SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 401k Plan overview

Plan Name	SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN
Plan identification number	002

SHARP REES-STEALY MEDICAL GROUP INC 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. Participant-directed brokerage accounts provided as an investment option under the plan. Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SHARP REES STEALY MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:	SHARP REES STEALY MEDICAL GROUP, INC.
Employer identification number (EIN):	330106028
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Additional information about SHARP REES STEALY MEDICAL GROUP, INC.

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1985-03-28
Company Identification Number:	C1271552
Legal Registered Office Address:	300 Fir St. San Diego United States of America (USA) 92101

More information about SHARP REES STEALY MEDICAL GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	ALAN BIER M.D.	2023-10-10
002	2021-01-01	ALAN BIER M.D.	2022-10-10
002	2020-01-01	ALAN BIER M.D.	2021-10-11
002	2019-01-01	ALAN BIER M.D.	2020-10-14
002	2018-01-01	ALAN BIER M.D.	2019-09-30
002	2017-01-01
002	2016-01-01
002	2015-01-01	ALAN BIER M.D.
002	2014-01-01	ALAN BIER, M.D.
002	2013-01-01	DONALD C. BALFOUR, M.D.
002	2012-01-01	DONALD C. BALFOUR, M.D.
002	2011-01-01	DONALD C. BALFOUR, M.D.
002	2009-01-01	DONALD C. BALFOUR, M.D.

Plan Statistics for SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN

401k plan membership statisitcs for SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN

Measure	Date	Value
2022: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	504
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	481
Number of retired or separated participants receiving benefits	2022-01-01	8
Number of other retired or separated participants entitled to future benefits	2022-01-01	26
Total of all active and inactive participants	2022-01-01	515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	515
Number of participants with account balances	2022-01-01	371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	494
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	486
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	19
Total of all active and inactive participants	2021-01-01	511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	511
Number of participants with account balances	2021-01-01	353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	473
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	459
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	17
Total of all active and inactive participants	2020-01-01	477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	477
Number of participants with account balances	2020-01-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	447
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	453
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	19
Total of all active and inactive participants	2019-01-01	477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	477
Number of participants with account balances	2019-01-01	316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	469
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	457
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	485
Number of participants with account balances	2018-01-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	411
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	416
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	19
Total of all active and inactive participants	2017-01-01	438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	438
Number of participants with account balances	2017-01-01	288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	417
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	412
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	426
Number of participants with account balances	2016-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	449
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	482
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	22
Total of all active and inactive participants	2015-01-01	504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	504
Number of participants with account balances	2015-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	434
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	440
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	17
Total of all active and inactive participants	2014-01-01	457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	457
Number of participants with account balances	2014-01-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	423
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	409
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	33
Total of all active and inactive participants	2013-01-01	442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	442
Number of participants with account balances	2013-01-01	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	423
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	398
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	27
Total of all active and inactive participants	2012-01-01	425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	425
Number of participants with account balances	2012-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	418
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	391
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	26
Total of all active and inactive participants	2011-01-01	417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	417
Number of participants with account balances	2011-01-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	190
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	32
Total of all active and inactive participants	2009-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	222
Number of participants with account balances	2009-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN

Measure	Date	Value
2022 : SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$537
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-7,799,875
Total unrealized appreciation/depreciation of assets	2022-12-31	$-7,799,338
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$11,379
Total income from all sources (including contributions)	2022-12-31	$-12,609,499
Total loss/gain on sale of assets	2022-12-31	$-1,440,598
Total of all expenses incurred	2022-12-31	$5,994,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,611,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,105,731
Value of total assets at end of year	2022-12-31	$90,129,266
Value of total assets at beginning of year	2022-12-31	$108,744,740
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$382,771
Total income from rents	2022-12-31	$14,299
Total interest from all sources	2022-12-31	$237,751
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$513,551
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	$0
Assets. Real estate other than employer real property at end of year	2022-12-31	$60,543
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$60,006
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$107,399
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$107,431
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
Participant contributions at end of year	2022-12-31	$69,253
Participant contributions at beginning of year	2022-12-31	$91,850
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$4,468,596
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$5,295,105
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$631,177
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$11,379
Administrative expenses (other) incurred	2022-12-31	$10,096
Total non interest bearing cash at end of year	2022-12-31	$262,056
Total non interest bearing cash at beginning of year	2022-12-31	$136,303
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	$-18,604,095
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$90,129,266
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$108,733,361
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
Assets. partnership/joint venture interests at end of year	2022-12-31	$215,759
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$215,580
Investment advisory and management fees	2022-12-31	$368,616
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$48,908,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$60,831,468
Interest on participant loans	2022-12-31	$3,831
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$14,506
Income. Interest from US Government securities	2022-12-31	$1,599
Income. Interest from corporate debt instruments	2022-12-31	$162,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$8,303,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$8,861,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$8,861,325
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$54,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$211,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$228,662
Asset value of US Government securities at end of year	2022-12-31	$329,797
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-10,240,895
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	$5,474,554
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$4,262
Income. Dividends from preferred stock	2022-12-31	$78,772
Income. Dividends from common stock	2022-12-31	$434,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,611,825
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$4,769,475
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$3,816,255
Contract administrator fees	2022-12-31	$4,059
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$22,422,738
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$29,096,493
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
Aggregate proceeds on sale of assets	2022-12-31	$38,372,135
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$39,812,733
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LAVINE, LOFGREN, MORRIS & ENGELBERG
Accountancy firm EIN	2022-12-31	330690020
2021 : SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$9,510
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$4,448,999
Total unrealized appreciation/depreciation of assets	2021-12-31	$4,458,509
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$11,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$20,609,348
Total loss/gain on sale of assets	2021-12-31	$535,784
Total of all expenses incurred	2021-12-31	$3,424,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,023,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,071,807
Value of total assets at end of year	2021-12-31	$108,744,740
Value of total assets at beginning of year	2021-12-31	$91,548,254
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$400,681
Total income from rents	2021-12-31	$14,572
Total interest from all sources	2021-12-31	$199,225
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$350,176
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	$0
Assets. Real estate other than employer real property at end of year	2021-12-31	$60,006
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$92,496
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$107,431
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$107,100
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
Participant contributions at end of year	2021-12-31	$91,850
Participant contributions at beginning of year	2021-12-31	$131,321
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$5,295,105
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$3,972,635
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,095,279
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$11,379
Administrative expenses (other) incurred	2021-12-31	$7,382
Total non interest bearing cash at end of year	2021-12-31	$136,303
Total non interest bearing cash at beginning of year	2021-12-31	$120,822
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	$17,185,107
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$108,733,361
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$91,548,254
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
Assets. partnership/joint venture interests at end of year	2021-12-31	$215,580
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$159,310
Investment advisory and management fees	2021-12-31	$390,894
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$60,831,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$48,054,611
Interest on participant loans	2021-12-31	$5,794
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$18,202
Income. Interest from US Government securities	2021-12-31	$4,169
Income. Interest from corporate debt instruments	2021-12-31	$169,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$8,861,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$11,791,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$11,791,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$228,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$211,335
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$342,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$7,979,275
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	$4,976,528
Employer contributions (assets) at end of year	2021-12-31	$4,262
Employer contributions (assets) at beginning of year	2021-12-31	$0
Income. Dividends from preferred stock	2021-12-31	$31,501
Income. Dividends from common stock	2021-12-31	$318,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,023,560
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$3,816,255
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$4,231,934
Contract administrator fees	2021-12-31	$2,405
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$29,096,493
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$22,332,824
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
Aggregate proceeds on sale of assets	2021-12-31	$35,537,142
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$35,001,358
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LAVINE, LOFGREN, MORRIS & ENGELBERG
Accountancy firm EIN	2021-12-31	330690020
2020 : SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$6,041
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$5,492,801
Total unrealized appreciation/depreciation of assets	2020-12-31	$5,498,842
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$17,808,606
Total loss/gain on sale of assets	2020-12-31	$359,279
Total of all expenses incurred	2020-12-31	$7,817,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$7,501,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,521,328
Value of total assets at end of year	2020-12-31	$91,548,254
Value of total assets at beginning of year	2020-12-31	$81,556,786
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$315,703
Total income from rents	2020-12-31	$19,675
Total interest from all sources	2020-12-31	$249,151
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$331,699
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	$0
Assets. Real estate other than employer real property at end of year	2020-12-31	$92,496
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$86,455
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$107,100
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$66,600
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
Participant contributions at end of year	2020-12-31	$131,321
Participant contributions at beginning of year	2020-12-31	$118,644
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$3,972,635
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$2,875,140
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$10,635
Total non interest bearing cash at end of year	2020-12-31	$120,822
Total non interest bearing cash at beginning of year	2020-12-31	$174,439
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	$9,991,468
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$91,548,254
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$81,556,786
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
Assets. partnership/joint venture interests at end of year	2020-12-31	$159,310
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$227,808
Investment advisory and management fees	2020-12-31	$299,440
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$48,054,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$45,559,175
Interest on participant loans	2020-12-31	$7,126
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$17,556
Income. Interest from US Government securities	2020-12-31	$4,937
Income. Interest from corporate debt instruments	2020-12-31	$196,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$11,791,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$8,800,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$8,800,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$23,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$211,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$201,523
Asset value of US Government securities at end of year	2020-12-31	$342,028
Asset value of US Government securities at beginning of year	2020-12-31	$688,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$6,828,632
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	$4,521,328
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$61,200
Income. Dividends from common stock	2020-12-31	$270,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$7,501,435
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$4,231,934
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$4,284,458
Contract administrator fees	2020-12-31	$5,628
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$22,332,824
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$18,473,259
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
Aggregate proceeds on sale of assets	2020-12-31	$47,221,100
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$46,861,821
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	LAVINE, LOFGREN, MORRIS & ENGELBERG
Accountancy firm EIN	2020-12-31	330690020
2019 : SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$3,105
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$3,105
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$4,336,167
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$4,336,167
Total unrealized appreciation/depreciation of assets	2019-12-31	$4,339,272
Total unrealized appreciation/depreciation of assets	2019-12-31	$4,339,272
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$20,231,914
Total income from all sources (including contributions)	2019-12-31	$20,231,914
Total loss/gain on sale of assets	2019-12-31	$894,907
Total loss/gain on sale of assets	2019-12-31	$894,907
Total of all expenses incurred	2019-12-31	$5,269,447
Total of all expenses incurred	2019-12-31	$5,269,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,938,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,938,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$5,760,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$5,760,105
Value of total assets at end of year	2019-12-31	$81,556,786
Value of total assets at end of year	2019-12-31	$81,556,786
Value of total assets at beginning of year	2019-12-31	$66,594,319
Value of total assets at beginning of year	2019-12-31	$66,594,319
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$331,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$331,022
Total income from rents	2019-12-31	$20,583
Total income from rents	2019-12-31	$20,583
Total interest from all sources	2019-12-31	$337,387
Total interest from all sources	2019-12-31	$337,387
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$282,468
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$282,468
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	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$0
Assets. Real estate other than employer real property at end of year	2019-12-31	$86,455
Assets. Real estate other than employer real property at end of year	2019-12-31	$86,455
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$83,350
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$83,350
Administrative expenses professional fees incurred	2019-12-31	$6,893
Administrative expenses professional fees incurred	2019-12-31	$6,893
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$66,600
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$66,600
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$72,165
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$72,165
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	$0
Contributions received from participants	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$118,644
Participant contributions at end of year	2019-12-31	$118,644
Participant contributions at beginning of year	2019-12-31	$142,234
Participant contributions at beginning of year	2019-12-31	$142,234
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$2,875,140
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$2,875,140
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,581,209
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,581,209
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,384,998
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$174,439
Total non interest bearing cash at end of year	2019-12-31	$174,439
Total non interest bearing cash at beginning of year	2019-12-31	$138,343
Total non interest bearing cash at beginning of year	2019-12-31	$138,343
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
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$14,962,467
Value of net income/loss	2019-12-31	$14,962,467
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$81,556,786
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$81,556,786
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$66,594,319
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$66,594,319
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
Assets. partnership/joint venture interests at end of year	2019-12-31	$227,808
Assets. partnership/joint venture interests at end of year	2019-12-31	$227,808
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$136,156
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$136,156
Investment advisory and management fees	2019-12-31	$11,003
Investment advisory and management fees	2019-12-31	$11,003
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$45,559,175
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$45,559,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$37,413,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$37,413,888
Interest on participant loans	2019-12-31	$7,062
Interest on participant loans	2019-12-31	$7,062
Income. Interest from loans (other than to participants)	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$19,305
Interest earned on other investments	2019-12-31	$19,305
Income. Interest from US Government securities	2019-12-31	$5,039
Income. Interest from US Government securities	2019-12-31	$5,039
Income. Interest from corporate debt instruments	2019-12-31	$194,420
Income. Interest from corporate debt instruments	2019-12-31	$194,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$8,800,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$8,800,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$7,589,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$7,589,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$7,589,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$7,589,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$111,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$111,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$201,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$201,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$174,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$174,839
Asset value of US Government securities at end of year	2019-12-31	$688,774
Asset value of US Government securities at end of year	2019-12-31	$688,774
Asset value of US Government securities at beginning of year	2019-12-31	$336,345
Asset value of US Government securities at beginning of year	2019-12-31	$336,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,597,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,597,192
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	$4,375,107
Contributions received in cash from employer	2019-12-31	$4,375,107
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$1,916
Employer contributions (assets) at beginning of year	2019-12-31	$1,916
Income. Dividends from preferred stock	2019-12-31	$12,809
Income. Dividends from preferred stock	2019-12-31	$12,809
Income. Dividends from common stock	2019-12-31	$269,659
Income. Dividends from common stock	2019-12-31	$269,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,938,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,938,425
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$249,058
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$249,058
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$4,284,458
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$4,284,458
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$4,623,560
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$4,623,560
Contract administrator fees	2019-12-31	$313,126
Contract administrator fees	2019-12-31	$313,126
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$18,473,259
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$18,473,259
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$14,051,869
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$14,051,869
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$32,185,210
Aggregate proceeds on sale of assets	2019-12-31	$32,185,210
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$31,290,303
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$31,290,303
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	LAVINE, LOFGREN, MORRIS & ENGELBERG
Accountancy firm name	2019-12-31	LAVINE, LOFGREN, MORRIS & ENGELBERG
Accountancy firm EIN	2019-12-31	330690020
Accountancy firm EIN	2019-12-31	330690020
2018 : SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-1,250,578
Total unrealized appreciation/depreciation of assets	2018-12-31	$-1,250,578
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,633,481
Total loss/gain on sale of assets	2018-12-31	$257,536
Total of all expenses incurred	2018-12-31	$4,449,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,132,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,324,862
Value of total assets at end of year	2018-12-31	$66,594,319
Value of total assets at beginning of year	2018-12-31	$69,410,216
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$317,058
Total income from rents	2018-12-31	$22,860
Total interest from all sources	2018-12-31	$278,799
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$309,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Assets. Real estate other than employer real property at end of year	2018-12-31	$83,350
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$122,510
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$72,165
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$133,316
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	$0
Participant contributions at end of year	2018-12-31	$142,234
Participant contributions at beginning of year	2018-12-31	$160,325
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$1,581,209
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$1,548,557
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$236,242
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$9,994
Total non interest bearing cash at end of year	2018-12-31	$138,343
Total non interest bearing cash at beginning of year	2018-12-31	$115,612
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
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-2,815,897
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$66,594,319
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$69,410,216
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
Assets. partnership/joint venture interests at end of year	2018-12-31	$136,156
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$195,132
Investment advisory and management fees	2018-12-31	$304,370
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$37,413,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$40,904,828
Interest on participant loans	2018-12-31	$7,165
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$26,558
Income. Interest from US Government securities	2018-12-31	$5,251
Income. Interest from corporate debt instruments	2018-12-31	$158,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$7,589,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$7,181,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$7,181,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$80,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$174,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$175,261
Asset value of US Government securities at end of year	2018-12-31	$336,345
Asset value of US Government securities at beginning of year	2018-12-31	$211,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,309,042
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	$4,088,620
Employer contributions (assets) at end of year	2018-12-31	$1,916
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$27,563
Income. Dividends from common stock	2018-12-31	$281,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,132,320
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$249,058
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$4,623,560
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$3,203,629
Contract administrator fees	2018-12-31	$2,694
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$14,051,869
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$15,457,853
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$26,153,351
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$25,895,815
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	LAVINE, LOFGREN, MORRIS & ENGELBERG
Accountancy firm EIN	2018-12-31	330690020
2017 : SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$-10
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$2,711,147
Total unrealized appreciation/depreciation of assets	2017-12-31	$2,711,137
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$14,377,941
Total loss/gain on sale of assets	2017-12-31	$384,960
Total of all expenses incurred	2017-12-31	$3,519,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,257,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,948,585
Value of total assets at end of year	2017-12-31	$69,410,216
Value of total assets at beginning of year	2017-12-31	$58,551,981
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$262,183
Total income from rents	2017-12-31	$32,768
Total interest from all sources	2017-12-31	$222,864
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$290,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Assets. Real estate other than employer real property at end of year	2017-12-31	$122,510
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$132,601
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$133,316
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$179,134
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	$0
Participant contributions at end of year	2017-12-31	$160,325
Participant contributions at beginning of year	2017-12-31	$209,110
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$1,548,557
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$2,014,342
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,112,216
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Assets. Loans (other than to participants) at end of year	2017-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$18,672
Total non interest bearing cash at end of year	2017-12-31	$115,612
Total non interest bearing cash at beginning of year	2017-12-31	$56,617
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
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$10,858,235
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$69,410,216
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$58,551,981
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
Assets. partnership/joint venture interests at end of year	2017-12-31	$195,132
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$412,728
Investment advisory and management fees	2017-12-31	$240,268
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$40,904,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$32,798,279
Interest on participant loans	2017-12-31	$6,919
Income. Interest from loans (other than to participants)	2017-12-31	$413
Interest earned on other investments	2017-12-31	$28,163
Income. Interest from US Government securities	2017-12-31	$3,775
Income. Interest from corporate debt instruments	2017-12-31	$153,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$7,181,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$7,234,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$7,234,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$30,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$175,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$412,415
Asset value of US Government securities at end of year	2017-12-31	$211,527
Asset value of US Government securities at beginning of year	2017-12-31	$169,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,786,675
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	$3,836,369
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Income. Dividends from preferred stock	2017-12-31	$15,219
Income. Dividends from common stock	2017-12-31	$275,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,257,523
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$3,203,629
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$2,693,095
Contract administrator fees	2017-12-31	$3,243
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$15,457,853
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$12,238,838
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
Aggregate proceeds on sale of assets	2017-12-31	$18,964,418
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$18,579,458
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	SNEAD & ASSOCIATES LLP
Accountancy firm EIN	2017-12-31	200917166
2016 : SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$-23,432
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$882,628
Total unrealized appreciation/depreciation of assets	2016-12-31	$859,196
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$7,052,020
Total loss/gain on sale of assets	2016-12-31	$-76,534
Total of all expenses incurred	2016-12-31	$4,025,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,785,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,430,732
Value of total assets at end of year	2016-12-31	$58,551,981
Value of total assets at beginning of year	2016-12-31	$55,525,876
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$240,895
Total income from rents	2016-12-31	$22,234
Total interest from all sources	2016-12-31	$196,980
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$290,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Assets. Real estate other than employer real property at end of year	2016-12-31	$132,601
Assets. Real estate other than employer real property at beginning of year	2016-12-31	$116,141
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$179,134
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$219,055
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
Participant contributions at end of year	2016-12-31	$209,110
Participant contributions at beginning of year	2016-12-31	$208,536
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$2,014,342
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$-1,547,522
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$8,053
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$42,000
Administrative expenses (other) incurred	2016-12-31	$16,307
Total non interest bearing cash at end of year	2016-12-31	$56,617
Total non interest bearing cash at beginning of year	2016-12-31	$250,068
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	$3,026,105
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$58,551,981
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$55,525,876
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
Assets. partnership/joint venture interests at end of year	2016-12-31	$412,728
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$420,387
Investment advisory and management fees	2016-12-31	$221,772
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$32,798,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$30,247,075
Interest on participant loans	2016-12-31	$8,133
Income. Interest from loans (other than to participants)	2016-12-31	$1,612
Interest earned on other investments	2016-12-31	$21,300
Income. Interest from US Government securities	2016-12-31	$2,516
Income. Interest from corporate debt instruments	2016-12-31	$155,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$7,234,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$8,496,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$8,496,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$7,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$412,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$379,723
Asset value of US Government securities at end of year	2016-12-31	$169,856
Asset value of US Government securities at beginning of year	2016-12-31	$124,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,329,374
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	$3,430,732
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$3,696
Income. Dividends from preferred stock	2016-12-31	$11,544
Income. Dividends from common stock	2016-12-31	$278,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,785,020
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$2,693,095
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$2,487,319
Contract administrator fees	2016-12-31	$2,816
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$12,238,838
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$14,070,239
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
Aggregate proceeds on sale of assets	2016-12-31	$22,506,983
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$22,583,517
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	SNEAD & ASSOCIATES LLP
Accountancy firm EIN	2016-12-31	200917166
2015 : SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$-11,105
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-627,087
Total unrealized appreciation/depreciation of assets	2015-12-31	$-638,192
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,612,530
Total loss/gain on sale of assets	2015-12-31	$-163,550
Total of all expenses incurred	2015-12-31	$1,158,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$915,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,443,676
Value of total assets at end of year	2015-12-31	$55,525,876
Value of total assets at beginning of year	2015-12-31	$54,072,119
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$243,217
Total income from rents	2015-12-31	$12,064
Total interest from all sources	2015-12-31	$200,726
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$293,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Assets. Real estate other than employer real property at end of year	2015-12-31	$116,141
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$92,362
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$219,055
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$184,815
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
Participant contributions at end of year	2015-12-31	$208,536
Participant contributions at beginning of year	2015-12-31	$95,856
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$-1,547,522
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$-1,201,905
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$25,402
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$8,053
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Assets. Loans (other than to participants) at end of year	2015-12-31	$42,000
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$42,000
Administrative expenses (other) incurred	2015-12-31	$17,062
Total non interest bearing cash at end of year	2015-12-31	$250,068
Total non interest bearing cash at beginning of year	2015-12-31	$109,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,453,757
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$55,525,876
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$54,072,119
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
Assets. partnership/joint venture interests at end of year	2015-12-31	$420,387
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$314,317
Investment advisory and management fees	2015-12-31	$225,855
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$30,247,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$28,623,112
Interest on participant loans	2015-12-31	$6,167
Income. Interest from loans (other than to participants)	2015-12-31	$6,518
Interest earned on other investments	2015-12-31	$35,253
Income. Interest from US Government securities	2015-12-31	$1,057
Income. Interest from corporate debt instruments	2015-12-31	$148,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$8,496,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$7,395,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$7,395,249
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$3,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$379,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$380,996
Asset value of US Government securities at end of year	2015-12-31	$124,945
Asset value of US Government securities at beginning of year	2015-12-31	$142,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-535,488
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	$3,418,274
Employer contributions (assets) at end of year	2015-12-31	$3,696
Employer contributions (assets) at beginning of year	2015-12-31	$7,948
Income. Dividends from preferred stock	2015-12-31	$8,913
Income. Dividends from common stock	2015-12-31	$284,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$915,556
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$2,487,319
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$2,185,814
Contract administrator fees	2015-12-31	$300
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$14,070,239
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$15,700,122
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
Aggregate proceeds on sale of assets	2015-12-31	$18,548,694
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$18,712,244
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	SNEAD & ASSOCIATES LLP
Accountancy firm EIN	2015-12-31	200917166
2014 : SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$1,169,727
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-2,784
Total unrealized appreciation/depreciation of assets	2014-12-31	$1,166,943
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$6,066,839
Total loss/gain on sale of assets	2014-12-31	$-137,649
Total of all expenses incurred	2014-12-31	$2,835,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,586,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,886,453
Value of total assets at end of year	2014-12-31	$54,072,119
Value of total assets at beginning of year	2014-12-31	$50,841,213
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$249,678
Total income from rents	2014-12-31	$11,803
Total interest from all sources	2014-12-31	$188,483
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$318,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Assets. Real estate other than employer real property at end of year	2014-12-31	$92,362
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$103,385
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$184,815
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$212,950
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
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Participant contributions at end of year	2014-12-31	$95,856
Participant contributions at beginning of year	2014-12-31	$106,926
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$-1,201,905
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$-699,497
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$2,509
Assets. Loans (other than to participants) at end of year	2014-12-31	$42,000
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$42,000
Administrative expenses (other) incurred	2014-12-31	$13,294
Total non interest bearing cash at end of year	2014-12-31	$109,427
Total non interest bearing cash at beginning of year	2014-12-31	$105,475
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	$3,230,906
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$54,072,119
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$50,841,213
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
Assets. partnership/joint venture interests at end of year	2014-12-31	$314,317
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$227,115
Investment advisory and management fees	2014-12-31	$224,532
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$28,623,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$26,826,319
Interest on participant loans	2014-12-31	$4,788
Income. Interest from loans (other than to participants)	2014-12-31	$4,840
Interest earned on other investments	2014-12-31	$40,126
Income. Interest from US Government securities	2014-12-31	$1,554
Income. Interest from corporate debt instruments	2014-12-31	$134,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$7,395,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$7,236,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$7,236,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$2,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$380,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$713,346
Asset value of US Government securities at end of year	2014-12-31	$142,006
Asset value of US Government securities at beginning of year	2014-12-31	$149,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,632,663
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	$2,886,453
Employer contributions (assets) at end of year	2014-12-31	$7,948
Employer contributions (assets) at beginning of year	2014-12-31	$20,076
Income. Dividends from preferred stock	2014-12-31	$6,445
Income. Dividends from common stock	2014-12-31	$311,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,586,255
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$2,185,814
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$1,950,147
Contract administrator fees	2014-12-31	$11,852
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$15,700,122
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$13,844,568
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
Aggregate proceeds on sale of assets	2014-12-31	$25,974,246
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$26,111,895
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	SNEAD & ASSOCIATES, LLP
Accountancy firm EIN	2014-12-31	200917166
2013 : SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$5,896
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$2,383,338
Total unrealized appreciation/depreciation of assets	2013-12-31	$2,389,234
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$9,742,099
Total loss/gain on sale of assets	2013-12-31	$237,891
Total of all expenses incurred	2013-12-31	$845,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$615,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,748,485
Value of total assets at end of year	2013-12-31	$50,841,213
Value of total assets at beginning of year	2013-12-31	$41,944,857
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$230,094
Total income from rents	2013-12-31	$11,245
Total interest from all sources	2013-12-31	$170,544
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$319,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Assets. Real estate other than employer real property at end of year	2013-12-31	$103,385
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$123,765
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$212,950
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$254,626
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Participant contributions at end of year	2013-12-31	$106,926
Participant contributions at beginning of year	2013-12-31	$165,588
Participant contributions at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$-699,497
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$-487,837
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$2,509
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$84,131
Assets. Loans (other than to participants) at end of year	2013-12-31	$42,000
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$99,000
Other income not declared elsewhere	2013-12-31	$66
Administrative expenses (other) incurred	2013-12-31	$22,237
Total non interest bearing cash at end of year	2013-12-31	$105,475
Total non interest bearing cash at beginning of year	2013-12-31	$168,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$8,896,356
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$50,841,213
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$41,944,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Assets. partnership/joint venture interests at end of year	2013-12-31	$227,115
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$196,781
Investment advisory and management fees	2013-12-31	$202,981
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$26,826,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$21,621,234
Interest on participant loans	2013-12-31	$6,686
Income. Interest from loans (other than to participants)	2013-12-31	$7,729
Interest earned on other investments	2013-12-31	$51,744
Income. Interest from US Government securities	2013-12-31	$1,103
Income. Interest from corporate debt instruments	2013-12-31	$101,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$7,236,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$6,461,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$6,461,829
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$713,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$552,764
Asset value of US Government securities at end of year	2013-12-31	$149,233
Asset value of US Government securities at beginning of year	2013-12-31	$125,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,864,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,748,485
Employer contributions (assets) at end of year	2013-12-31	$20,076
Employer contributions (assets) at beginning of year	2013-12-31	$13,865
Income. Dividends from preferred stock	2013-12-31	$10,082
Income. Dividends from common stock	2013-12-31	$309,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$615,649
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$13,543
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$1,950,147
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$1,914,037
Contract administrator fees	2013-12-31	$4,876
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$13,844,568
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$10,637,504
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$17,628,478
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$17,390,587
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	SNEAD & ASSOCIATES, LLP
Accountancy firm EIN	2013-12-31	200917166
2012 : SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$-10,945
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$1,012,277
Total unrealized appreciation/depreciation of assets	2012-12-31	$1,001,332
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$6,546,650
Total loss/gain on sale of assets	2012-12-31	$44,287
Total of all expenses incurred	2012-12-31	$964,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$774,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,684,003
Value of total assets at end of year	2012-12-31	$41,944,857
Value of total assets at beginning of year	2012-12-31	$36,362,555
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$190,288
Total income from rents	2012-12-31	$387
Total interest from all sources	2012-12-31	$169,597
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$303,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Assets. Real estate other than employer real property at end of year	2012-12-31	$123,765
Assets. Real estate other than employer real property at beginning of year	2012-12-31	$105,550
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$254,626
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$245,250
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Participant contributions at end of year	2012-12-31	$165,588
Participant contributions at beginning of year	2012-12-31	$124,152
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$-487,837
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$-431,669
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$84,131
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$51,186
Assets. Loans (other than to participants) at end of year	2012-12-31	$99,000
Assets. Loans (other than to participants) at beginning of year	2012-12-31	$92,160
Administrative expenses (other) incurred	2012-12-31	$5,115
Total non interest bearing cash at end of year	2012-12-31	$168,982
Total non interest bearing cash at beginning of year	2012-12-31	$188,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$5,582,302
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$41,944,857
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$36,362,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Assets. partnership/joint venture interests at end of year	2012-12-31	$196,781
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$155,725
Investment advisory and management fees	2012-12-31	$168,047
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$21,621,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$18,319,799
Interest on participant loans	2012-12-31	$6,983
Income. Interest from loans (other than to participants)	2012-12-31	$1,630
Interest earned on other investments	2012-12-31	$28,944
Income. Interest from US Government securities	2012-12-31	$1,698
Income. Interest from corporate debt instruments	2012-12-31	$127,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$6,461,829
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$6,395,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$6,395,563
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$2,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$552,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$488,689
Asset value of US Government securities at end of year	2012-12-31	$125,045
Asset value of US Government securities at beginning of year	2012-12-31	$34,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,343,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,684,003
Employer contributions (assets) at end of year	2012-12-31	$13,865
Employer contributions (assets) at beginning of year	2012-12-31	$30,115
Income. Dividends from preferred stock	2012-12-31	$11,190
Income. Dividends from common stock	2012-12-31	$292,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$774,060
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$13,543
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$12,900
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$1,914,037
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$1,687,168
Contract administrator fees	2012-12-31	$17,126
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$10,637,504
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$8,862,908
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$17,613,529
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$17,569,242
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	SORENSEN & SNEAD LLP
Accountancy firm EIN	2012-12-31	200917166
2011 : SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$93
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-222,446
Total unrealized appreciation/depreciation of assets	2011-12-31	$-222,353
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,966,674
Total loss/gain on sale of assets	2011-12-31	$-517,549
Total of all expenses incurred	2011-12-31	$1,066,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$882,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,680,339
Value of total assets at end of year	2011-12-31	$36,362,555
Value of total assets at beginning of year	2011-12-31	$35,462,240
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$184,129
Total interest from all sources	2011-12-31	$131,525
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$313,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Assets. Real estate other than employer real property at end of year	2011-12-31	$105,550
Assets. Real estate other than employer real property at beginning of year	2011-12-31	$101,158
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$245,250
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$311,208
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Participant contributions at end of year	2011-12-31	$124,152
Participant contributions at beginning of year	2011-12-31	$142,531
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$-431,669
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$-404,815
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$13,756
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$51,186
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$167
Assets. Loans (other than to participants) at end of year	2011-12-31	$92,160
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$142,160
Other income not declared elsewhere	2011-12-31	$9,846
Administrative expenses (other) incurred	2011-12-31	$6,683
Total non interest bearing cash at end of year	2011-12-31	$188,300
Total non interest bearing cash at beginning of year	2011-12-31	$120,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$900,315
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$36,362,555
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$35,462,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at end of year	2011-12-31	$155,725
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$164,530
Investment advisory and management fees	2011-12-31	$159,143
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$18,319,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$18,254,767
Interest on participant loans	2011-12-31	$6,093
Income. Interest from loans (other than to participants)	2011-12-31	$4,500
Interest earned on other investments	2011-12-31	$24,827
Income. Interest from US Government securities	2011-12-31	$8,414
Income. Interest from corporate debt instruments	2011-12-31	$84,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$6,395,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$5,915,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$5,915,293
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$3,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$488,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$189,416
Asset value of US Government securities at end of year	2011-12-31	$34,759
Asset value of US Government securities at beginning of year	2011-12-31	$37,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-428,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,666,583
Employer contributions (assets) at end of year	2011-12-31	$30,115
Employer contributions (assets) at beginning of year	2011-12-31	$6,772
Income. Dividends from preferred stock	2011-12-31	$11,119
Income. Dividends from common stock	2011-12-31	$302,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$882,230
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$12,900
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$15,552
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$1,687,168
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$1,623,551
Contract administrator fees	2011-12-31	$18,303
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$8,862,908
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$8,841,967
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$19,213,129
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$19,730,678
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	SORENSEN & SNEAD LLP
Accountancy firm EIN	2011-12-31	200917166
2010 : SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$-20,510
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$923,609
Total unrealized appreciation/depreciation of assets	2010-12-31	$903,099
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Expenses. Interest paid	2010-12-31	$39
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$39
Total income from all sources (including contributions)	2010-12-31	$5,626,401
Total loss/gain on sale of assets	2010-12-31	$-143,746
Total of all expenses incurred	2010-12-31	$1,172,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,023,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,476,151
Value of total assets at end of year	2010-12-31	$35,462,240
Value of total assets at beginning of year	2010-12-31	$31,007,929
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$148,404
Total income from rents	2010-12-31	$190
Total interest from all sources	2010-12-31	$64,246
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$262,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Assets. Real estate other than employer real property at end of year	2010-12-31	$101,158
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$138,491
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$311,208
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$263,627
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$142,531
Participant contributions at beginning of year	2010-12-31	$72,521
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$-404,815
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$218,668
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$16,805
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$167
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$34,446
Assets. Loans (other than to participants) at end of year	2010-12-31	$142,160
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$96,600
Other income not declared elsewhere	2010-12-31	$30,523
Administrative expenses (other) incurred	2010-12-31	$4,959
Total non interest bearing cash at end of year	2010-12-31	$120,171
Total non interest bearing cash at beginning of year	2010-12-31	$79,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$4,454,311
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$35,462,240
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$31,007,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$164,530
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$231,571
Investment advisory and management fees	2010-12-31	$132,749
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$18,254,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$15,265,476
Interest on participant loans	2010-12-31	$5,558
Income. Interest from loans (other than to participants)	2010-12-31	$10,719
Interest earned on other investments	2010-12-31	$1,000
Income. Interest from US Government securities	2010-12-31	$8,994
Income. Interest from corporate debt instruments	2010-12-31	$9,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$5,915,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$5,692,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$5,692,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$28,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$189,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$209,981
Asset value of US Government securities at end of year	2010-12-31	$37,812
Asset value of US Government securities at beginning of year	2010-12-31	$115,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,033,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$2,459,346
Employer contributions (assets) at end of year	2010-12-31	$6,772
Employer contributions (assets) at beginning of year	2010-12-31	$13,720
Income. Dividends from preferred stock	2010-12-31	$17,700
Income. Dividends from common stock	2010-12-31	$244,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,023,647
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$15,552
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$1,623,551
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$1,268,711
Contract administrator fees	2010-12-31	$10,696
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$8,841,967
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$7,307,493
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$17,802,081
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$17,945,827
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	SORENSEN & SNEAD LLP
Accountancy firm EIN	2010-12-31	200917166

Form 5500 Responses for SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN

2022: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SHARP REES-STEALY MEDICAL GROUP INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	3204237245
Policy instance	2
Insurance contract or identification number 3204237245 Number of Individuals Covered 1 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	87686
Policy instance	1
Insurance contract or identification number 87686 Number of Individuals Covered 1 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	3204237245
Policy instance	2
Insurance contract or identification number 3204237245 Number of Individuals Covered 1 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	87686
Policy instance	1
Insurance contract or identification number 87686 Number of Individuals Covered 1 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	87686
Policy instance	1
Insurance contract or identification number 87686 Number of Individuals Covered 1 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	3204237245
Policy instance	2
Insurance contract or identification number 3204237245 Number of Individuals Covered 1 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	3204237245
Policy instance	2
Insurance contract or identification number 3204237245 Number of Individuals Covered 1 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	87686
Policy instance	1
Insurance contract or identification number 87686 Number of Individuals Covered 1 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	3204237245
Policy instance	2
Insurance contract or identification number 3204237245 Number of Individuals Covered 1 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	87686
Policy instance	1
Insurance contract or identification number 87686 Number of Individuals Covered 1 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? Yes
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	VA98908790
Policy instance	3
Insurance contract or identification number VA98908790 Number of Individuals Covered 1 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No
METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )
Policy contract number	3204237245
Policy instance	2
Insurance contract or identification number 3204237245 Number of Individuals Covered 1 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	87686
Policy instance	1
Insurance contract or identification number 87686 Number of Individuals Covered 1 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	87686
Policy instance	1
Insurance contract or identification number 87686 Number of Individuals Covered 1 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? Yes Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No
METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )
Policy contract number	3204237245
Policy instance	2
Insurance contract or identification number 3204237245 Number of Individuals Covered 1 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Are there contracts with allocated funds for individual policies? Yes Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	VA98908790
Policy instance	3
Insurance contract or identification number VA98908790 Number of Individuals Covered 1 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Are there contracts with allocated funds for individual policies? Yes Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No
METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )
Policy contract number	3204237245
Policy instance	3
Insurance contract or identification number 3204237245 Number of Individuals Covered 1 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? Yes Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	17984407
Policy instance	1
Insurance contract or identification number 17984407 Number of Individuals Covered 1 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? Yes Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Insurance broker name ROBERT EDWARD JOHNSON
METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )
Policy contract number	3204237245
Policy instance	4
Insurance contract or identification number 3204237245 Number of Individuals Covered 1 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	17984407
Policy instance	1
Insurance contract or identification number 17984407 Number of Individuals Covered 1 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? Yes Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Insurance broker name ROBERT EDWARD JOHNSON
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	17984407
Policy instance	1
Insurance contract or identification number 17984407 Number of Individuals Covered 1 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $364 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? Yes Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Commission paid to Insurance Broker USD $364 Insurance broker name ROBERT EDWARD JOHNSON
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	17984407
Policy instance	1
Insurance contract or identification number 17984407 Number of Individuals Covered 1 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $364 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? Yes Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	17984407
Policy instance	1
Insurance contract or identification number 17984407 Number of Individuals Covered 1 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $364 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? Yes Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No