trusts at beginning of year	2018-12-31	$3,835,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$217,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$129,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$129,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-562,096
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	$497,967
Employer contributions (assets) at beginning of year	2018-12-31	$150
Income. Dividends from common stock	2018-12-31	$66,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$598,726
Contract administrator fees	2018-12-31	$26,865
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	WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN	2018-12-31	560131342
2017 : UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$-4
Total income from all sources (including contributions)	2017-12-31	$1,962,510
Total of all expenses incurred	2017-12-31	$507,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$463,204
Expenses. Certain deemed distributions of participant loans	2017-12-31	$8,430
Value of total corrective distributions	2017-12-31	$1,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,380,603
Value of total assets at end of year	2017-12-31	$4,734,095
Value of total assets at beginning of year	2017-12-31	$3,278,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$35,047
Total interest from all sources	2017-12-31	$4,664
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$20,291
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	$20,291
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
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$796,822
Participant contributions at end of year	2017-12-31	$145,596
Participant contributions at beginning of year	2017-12-31	$82,564
Participant contributions at end of year	2017-12-31	$250
Participant contributions at beginning of year	2017-12-31	$5,805
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$190,489
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$44
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$-4
Administrative expenses (other) incurred	2017-12-31	$2,226
Liabilities. Value of operating payables at end of year	2017-12-31	$1,053
Total non interest bearing cash at end of year	2017-12-31	$928
Total non interest bearing cash at beginning of year	2017-12-31	$32,336
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	$1,454,816
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,733,042
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,278,226
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	$9,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$623,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$319,051
Interest on participant loans	2017-12-31	$4,664
Value of interest in common/collective trusts at end of year	2017-12-31	$3,835,044
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,751,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$129,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$86,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$86,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$556,952
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	$393,292
Employer contributions (assets) at end of year	2017-12-31	$150
Employer contributions (assets) at beginning of year	2017-12-31	$690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$463,204
Contract administrator fees	2017-12-31	$23,321
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	WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN	2017-12-31	560131342
2016 : UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$-4
Total income from all sources (including contributions)	2016-12-31	$1,844,476
Total of all expenses incurred	2016-12-31	$192,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$159,415
Expenses. Certain deemed distributions of participant loans	2016-12-31	$1,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,676,361
Value of total assets at end of year	2016-12-31	$3,278,222
Value of total assets at beginning of year	2016-12-31	$1,626,346
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$31,609
Total interest from all sources	2016-12-31	$2,170
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$17,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$17,446
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
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$704,478
Participant contributions at end of year	2016-12-31	$82,564
Participant contributions at beginning of year	2016-12-31	$10,860
Participant contributions at end of year	2016-12-31	$5,805
Participant contributions at beginning of year	2016-12-31	$2,685
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$633,383
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$44
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$-4
Administrative expenses (other) incurred	2016-12-31	$1,071
Total non interest bearing cash at end of year	2016-12-31	$32,336
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	$1,651,880
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,278,226
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,626,346
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
Investment advisory and management fees	2016-12-31	$9,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$319,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$357,167
Interest on participant loans	2016-12-31	$2,028
Income. Interest from US Government securities	2016-12-31	$142
Value of interest in common/collective trusts at end of year	2016-12-31	$2,751,531
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,235,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$86,201
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$19,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$19,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$148,499
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	$338,500
Employer contributions (assets) at end of year	2016-12-31	$690
Employer contributions (assets) at beginning of year	2016-12-31	$892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$159,415
Contract administrator fees	2016-12-31	$20,788
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN	2016-12-31	560131342
2015 : UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$805,379
Total of all expenses incurred	2015-12-31	$340,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$321,562
Value of total corrective distributions	2015-12-31	$988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$812,823
Value of total assets at end of year	2015-12-31	$1,626,346
Value of total assets at beginning of year	2015-12-31	$1,160,974
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$17,457
Total interest from all sources	2015-12-31	$523
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$22,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$22,868
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$443,872
Participant contributions at end of year	2015-12-31	$10,860
Participant contributions at end of year	2015-12-31	$2,685
Participant contributions at beginning of year	2015-12-31	$215
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$178,224
Administrative expenses (other) incurred	2015-12-31	$225
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	$465,372
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,626,346
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,160,974
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
Investment advisory and management fees	2015-12-31	$3,650
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$357,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,160,711
Interest on participant loans	2015-12-31	$523
Value of interest in common/collective trusts at end of year	2015-12-31	$1,235,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$19,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-30,835
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	Yes
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	$190,727
Employer contributions (assets) at end of year	2015-12-31	$892
Employer contributions (assets) at beginning of year	2015-12-31	$48
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$321,562
Contract administrator fees	2015-12-31	$13,582
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
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	DASZKAL BOLTON, LLP
Accountancy firm EIN	2015-12-31	650406502

Form 5500 Responses for UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

2022: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING 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
2017: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNIFIED PHYSICIAN MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNIFIED WOMEN'S HEALTHCARE, LP
Employer identification number (EIN):	263930592
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2012-09-18
Company Identification Number:	L12000119415
Legal Registered Office Address:	1501 Yamato Road BOCA RATON 33431