401k Plan data: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN plan

CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 401k Plan overview

Plan Name	CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN
Plan identification number	001

CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

CAPITAL INTERNAL MEDICINE ASSOCIATES PC has sponsored the creation of one or more 401k plans.

Company Name: CAPITAL INTERNAL MEDICINE ASSOCIATES PC

Employer identification number (EIN): 382334827

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MICHAEL KOWALCZYK 2023-08-22
001 2021-01-01 MICHAEL KOWALCZYK 2022-08-30
001 2020-01-01 MICHAEL KOWALCZYK 2021-09-21
001 2019-01-01 MICHAEL KOWALCZYK 2020-10-01
001 2018-01-01 MICHAEL KOWALCZYK 2019-10-09
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 MICHAEL KOWALCZYK 2015-06-16
001 2013-01-01 MICHAEL KOWALCZYK 2014-07-29
001 2012-01-01 MICHAEL KOWALCZYK 2013-04-26
001 2011-01-01 MICHAEL KOWALCZYK 2012-05-10
001 2010-01-01 MICHAEL KOWALCZYK 2011-05-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MICHAEL KOWALCZYK	2023-08-22
001	2021-01-01	MICHAEL KOWALCZYK	2022-08-30
001	2020-01-01	MICHAEL KOWALCZYK	2021-09-21
001	2019-01-01	MICHAEL KOWALCZYK	2020-10-01
001	2018-01-01	MICHAEL KOWALCZYK	2019-10-09
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	MICHAEL KOWALCZYK	2015-06-16
001	2013-01-01	MICHAEL KOWALCZYK	2014-07-29
001	2012-01-01	MICHAEL KOWALCZYK	2013-04-26
001	2011-01-01	MICHAEL KOWALCZYK	2012-05-10
001	2010-01-01	MICHAEL KOWALCZYK	2011-05-20

Plan Statistics for CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN

401k plan membership statisitcs for CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN

Measure Date Value
2022: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 170
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 42
Total of all active and inactive participants 2022-01-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 216
Number of participants with account balances 2022-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 148
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 42
Total of all active and inactive participants 2021-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 192
Number of participants with account balances 2021-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 151
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 35
Total of all active and inactive participants 2020-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 186
Number of participants with account balances 2020-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 138
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 35
Total of all active and inactive participants 2019-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 173
Number of participants with account balances 2019-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 137
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 27
Total of all active and inactive participants 2018-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 165
Number of participants with account balances 2018-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 119
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 149
Number of participants with account balances 2017-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 108
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 25
Total of all active and inactive participants 2016-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 133
Number of participants with account balances 2016-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3

Measure	Date	Value
2022: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	170
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	42
Total of all active and inactive participants	2022-01-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	216
Number of participants with account balances	2022-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	148
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	42
Total of all active and inactive participants	2021-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	192
Number of participants with account balances	2021-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	151
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	35
Total of all active and inactive participants	2020-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	186
Number of participants with account balances	2020-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	138
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	35
Total of all active and inactive participants	2019-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	173
Number of participants with account balances	2019-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	137
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	27
Total of all active and inactive participants	2018-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	165
Number of participants with account balances	2018-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	119
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	149
Number of participants with account balances	2017-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	108
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	25
Total of all active and inactive participants	2016-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	133
Number of participants with account balances	2016-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3

Financial Data on CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN

Measure	Date	Value
2022 : CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-323,154
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$666,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$620,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,304,226
Value of total assets at end of year	2022-12-31	$9,185,860
Value of total assets at beginning of year	2022-12-31	$10,175,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$45,990
Total interest from all sources	2022-12-31	$12
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$408,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$408,374
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	$777,031
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$135,704
Total non interest bearing cash at end of year	2022-12-31	$902
Total non interest bearing cash at beginning of year	2022-12-31	$3,864
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	$-989,395
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,185,860
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,175,255
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,793,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,801,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,035,766
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	$391,491
Employer contributions (assets) at end of year	2022-12-31	$391,491
Employer contributions (assets) at beginning of year	2022-12-31	$370,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$620,251
Contract administrator fees	2022-12-31	$45,990
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MANER COSTERISAN PC
Accountancy firm EIN	2022-12-31	382157642
2021 : CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,281,551
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$434,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$424,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,120,258
Value of total assets at end of year	2021-12-31	$10,175,255
Value of total assets at beginning of year	2021-12-31	$8,328,532
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$10,698
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$574,084
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	$574,084
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$722,020
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$26,000
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$28,000
Administrative expenses (other) incurred	2021-12-31	$10,698
Total non interest bearing cash at end of year	2021-12-31	$3,864
Total non interest bearing cash at beginning of year	2021-12-31	$6,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,846,723
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,175,255
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,328,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,801,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,976,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$587,209
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	$370,238
Employer contributions (assets) at end of year	2021-12-31	$370,238
Employer contributions (assets) at beginning of year	2021-12-31	$319,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$424,130
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MANER COSTERISAN PC
Accountancy firm EIN	2021-12-31	382157642
2020 : CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,310,912
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$535,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$535,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,202,469
Value of total assets at end of year	2020-12-31	$8,328,532
Value of total assets at beginning of year	2020-12-31	$6,552,768
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$3
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$240,474
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	$240,474
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$632,767
Participant contributions at end of year	2020-12-31	$26,000
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$250,257
Total non interest bearing cash at end of year	2020-12-31	$6,259
Total non interest bearing cash at beginning of year	2020-12-31	$1,917
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	$1,775,764
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,328,532
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,552,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,976,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,244,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$867,966
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	$319,445
Employer contributions (assets) at end of year	2020-12-31	$319,445
Employer contributions (assets) at beginning of year	2020-12-31	$306,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$535,148
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MANER COSTERISAN PC
Accountancy firm EIN	2020-12-31	382157642
2019 : CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,888,781
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$126,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$125,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,053,917
Value of total assets at end of year	2019-12-31	$6,552,768
Value of total assets at beginning of year	2019-12-31	$3,790,931
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,495
Total interest from all sources	2019-12-31	$18
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$243,581
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	$243,581
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$621,441
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,125,779
Total non interest bearing cash at end of year	2019-12-31	$1,917
Total non interest bearing cash at beginning of year	2019-12-31	$4,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,761,837
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,552,768
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,790,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,244,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,541,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$591,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$306,697
Employer contributions (assets) at end of year	2019-12-31	$306,697
Employer contributions (assets) at beginning of year	2019-12-31	$244,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$125,449
Contract administrator fees	2019-12-31	$1,495
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MANER COSTERISAN PC
Accountancy firm EIN	2019-12-31	382157642
2018 : CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$600,175
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,278,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,276,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$784,288
Value of total assets at end of year	2018-12-31	$3,790,931
Value of total assets at beginning of year	2018-12-31	$4,468,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,062
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$161,975
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	$161,975
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$486,273
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$53,308
Total non interest bearing cash at end of year	2018-12-31	$4,933
Total non interest bearing cash at beginning of year	2018-12-31	$1,335
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	$-677,992
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,790,931
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,468,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,541,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,262,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-346,088
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	$244,707
Employer contributions (assets) at end of year	2018-12-31	$244,707
Employer contributions (assets) at beginning of year	2018-12-31	$205,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,276,105
Contract administrator fees	2018-12-31	$2,062
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MANER COSTERISAN PC
Accountancy firm EIN	2018-12-31	382157642
2017 : CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,210,290
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$632,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$630,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$626,135
Value of total assets at end of year	2017-12-31	$4,468,923
Value of total assets at beginning of year	2017-12-31	$3,890,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,689
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$98,730
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	$98,730
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	$406,348
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$13,320
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$14,319
Total non interest bearing cash at end of year	2017-12-31	$1,335
Total non interest bearing cash at beginning of year	2017-12-31	$528
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	$578,070
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,468,923
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,890,853
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,262,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,668,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$485,425
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	$205,468
Employer contributions (assets) at end of year	2017-12-31	$205,049
Employer contributions (assets) at beginning of year	2017-12-31	$208,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$630,531
Contract administrator fees	2017-12-31	$1,689
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MANER COSTERISAN PC
Accountancy firm EIN	2017-12-31	382157642
2016 : CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$706,747
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$297,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$296,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$473,612
Value of total assets at end of year	2016-12-31	$3,890,853
Value of total assets at beginning of year	2016-12-31	$3,481,772
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,075
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$108,513
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	$108,513
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	$264,948
Participant contributions at end of year	2016-12-31	$13,320
Participant contributions at beginning of year	2016-12-31	$8,458
Administrative expenses (other) incurred	2016-12-31	$1,075
Total non interest bearing cash at end of year	2016-12-31	$528
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$409,081
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,890,853
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,481,772
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,668,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,335,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$124,622
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	$208,664
Employer contributions (assets) at end of year	2016-12-31	$208,664
Employer contributions (assets) at beginning of year	2016-12-31	$137,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$296,591
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MANER COSTERISAN PC
Accountancy firm EIN	2016-12-31	382157642

Form 5500 Responses for CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN

2022: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CAPITAL INTERNAL MEDICINE ASSOCIATES PC
Employer identification number (EIN):	382334827
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)