401k Plan data: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN plan

PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN
Plan identification number	001

PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

PHILIP HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PHILIP HEALTH SERVICES, INC.

Employer identification number (EIN): 460361016

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MAUREEN CADWELL 2023-10-16
001 2021-01-01 JEREMY SCHULTES 2022-10-17
001 2020-01-01 JEREMY SCHULTES 2021-10-15
001 2019-01-01 JEREMY SCHULTES 2020-10-07
001 2019-01-01 JEREMY SCHULTES 2020-10-07
001 2018-01-01 JEREMY SCHULTES 2019-10-10
001 2017-01-01 JEREMY SCHULTES
001 2016-01-01 JEREMY SCHULTES
001 2015-01-01 JEREMY SCHULTES
001 2014-01-01 KENT OLSON
001 2013-01-01 KENT OLSON
001 2012-01-01 KENT OLSON 2013-02-14
001 2011-01-01 KENT OLSON 2012-07-24
001 2010-01-01 KENT OLSON 2011-06-23
001 2009-01-01 KENT OLSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MAUREEN CADWELL	2023-10-16
001	2021-01-01	JEREMY SCHULTES	2022-10-17
001	2020-01-01	JEREMY SCHULTES	2021-10-15
001	2019-01-01	JEREMY SCHULTES	2020-10-07
001	2019-01-01	JEREMY SCHULTES	2020-10-07
001	2018-01-01	JEREMY SCHULTES	2019-10-10
001	2017-01-01	JEREMY SCHULTES
001	2016-01-01	JEREMY SCHULTES
001	2015-01-01	JEREMY SCHULTES
001	2014-01-01	KENT OLSON
001	2013-01-01	KENT OLSON
001	2012-01-01	KENT OLSON	2013-02-14
001	2011-01-01	KENT OLSON	2012-07-24
001	2010-01-01	KENT OLSON	2011-06-23
001	2009-01-01	KENT OLSON

Plan Statistics for PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN

401k plan membership statisitcs for PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2022: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 125
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 140
Number of participants with account balances 2022-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 125
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 26
Total of all active and inactive participants 2021-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 151
Number of participants with account balances 2021-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 116
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 31
Total of all active and inactive participants 2020-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 147
Number of participants with account balances 2020-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 136
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 8
Total of all active and inactive participants 2019-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 144
Number of participants with account balances 2019-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 111
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 115
Number of participants with account balances 2018-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 111
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 4
Total of all active and inactive participants 2017-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 115
Number of participants with account balances 2017-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 120
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 125
Number of participants with account balances 2016-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 106
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 111
Number of participants with account balances 2015-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 112
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 115
Number of participants with account balances 2014-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 120
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 123
Number of participants with account balances 2013-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2009: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 109
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 4
Total of all active and inactive participants 2009-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 113
Number of participants with account balances 2009-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	125
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	140
Number of participants with account balances	2022-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	125
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	26
Total of all active and inactive participants	2021-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	151
Number of participants with account balances	2021-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	116
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	31
Total of all active and inactive participants	2020-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	147
Number of participants with account balances	2020-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	136
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	8
Total of all active and inactive participants	2019-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	144
Number of participants with account balances	2019-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	111
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	115
Number of participants with account balances	2018-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	111
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	4
Total of all active and inactive participants	2017-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	115
Number of participants with account balances	2017-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	120
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	125
Number of participants with account balances	2016-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	106
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	111
Number of participants with account balances	2015-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	112
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	115
Number of participants with account balances	2014-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	120
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	123
Number of participants with account balances	2013-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2009: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	109
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	4
Total of all active and inactive participants	2009-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	113
Number of participants with account balances	2009-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN

Measure	Date	Value
2022 : PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$2,288
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$21,949
Total income from all sources (including contributions)	2022-12-31	$-344,669
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$145,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$73,506
Value of total corrective distributions	2022-12-31	$20,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$624,542
Value of total assets at end of year	2022-12-31	$5,654,584
Value of total assets at beginning of year	2022-12-31	$6,164,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$51,125
Total interest from all sources	2022-12-31	$457
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$157,558
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	$157,558
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	$444,849
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$2,288
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$1,340
Administrative expenses (other) incurred	2022-12-31	$51,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-489,765
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,652,296
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,142,061
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	$5,652,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,154,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$2,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$9,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$9,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$457
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,127,226
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	$179,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$73,506
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$20,609
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	Disclaimer
Accountancy firm name	2022-12-31	WAHLENBERG RTIZMAN & CO., LLC
Accountancy firm EIN	2022-12-31	460361016
2021 : PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$21,949
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$21,237
Total income from all sources (including contributions)	2021-12-31	$1,384,038
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$381,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$331,690
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$603,614
Value of total assets at end of year	2021-12-31	$6,164,010
Value of total assets at beginning of year	2021-12-31	$5,160,727
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$49,777
Total interest from all sources	2021-12-31	$3
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$192,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$192,244
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$414,642
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$30,391
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$107,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$1,340
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$1,294
Other income not declared elsewhere	2021-12-31	$53,695
Administrative expenses (other) incurred	2021-12-31	$49,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,002,571
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,142,061
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,139,490
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	$6,154,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,159,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$9,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,294
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$534,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$158,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$224,498
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$20,609
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$19,943
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	Disclaimer
Accountancy firm name	2021-12-31	WAHLENBERG RTIZMAN & CO., LLC
Accountancy firm EIN	2021-12-31	460361016
2020 : PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$21,237
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,313,782
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$678,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$641,614
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$544,322
Value of total assets at end of year	2020-12-31	$5,160,727
Value of total assets at beginning of year	2020-12-31	$4,504,247
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$36,925
Total interest from all sources	2020-12-31	$33
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$124,233
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	$124,233
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$451,500
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	$381,362
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$5,901
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$80,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$1,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$27,878
Administrative expenses (other) incurred	2020-12-31	$36,925
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	$635,243
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,139,490
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,504,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,159,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,500,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$4,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$4,207
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$33
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$617,316
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	$157,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$561,189
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$19,943
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
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	WAHLENBERG RTIZMAN & CO., LLC
Accountancy firm EIN	2020-12-31	460361016
2019 : PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,311,674
Total income from all sources (including contributions)	2019-12-31	$1,311,674
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$251,451
Total of all expenses incurred	2019-12-31	$251,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$215,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$215,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$501,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$501,539
Value of total assets at end of year	2019-12-31	$4,504,247
Value of total assets at end of year	2019-12-31	$4,504,247
Value of total assets at beginning of year	2019-12-31	$3,444,024
Value of total assets at beginning of year	2019-12-31	$3,444,024
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$36,374
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$36,374
Total interest from all sources	2019-12-31	$56
Total interest from all sources	2019-12-31	$56
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$124,993
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$124,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$124,993
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$124,993
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$400,000
Value of fidelity bond cover	2019-12-31	$400,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$358,721
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$-5,171
Other income not declared elsewhere	2019-12-31	$-5,171
Administrative expenses (other) incurred	2019-12-31	$36,374
Administrative expenses (other) incurred	2019-12-31	$36,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,060,223
Value of net income/loss	2019-12-31	$1,060,223
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,504,247
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,504,247
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,444,024
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,444,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,500,040
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,500,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,442,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,442,313
Interest earned on other investments	2019-12-31	$56
Interest earned on other investments	2019-12-31	$56
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$4,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$4,207
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$690,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$690,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$142,818
Contributions received in cash from employer	2019-12-31	$142,818
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$215,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$215,077
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WAHLENBERG RTIZMAN & CO, LLC
Accountancy firm name	2019-12-31	WAHLENBERG RTIZMAN & CO, LLC
Accountancy firm EIN	2019-12-31	460361016
Accountancy firm EIN	2019-12-31	460361016
2018 : PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$151,790
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$492,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$472,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$473,122
Value of total assets at end of year	2018-12-31	$3,444,024
Value of total assets at beginning of year	2018-12-31	$3,784,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$19,838
Total interest from all sources	2018-12-31	$1,140
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$128,067
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	$128,067
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$400,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
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	$333,292
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$8,290
Other income not declared elsewhere	2018-12-31	$-10,125
Administrative expenses (other) incurred	2018-12-31	$19,838
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	$-340,346
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,444,024
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,784,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,442,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$3,784,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-440,414
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	$131,540
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$472,298
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	2018-12-31	Yes
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	WAHLENBERG RTIZMAN & CO, LLC
Accountancy firm EIN	2018-12-31	460361016
2017 : PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$838,763
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$233,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$205,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$302,051
Value of total assets at end of year	2017-12-31	$3,784,370
Value of total assets at beginning of year	2017-12-31	$3,178,741
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$27,341
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Administrative expenses professional fees incurred	2017-12-31	$27,341
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$400,000
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	$217,605
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$6,789
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$10,092
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	$605,629
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,784,370
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,178,741
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 common/collective trusts at end of year	2017-12-31	$3,784,370
Value of interest in common/collective trusts at beginning of year	2017-12-31	$3,169,002
Net investment gain or loss from common/collective trusts	2017-12-31	$536,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$84,446
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$2,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$195,701
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	WAHLENBERG RTIZMAN & CO, LLC
Accountancy firm EIN	2017-12-31	460361016
2016 : PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$528,718
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$190,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$166,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$295,847
Value of total assets at end of year	2016-12-31	$3,178,741
Value of total assets at beginning of year	2016-12-31	$2,840,857
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$23,982
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$80,000
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	$209,735
Participant contributions at end of year	2016-12-31	$6,789
Participant contributions at beginning of year	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$23,207
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	$337,884
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,178,741
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,840,857
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 common/collective trusts at end of year	2016-12-31	$3,169,002
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,840,857
Net investment gain or loss from common/collective trusts	2016-12-31	$232,871
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	$86,112
Employer contributions (assets) at end of year	2016-12-31	$2,950
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$166,852
Contract administrator fees	2016-12-31	$775
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	WAHLENBERG RTIZMAN & CO, LLC
Accountancy firm EIN	2016-12-31	460361016
2015 : PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$230,551
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$86,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$86,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$298,769
Value of total assets at end of year	2015-12-31	$2,840,857
Value of total assets at beginning of year	2015-12-31	$2,696,379
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$80,000
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	$210,601
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	$144,478
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,840,857
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,696,379
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 common/collective trusts at end of year	2015-12-31	$2,840,857
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,696,379
Net investment gain or loss from common/collective trusts	2015-12-31	$-68,218
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	$88,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$86,073
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WAHLENBERG RTIZMAN & CO, LLC
Accountancy firm EIN	2015-12-31	460361016
2014 : PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$336,286
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$19,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$19,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$271,843
Value of total assets at end of year	2014-12-31	$2,696,379
Value of total assets at beginning of year	2014-12-31	$2,379,582
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$80,000
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	$191,772
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	$316,797
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,696,379
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,379,582
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 common/collective trusts at end of year	2014-12-31	$2,696,379
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,379,582
Net investment gain or loss from common/collective trusts	2014-12-31	$64,443
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	$80,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$19,489
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WAHLENBERG RTIZMAN & CO, LLC
Accountancy firm EIN	2014-12-31	460361016
2013 : PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$624,085
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$21,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$21,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$262,514
Value of total assets at end of year	2013-12-31	$2,379,582
Value of total assets at beginning of year	2013-12-31	$1,777,092
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$80,000
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	$185,317
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	$602,490
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,379,582
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,777,092
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 common/collective trusts at end of year	2013-12-31	$2,379,582
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,777,092
Net investment gain or loss from common/collective trusts	2013-12-31	$361,571
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	$77,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$21,595
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
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	WAHLENBERG RTIZMAN & CO, LLC
Accountancy firm EIN	2013-12-31	460361016
2009 : PHILIP HEALTH SERVICES, INC. RETIREMENT 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 PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN

2022: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PHILIP HEALTH SERVICES, INC. RETIREMENT 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: PHILIP HEALTH SERVICES, INC. RETIREMENT 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: PHILIP HEALTH SERVICES, INC. RETIREMENT 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
2009: PHILIP HEALTH SERVICES, INC. RETIREMENT 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

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Company Name:	PHILIP HEALTH SERVICES, INC.
Employer identification number (EIN):	460361016
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)