401k Plan data: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN plan

BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN
Plan identification number	003

BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BOICE-WILLIS CLINIC, P.A. has sponsored the creation of one or more 401k plans.

Company Name: BOICE-WILLIS CLINIC, P.A.

Employer identification number (EIN): 561025986

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 MARTHA CHESNUTT
003 2016-01-01 JANET CARVER
003 2015-01-01 GARY FAZIO
003 2014-01-01 GARY FAZIO
003 2013-01-01 GARY FAZIO
003 2012-01-01 GARY FAZIO
003 2011-01-01 GARY FAZIO
003 2010-01-01 GARY FAZIO
003 2009-01-01 GARY FAZIO

Plan Statistics for BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 391
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 283
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 104
Total of all active and inactive participants 2022-01-01 387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 388
Number of participants with account balances 2022-01-01 361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 28
2021: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 431
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 286
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 104
Total of all active and inactive participants 2021-01-01 390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 391
Number of participants with account balances 2021-01-01 368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 21
2020: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 412
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 311
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 119
Total of all active and inactive participants 2020-01-01 430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 431
Number of participants with account balances 2020-01-01 408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 30
2019: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 431
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 324
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 86
Total of all active and inactive participants 2019-01-01 410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 412
Number of participants with account balances 2019-01-01 396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 36
2018: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 411
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 362
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 68
Total of all active and inactive participants 2018-01-01 430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 431
Number of participants with account balances 2018-01-01 388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 25
2017: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 411
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 352
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 59
Total of all active and inactive participants 2017-01-01 411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 411
Number of participants with account balances 2017-01-01 384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 21
2016: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 394
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 348
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 63
Total of all active and inactive participants 2016-01-01 411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 411
Number of participants with account balances 2016-01-01 392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 20
2015: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 514
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 334
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 59
Total of all active and inactive participants 2015-01-01 393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 394
Number of participants with account balances 2015-01-01 383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 30
2014: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 393
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 456
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 57
Total of all active and inactive participants 2014-01-01 513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 514
Number of participants with account balances 2014-01-01 377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 23
2013: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 494
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 329
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 63
Total of all active and inactive participants 2013-01-01 392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 393
Number of participants with account balances 2013-01-01 374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 21
2012: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 462
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 422
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 71
Total of all active and inactive participants 2012-01-01 493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 494
Number of participants with account balances 2012-01-01 382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 24
2011: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 485
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 398
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 64
Total of all active and inactive participants 2011-01-01 462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 462
Number of participants with account balances 2011-01-01 374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 24
2010: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 425
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 412
Number of other retired or separated participants entitled to future benefits 2010-01-01 73
Total of all active and inactive participants 2010-01-01 485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 485
Number of participants with account balances 2010-01-01 399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 25
2009: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 414
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 361
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 64
Total of all active and inactive participants 2009-01-01 425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 425
Number of participants with account balances 2009-01-01 413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 20

Measure	Date	Value
2022: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	391
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	283
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	104
Total of all active and inactive participants	2022-01-01	387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	388
Number of participants with account balances	2022-01-01	361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	28
2021: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	431
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	286
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	104
Total of all active and inactive participants	2021-01-01	390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	391
Number of participants with account balances	2021-01-01	368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	21
2020: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	412
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	311
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	119
Total of all active and inactive participants	2020-01-01	430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	431
Number of participants with account balances	2020-01-01	408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	30
2019: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	431
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	324
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	86
Total of all active and inactive participants	2019-01-01	410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	412
Number of participants with account balances	2019-01-01	396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	36
2018: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	411
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	362
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	68
Total of all active and inactive participants	2018-01-01	430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	431
Number of participants with account balances	2018-01-01	388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	25
2017: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	411
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	352
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	59
Total of all active and inactive participants	2017-01-01	411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	411
Number of participants with account balances	2017-01-01	384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	21
2016: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	394
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	348
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	63
Total of all active and inactive participants	2016-01-01	411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	411
Number of participants with account balances	2016-01-01	392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	20
2015: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	514
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	334
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	59
Total of all active and inactive participants	2015-01-01	393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	394
Number of participants with account balances	2015-01-01	383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	30
2014: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	393
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	456
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	57
Total of all active and inactive participants	2014-01-01	513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	514
Number of participants with account balances	2014-01-01	377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	23
2013: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	494
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	329
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	63
Total of all active and inactive participants	2013-01-01	392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	393
Number of participants with account balances	2013-01-01	374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	21
2012: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	462
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	422
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	71
Total of all active and inactive participants	2012-01-01	493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	494
Number of participants with account balances	2012-01-01	382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	24
2011: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	485
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	398
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	64
Total of all active and inactive participants	2011-01-01	462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	462
Number of participants with account balances	2011-01-01	374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	24
2010: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	425
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	412
Number of other retired or separated participants entitled to future benefits	2010-01-01	73
Total of all active and inactive participants	2010-01-01	485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	485
Number of participants with account balances	2010-01-01	399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	25
2009: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	414
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	361
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	64
Total of all active and inactive participants	2009-01-01	425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	425
Number of participants with account balances	2009-01-01	413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	20

Financial Data on BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN

Measure	Date	Value
2022 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-15,033,569
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,467,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,359,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,557,485
Value of total assets at end of year	2022-12-31	$78,665,906
Value of total assets at beginning of year	2022-12-31	$98,166,815
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$107,652
Total interest from all sources	2022-12-31	$30,827
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,329,438
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	$2,329,438
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	$1,238,513
Participant contributions at end of year	2022-12-31	$588,090
Participant contributions at beginning of year	2022-12-31	$664,370
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$26,959,191
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$28,411,599
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$229,833
Other income not declared elsewhere	2022-12-31	$-4,695,555
Administrative expenses (other) incurred	2022-12-31	$6,656
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	$-19,500,909
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$78,665,906
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$98,166,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$13,429
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$100,996
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$46,736,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$65,486,477
Interest on participant loans	2022-12-31	$30,827
Value of interest in common/collective trusts at end of year	2022-12-31	$3,928,012
Value of interest in common/collective trusts at beginning of year	2022-12-31	$3,098,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-16,313,793
Net investment gain or loss from common/collective trusts	2022-12-31	$58,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,089,139
Employer contributions (assets) at end of year	2022-12-31	$440,380
Employer contributions (assets) at beginning of year	2022-12-31	$505,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,359,688
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$16,011,490
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$14,149,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$14,033,977
Expenses. Certain deemed distributions of participant loans	2021-12-31	$148
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,375,237
Value of total assets at end of year	2021-12-31	$98,166,815
Value of total assets at beginning of year	2021-12-31	$96,304,552
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$115,102
Total interest from all sources	2021-12-31	$34,160
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,876,666
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	$3,876,666
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	$1,219,363
Participant contributions at end of year	2021-12-31	$664,370
Participant contributions at beginning of year	2021-12-31	$794,617
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$28,411,599
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$26,031,779
Other income not declared elsewhere	2021-12-31	$3,873,962
Administrative expenses (other) incurred	2021-12-31	$8,143
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	$1,862,263
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$98,166,815
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$96,304,552
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
Investment advisory and management fees	2021-12-31	$106,959
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$65,486,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$62,392,161
Interest on participant loans	2021-12-31	$34,160
Value of interest in common/collective trusts at end of year	2021-12-31	$3,098,540
Value of interest in common/collective trusts at beginning of year	2021-12-31	$6,397,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,781,381
Net investment gain or loss from common/collective trusts	2021-12-31	$70,084
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	$2,155,874
Employer contributions (assets) at end of year	2021-12-31	$505,829
Employer contributions (assets) at beginning of year	2021-12-31	$688,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$14,033,977
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	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$20,335,806
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$7,275,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$7,163,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,550,752
Value of total assets at end of year	2020-12-31	$96,304,552
Value of total assets at beginning of year	2020-12-31	$83,244,057
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$111,355
Total interest from all sources	2020-12-31	$40,630
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,580,569
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	$2,580,569
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,287,747
Participant contributions at end of year	2020-12-31	$794,617
Participant contributions at beginning of year	2020-12-31	$714,811
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$26,031,779
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$25,747,674
Other income not declared elsewhere	2020-12-31	$5,144,895
Administrative expenses (other) incurred	2020-12-31	$4,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$13,060,495
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$96,304,552
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$83,244,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$3,849
Investment advisory and management fees	2020-12-31	$107,014
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$62,392,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$52,817,076
Interest on participant loans	2020-12-31	$40,630
Value of interest in common/collective trusts at end of year	2020-12-31	$6,397,273
Value of interest in common/collective trusts at beginning of year	2020-12-31	$3,796,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$8,934,858
Net investment gain or loss from common/collective trusts	2020-12-31	$84,102
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	$2,263,005
Employer contributions (assets) at end of year	2020-12-31	$688,722
Employer contributions (assets) at beginning of year	2020-12-31	$164,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$7,163,956
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	RSM US LLP
Accountancy firm EIN	2020-12-31	420714325
2019 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING 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	$20,882,587
Total income from all sources (including contributions)	2019-12-31	$20,882,587
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	$9,243,698
Total of all expenses incurred	2019-12-31	$9,243,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$9,115,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$9,115,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,559,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,559,439
Value of total assets at end of year	2019-12-31	$83,244,057
Value of total assets at end of year	2019-12-31	$83,244,057
Value of total assets at beginning of year	2019-12-31	$71,605,168
Value of total assets at beginning of year	2019-12-31	$71,605,168
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$128,464
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$128,464
Total interest from all sources	2019-12-31	$36,073
Total interest from all sources	2019-12-31	$36,073
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,946,754
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,946,754
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	$1,946,754
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,946,754
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
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	$1,334,984
Contributions received from participants	2019-12-31	$1,334,984
Participant contributions at end of year	2019-12-31	$714,811
Participant contributions at end of year	2019-12-31	$714,811
Participant contributions at beginning of year	2019-12-31	$697,320
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
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$25,747,674
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$25,747,674
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$21,933,500
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$21,933,500
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$8,819
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$8,819
Other income not declared elsewhere	2019-12-31	$6,866,880
Other income not declared elsewhere	2019-12-31	$6,866,880
Administrative expenses (other) incurred	2019-12-31	$7,400
Administrative expenses (other) incurred	2019-12-31	$7,400
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$41,469
Total non interest bearing cash at beginning of year	2019-12-31	$41,469
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	$11,638,889
Value of net income/loss	2019-12-31	$11,638,889
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$83,244,057
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$83,244,057
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$71,605,168
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$71,605,168
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
Assets. partnership/joint venture interests at end of year	2019-12-31	$3,849
Assets. partnership/joint venture interests at end of year	2019-12-31	$3,849
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$121,064
Investment advisory and management fees	2019-12-31	$121,064
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$52,817,076
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$52,817,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$38,684,474
Interest on participant loans	2019-12-31	$36,073
Interest on participant loans	2019-12-31	$36,073
Value of interest in common/collective trusts at end of year	2019-12-31	$3,796,085
Value of interest in common/collective trusts at end of year	2019-12-31	$3,796,085
Value of interest in common/collective trusts at beginning of year	2019-12-31	$9,950,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,484,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,484,884
Net investment gain or loss from common/collective trusts	2019-12-31	$988,557
Net investment gain or loss from common/collective trusts	2019-12-31	$988,557
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	$1,215,636
Contributions received in cash from employer	2019-12-31	$1,215,636
Employer contributions (assets) at end of year	2019-12-31	$164,562
Employer contributions (assets) at end of year	2019-12-31	$164,562
Employer contributions (assets) at beginning of year	2019-12-31	$298,002
Employer contributions (assets) at beginning of year	2019-12-31	$298,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$9,115,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$9,115,234
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	RSM US LLP
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325
Accountancy firm EIN	2019-12-31	420714325
2018 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$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	$-965,937
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,121,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,000,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,358,518
Value of total assets at end of year	2018-12-31	$71,605,168
Value of total assets at beginning of year	2018-12-31	$76,692,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$120,641
Total interest from all sources	2018-12-31	$32,258
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,272,494
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	$2,272,494
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,373,161
Participant contributions at end of year	2018-12-31	$697,320
Participant contributions at beginning of year	2018-12-31	$635,598
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$86,956
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$21,933,500
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$24,422,751
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$23,536
Other income not declared elsewhere	2018-12-31	$-1,405,304
Administrative expenses (other) incurred	2018-12-31	$7,170
Total non interest bearing cash at end of year	2018-12-31	$41,469
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-5,086,942
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$71,605,168
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$76,692,110
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
Investment advisory and management fees	2018-12-31	$113,471
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$38,684,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$40,990,604
Interest on participant loans	2018-12-31	$32,258
Value of interest in common/collective trusts at end of year	2018-12-31	$9,950,403
Value of interest in common/collective trusts at beginning of year	2018-12-31	$10,114,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,873,547
Net investment gain or loss from common/collective trusts	2018-12-31	$-350,356
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	$961,821
Employer contributions (assets) at end of year	2018-12-31	$298,002
Employer contributions (assets) at beginning of year	2018-12-31	$442,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,000,364
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	RSM US LLP
Accountancy firm EIN	2018-12-31	420714325
2017 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$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	$16,052,799
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,532,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,444,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,224,443
Value of total assets at end of year	2017-12-31	$76,692,110
Value of total assets at beginning of year	2017-12-31	$64,171,916
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$87,724
Total interest from all sources	2017-12-31	$26,165
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,390,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,390,421
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,377,006
Participant contributions at end of year	2017-12-31	$635,598
Participant contributions at beginning of year	2017-12-31	$609,027
Participant contributions at end of year	2017-12-31	$86,956
Participant contributions at beginning of year	2017-12-31	$405
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$24,422,751
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$20,798,159
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$81,589
Other income not declared elsewhere	2017-12-31	$4,335,538
Administrative expenses (other) incurred	2017-12-31	$6,730
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	$12,520,194
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$76,692,110
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$64,171,916
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
Investment advisory and management fees	2017-12-31	$80,994
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$40,990,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$34,498,629
Interest on participant loans	2017-12-31	$26,165
Value of interest in common/collective trusts at end of year	2017-12-31	$10,114,178
Value of interest in common/collective trusts at beginning of year	2017-12-31	$7,843,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,149,396
Net investment gain or loss from common/collective trusts	2017-12-31	$926,836
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	$1,765,848
Employer contributions (assets) at end of year	2017-12-31	$442,023
Employer contributions (assets) at beginning of year	2017-12-31	$422,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,444,881
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	RSM US LLP
Accountancy firm EIN	2017-12-31	420714325
2016 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$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	$7,622,051
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$5,441,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,367,942
Value of total corrective distributions	2016-12-31	$17
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,445,269
Value of total assets at end of year	2016-12-31	$64,171,916
Value of total assets at beginning of year	2016-12-31	$61,991,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$73,299
Total interest from all sources	2016-12-31	$24,188
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,119,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,119,140
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,298,161
Participant contributions at end of year	2016-12-31	$609,027
Participant contributions at beginning of year	2016-12-31	$599,906
Participant contributions at end of year	2016-12-31	$405
Participant contributions at beginning of year	2016-12-31	$102,224
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$20,798,159
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$21,566,559
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$19,618
Other income not declared elsewhere	2016-12-31	$1,458,385
Administrative expenses (other) incurred	2016-12-31	$4,460
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	$2,180,793
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$64,171,916
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$61,991,123
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
Investment advisory and management fees	2016-12-31	$68,839
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$34,498,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$31,556,768
Interest on participant loans	2016-12-31	$24,188
Value of interest in common/collective trusts at end of year	2016-12-31	$7,843,426
Value of interest in common/collective trusts at beginning of year	2016-12-31	$7,716,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,208,918
Net investment gain or loss from common/collective trusts	2016-12-31	$366,151
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	$2,127,490
Employer contributions (assets) at end of year	2016-12-31	$422,270
Employer contributions (assets) at beginning of year	2016-12-31	$449,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,367,942
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	RSM US LLP
Accountancy firm EIN	2016-12-31	420714325
2015 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING 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	$2,729,264
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,413,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,340,847
Value of total corrective distributions	2015-12-31	$439
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,563,257
Value of total assets at end of year	2015-12-31	$61,991,123
Value of total assets at beginning of year	2015-12-31	$62,675,520
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$72,375
Total interest from all sources	2015-12-31	$25,825
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,795,124
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	$1,795,124
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,292,455
Participant contributions at end of year	2015-12-31	$599,906
Participant contributions at beginning of year	2015-12-31	$658,177
Participant contributions at end of year	2015-12-31	$102,224
Participant contributions at beginning of year	2015-12-31	$88,503
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$21,566,559
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$21,107,112
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$163,509
Other income not declared elsewhere	2015-12-31	$-582,238
Administrative expenses (other) incurred	2015-12-31	$6,750
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	$-684,397
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$61,991,123
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$62,675,520
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
Investment advisory and management fees	2015-12-31	$65,625
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$31,556,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$32,557,241
Interest on participant loans	2015-12-31	$25,825
Value of interest in common/collective trusts at end of year	2015-12-31	$7,716,070
Value of interest in common/collective trusts at beginning of year	2015-12-31	$7,755,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,052,125
Net investment gain or loss from common/collective trusts	2015-12-31	$-20,579
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	Yes
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	$2,107,293
Employer contributions (assets) at end of year	2015-12-31	$449,596
Employer contributions (assets) at beginning of year	2015-12-31	$509,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,340,847
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	RSM US LLP
Accountancy firm EIN	2015-12-31	420714325
2014 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING 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	$7,100,860
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,755,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,672,672
Value of total corrective distributions	2014-12-31	$2,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,395,131
Value of total assets at end of year	2014-12-31	$62,675,520
Value of total assets at beginning of year	2014-12-31	$59,330,357
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$80,471
Total interest from all sources	2014-12-31	$26,914
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,204,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$2,204,356
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,200,821
Participant contributions at end of year	2014-12-31	$658,177
Participant contributions at beginning of year	2014-12-31	$739,179
Participant contributions at end of year	2014-12-31	$88,503
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$21,107,112
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$20,457,036
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$113,164
Other income not declared elsewhere	2014-12-31	$1,678,974
Administrative expenses (other) incurred	2014-12-31	$6,980
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	$3,345,163
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$62,675,520
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$59,330,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$14,745
Investment advisory and management fees	2014-12-31	$73,491
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$32,557,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$29,402,860
Interest on participant loans	2014-12-31	$26,914
Value of interest in common/collective trusts at end of year	2014-12-31	$7,755,268
Value of interest in common/collective trusts at beginning of year	2014-12-31	$8,308,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-479,318
Net investment gain or loss from common/collective trusts	2014-12-31	$274,803
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	$2,081,146
Employer contributions (assets) at end of year	2014-12-31	$509,219
Employer contributions (assets) at beginning of year	2014-12-31	$408,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,672,672
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	MCGLADREY LLP
Accountancy firm EIN	2014-12-31	420714325
2013 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING 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	$13,718,414
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,282,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,211,406
Value of total corrective distributions	2013-12-31	$7,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,238,960
Value of total assets at end of year	2013-12-31	$59,330,357
Value of total assets at beginning of year	2013-12-31	$47,894,745
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$64,396
Total interest from all sources	2013-12-31	$28,015
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,176,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,176,721
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,193,177
Participant contributions at end of year	2013-12-31	$739,179
Participant contributions at beginning of year	2013-12-31	$596,875
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$74,530
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$20,457,036
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$15,679,964
Other income not declared elsewhere	2013-12-31	$3,963,327
Administrative expenses (other) incurred	2013-12-31	$7,830
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	$11,435,612
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$59,330,357
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$47,894,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Assets. partnership/joint venture interests at end of year	2013-12-31	$14,745
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$14,145
Investment advisory and management fees	2013-12-31	$56,566
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$29,402,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$23,479,961
Interest on participant loans	2013-12-31	$28,015
Value of interest in common/collective trusts at end of year	2013-12-31	$8,308,415
Value of interest in common/collective trusts at beginning of year	2013-12-31	$7,624,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,624,587
Net investment gain or loss from common/collective trusts	2013-12-31	$686,804
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	Yes
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	$2,045,783
Employer contributions (assets) at end of year	2013-12-31	$408,122
Employer contributions (assets) at beginning of year	2013-12-31	$424,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,211,406
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	MCGLADREY LLP
Accountancy firm EIN	2013-12-31	420714325
2012 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$8,110,750
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,480,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,473,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,114,767
Value of total assets at end of year	2012-12-31	$47,894,745
Value of total assets at beginning of year	2012-12-31	$43,264,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$7,490
Total interest from all sources	2012-12-31	$25,692
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$512,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$512,014
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,178,213
Participant contributions at end of year	2012-12-31	$596,875
Participant contributions at beginning of year	2012-12-31	$652,195
Participant contributions at end of year	2012-12-31	$74,530
Participant contributions at beginning of year	2012-12-31	$69,456
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$15,679,964
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$13,366,454
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$454
Other income not declared elsewhere	2012-12-31	$1,597,217
Administrative expenses (other) incurred	2012-12-31	$7,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$4,629,889
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$47,894,745
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$43,264,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Assets. partnership/joint venture interests at end of year	2012-12-31	$14,145
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$23,479,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$21,953,061
Interest on participant loans	2012-12-31	$25,692
Value of interest in common/collective trusts at end of year	2012-12-31	$7,624,560
Value of interest in common/collective trusts at beginning of year	2012-12-31	$6,813,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,453,698
Net investment gain or loss from common/collective trusts	2012-12-31	$407,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,936,100
Employer contributions (assets) at end of year	2012-12-31	$424,710
Employer contributions (assets) at beginning of year	2012-12-31	$410,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,473,371
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MCGLADREY LLP
Accountancy firm EIN	2012-12-31	420714325
2011 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$2,136,863
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,915,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,907,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,272,996
Value of total assets at end of year	2011-12-31	$43,264,856
Value of total assets at beginning of year	2011-12-31	$43,043,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$8,430
Total interest from all sources	2011-12-31	$23,403
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$495,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$495,431
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,210,110
Participant contributions at end of year	2011-12-31	$652,195
Participant contributions at beginning of year	2011-12-31	$470,255
Participant contributions at end of year	2011-12-31	$69,456
Participant contributions at beginning of year	2011-12-31	$86,438
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$13,366,454
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$12,812,211
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$99,986
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$1,745
Other income not declared elsewhere	2011-12-31	$-593,656
Administrative expenses (other) incurred	2011-12-31	$8,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$221,408
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$43,264,856
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$43,043,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$22,397
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$21,953,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$23,178,452
Interest on participant loans	2011-12-31	$23,403
Value of interest in common/collective trusts at end of year	2011-12-31	$6,813,182
Value of interest in common/collective trusts at beginning of year	2011-12-31	$5,969,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,085,536
Net investment gain or loss from common/collective trusts	2011-12-31	$24,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,962,900
Employer contributions (assets) at end of year	2011-12-31	$410,508
Employer contributions (assets) at beginning of year	2011-12-31	$502,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,907,025
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCGLADREY LLP
Accountancy firm EIN	2011-12-31	420714325
2010 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$8,192,353
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,955,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,947,041
Value of total corrective distributions	2010-12-31	$73
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,489,804
Value of total assets at end of year	2010-12-31	$43,043,448
Value of total assets at beginning of year	2010-12-31	$36,806,599
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$8,390
Total interest from all sources	2010-12-31	$26,161
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$337,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$337,375
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$2,182,882
Amount contributed by the employer to the plan for this plan year	2010-12-31	$2,182,882
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,278,061
Participant contributions at end of year	2010-12-31	$470,255
Participant contributions at beginning of year	2010-12-31	$440,167
Participant contributions at end of year	2010-12-31	$86,438
Participant contributions at beginning of year	2010-12-31	$89,875
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$12,812,211
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$11,523,263
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$28,861
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$1,745
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$542
Other income not declared elsewhere	2010-12-31	$1,390,710
Administrative expenses (other) incurred	2010-12-31	$8,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$6,236,849
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$43,043,448
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$36,806,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$22,397
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$31,405
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$23,178,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$19,548,001
Interest on participant loans	2010-12-31	$24,622
Value of interest in common/collective trusts at end of year	2010-12-31	$5,969,791
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,654,905
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$3,009,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$3,009,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,525,770
Net investment gain or loss from common/collective trusts	2010-12-31	$422,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$2,182,882
Employer contributions (assets) at end of year	2010-12-31	$502,159
Employer contributions (assets) at beginning of year	2010-12-31	$508,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,947,041
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MCGLADREY & PULLEN LLP
Accountancy firm EIN	2010-12-31	420714325
2009 : BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN

2022: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOICE-WILLIS CLINIC, P.A.
Employer identification number (EIN):	561025986
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)