401k Plan data: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN plan

NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number	001

NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

NORTHWEST FAMILY PHYSICIANS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: NORTHWEST FAMILY PHYSICIANS, P.A.

Employer identification number (EIN): 410981766

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KELLI BROWN
001 2016-01-01 KELLI BROWN
001 2015-01-01 TRUDI RUZICH
001 2014-01-01 HEIDI GENOSKY HEIDI GENOSKY 2015-09-24
001 2013-01-01 JONATHAN TALLMAN JONATHAN TALLMAN 2014-10-13
001 2012-01-01 KATHERINE JUSTESEN KATHERINE JUSTESEN 2013-09-25
001 2011-01-01 KATHRYN JUSTESEN
001 2009-01-01 KATHRYN G JUSTESEN KATHRYN G JUSTESEN 2010-10-07
001 2009-01-01 KATHRYN G JUSTESEN KATHRYN G JUSTESEN 2010-10-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	KELLI BROWN
001	2016-01-01	KELLI BROWN
001	2015-01-01	TRUDI RUZICH
001	2014-01-01	HEIDI GENOSKY	HEIDI GENOSKY	2015-09-24
001	2013-01-01	JONATHAN TALLMAN	JONATHAN TALLMAN	2014-10-13
001	2012-01-01	KATHERINE JUSTESEN	KATHERINE JUSTESEN	2013-09-25
001	2011-01-01	KATHRYN JUSTESEN
001	2009-01-01	KATHRYN G JUSTESEN	KATHRYN G JUSTESEN	2010-10-07
001	2009-01-01	KATHRYN G JUSTESEN	KATHRYN G JUSTESEN	2010-10-08

Plan Statistics for NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 93
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 78
Total of all active and inactive participants 2022-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 172
Number of participants with account balances 2022-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 20
2021: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 94
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 73
Total of all active and inactive participants 2021-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 168
Number of participants with account balances 2021-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 100
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 56
Total of all active and inactive participants 2020-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 156
Number of participants with account balances 2020-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 13
2019: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 100
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 51
Total of all active and inactive participants 2019-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 151
Number of participants with account balances 2019-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 94
Number of retired or separated participants receiving benefits 2018-01-01 25
Number of other retired or separated participants entitled to future benefits 2018-01-01 80
Total of all active and inactive participants 2018-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 199
Number of participants with account balances 2018-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 94
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 104
Total of all active and inactive participants 2017-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 198
Number of participants with account balances 2017-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10
2016: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 110
Number of retired or separated participants receiving benefits 2016-01-01 21
Number of other retired or separated participants entitled to future benefits 2016-01-01 59
Total of all active and inactive participants 2016-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 190
Number of participants with account balances 2016-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 11
2015: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 113
Number of retired or separated participants receiving benefits 2015-01-01 17
Number of other retired or separated participants entitled to future benefits 2015-01-01 56
Total of all active and inactive participants 2015-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 186
Number of participants with account balances 2015-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 12
2014: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 119
Number of retired or separated participants receiving benefits 2014-01-01 21
Number of other retired or separated participants entitled to future benefits 2014-01-01 38
Total of all active and inactive participants 2014-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 178
Number of participants with account balances 2014-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 117
Number of retired or separated participants receiving benefits 2013-01-01 18
Number of other retired or separated participants entitled to future benefits 2013-01-01 34
Total of all active and inactive participants 2013-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 169
Number of participants with account balances 2013-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 12
2012: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 115
Number of retired or separated participants receiving benefits 2012-01-01 12
Number of other retired or separated participants entitled to future benefits 2012-01-01 33
Total of all active and inactive participants 2012-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 160
Number of participants with account balances 2012-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2011: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 113
Number of retired or separated participants receiving benefits 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 39
Total of all active and inactive participants 2011-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 159
Number of participants with account balances 2011-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 8
2009: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 118
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 55
Total of all active and inactive participants 2009-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 173
Number of participants with account balances 2009-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2022: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	93
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	78
Total of all active and inactive participants	2022-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	172
Number of participants with account balances	2022-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	20
2021: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	94
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	73
Total of all active and inactive participants	2021-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	168
Number of participants with account balances	2021-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	100
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	56
Total of all active and inactive participants	2020-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	156
Number of participants with account balances	2020-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	13
2019: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	100
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	51
Total of all active and inactive participants	2019-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	151
Number of participants with account balances	2019-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	94
Number of retired or separated participants receiving benefits	2018-01-01	25
Number of other retired or separated participants entitled to future benefits	2018-01-01	80
Total of all active and inactive participants	2018-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	199
Number of participants with account balances	2018-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	94
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	104
Total of all active and inactive participants	2017-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	198
Number of participants with account balances	2017-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10
2016: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	110
Number of retired or separated participants receiving benefits	2016-01-01	21
Number of other retired or separated participants entitled to future benefits	2016-01-01	59
Total of all active and inactive participants	2016-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	190
Number of participants with account balances	2016-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	11
2015: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	113
Number of retired or separated participants receiving benefits	2015-01-01	17
Number of other retired or separated participants entitled to future benefits	2015-01-01	56
Total of all active and inactive participants	2015-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	186
Number of participants with account balances	2015-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	12
2014: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	119
Number of retired or separated participants receiving benefits	2014-01-01	21
Number of other retired or separated participants entitled to future benefits	2014-01-01	38
Total of all active and inactive participants	2014-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	178
Number of participants with account balances	2014-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	117
Number of retired or separated participants receiving benefits	2013-01-01	18
Number of other retired or separated participants entitled to future benefits	2013-01-01	34
Total of all active and inactive participants	2013-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	169
Number of participants with account balances	2013-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	12
2012: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	115
Number of retired or separated participants receiving benefits	2012-01-01	12
Number of other retired or separated participants entitled to future benefits	2012-01-01	33
Total of all active and inactive participants	2012-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	160
Number of participants with account balances	2012-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2011: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	113
Number of retired or separated participants receiving benefits	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	39
Total of all active and inactive participants	2011-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	159
Number of participants with account balances	2011-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	8
2009: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	118
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	55
Total of all active and inactive participants	2009-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	173
Number of participants with account balances	2009-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING 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	$-2,873,691
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,295,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,244,475
Expenses. Certain deemed distributions of participant loans	2022-12-31	$5,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$805,413
Value of total assets at end of year	2022-12-31	$15,942,126
Value of total assets at beginning of year	2022-12-31	$22,110,938
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$45,626
Total interest from all sources	2022-12-31	$3,604
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$319,159
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	$319,159
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	$535,177
Participant contributions at end of year	2022-12-31	$62,817
Participant contributions at beginning of year	2022-12-31	$51,786
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,168,812
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$15,942,126
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,110,938
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	$15,609,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$21,701,156
Interest on participant loans	2022-12-31	$3,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,001,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$270,236
Employer contributions (assets) at end of year	2022-12-31	$270,236
Employer contributions (assets) at beginning of year	2022-12-31	$357,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,244,475
Contract administrator fees	2022-12-31	$45,626
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	EISNERAMPER LLP
Accountancy firm EIN	2022-12-31	871363769
2021 : NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING 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	$3,162,438
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$863,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$832,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$882,065
Value of total assets at end of year	2021-12-31	$22,110,938
Value of total assets at beginning of year	2021-12-31	$19,812,481
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$31,507
Total interest from all sources	2021-12-31	$3,756
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$501,988
Participant contributions at end of year	2021-12-31	$51,786
Participant contributions at beginning of year	2021-12-31	$91,036
Participant contributions at beginning of year	2021-12-31	$13,745
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$22,081
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$19,346,557
Administrative expenses (other) incurred	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$2,298,457
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,110,938
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,812,481
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	$21,701,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$88,717
Interest on participant loans	2021-12-31	$3,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,276,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$357,996
Employer contributions (assets) at end of year	2021-12-31	$357,996
Employer contributions (assets) at beginning of year	2021-12-31	$272,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$832,474
Contract administrator fees	2021-12-31	$31,507
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
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	LURIE, LLP
Accountancy firm EIN	2021-12-31	410721734
2020 : NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING 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	$35,480
Total income from all sources (including contributions)	2020-12-31	$2,196,399
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,434,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,393,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$723,973
Value of total assets at end of year	2020-12-31	$19,812,481
Value of total assets at beginning of year	2020-12-31	$20,085,873
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$40,370
Total interest from all sources	2020-12-31	$5,328
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$488,930
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	$488,930
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	$446,415
Participant contributions at end of year	2020-12-31	$91,036
Participant contributions at beginning of year	2020-12-31	$137,142
Participant contributions at end of year	2020-12-31	$13,745
Participant contributions at beginning of year	2020-12-31	$7,975
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$5,132
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$19,346,557
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$35,480
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$27,082
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	$-237,912
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,812,481
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$20,050,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$40,370
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$88,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$19,772,691
Interest on participant loans	2020-12-31	$5,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$978,168
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	$272,426
Employer contributions (assets) at end of year	2020-12-31	$272,426
Employer contributions (assets) at beginning of year	2020-12-31	$140,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,393,941
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	LUIRE, LLP
Accountancy firm EIN	2020-12-31	410721734
2019 : NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING 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	$35,480
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$39,873
Total income from all sources (including contributions)	2019-12-31	$4,158,392
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,965,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,911,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$580,544
Value of total assets at end of year	2019-12-31	$20,085,873
Value of total assets at beginning of year	2019-12-31	$17,897,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$54,693
Total interest from all sources	2019-12-31	$9,007
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,000,666
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	$1,000,666
Administrative expenses professional fees incurred	2019-12-31	$19,281
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$439,561
Participant contributions at end of year	2019-12-31	$137,142
Participant contributions at beginning of year	2019-12-31	$181,864
Participant contributions at end of year	2019-12-31	$7,975
Participant contributions at beginning of year	2019-12-31	$6,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$35,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$39,873
Total non interest bearing cash at end of year	2019-12-31	$27,082
Total non interest bearing cash at beginning of year	2019-12-31	$33,135
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	$2,192,538
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,050,393
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,857,855
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	$19,772,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$17,540,474
Interest on participant loans	2019-12-31	$9,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,568,175
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	$140,983
Employer contributions (assets) at end of year	2019-12-31	$140,983
Employer contributions (assets) at beginning of year	2019-12-31	$136,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,911,161
Contract administrator fees	2019-12-31	$35,412
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	LURIE
Accountancy firm EIN	2019-12-31	410721734
2018 : NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING 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	$39,873
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$48,772
Total income from all sources (including contributions)	2018-12-31	$-517,723
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$922,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$873,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$581,367
Value of total assets at end of year	2018-12-31	$17,897,728
Value of total assets at beginning of year	2018-12-31	$19,346,828
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$49,343
Total interest from all sources	2018-12-31	$25,923
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,345,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,345,109
Administrative expenses professional fees incurred	2018-12-31	$49,343
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	$445,275
Participant contributions at end of year	2018-12-31	$181,864
Participant contributions at beginning of year	2018-12-31	$171,383
Participant contributions at end of year	2018-12-31	$6,163
Participant contributions at beginning of year	2018-12-31	$10,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$39,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$48,772
Other income not declared elsewhere	2018-12-31	$-259
Total non interest bearing cash at end of year	2018-12-31	$33,135
Total non interest bearing cash at beginning of year	2018-12-31	$32,268
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	$-1,440,201
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$17,857,855
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$19,298,056
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	$17,540,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$19,079,527
Interest on participant loans	2018-12-31	$9,683
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$16,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,469,863
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	$136,092
Employer contributions (assets) at end of year	2018-12-31	$136,092
Employer contributions (assets) at beginning of year	2018-12-31	$53,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$873,135
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	DS&B, LTD
Accountancy firm EIN	2018-12-31	411475695
2017 : NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING 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	$48,772
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$31,548
Total income from all sources (including contributions)	2017-12-31	$3,139,896
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,629,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,586,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$481,138
Value of total assets at end of year	2017-12-31	$19,346,828
Value of total assets at beginning of year	2017-12-31	$17,819,436
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$43,518
Total interest from all sources	2017-12-31	$12,545
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,057,378
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	$1,057,378
Administrative expenses professional fees incurred	2017-12-31	$43,518
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$427,924
Participant contributions at end of year	2017-12-31	$171,383
Participant contributions at beginning of year	2017-12-31	$108,897
Participant contributions at end of year	2017-12-31	$10,436
Participant contributions at beginning of year	2017-12-31	$11,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$48,772
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$31,548
Other income not declared elsewhere	2017-12-31	$5,671
Total non interest bearing cash at end of year	2017-12-31	$32,268
Total non interest bearing cash at beginning of year	2017-12-31	$31,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,510,168
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$19,298,056
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$17,787,888
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	$19,079,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$16,244,470
Interest on participant loans	2017-12-31	$12,545
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,286,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,286,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,583,164
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	Yes
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	$53,214
Employer contributions (assets) at end of year	2017-12-31	$53,214
Employer contributions (assets) at beginning of year	2017-12-31	$136,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,586,210
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	DS&B, LTD
Accountancy firm EIN	2017-12-31	411475695
2016 : NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING 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	$31,548
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$50,732
Total income from all sources (including contributions)	2016-12-31	$2,312,109
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,368,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,323,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$770,378
Value of total assets at end of year	2016-12-31	$17,977,310
Value of total assets at beginning of year	2016-12-31	$18,052,688
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$44,836
Total interest from all sources	2016-12-31	$5,903
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$787,929
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	$787,929
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$459,864
Participant contributions at end of year	2016-12-31	$108,897
Participant contributions at beginning of year	2016-12-31	$196,756
Participant contributions at end of year	2016-12-31	$11,643
Participant contributions at beginning of year	2016-12-31	$12,329
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$16,226
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$1,286,461
Value of other receiveables (less allowance for doubtful accounts) 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	$31,548
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$50,732
Other income not declared elsewhere	2016-12-31	$157
Administrative expenses (other) incurred	2016-12-31	$44,836
Total non interest bearing cash at end of year	2016-12-31	$31,551
Total non interest bearing cash at beginning of year	2016-12-31	$50,732
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	$-56,194
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$17,945,762
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$18,001,956
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	$16,244,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$17,508,244
Interest on participant loans	2016-12-31	$5,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$747,742
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	Yes
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	$294,288
Employer contributions (assets) at end of year	2016-12-31	$294,288
Employer contributions (assets) at beginning of year	2016-12-31	$284,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,323,467
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	DS&B, LTD
Accountancy firm EIN	2016-12-31	411475695
2015 : NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-1,062,468
Total unrealized appreciation/depreciation of assets	2015-12-31	$-1,062,468
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$50,732
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$24,159
Total income from all sources (including contributions)	2015-12-31	$585,435
Total loss/gain on sale of assets	2015-12-31	$30,023
Total of all expenses incurred	2015-12-31	$4,671,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$4,624,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$775,151
Value of total assets at end of year	2015-12-31	$18,052,688
Value of total assets at beginning of year	2015-12-31	$22,112,121
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$47,441
Total interest from all sources	2015-12-31	$9,436
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$833,293
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	$833,293
Administrative expenses professional fees incurred	2015-12-31	$47,441
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$481,611
Participant contributions at end of year	2015-12-31	$196,756
Participant contributions at beginning of year	2015-12-31	$250,364
Participant contributions at end of year	2015-12-31	$12,329
Participant contributions at beginning of year	2015-12-31	$4,653
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$8,913
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	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$50,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$24,159
Total non interest bearing cash at end of year	2015-12-31	$50,732
Total non interest bearing cash at beginning of year	2015-12-31	$24,159
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	$-4,086,006
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$18,001,956
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$22,087,962
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$17,508,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$21,543,326
Interest on participant loans	2015-12-31	$9,436
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	$284,627
Employer contributions (assets) at end of year	2015-12-31	$284,627
Employer contributions (assets) at beginning of year	2015-12-31	$289,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$4,624,000
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	$9,840,245
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$9,810,222
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DS&B, LTD
Accountancy firm EIN	2015-12-31	411475695
2014 : NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$227,718
Total unrealized appreciation/depreciation of assets	2014-12-31	$227,718
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$24,159
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$36,774
Total income from all sources (including contributions)	2014-12-31	$2,268,946
Total loss/gain on sale of assets	2014-12-31	$93,500
Total of all expenses incurred	2014-12-31	$839,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$787,333
Expenses. Certain deemed distributions of participant loans	2014-12-31	$644
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$786,146
Value of total assets at end of year	2014-12-31	$22,112,121
Value of total assets at beginning of year	2014-12-31	$20,695,305
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$51,538
Total interest from all sources	2014-12-31	$8,363
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$490,282
Participant contributions at end of year	2014-12-31	$250,364
Participant contributions at beginning of year	2014-12-31	$163,544
Participant contributions at end of year	2014-12-31	$4,653
Participant contributions at beginning of year	2014-12-31	$16,448
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$6,245
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$1,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$24,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$36,774
Other income not declared elsewhere	2014-12-31	$16
Administrative expenses (other) incurred	2014-12-31	$51,538
Total non interest bearing cash at end of year	2014-12-31	$24,159
Total non interest bearing cash at beginning of year	2014-12-31	$61,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,429,431
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$22,087,962
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$20,658,531
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$21,543,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$20,159,455
Interest on participant loans	2014-12-31	$8,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,153,203
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	$289,619
Employer contributions (assets) at end of year	2014-12-31	$289,619
Employer contributions (assets) at beginning of year	2014-12-31	$293,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$787,333
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	$5,000,529
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$4,907,029
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DS&B, LTD
Accountancy firm EIN	2014-12-31	411475695
2013 : NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$2,370,578
Total unrealized appreciation/depreciation of assets	2013-12-31	$2,370,578
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$36,774
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$16,169
Total income from all sources (including contributions)	2013-12-31	$4,206,903
Total loss/gain on sale of assets	2013-12-31	$327,611
Total of all expenses incurred	2013-12-31	$657,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$609,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$823,849
Value of total assets at end of year	2013-12-31	$20,695,305
Value of total assets at beginning of year	2013-12-31	$17,125,753
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$48,948
Total interest from all sources	2013-12-31	$7,193
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$529,238
Participant contributions at end of year	2013-12-31	$163,544
Participant contributions at beginning of year	2013-12-31	$145,533
Participant contributions at end of year	2013-12-31	$16,448
Participant contributions at beginning of year	2013-12-31	$18,502
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$1,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$36,774
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$16,169
Other income not declared elsewhere	2013-12-31	$-29
Administrative expenses (other) incurred	2013-12-31	$48,948
Total non interest bearing cash at end of year	2013-12-31	$61,247
Total non interest bearing cash at beginning of year	2013-12-31	$16,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,548,947
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$20,658,531
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$17,109,584
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$20,159,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$15,959,247
Interest on participant loans	2013-12-31	$7,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$694,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$694,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$677,701
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	$294,611
Employer contributions (assets) at end of year	2013-12-31	$293,006
Employer contributions (assets) at beginning of year	2013-12-31	$291,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$609,008
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	$6,294,851
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$5,967,240
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DS & B, LTD
Accountancy firm EIN	2013-12-31	411475695
2012 : NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$1,140,704
Total unrealized appreciation/depreciation of assets	2012-12-31	$1,140,704
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$16,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$23,309
Total income from all sources (including contributions)	2012-12-31	$2,968,168
Total loss/gain on sale of assets	2012-12-31	$512,800
Total of all expenses incurred	2012-12-31	$741,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$713,807
Expenses. Certain deemed distributions of participant loans	2012-12-31	$1,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$911,095
Value of total assets at end of year	2012-12-31	$17,125,753
Value of total assets at beginning of year	2012-12-31	$14,906,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$26,604
Total interest from all sources	2012-12-31	$7,428
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$26,604
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$511,191
Participant contributions at end of year	2012-12-31	$145,533
Participant contributions at beginning of year	2012-12-31	$197,892
Participant contributions at end of year	2012-12-31	$18,502
Participant contributions at beginning of year	2012-12-31	$10,703
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$108,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$16,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$23,309
Other income not declared elsewhere	2012-12-31	$500
Total non interest bearing cash at end of year	2012-12-31	$16,169
Total non interest bearing cash at beginning of year	2012-12-31	$12,606
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	$2,226,501
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$17,109,584
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$14,883,083
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$15,959,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$13,935,367
Interest on participant loans	2012-12-31	$7,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$694,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$435,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$435,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$395,641
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	$291,361
Employer contributions (assets) at end of year	2012-12-31	$291,361
Employer contributions (assets) at beginning of year	2012-12-31	$314,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$713,807
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	$8,314,798
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$7,801,998
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DS & B, LTD
Accountancy firm EIN	2012-12-31	411475695
2011 : NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-504,868
Total unrealized appreciation/depreciation of assets	2011-12-31	$-504,868
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$23,309
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,496
Total income from all sources (including contributions)	2011-12-31	$491,539
Total loss/gain on sale of assets	2011-12-31	$-63,724
Total of all expenses incurred	2011-12-31	$734,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$707,055
Expenses. Certain deemed distributions of participant loans	2011-12-31	$5,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$813,982
Value of total assets at end of year	2011-12-31	$14,906,392
Value of total assets at beginning of year	2011-12-31	$15,127,917
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$21,931
Total interest from all sources	2011-12-31	$8,411
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$21,931
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$492,447
Participant contributions at end of year	2011-12-31	$197,892
Participant contributions at beginning of year	2011-12-31	$139,976
Participant contributions at end of year	2011-12-31	$10,703
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$7,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$23,309
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$1,496
Other income not declared elsewhere	2011-12-31	$824
Total non interest bearing cash at end of year	2011-12-31	$12,606
Total non interest bearing cash at beginning of year	2011-12-31	$1,496
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	$-243,338
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$14,883,083
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$15,126,421
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$13,935,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$14,259,065
Interest on participant loans	2011-12-31	$8,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$435,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$416,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$416,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$236,914
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	$314,035
Employer contributions (assets) at end of year	2011-12-31	$314,035
Employer contributions (assets) at beginning of year	2011-12-31	$310,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$707,055
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	$4,911,861
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$4,975,585
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DS & B, LTD
Accountancy firm EIN	2011-12-31	411475695
2010 : NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$1,235,854
Total unrealized appreciation/depreciation of assets	2010-12-31	$1,235,854
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$292
Total income from all sources (including contributions)	2010-12-31	$2,253,388
Total loss/gain on sale of assets	2010-12-31	$-26,715
Total of all expenses incurred	2010-12-31	$952,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$931,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$809,155
Value of total assets at end of year	2010-12-31	$15,127,917
Value of total assets at beginning of year	2010-12-31	$13,825,795
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$21,380
Total interest from all sources	2010-12-31	$8,534
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$226,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$226,560
Administrative expenses professional fees incurred	2010-12-31	$21,380
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$498,627
Participant contributions at end of year	2010-12-31	$139,976
Participant contributions at beginning of year	2010-12-31	$123,982
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$1,496
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$292
Total non interest bearing cash at end of year	2010-12-31	$1,496
Total non interest bearing cash at beginning of year	2010-12-31	$292
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
Value of net income/loss	2010-12-31	$1,300,918
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$15,126,421
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$13,825,503
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$14,259,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$12,959,371
Interest on participant loans	2010-12-31	$8,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$416,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$422,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$422,897
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	$310,528
Employer contributions (assets) at end of year	2010-12-31	$310,848
Employer contributions (assets) at beginning of year	2010-12-31	$319,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$931,090
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	$1,704,200
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$1,730,915
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DS & B, LTD
Accountancy firm EIN	2010-12-31	411475695
2009 : NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN

2022: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: NORTHWEST FAMILY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	NORTHWEST FAMILY PHYSICIANS, P.A.
Employer identification number (EIN):	410981766
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)