401k Plan data: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN plan

UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN
Plan identification number	001

UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT 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.
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

UWH OF THE CAROLINAS, PLLC has sponsored the creation of one or more 401k plans.

Company Name: UWH OF THE CAROLINAS, PLLC

Employer identification number (EIN): 320418835

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT 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 BARRETT GUNTER
001 2016-01-01 BARRETT GUNTER
001 2015-01-01 BARRETT GUNTER
001 2014-01-01 BARRETT GUNTER

Plan Statistics for UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN

Measure Date Value
2022: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,279
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,006
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 398
Total of all active and inactive participants 2022-01-01 1,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,404
Number of participants with account balances 2022-01-01 1,400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 44
2021: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,248
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 872
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 329
Total of all active and inactive participants 2021-01-01 1,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,201
Number of participants with account balances 2021-01-01 1,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 121
2020: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,350
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 934
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 197
Total of all active and inactive participants 2020-01-01 1,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,131
Number of participants with account balances 2020-01-01 1,125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,354
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 905
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 306
Total of all active and inactive participants 2019-01-01 1,211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,211
Number of participants with account balances 2019-01-01 1,207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,352
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 943
Number of other retired or separated participants entitled to future benefits 2018-01-01 303
Total of all active and inactive participants 2018-01-01 1,246
Total participants 2018-01-01 1,246
Number of participants with account balances 2018-01-01 1,246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,218
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 958
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 272
Total of all active and inactive participants 2017-01-01 1,230
Total participants 2017-01-01 1,230
Number of participants with account balances 2017-01-01 1,208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 941
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 931
Number of other retired or separated participants entitled to future benefits 2016-01-01 180
Total of all active and inactive participants 2016-01-01 1,111
Total participants 2016-01-01 1,111
Number of participants with account balances 2016-01-01 1,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 946
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 851
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 90
Total of all active and inactive participants 2015-01-01 941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 941
Number of participants with account balances 2015-01-01 940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 883
Number of other retired or separated participants entitled to future benefits 2014-01-01 54
Total of all active and inactive participants 2014-01-01 937
Total participants 2014-01-01 937
Number of participants with account balances 2014-01-01 937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 27

Measure	Date	Value
2022: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,279
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,006
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	398
Total of all active and inactive participants	2022-01-01	1,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,404
Number of participants with account balances	2022-01-01	1,400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	44
2021: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,248
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	872
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	329
Total of all active and inactive participants	2021-01-01	1,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,201
Number of participants with account balances	2021-01-01	1,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	121
2020: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,350
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	934
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	197
Total of all active and inactive participants	2020-01-01	1,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,131
Number of participants with account balances	2020-01-01	1,125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,354
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	905
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	306
Total of all active and inactive participants	2019-01-01	1,211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,211
Number of participants with account balances	2019-01-01	1,207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,352
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	943
Number of other retired or separated participants entitled to future benefits	2018-01-01	303
Total of all active and inactive participants	2018-01-01	1,246
Total participants	2018-01-01	1,246
Number of participants with account balances	2018-01-01	1,246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,218
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	958
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	272
Total of all active and inactive participants	2017-01-01	1,230
Total participants	2017-01-01	1,230
Number of participants with account balances	2017-01-01	1,208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	941
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	931
Number of other retired or separated participants entitled to future benefits	2016-01-01	180
Total of all active and inactive participants	2016-01-01	1,111
Total participants	2016-01-01	1,111
Number of participants with account balances	2016-01-01	1,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	946
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	851
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	90
Total of all active and inactive participants	2015-01-01	941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	941
Number of participants with account balances	2015-01-01	940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	883
Number of other retired or separated participants entitled to future benefits	2014-01-01	54
Total of all active and inactive participants	2014-01-01	937
Total participants	2014-01-01	937
Number of participants with account balances	2014-01-01	937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	27

Financial Data on UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-8,673,463
Total of all expenses incurred	2022-12-31	$10,066,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$9,792,557
Expenses. Certain deemed distributions of participant loans	2022-12-31	$61,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$20,311,188
Value of total assets at end of year	2022-12-31	$159,454,316
Value of total assets at beginning of year	2022-12-31	$178,194,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$212,068
Total interest from all sources	2022-12-31	$35,069
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,777,551
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	$1,777,551
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	$6,540,332
Participant contributions at end of year	2022-12-31	$686,015
Participant contributions at beginning of year	2022-12-31	$747,805
Participant contributions at end of year	2022-12-31	$122,789
Participant contributions at beginning of year	2022-12-31	$111,815
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$5,447,390
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$9,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$7,646
Other income not declared elsewhere	2022-12-31	$1,675
Administrative expenses (other) incurred	2022-12-31	$3,347
Total non interest bearing cash at end of year	2022-12-31	$421
Total non interest bearing cash at beginning of year	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-18,739,937
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$159,454,316
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$178,194,253
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	$92,590
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$42,146,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$152,372,061
Interest on participant loans	2022-12-31	$33,024
Value of interest in common/collective trusts at end of year	2022-12-31	$110,932,184
Value of interest in common/collective trusts at beginning of year	2022-12-31	$18,276,403
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	$1,805,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,805,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$2,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-24,871,529
Net investment gain or loss from common/collective trusts	2022-12-31	$-5,927,417
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	$8,323,466
Employer contributions (assets) at end of year	2022-12-31	$5,557,406
Employer contributions (assets) at beginning of year	2022-12-31	$4,873,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$9,792,557
Contract administrator fees	2022-12-31	$116,131
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 : UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$3
Total income from all sources (including contributions)	2021-12-31	$33,696,562
Total of all expenses incurred	2021-12-31	$11,134,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$10,933,315
Expenses. Certain deemed distributions of participant loans	2021-12-31	$14,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$13,472,117
Value of total assets at end of year	2021-12-31	$178,194,253
Value of total assets at beginning of year	2021-12-31	$155,632,371
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$186,849
Total interest from all sources	2021-12-31	$30,735
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$6,603,739
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	$6,603,739
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	$5,636,167
Participant contributions at end of year	2021-12-31	$747,805
Participant contributions at beginning of year	2021-12-31	$479,611
Participant contributions at end of year	2021-12-31	$111,815
Participant contributions at beginning of year	2021-12-31	$89,091
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$592,130
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$7,646
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$2,491
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$3
Other income not declared elsewhere	2021-12-31	$4,412
Administrative expenses (other) incurred	2021-12-31	$53
Total non interest bearing cash at beginning of year	2021-12-31	$426,639
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	$22,561,885
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$178,194,253
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$155,632,368
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	$91,229
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$152,372,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$131,531,756
Interest on participant loans	2021-12-31	$28,907
Value of interest in common/collective trusts at end of year	2021-12-31	$18,276,403
Value of interest in common/collective trusts at beginning of year	2021-12-31	$16,353,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,805,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$2,251,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$2,251,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$10,790,578
Net investment gain or loss from common/collective trusts	2021-12-31	$2,794,981
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	$7,243,820
Employer contributions (assets) at end of year	2021-12-31	$4,873,125
Employer contributions (assets) at beginning of year	2021-12-31	$4,497,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$10,933,315
Contract administrator fees	2021-12-31	$95,567
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 : UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2020 401k financial data
Total transfer of assets from this plan	2020-12-31	$546,492
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$3
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$3
Total income from all sources (including contributions)	2020-12-31	$31,103,523
Total of all expenses incurred	2020-12-31	$7,674,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$7,485,847
Expenses. Certain deemed distributions of participant loans	2020-12-31	$5,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$12,525,446
Value of total assets at end of year	2020-12-31	$155,632,371
Value of total assets at beginning of year	2020-12-31	$132,750,185
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$183,516
Total interest from all sources	2020-12-31	$24,196
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,523,742
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	$3,523,742
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	$5,459,123
Participant contributions at end of year	2020-12-31	$479,611
Participant contributions at beginning of year	2020-12-31	$36,325
Participant contributions at end of year	2020-12-31	$89,091
Participant contributions at beginning of year	2020-12-31	$869
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$285,780
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$2,491
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$3
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$3
Other income not declared elsewhere	2020-12-31	$11,827
Administrative expenses (other) incurred	2020-12-31	$598
Total non interest bearing cash at end of year	2020-12-31	$426,639
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	$23,428,678
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$155,632,368
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$132,750,182
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	$72,698
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$131,531,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$98,103,013
Interest on participant loans	2020-12-31	$19,820
Value of interest in common/collective trusts at end of year	2020-12-31	$16,353,014
Value of interest in common/collective trusts at beginning of year	2020-12-31	$29,865,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$2,251,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$919,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$919,904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$4,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$13,408,961
Net investment gain or loss from common/collective trusts	2020-12-31	$1,609,351
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	$6,780,543
Employer contributions (assets) at end of year	2020-12-31	$4,497,989
Employer contributions (assets) at beginning of year	2020-12-31	$3,824,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$7,485,847
Contract administrator fees	2020-12-31	$110,220
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 : UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2019 401k financial data
Total transfer of assets from this plan	2019-12-31	$764,887
Total transfer of assets from this plan	2019-12-31	$764,887
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3
Total income from all sources (including contributions)	2019-12-31	$32,716,621
Total income from all sources (including contributions)	2019-12-31	$32,716,621
Total of all expenses incurred	2019-12-31	$9,998,734
Total of all expenses incurred	2019-12-31	$9,998,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$9,842,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$9,842,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$13,504,009
Value of total assets at end of year	2019-12-31	$132,750,185
Value of total assets at end of year	2019-12-31	$132,750,185
Value of total assets at beginning of year	2019-12-31	$110,797,182
Value of total assets at beginning of year	2019-12-31	$110,797,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$155,933
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$155,933
Total interest from all sources	2019-12-31	$17,996
Total interest from all sources	2019-12-31	$17,996
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,718,191
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,718,191
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	$2,718,191
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,718,191
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	$500,000
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
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$5,381,752
Contributions received from participants	2019-12-31	$5,381,752
Participant contributions at end of year	2019-12-31	$36,325
Participant contributions at end of year	2019-12-31	$36,325
Participant contributions at beginning of year	2019-12-31	$71,852
Participant contributions at beginning of year	2019-12-31	$71,852
Participant contributions at end of year	2019-12-31	$869
Participant contributions at end of year	2019-12-31	$869
Participant contributions at beginning of year	2019-12-31	$35,107
Participant contributions at beginning of year	2019-12-31	$35,107
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$167,471
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$167,471
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$638
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$638
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$3
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$3
Administrative expenses (other) incurred	2019-12-31	$59
Administrative expenses (other) incurred	2019-12-31	$59
Total non interest bearing cash at beginning of year	2019-12-31	$4,251
Total non interest bearing cash at beginning of year	2019-12-31	$4,251
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	$22,717,887
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$132,750,182
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$132,750,182
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$110,797,182
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$110,797,182
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
Investment advisory and management fees	2019-12-31	$79,071
Investment advisory and management fees	2019-12-31	$79,071
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$98,103,013
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$98,103,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$25,165,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$25,165,463
Interest on participant loans	2019-12-31	$1,960
Interest on participant loans	2019-12-31	$1,960
Value of interest in common/collective trusts at end of year	2019-12-31	$29,865,255
Value of interest in common/collective trusts at end of year	2019-12-31	$29,865,255
Value of interest in common/collective trusts at beginning of year	2019-12-31	$81,106,315
Value of interest in common/collective trusts at beginning of year	2019-12-31	$81,106,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$919,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$919,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$989,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$989,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$989,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$989,791
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$16,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$16,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,844,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,844,052
Net investment gain or loss from common/collective trusts	2019-12-31	$11,632,373
Net investment gain or loss from common/collective trusts	2019-12-31	$11,632,373
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	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
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	$7,954,786
Contributions received in cash from employer	2019-12-31	$7,954,786
Employer contributions (assets) at end of year	2019-12-31	$3,824,181
Employer contributions (assets) at end of year	2019-12-31	$3,824,181
Employer contributions (assets) at beginning of year	2019-12-31	$3,424,287
Employer contributions (assets) at beginning of year	2019-12-31	$3,424,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$9,842,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$9,842,801
Contract administrator fees	2019-12-31	$76,803
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
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	WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm name	2019-12-31	WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN	2019-12-31	560131342
Accountancy firm EIN	2019-12-31	560131342
2018 : UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$1,511,657
Total transfer of assets from this plan	2018-12-31	$3,251,460
Total income from all sources (including contributions)	2018-12-31	$2,851,180
Total of all expenses incurred	2018-12-31	$6,251,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$6,088,512
Expenses. Certain deemed distributions of participant loans	2018-12-31	$323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$12,870,779
Value of total assets at end of year	2018-12-31	$110,797,182
Value of total assets at beginning of year	2018-12-31	$115,937,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$162,968
Total interest from all sources	2018-12-31	$28,696
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,476,354
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	$1,476,354
Administrative expenses professional fees incurred	2018-12-31	$76,597
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	$5,259,629
Participant contributions at end of year	2018-12-31	$71,852
Participant contributions at beginning of year	2018-12-31	$109,768
Participant contributions at end of year	2018-12-31	$35,107
Participant contributions at beginning of year	2018-12-31	$68,088
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$78,820
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$116
Administrative expenses (other) incurred	2018-12-31	$17
Total non interest bearing cash at end of year	2018-12-31	$4,251
Total non interest bearing cash at beginning of year	2018-12-31	$24,634
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	$-3,400,623
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$110,797,182
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$115,937,608
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	$86,354
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$25,165,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$23,861,050
Interest on participant loans	2018-12-31	$3,586
Value of interest in common/collective trusts at end of year	2018-12-31	$81,106,315
Value of interest in common/collective trusts at beginning of year	2018-12-31	$87,978,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$989,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$442,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$442,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$25,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,928,904
Net investment gain or loss from common/collective trusts	2018-12-31	$-7,595,745
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	$7,532,330
Employer contributions (assets) at end of year	2018-12-31	$3,424,287
Employer contributions (assets) at beginning of year	2018-12-31	$3,452,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$6,088,512
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 : UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$1,351,507
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$-748
Total income from all sources (including contributions)	2017-12-31	$26,746,407
Total of all expenses incurred	2017-12-31	$7,379,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$7,231,061
Expenses. Certain deemed distributions of participant loans	2017-12-31	$3,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$13,122,583
Value of total assets at end of year	2017-12-31	$115,937,608
Value of total assets at beginning of year	2017-12-31	$95,218,801
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$145,360
Total interest from all sources	2017-12-31	$8,713
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$786,649
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	$786,649
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	$5,028,604
Participant contributions at end of year	2017-12-31	$109,768
Participant contributions at beginning of year	2017-12-31	$191,726
Participant contributions at end of year	2017-12-31	$68,088
Participant contributions at beginning of year	2017-12-31	$4,459
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$650,374
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$-748
Administrative expenses (other) incurred	2017-12-31	$237
Total non interest bearing cash at end of year	2017-12-31	$24,634
Total non interest bearing cash at beginning of year	2017-12-31	$426,818
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	$19,366,552
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$115,937,608
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$95,219,549
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	$84,424
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$23,861,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$16,459,358
Interest on participant loans	2017-12-31	$5,646
Value of interest in common/collective trusts at end of year	2017-12-31	$87,978,192
Value of interest in common/collective trusts at beginning of year	2017-12-31	$74,496,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$442,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$468,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$468,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$3,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,155,951
Net investment gain or loss from common/collective trusts	2017-12-31	$8,672,511
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	$7,443,605
Employer contributions (assets) at end of year	2017-12-31	$3,452,883
Employer contributions (assets) at beginning of year	2017-12-31	$3,171,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$7,231,061
Contract administrator fees	2017-12-31	$60,699
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 : UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$10,622,134
Total transfer of assets from this plan	2016-12-31	$7,748
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$-748
Total income from all sources (including contributions)	2016-12-31	$18,075,713
Total of all expenses incurred	2016-12-31	$12,423,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$12,263,293
Expenses. Certain deemed distributions of participant loans	2016-12-31	$7,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$11,981,126
Value of total assets at end of year	2016-12-31	$95,218,801
Value of total assets at beginning of year	2016-12-31	$78,952,630
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$152,404
Total interest from all sources	2016-12-31	$8,674
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$470,480
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	$470,480
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	$4,781,056
Participant contributions at end of year	2016-12-31	$191,726
Participant contributions at beginning of year	2016-12-31	$174,070
Participant contributions at end of year	2016-12-31	$4,459
Participant contributions at beginning of year	2016-12-31	$75,653
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$154,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$-748
Administrative expenses (other) incurred	2016-12-31	$15,596
Total non interest bearing cash at end of year	2016-12-31	$426,818
Total non interest bearing cash at beginning of year	2016-12-31	$55,970
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	$5,652,533
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$95,219,549
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$78,952,630
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	$68,898
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$16,459,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$20,294,300
Interest on participant loans	2016-12-31	$8,674
Value of interest in common/collective trusts at end of year	2016-12-31	$74,496,646
Value of interest in common/collective trusts at beginning of year	2016-12-31	$55,137,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$468,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$215,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$215,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,503,855
Net investment gain or loss from common/collective trusts	2016-12-31	$4,111,578
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	$7,045,543
Employer contributions (assets) at end of year	2016-12-31	$3,171,120
Employer contributions (assets) at beginning of year	2016-12-31	$2,999,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$12,263,293
Contract administrator fees	2016-12-31	$67,910
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 : UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan	2015-12-31	$50,724,301
Total transfer of assets from this plan	2015-12-31	$379,709
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$4,921
Total income from all sources (including contributions)	2015-12-31	$9,755,883
Total of all expenses incurred	2015-12-31	$1,691,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,544,650
Expenses. Certain deemed distributions of participant loans	2015-12-31	$5,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$11,686,683
Value of total assets at end of year	2015-12-31	$78,952,630
Value of total assets at beginning of year	2015-12-31	$20,548,552
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$141,340
Total interest from all sources	2015-12-31	$8,472
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$610,706
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	$610,706
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$4,545,890
Participant contributions at end of year	2015-12-31	$174,070
Participant contributions at beginning of year	2015-12-31	$222,964
Participant contributions at end of year	2015-12-31	$75,653
Participant contributions at beginning of year	2015-12-31	$82,290
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$554,270
Administrative expenses (other) incurred	2015-12-31	$12,675
Total non interest bearing cash at end of year	2015-12-31	$55,970
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	$8,064,407
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$78,952,630
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$20,543,631
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	$65,110
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$20,294,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$17,164,614
Interest on participant loans	2015-12-31	$8,417
Value of interest in common/collective trusts at end of year	2015-12-31	$55,137,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$215,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$406,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$406,396
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,549,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$6,586,523
Employer contributions (assets) at end of year	2015-12-31	$2,999,961
Employer contributions (assets) at beginning of year	2015-12-31	$2,672,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,544,650
Contract administrator fees	2015-12-31	$63,555
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$4,921
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
2014 : UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$4,921
Total income from all sources (including contributions)	2014-12-31	$20,899,366
Total of all expenses incurred	2014-12-31	$355,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$288,101
Expenses. Certain deemed distributions of participant loans	2014-12-31	$4,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$20,523,708
Value of total assets at end of year	2014-12-31	$20,548,552
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$62,713
Total interest from all sources	2014-12-31	$7,273
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$471,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$471,066
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$3,127,874
Participant contributions at end of year	2014-12-31	$222,964
Participant contributions at end of year	2014-12-31	$82,290
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$12,105,591
Administrative expenses (other) incurred	2014-12-31	$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$20,543,631
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$20,543,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$20,096
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$17,164,614
Interest on participant loans	2014-12-31	$7,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$406,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-102,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$5,290,243
Employer contributions (assets) at end of year	2014-12-31	$2,672,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$288,101
Contract administrator fees	2014-12-31	$42,492
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$4,921
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DASZKAL BOLTON, LLP
Accountancy firm EIN	2014-12-31	650406502

Form 5500 Responses for UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN

2022: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT 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: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT 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: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT 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: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT 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: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT 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: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT 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: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT 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: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT 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
2014: UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UWH OF THE CAROLINAS, PLLC
Employer identification number (EIN):	320418835
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)