SHARP REES-STEALY MEDICAL GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	SHARP REES-STEALY MEDICAL GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	004

SHARP REES-STEALY MEDICAL GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1. Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met. Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash. Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities. 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. 401(K) RETIREMENT SAVINGS PLAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2022-01-01	ALAN BIER, M.D.	2023-10-10
004	2021-01-01	ALAN BIER, M.D.	2022-10-11
004	2020-01-01	ALAN BIER, M.D.	2021-10-11
004	2019-01-01	ALAN BIER, M.D.	2020-10-13
004	2018-01-01	ALAN BIER, M.D.	2019-09-30
004	2017-01-01
004	2016-01-01
004	2015-01-01	ALAN BIER, M.D.
004	2014-01-01	ALAN BIER, M.D.
004	2013-01-01	DONALD C. BALFOUR, M.D.
004	2012-01-01	DONALD C. BALFOUR, M.D.
004	2011-01-01	DONALD C. BALFOUR, M.D.
004	2009-01-01	DONALD C. BALFOUR, M.D.

Plan Statistics for SHARP REES-STEALY MEDICAL GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SHARP REES-STEALY MEDICAL GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022: SHARP REES-STEALY MEDICAL GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	733
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	705
Number of retired or separated participants receiving benefits	2022-01-01	15
Number of other retired or separated participants entitled to future benefits	2022-01-01	44
Total of all active and inactive participants	2022-01-01	764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	764
Number of participants with account balances	2022-01-01	673
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. 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	734
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	698
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	26
Total of all active and inactive participants	2021-01-01	733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	733
Number of participants with account balances	2021-01-01	646
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. 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	704
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	703
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	27
Total of all active and inactive participants	2020-01-01	734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	734
Number of participants with account balances	2020-01-01	631
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. 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	690
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	674
Number of retired or separated participants receiving benefits	2019-01-01	6
Number of other retired or separated participants entitled to future benefits	2019-01-01	23
Total of all active and inactive participants	2019-01-01	703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	703
Number of participants with account balances	2019-01-01	596
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. 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	683
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	660
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	29
Total of all active and inactive participants	2018-01-01	693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	693
Number of participants with account balances	2018-01-01	576
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. 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	645
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	660
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	26
Total of all active and inactive participants	2017-01-01	689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	689
Number of participants with account balances	2017-01-01	558
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. 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	623
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	614
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	24
Total of all active and inactive participants	2016-01-01	642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	642
Number of participants with account balances	2016-01-01	523
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. 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	569
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	589
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	28
Total of all active and inactive participants	2015-01-01	617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	617
Number of participants with account balances	2015-01-01	493
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. 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	545
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	558
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	18
Total of all active and inactive participants	2014-01-01	576
Total participants	2014-01-01	576
Number of participants with account balances	2014-01-01	449
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. 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	514
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	516
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	53
Total of all active and inactive participants	2013-01-01	569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	569
Number of participants with account balances	2013-01-01	460
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. 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	478
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	476
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	39
Total of all active and inactive participants	2012-01-01	515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	515
Number of participants with account balances	2012-01-01	402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: SHARP REES-STEALY MEDICAL GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	468
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	435
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	31
Total of all active and inactive participants	2011-01-01	466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	466
Number of participants with account balances	2011-01-01	381
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. 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	459
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	451
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	22
Total of all active and inactive participants	2009-01-01	473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	473
Number of participants with account balances	2009-01-01	351
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. 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : SHARP REES-STEALY MEDICAL GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-3,370,420
Total unrealized appreciation/depreciation of assets	2022-12-31	$-3,370,420
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$81,729
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$94,563
Total income from all sources (including contributions)	2022-12-31	$-13,919,082
Total loss/gain on sale of assets	2022-12-31	$-412,085
Total of all expenses incurred	2022-12-31	$4,539,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,182,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$8,204,774
Value of total assets at end of year	2022-12-31	$101,252,787
Value of total assets at beginning of year	2022-12-31	$119,724,702
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$357,608
Total income from rents	2022-12-31	$11,657
Total interest from all sources	2022-12-31	$130,693
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$201,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$33,050
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$39,367
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$6,494,710
Participant contributions at end of year	2022-12-31	$485,176
Participant contributions at beginning of year	2022-12-31	$486,305
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$1,550
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$-15,371,875
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$-16,991,258
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,372,986
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
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	$81,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$94,563
Other income not declared elsewhere	2022-12-31	$19
Administrative expenses (other) incurred	2022-12-31	$9,509
Total non interest bearing cash at end of year	2022-12-31	$961,266
Total non interest bearing cash at beginning of year	2022-12-31	$508,741
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	$-18,459,081
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$101,171,058
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$119,630,139
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	$76,553
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$285,093
Investment advisory and management fees	2022-12-31	$346,427
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$86,536,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$103,183,975
Interest on participant loans	2022-12-31	$23,874
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$11,629
Income. Interest from US Government securities	2022-12-31	$137
Income. Interest from corporate debt instruments	2022-12-31	$27,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$13,247,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$11,202,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$11,202,180
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$67,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$4,464
Asset value of US Government securities at end of year	2022-12-31	$89,571
Asset value of US Government securities at beginning of year	2022-12-31	$7,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-18,685,227
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	$337,078
Employer contributions (assets) at end of year	2022-12-31	$332,698
Employer contributions (assets) at beginning of year	2022-12-31	$311,997
Income. Dividends from preferred stock	2022-12-31	$2,006
Income. Dividends from common stock	2022-12-31	$199,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,182,391
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	$694,164
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$287,762
Contract administrator fees	2022-12-31	$1,672
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$14,164,862
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$20,396,551
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	$19,937,151
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$20,349,236
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. 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$2,449,975
Total unrealized appreciation/depreciation of assets	2021-12-31	$2,449,975
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$94,563
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$18,112
Total income from all sources (including contributions)	2021-12-31	$22,581,669
Total loss/gain on sale of assets	2021-12-31	$171,365
Total of all expenses incurred	2021-12-31	$5,712,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,339,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,966,190
Value of total assets at end of year	2021-12-31	$119,724,702
Value of total assets at beginning of year	2021-12-31	$102,779,308
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$372,805
Total income from rents	2021-12-31	$9,296
Total interest from all sources	2021-12-31	$58,678
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$160,506
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	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$39,367
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$41,592
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$6,382,146
Participant contributions at end of year	2021-12-31	$486,305
Participant contributions at beginning of year	2021-12-31	$527,737
Participant contributions at end of year	2021-12-31	$1,550
Participant contributions at beginning of year	2021-12-31	$210
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$-16,991,258
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$-12,179,167
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,272,047
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
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	$94,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$18,112
Administrative expenses (other) incurred	2021-12-31	$5,904
Total non interest bearing cash at end of year	2021-12-31	$508,741
Total non interest bearing cash at beginning of year	2021-12-31	$472,973
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	$16,868,943
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$119,630,139
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$102,761,196
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	$285,093
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$330,738
Investment advisory and management fees	2021-12-31	$362,663
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$103,183,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$84,663,674
Interest on participant loans	2021-12-31	$25,069
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$16,422
Income. Interest from US Government securities	2021-12-31	$642
Income. Interest from corporate debt instruments	2021-12-31	$11,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$11,202,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$12,677,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$12,677,788
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$4,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$4,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,836
Asset value of US Government securities at end of year	2021-12-31	$7,975
Asset value of US Government securities at beginning of year	2021-12-31	$14,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$11,765,659
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	$311,997
Employer contributions (assets) at end of year	2021-12-31	$311,997
Employer contributions (assets) at beginning of year	2021-12-31	$298,005
Income. Dividends from preferred stock	2021-12-31	$2,001
Income. Dividends from common stock	2021-12-31	$158,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,339,921
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	$287,762
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$488,207
Contract administrator fees	2021-12-31	$4,238
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$20,396,551
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$15,439,649
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	$23,135,550
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$22,964,185
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. 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$3,901,974
Total unrealized appreciation/depreciation of assets	2020-12-31	$3,901,974
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$18,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$44,048
Total income from all sources (including contributions)	2020-12-31	$22,476,981
Total loss/gain on sale of assets	2020-12-31	$237,386
Total of all expenses incurred	2020-12-31	$4,507,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,205,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,069,046
Value of total assets at end of year	2020-12-31	$102,779,308
Value of total assets at beginning of year	2020-12-31	$84,835,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$302,261
Total income from rents	2020-12-31	$10,340
Total interest from all sources	2020-12-31	$81,176
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$147,455
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	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$41,592
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$62,511
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$6,289,406
Participant contributions at end of year	2020-12-31	$527,737
Participant contributions at beginning of year	2020-12-31	$457,433
Participant contributions at end of year	2020-12-31	$210
Participant contributions at beginning of year	2020-12-31	$104
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$-12,179,167
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$-8,652,749
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$463,938
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$18,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$44,048
Other income not declared elsewhere	2020-12-31	$20
Administrative expenses (other) incurred	2020-12-31	$5,216
Total non interest bearing cash at end of year	2020-12-31	$472,973
Total non interest bearing cash at beginning of year	2020-12-31	$395,315
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	$17,969,669
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$102,761,196
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$84,791,527
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	$330,738
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$355,526
Investment advisory and management fees	2020-12-31	$292,677
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$84,663,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$71,725,432
Interest on participant loans	2020-12-31	$28,406
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$18,475
Income. Interest from US Government securities	2020-12-31	$676
Income. Interest from corporate debt instruments	2020-12-31	$15,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$12,677,788
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$10,052,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$10,052,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$17,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,907
Asset value of US Government securities at end of year	2020-12-31	$14,066
Asset value of US Government securities at beginning of year	2020-12-31	$49,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$11,029,584
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	$315,702
Employer contributions (assets) at end of year	2020-12-31	$298,005
Employer contributions (assets) at beginning of year	2020-12-31	$283,842
Income. Dividends from preferred stock	2020-12-31	$2,586
Income. Dividends from common stock	2020-12-31	$144,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,205,051
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	$488,207
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$957,299
Contract administrator fees	2020-12-31	$4,368
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$15,439,649
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$9,145,995
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	$26,664,364
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$26,426,978
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. 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$121
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$121
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$851,697
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$851,697
Total unrealized appreciation/depreciation of assets	2019-12-31	$851,818
Total unrealized appreciation/depreciation of assets	2019-12-31	$851,818
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$44,048
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$8,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$8,273
Total income from all sources (including contributions)	2019-12-31	$22,257,748
Total income from all sources (including contributions)	2019-12-31	$22,257,748
Total loss/gain on sale of assets	2019-12-31	$683,933
Total loss/gain on sale of assets	2019-12-31	$683,933
Total of all expenses incurred	2019-12-31	$4,154,748
Total of all expenses incurred	2019-12-31	$4,154,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,868,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,868,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,360,200
Value of total assets at end of year	2019-12-31	$84,835,575
Value of total assets at beginning of year	2019-12-31	$66,696,800
Value of total assets at beginning of year	2019-12-31	$66,696,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$286,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$286,146
Total income from rents	2019-12-31	$12,302
Total income from rents	2019-12-31	$12,302
Total interest from all sources	2019-12-31	$182,888
Total interest from all sources	2019-12-31	$182,888
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$143,143
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$143,143
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	$0
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$475
Administrative expenses professional fees incurred	2019-12-31	$3,858
Administrative expenses professional fees incurred	2019-12-31	$3,858
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$62,511
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$62,511
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$5,743,319
Participant contributions at end of year	2019-12-31	$457,433
Participant contributions at beginning of year	2019-12-31	$358,242
Participant contributions at end of year	2019-12-31	$104
Participant contributions at end of year	2019-12-31	$104
Participant contributions at beginning of year	2019-12-31	$75
Participant contributions at beginning of year	2019-12-31	$75
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$-8,652,749
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$-6,420,924
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$-6,420,924
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,333,039
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 beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$44,048
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$8,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$8,273
Total non interest bearing cash at end of year	2019-12-31	$395,315
Total non interest bearing cash at end of year	2019-12-31	$395,315
Total non interest bearing cash at beginning of year	2019-12-31	$270,723
Total non interest bearing cash at beginning of year	2019-12-31	$270,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$18,103,000
Value of net income/loss	2019-12-31	$18,103,000
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$84,791,527
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$66,688,527
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$66,688,527
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	$355,526
Assets. partnership/joint venture interests at end of year	2019-12-31	$355,526
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$354,992
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$354,992
Investment advisory and management fees	2019-12-31	$7,714
Investment advisory and management fees	2019-12-31	$7,714
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$71,725,432
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$71,725,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$55,567,369
Interest on participant loans	2019-12-31	$23,825
Interest on participant loans	2019-12-31	$23,825
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	$32,363
Interest earned on other investments	2019-12-31	$32,363
Income. Interest from US Government securities	2019-12-31	$139
Income. Interest from US Government securities	2019-12-31	$139
Income. Interest from corporate debt instruments	2019-12-31	$34,266
Income. Interest from corporate debt instruments	2019-12-31	$34,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$10,052,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$10,052,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$8,380,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$8,380,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$8,380,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$8,380,588
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$92,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,465
Asset value of US Government securities at end of year	2019-12-31	$49,897
Asset value of US Government securities at end of year	2019-12-31	$49,897
Asset value of US Government securities at beginning of year	2019-12-31	$25,937
Asset value of US Government securities at beginning of year	2019-12-31	$25,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$13,023,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$13,023,464
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	$283,842
Employer contributions (assets) at end of year	2019-12-31	$283,842
Employer contributions (assets) at end of year	2019-12-31	$283,842
Employer contributions (assets) at beginning of year	2019-12-31	$237,971
Employer contributions (assets) at beginning of year	2019-12-31	$237,971
Income. Dividends from preferred stock	2019-12-31	$1,628
Income. Dividends from preferred stock	2019-12-31	$1,628
Income. Dividends from common stock	2019-12-31	$141,515
Income. Dividends from common stock	2019-12-31	$141,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,868,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,868,602
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	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$957,299
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$957,299
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$915,313
Contract administrator fees	2019-12-31	$274,574
Contract administrator fees	2019-12-31	$274,574
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$9,145,995
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$9,145,995
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$7,003,574
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	$22,997,724
Aggregate proceeds on sale of assets	2019-12-31	$22,997,724
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$22,313,791
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$22,313,791
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 EIN	2019-12-31	330690020
Accountancy firm EIN	2019-12-31	330690020
2018 : SHARP REES-STEALY MEDICAL GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$47
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-221,175
Total unrealized appreciation/depreciation of assets	2018-12-31	$-221,128
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$8,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$84,340
Total income from all sources (including contributions)	2018-12-31	$2,268,953
Total loss/gain on sale of assets	2018-12-31	$267,058
Total of all expenses incurred	2018-12-31	$3,497,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,220,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,050,995
Value of total assets at end of year	2018-12-31	$66,696,800
Value of total assets at beginning of year	2018-12-31	$68,001,069
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$276,672
Total income from rents	2018-12-31	$14,280
Total interest from all sources	2018-12-31	$129,800
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$129,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Assets. Real estate other than employer real property at end of year	2018-12-31	$475
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$21,308
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$7,151
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$5,563,190
Participant contributions at end of year	2018-12-31	$358,242
Participant contributions at beginning of year	2018-12-31	$505,873
Participant contributions at end of year	2018-12-31	$75
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$-6,420,924
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$-5,215,001
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$249,834
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	$5,649
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$8,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$84,340
Administrative expenses (other) incurred	2018-12-31	$4,868
Total non interest bearing cash at end of year	2018-12-31	$270,723
Total non interest bearing cash at beginning of year	2018-12-31	$375,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,228,202
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$66,688,527
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$67,916,729
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	$354,992
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$357,484
Investment advisory and management fees	2018-12-31	$268,121
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$55,567,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$55,551,400
Interest on participant loans	2018-12-31	$22,732
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$19,106
Income. Interest from US Government securities	2018-12-31	$496
Income. Interest from corporate debt instruments	2018-12-31	$21,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$8,380,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$8,759,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$8,759,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$65,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,734
Asset value of US Government securities at end of year	2018-12-31	$25,937
Asset value of US Government securities at beginning of year	2018-12-31	$12,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,101,523
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	$237,971
Employer contributions (assets) at end of year	2018-12-31	$237,971
Employer contributions (assets) at beginning of year	2018-12-31	$218,258
Income. Dividends from preferred stock	2018-12-31	$702
Income. Dividends from common stock	2018-12-31	$128,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,220,483
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
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	$915,313
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$360,635
Contract administrator fees	2018-12-31	$3,683
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$7,003,574
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$7,039,111
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	$18,704,432
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$18,437,374
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. 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$-185
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$426,568
Total unrealized appreciation/depreciation of assets	2017-12-31	$426,383
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$84,340
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$41,782
Total income from all sources (including contributions)	2017-12-31	$15,371,577
Total loss/gain on sale of assets	2017-12-31	$682,032
Total of all expenses incurred	2017-12-31	$3,476,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,246,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,158,821
Value of total assets at end of year	2017-12-31	$68,001,069
Value of total assets at beginning of year	2017-12-31	$56,063,200
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$229,849
Total income from rents	2017-12-31	$13,858
Total interest from all sources	2017-12-31	$118,283
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$131,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$0
Assets. Real estate other than employer real property at end of year	2017-12-31	$21,308
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$19,846
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$7,151
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$28,018
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$5,066,058
Participant contributions at end of year	2017-12-31	$505,873
Participant contributions at beginning of year	2017-12-31	$409,850
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$-5,215,001
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$-3,842,838
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$874,505
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$5,649
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$67,232
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$84,340
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$41,782
Administrative expenses (other) incurred	2017-12-31	$13,113
Total non interest bearing cash at end of year	2017-12-31	$375,260
Total non interest bearing cash at beginning of year	2017-12-31	$193,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$11,895,311
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$67,916,729
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$56,021,418
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	$357,484
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$383,459
Investment advisory and management fees	2017-12-31	$214,815
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$55,551,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$44,275,557
Interest on participant loans	2017-12-31	$20,897
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$59,202
Income. Interest from US Government securities	2017-12-31	$471
Income. Interest from corporate debt instruments	2017-12-31	$11,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$8,759,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$7,893,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$7,893,256
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$26,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$131,873
Asset value of US Government securities at end of year	2017-12-31	$12,133
Asset value of US Government securities at beginning of year	2017-12-31	$12,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$7,840,568
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	$218,258
Employer contributions (assets) at end of year	2017-12-31	$218,258
Employer contributions (assets) at beginning of year	2017-12-31	$187,274
Income. Dividends from preferred stock	2017-12-31	$1,655
Income. Dividends from common stock	2017-12-31	$129,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,246,417
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	$360,635
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$470,674
Contract administrator fees	2017-12-31	$1,921
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$7,039,111
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$5,833,592
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	$22,468,516
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$21,786,484
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. 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$961
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$340,418
Total unrealized appreciation/depreciation of assets	2016-12-31	$341,379
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$41,782
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	$10,367,881
Total loss/gain on sale of assets	2016-12-31	$83,886
Total of all expenses incurred	2016-12-31	$3,651,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,461,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,939,905
Value of total assets at end of year	2016-12-31	$56,063,200
Value of total assets at beginning of year	2016-12-31	$49,305,013
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$189,781
Total income from rents	2016-12-31	$12,518
Total interest from all sources	2016-12-31	$204,679
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$122,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$0
Assets. Real estate other than employer real property at end of year	2016-12-31	$19,846
Assets. Real estate other than employer real property at beginning of year	2016-12-31	$17,673
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$28,018
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$32,172
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$4,927,356
Participant contributions at end of year	2016-12-31	$409,850
Participant contributions at beginning of year	2016-12-31	$442,453
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$8,800
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$-3,842,838
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$-2,431,849
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$825,275
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$67,232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
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	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$41,782
Administrative expenses (other) incurred	2016-12-31	$8,259
Total non interest bearing cash at end of year	2016-12-31	$193,329
Total non interest bearing cash at beginning of year	2016-12-31	$317,266
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	$6,716,405
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$56,021,418
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$49,305,013
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	$383,459
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$365,135
Investment advisory and management fees	2016-12-31	$179,548
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$44,275,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$38,756,852
Interest on participant loans	2016-12-31	$19,865
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$166,121
Income. Interest from US Government securities	2016-12-31	$466
Income. Interest from corporate debt instruments	2016-12-31	$7,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$7,893,256
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$6,567,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$6,567,808
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$10,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$131,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$512,272
Asset value of US Government securities at end of year	2016-12-31	$12,078
Asset value of US Government securities at beginning of year	2016-12-31	$12,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$3,663,380
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	$187,274
Employer contributions (assets) at end of year	2016-12-31	$187,274
Employer contributions (assets) at beginning of year	2016-12-31	$157,166
Income. Dividends from preferred stock	2016-12-31	$2,944
Income. Dividends from common stock	2016-12-31	$119,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,461,695
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	$470,674
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$220,238
Contract administrator fees	2016-12-31	$1,974
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$5,833,592
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$4,326,920
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	$16,577,244
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$16,493,358
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. 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$410
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$164,348
Total unrealized appreciation/depreciation of assets	2015-12-31	$164,758
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	$7,182,030
Total loss/gain on sale of assets	2015-12-31	$-453,929
Total of all expenses incurred	2015-12-31	$1,474,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,294,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$7,949,001
Value of total assets at end of year	2015-12-31	$49,305,013
Value of total assets at beginning of year	2015-12-31	$43,597,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$179,945
Total income from rents	2015-12-31	$10,640
Total interest from all sources	2015-12-31	$53,963
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$117,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$0
Assets. Real estate other than employer real property at end of year	2015-12-31	$17,673
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$16,131
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$32,172
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$24,990
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$4,626,422
Participant contributions at end of year	2015-12-31	$442,453
Participant contributions at beginning of year	2015-12-31	$510,665
Participant contributions at end of year	2015-12-31	$8,800
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$-2,431,849
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$-2,269,478
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$3,165,413
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$66,416
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$8,605
Total non interest bearing cash at end of year	2015-12-31	$317,266
Total non interest bearing cash at beginning of year	2015-12-31	$307,456
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	$5,707,581
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$49,305,013
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$43,597,432
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	$365,135
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$282,577
Investment advisory and management fees	2015-12-31	$167,125
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$38,756,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$32,065,119
Interest on participant loans	2015-12-31	$20,919
Income. Interest from loans (other than to participants)	2015-12-31	$387
Interest earned on other investments	2015-12-31	$20,219
Income. Interest from US Government securities	2015-12-31	$434
Income. Interest from corporate debt instruments	2015-12-31	$2,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$6,567,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$6,217,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$6,217,991
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$9,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$512,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$627,501
Asset value of US Government securities at end of year	2015-12-31	$12,107
Asset value of US Government securities at beginning of year	2015-12-31	$12,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-659,945
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	$157,166
Employer contributions (assets) at end of year	2015-12-31	$157,166
Employer contributions (assets) at beginning of year	2015-12-31	$149,645
Income. Dividends from preferred stock	2015-12-31	$5,151
Income. Dividends from common stock	2015-12-31	$112,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,294,504
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	$220,238
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$173,288
Contract administrator fees	2015-12-31	$4,215
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$4,326,920
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$5,412,899
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	$13,971,262
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$14,425,191
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. 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$-750
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$419,781
Total unrealized appreciation/depreciation of assets	2014-12-31	$419,031
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	$6,756,415
Total loss/gain on sale of assets	2014-12-31	$-413,663
Total of all expenses incurred	2014-12-31	$3,677,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,510,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,727,043
Value of total assets at end of year	2014-12-31	$43,597,432
Value of total assets at beginning of year	2014-12-31	$40,518,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$167,186
Total income from rents	2014-12-31	$10,623
Total interest from all sources	2014-12-31	$60,705
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$134,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$0
Assets. Real estate other than employer real property at end of year	2014-12-31	$16,131
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$15,824
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$24,990
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$23,370
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
Contributions received from participants	2014-12-31	$4,279,947
Participant contributions at end of year	2014-12-31	$510,665
Participant contributions at beginning of year	2014-12-31	$462,636
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$112
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$-2,269,478
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$-1,932,967
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$297,451
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$66,416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$75,898
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$10,706
Total non interest bearing cash at end of year	2014-12-31	$307,456
Total non interest bearing cash at beginning of year	2014-12-31	$432,930
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
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$3,079,177
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$43,597,432
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$40,518,255
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	$282,577
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$194,950
Investment advisory and management fees	2014-12-31	$139,803
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$32,065,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$28,533,777
Interest on participant loans	2014-12-31	$20,583
Income. Interest from loans (other than to participants)	2014-12-31	$373
Interest earned on other investments	2014-12-31	$7,103
Income. Interest from US Government securities	2014-12-31	$413
Income. Interest from corporate debt instruments	2014-12-31	$3,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$6,217,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$5,945,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$5,945,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$28,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$627,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$463,693
Asset value of US Government securities at end of year	2014-12-31	$12,232
Asset value of US Government securities at beginning of year	2014-12-31	$11,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,818,603
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	$149,645
Employer contributions (assets) at end of year	2014-12-31	$149,645
Employer contributions (assets) at beginning of year	2014-12-31	$141,311
Income. Dividends from preferred stock	2014-12-31	$7,155
Income. Dividends from common stock	2014-12-31	$126,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,510,052
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	$173,288
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$184,207
Contract administrator fees	2014-12-31	$16,677
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$5,412,899
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$5,965,497
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	$18,577,342
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$18,991,005
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. 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$41
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$863,376
Total unrealized appreciation/depreciation of assets	2013-12-31	$863,417
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	$9,795,290
Total loss/gain on sale of assets	2013-12-31	$-194,668
Total of all expenses incurred	2013-12-31	$1,698,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,544,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$4,641,928
Value of total assets at end of year	2013-12-31	$40,518,255
Value of total assets at beginning of year	2013-12-31	$32,421,917
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$154,730
Total income from rents	2013-12-31	$10,024
Total interest from all sources	2013-12-31	$72,475
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$136,746
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	$15,824
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$15,000
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$23,370
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$22,948
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
Contributions received from participants	2013-12-31	$4,048,993
Participant contributions at end of year	2013-12-31	$462,636
Participant contributions at beginning of year	2013-12-31	$334,920
Participant contributions at end of year	2013-12-31	$112
Participant contributions at beginning of year	2013-12-31	$112
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$-1,932,967
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$-933,636
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$451,624
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$75,898
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$-10,574
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$25,000
Other income not declared elsewhere	2013-12-31	$554
Administrative expenses (other) incurred	2013-12-31	$22,093
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$432,930
Total non interest bearing cash at beginning of year	2013-12-31	$404,291
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
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$8,096,338
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$40,518,255
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$32,421,917
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	$194,950
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$159,157
Investment advisory and management fees	2013-12-31	$116,880
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$28,533,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$21,792,891
Interest on participant loans	2013-12-31	$15,439
Income. Interest from loans (other than to participants)	2013-12-31	$626
Interest earned on other investments	2013-12-31	$19,077
Income. Interest from US Government securities	2013-12-31	$413
Income. Interest from corporate debt instruments	2013-12-31	$6,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$5,945,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$5,139,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$5,139,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$30,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$463,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$104,645
Asset value of US Government securities at end of year	2013-12-31	$11,769
Asset value of US Government securities at beginning of year	2013-12-31	$12,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,264,814
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	$141,311
Employer contributions (assets) at end of year	2013-12-31	$141,311
Employer contributions (assets) at beginning of year	2013-12-31	$124,732
Income. Dividends from preferred stock	2013-12-31	$2,447
Income. Dividends from common stock	2013-12-31	$134,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,544,222
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	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$184,207
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$154,020
Contract administrator fees	2013-12-31	$15,757
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$5,965,497
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$5,076,989
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	$12,760,560
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$12,955,228
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. 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$809,480
Total unrealized appreciation/depreciation of assets	2012-12-31	$809,480
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	$3,345
Total income from all sources (including contributions)	2012-12-31	$7,182,428
Total loss/gain on sale of assets	2012-12-31	$81,050
Total of all expenses incurred	2012-12-31	$1,494,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,370,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,704,706
Value of total assets at end of year	2012-12-31	$32,421,917
Value of total assets at beginning of year	2012-12-31	$26,736,999
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$123,913
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$34,931
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$96,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$0
Assets. Real estate other than employer real property at end of year	2012-12-31	$15,000
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$22,948
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$15,740
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
Contributions received from participants	2012-12-31	$3,507,646
Participant contributions at end of year	2012-12-31	$334,920
Participant contributions at beginning of year	2012-12-31	$407,574
Participant contributions at end of year	2012-12-31	$112
Participant contributions at beginning of year	2012-12-31	$112
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$-933,636
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$-726,127
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$72,328
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$-10,574
Assets. Loans (other than to participants) at end of year	2012-12-31	$25,000
Assets. Loans (other than to participants) at beginning of year	2012-12-31	$25,000
Administrative expenses (other) incurred	2012-12-31	$1,957
Liabilities. Value of operating payables at end of year	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$3,345
Total non interest bearing cash at end of year	2012-12-31	$404,291
Total non interest bearing cash at beginning of year	2012-12-31	$361,170
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	$5,688,263
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$32,421,917
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$26,733,654
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	$159,157
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$236,289
Investment advisory and management fees	2012-12-31	$91,709
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$21,792,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$18,021,270
Interest on participant loans	2012-12-31	$14,062
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$4,470
Income. Interest from US Government securities	2012-12-31	$723
Income. Interest from corporate debt instruments	2012-12-31	$9,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$5,139,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$4,639,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$4,639,998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$6,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$104,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$128,302
Asset value of US Government securities at end of year	2012-12-31	$12,248
Asset value of US Government securities at beginning of year	2012-12-31	$17,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,455,314
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	$124,732
Employer contributions (assets) at end of year	2012-12-31	$124,732
Employer contributions (assets) at beginning of year	2012-12-31	$108,603
Income. Dividends from preferred stock	2012-12-31	$1,478
Income. Dividends from common stock	2012-12-31	$95,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,370,252
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$17,433
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$154,020
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$162,493
Contract administrator fees	2012-12-31	$30,247
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$5,076,989
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$3,321,482
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	$11,117,247
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$11,036,197
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. 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$313,164
Total unrealized appreciation/depreciation of assets	2011-12-31	$313,164
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$3,345
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	$2,777,199
Total loss/gain on sale of assets	2011-12-31	$-498,620
Total of all expenses incurred	2011-12-31	$617,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$502,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,309,899
Value of total assets at end of year	2011-12-31	$26,736,999
Value of total assets at beginning of year	2011-12-31	$24,574,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$114,783
Total interest from all sources	2011-12-31	$37,461
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$61,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$15,740
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$15,219
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
Contributions received from participants	2011-12-31	$3,060,790
Participant contributions at end of year	2011-12-31	$407,574
Participant contributions at beginning of year	2011-12-31	$518,624
Participant contributions at end of year	2011-12-31	$112
Participant contributions at beginning of year	2011-12-31	$29,052
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$-726,127
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$-453,182
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$140,506
Assets. Loans (other than to participants) at end of year	2011-12-31	$25,000
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$25,000
Other income not declared elsewhere	2011-12-31	$686
Administrative expenses (other) incurred	2011-12-31	$4,423
Liabilities. Value of operating payables at end of year	2011-12-31	$3,345
Total non interest bearing cash at end of year	2011-12-31	$361,170
Total non interest bearing cash at beginning of year	2011-12-31	$261,094
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	$2,159,653
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$26,733,654
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$24,574,001
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	$236,289
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$246,604
Investment advisory and management fees	2011-12-31	$78,496
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$18,021,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$16,518,660
Interest on participant loans	2011-12-31	$21,614
Interest earned on other investments	2011-12-31	$2,522
Income. Interest from US Government securities	2011-12-31	$723
Income. Interest from corporate debt instruments	2011-12-31	$7,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$4,639,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$4,040,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$4,040,722
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$4,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$128,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$96,957
Asset value of US Government securities at end of year	2011-12-31	$17,660
Asset value of US Government securities at beginning of year	2011-12-31	$15,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-447,385
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	$108,603
Employer contributions (assets) at end of year	2011-12-31	$108,603
Employer contributions (assets) at beginning of year	2011-12-31	$96,531
Income. Dividends from preferred stock	2011-12-31	$1,151
Income. Dividends from common stock	2011-12-31	$60,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$502,763
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$17,433
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$14,125
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$162,493
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$154,253
Contract administrator fees	2011-12-31	$31,864
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$3,321,482
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$2,994,352
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	$8,032,380
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$8,531,000
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. 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$255,563
Total unrealized appreciation/depreciation of assets	2010-12-31	$255,563
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	$183
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	$183
Total income from all sources (including contributions)	2010-12-31	$5,546,282
Total loss/gain on sale of assets	2010-12-31	$128,962
Total of all expenses incurred	2010-12-31	$1,110,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,023,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,222,329
Value of total assets at end of year	2010-12-31	$24,574,001
Value of total assets at beginning of year	2010-12-31	$20,137,900
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$86,380
Total interest from all sources	2010-12-31	$42,572
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$58,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$15,219
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$39,218
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	Yes
Amount of non-exempt transactions with any party-in-interest	2010-12-31	$6,961
Contributions received from participants	2010-12-31	$2,920,941
Participant contributions at end of year	2010-12-31	$518,624
Participant contributions at beginning of year	2010-12-31	$434,178
Participant contributions at end of year	2010-12-31	$29,052
Participant contributions at beginning of year	2010-12-31	$17,074
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$-453,182
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$-35,137
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$204,857
Assets. Loans (other than to participants) at end of year	2010-12-31	$25,000
Other income not declared elsewhere	2010-12-31	$14,345
Administrative expenses (other) incurred	2010-12-31	$2,832
Total non interest bearing cash at end of year	2010-12-31	$261,094
Total non interest bearing cash at beginning of year	2010-12-31	$397,899
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	$4,436,101
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$24,574,001
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$20,137,900
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	$246,604
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$129,353
Investment advisory and management fees	2010-12-31	$63,474
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$16,518,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$12,580,331
Interest on participant loans	2010-12-31	$23,539
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$183
Income. Interest from US Government securities	2010-12-31	$504
Income. Interest from corporate debt instruments	2010-12-31	$9,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$4,040,722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$3,516,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$3,516,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$8,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$96,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$49,148
Asset value of US Government securities at end of year	2010-12-31	$15,990
Asset value of US Government securities at beginning of year	2010-12-31	$9,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,824,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
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	$96,531
Employer contributions (assets) at end of year	2010-12-31	$96,531
Employer contributions (assets) at beginning of year	2010-12-31	$100,027
Income. Dividends from preferred stock	2010-12-31	$802
Income. Dividends from common stock	2010-12-31	$57,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,023,618
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$14,125
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$154,253
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$228,704
Contract administrator fees	2010-12-31	$20,074
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$2,994,352
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$2,670,917
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	$9,233,896
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$9,104,934
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. 401(K) RETIREMENT SAVINGS PLAN

2022: SHARP REES-STEALY MEDICAL GROUP, INC. 401(K) RETIREMENT SAVINGS 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. 401(K) RETIREMENT SAVINGS 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. 401(K) RETIREMENT SAVINGS 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. 401(K) RETIREMENT SAVINGS 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. 401(K) RETIREMENT SAVINGS 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. 401(K) RETIREMENT SAVINGS 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. 401(K) RETIREMENT SAVINGS 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. 401(K) RETIREMENT SAVINGS 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. 401(K) RETIREMENT SAVINGS 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. 401(K) RETIREMENT SAVINGS 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. 401(K) RETIREMENT SAVINGS 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. 401(K) RETIREMENT SAVINGS 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. 401(K) RETIREMENT SAVINGS 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	3201021563
Policy instance	1
Insurance contract or identification number 3201021563 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	3201021563
Policy instance	1
Insurance contract or identification number 3201021563 Number of Individuals Covered 1 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 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	3201021563
Policy instance	1
Insurance contract or identification number 3201021563 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	3201021563
Policy instance	1
Insurance contract or identification number 3201021563 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	3201021563
Policy instance	1
Insurance contract or identification number 3201021563 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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	3201021563
Policy instance	2
Insurance contract or identification number 3201021563 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
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number	AAMG007138
Policy instance	1
Insurance contract or identification number AAMG007138 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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	016204501
Policy instance	3
Insurance contract or identification number 016204501 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	3201021563
Policy instance	2
Insurance contract or identification number 3201021563 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
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number	AAMG007138
Policy instance	1
Insurance contract or identification number AAMG007138 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
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number	PAN9339333
Policy instance	2
Insurance contract or identification number PAN9339333 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 NFP INSURANCE SERVICES, INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number	AAMG007138
Policy instance	4
Insurance contract or identification number AAMG007138 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
METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )
Policy contract number	3201021563
Policy instance	1
Insurance contract or identification number 3201021563 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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	016204501
Policy instance	3
Insurance contract or identification number 016204501 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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	016204501
Policy instance	3
Insurance contract or identification number 016204501 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
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number	PAN9339333
Policy instance	2
Insurance contract or identification number PAN9339333 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 NFP INSURANCE SERVICES, INC.
METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )
Policy contract number	3201021563
Policy instance	1
Insurance contract or identification number 3201021563 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
METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )
Policy contract number	3201021563
Policy instance	1
Insurance contract or identification number 3201021563 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 $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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	016204501
Policy instance	3
Insurance contract or identification number 016204501 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 $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
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number	PAN9339333
Policy instance	2
Insurance contract or identification number PAN9339333 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 $854 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 $854 Insurance broker name NFP INSURANCE SERVICES, INC.
METLIFE INVESTORS ANNUITY (National Association of Insurance Commissioners NAIC id number: 86428 )
Policy contract number	3201021563
Policy instance	2
Insurance contract or identification number 3201021563 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 $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
NATIONAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: )
Policy contract number
Policy instance	3
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 $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
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number	PAN9339333
Policy instance	1
Insurance contract or identification number PAN9339333 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 $854 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
NATIONAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: )
Policy contract number
Policy instance	3
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 $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 ANNUITY (National Association of Insurance Commissioners NAIC id number: 86428 )
Policy contract number	3201021563
Policy instance	2
Insurance contract or identification number 3201021563 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 $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
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number	PAN9339333
Policy instance	1
Insurance contract or identification number PAN9339333 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 $848 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