CLEARCHOICE MD MSO, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CLEARCHOICE MD RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022 : CLEARCHOICE MD RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-09-30 | $0 |
| Total transfer of assets from this plan | 2022-09-30 | $2,283,660 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $0 |
| Total income from all sources (including contributions) | 2022-09-30 | $276,908 |
| Total loss/gain on sale of assets | 2022-09-30 | $0 |
| Total of all expenses incurred | 2022-09-30 | $169,518 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-09-30 | $166,691 |
| Value of total corrective distributions | 2022-09-30 | $1,123 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-09-30 | $864,050 |
| Value of total assets at end of year | 2022-09-30 | $0 |
| Value of total assets at beginning of year | 2022-09-30 | $2,176,270 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-09-30 | $1,704 |
| Total interest from all sources | 2022-09-30 | $610 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-09-30 | $4,095 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-09-30 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-09-30 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-09-30 | $4,095 |
| Administrative expenses professional fees incurred | 2022-09-30 | $1,704 |
| Was this plan covered by a fidelity bond | 2022-09-30 | Yes |
| Value of fidelity bond cover | 2022-09-30 | $217,627 |
| If this is an individual account plan, was there a blackout period | 2022-09-30 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-09-30 | No |
| Contributions received from participants | 2022-09-30 | $479,561 |
| Participant contributions at end of year | 2022-09-30 | $0 |
| Participant contributions at beginning of year | 2022-09-30 | $15,927 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-09-30 | $133,641 |
| Other income not declared elsewhere | 2022-09-30 | $1,087 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
| Value of net income/loss | 2022-09-30 | $107,390 |
| Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-09-30 | $2,176,270 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-09-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-09-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-09-30 | $2,136,764 |
| Interest on participant loans | 2022-09-30 | $610 |
| Value of interest in common/collective trusts at end of year | 2022-09-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2022-09-30 | $23,579 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-09-30 | $-593,289 |
| Net investment gain or loss from common/collective trusts | 2022-09-30 | $355 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-09-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-09-30 | No |
| Contributions received in cash from employer | 2022-09-30 | $250,848 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-09-30 | $166,691 |
| 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 | 2022-09-30 | Yes |
| Did the plan have assets held for investment | 2022-09-30 | 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 | 2022-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-09-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2022-09-30 | Unqualified |
| Accountancy firm name | 2022-09-30 | BOIVIN & ASSOCIATES |
| Accountancy firm EIN | 2022-09-30 | 271516157 |
| 2021 : CLEARCHOICE MD RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 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 | $1,249,581 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $429,252 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $424,080 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $908 |
| Value of total corrective distributions | 2021-12-31 | $2,738 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $997,472 |
| Value of total assets at end of year | 2021-12-31 | $2,176,270 |
| Value of total assets at beginning of year | 2021-12-31 | $1,355,941 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,526 |
| Total interest from all sources | 2021-12-31 | $596 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $214,124 |
| 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 | $214,124 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $136,000 |
| 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 | $539,810 |
| Participant contributions at end of year | 2021-12-31 | $15,927 |
| Participant contributions at beginning of year | 2021-12-31 | $3,932 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $171,149 |
| Administrative expenses (other) incurred | 2021-12-31 | $1,526 |
| 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 | $820,329 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,176,270 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,355,941 |
| 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 | $2,136,764 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,297,957 |
| Interest on participant loans | 2021-12-31 | $596 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $23,579 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $54,052 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $37,001 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $388 |
| 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 | $286,513 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $424,080 |
| 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 | BOIVIN & ASSOCIATES |
| Accountancy firm EIN | 2021-12-31 | 271516157 |
| 2015 : CLEARCHOICE MD 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 | $232,281 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $2,155 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,885 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $238,193 |
| Value of total assets at end of year | 2015-12-31 | $230,126 |
| Value of total assets at beginning of year | 2015-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $270 |
| Total interest from all sources | 2015-12-31 | $9 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $3,333 |
| 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 | $3,333 |
| Was this plan covered by a fidelity bond | 2015-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $155,323 |
| Participant contributions at end of year | 2015-12-31 | $1,341 |
| 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 | $230,126 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $230,126 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| 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 | $221,300 |
| Interest on participant loans | 2015-12-31 | $9 |
| Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $7,485 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-9,351 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $97 |
| 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 | $82,870 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,885 |
| Contract administrator fees | 2015-12-31 | $270 |
| 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 |
