401k Plan data: ACCESSCARE 403(B) RETIREMENT PLAN plan

ACCESSCARE 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	ACCESSCARE 403(B) RETIREMENT PLAN
Plan identification number	001

ACCESSCARE 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ACCESSCARE has sponsored the creation of one or more 401k plans.

Company Name: ACCESSCARE

Employer identification number (EIN): 562064812

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

Additional information about ACCESSCARE

Jurisdiction of Incorporation: North Carolina Secretary of State

Incorporation Date:

Company Identification Number: 0447676

More information about ACCESSCARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCESSCARE 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01 JOHN BRISTOL
001 2015-01-01
001 2014-01-01 JOHN BRISTOL
001 2013-01-01 JOHN BRISTOL
001 2012-01-01 JOHN BRISTOL JOHN BRISTOL 2013-06-28
001 2011-01-01 JOHN BRISTOL
001 2010-01-01 JOHN BRISTOL

Plan Statistics for ACCESSCARE 403(B) RETIREMENT PLAN

401k plan membership statisitcs for ACCESSCARE 403(B) RETIREMENT PLAN

Measure Date Value
2017: ACCESSCARE 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
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 34
Total of all active and inactive participants 2017-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 4
Total participants 2017-01-01 38
Number of participants with account balances 2017-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13
2016: ACCESSCARE 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 101
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 52
Total of all active and inactive participants 2016-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 154
Number of participants with account balances 2016-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: ACCESSCARE 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 108
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 47
Total of all active and inactive participants 2015-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 155
Number of participants with account balances 2015-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 11
2014: ACCESSCARE 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 131
Number of other retired or separated participants entitled to future benefits 2014-01-01 35
Total of all active and inactive participants 2014-01-01 166
Total participants 2014-01-01 166
Number of participants with account balances 2014-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: ACCESSCARE 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 133
Number of other retired or separated participants entitled to future benefits 2013-01-01 27
Total of all active and inactive participants 2013-01-01 160
Total participants 2013-01-01 160
Number of participants with account balances 2013-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: ACCESSCARE 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 96
Number of other retired or separated participants entitled to future benefits 2012-01-01 28
Total of all active and inactive participants 2012-01-01 124
Total participants 2012-01-01 124
Number of participants with account balances 2012-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 10
2011: ACCESSCARE 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 97
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 22
Total of all active and inactive participants 2011-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 119
Number of participants with account balances 2011-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: ACCESSCARE 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 72
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 32
Total of all active and inactive participants 2010-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 104
Number of participants with account balances 2010-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 13

Measure	Date	Value
2017: ACCESSCARE 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
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	34
Total of all active and inactive participants	2017-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	4
Total participants	2017-01-01	38
Number of participants with account balances	2017-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13
2016: ACCESSCARE 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	101
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	52
Total of all active and inactive participants	2016-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	154
Number of participants with account balances	2016-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: ACCESSCARE 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	108
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	47
Total of all active and inactive participants	2015-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	155
Number of participants with account balances	2015-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	11
2014: ACCESSCARE 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	131
Number of other retired or separated participants entitled to future benefits	2014-01-01	35
Total of all active and inactive participants	2014-01-01	166
Total participants	2014-01-01	166
Number of participants with account balances	2014-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: ACCESSCARE 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	133
Number of other retired or separated participants entitled to future benefits	2013-01-01	27
Total of all active and inactive participants	2013-01-01	160
Total participants	2013-01-01	160
Number of participants with account balances	2013-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: ACCESSCARE 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	96
Number of other retired or separated participants entitled to future benefits	2012-01-01	28
Total of all active and inactive participants	2012-01-01	124
Total participants	2012-01-01	124
Number of participants with account balances	2012-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	10
2011: ACCESSCARE 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	97
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	22
Total of all active and inactive participants	2011-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	119
Number of participants with account balances	2011-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: ACCESSCARE 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	72
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	32
Total of all active and inactive participants	2010-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	104
Number of participants with account balances	2010-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	13

Financial Data on ACCESSCARE 403(B) RETIREMENT PLAN

Measure	Date	Value
2017 : ACCESSCARE 403(B) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,863,191
Total of all expenses incurred	2017-12-31	$10,897,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$10,892,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$949,083
Value of total assets at end of year	2017-12-31	$2,932,549
Value of total assets at beginning of year	2017-12-31	$10,966,604
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,512
Total interest from all sources	2017-12-31	$8,400
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$332,696
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	$332,696
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$298,933
Participant contributions at end of year	2017-12-31	$17,599
Participant contributions at beginning of year	2017-12-31	$79,696
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,780
Administrative expenses (other) incurred	2017-12-31	$4,512
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	$-8,034,055
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,932,549
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,966,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,838,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,273,953
Interest on participant loans	2017-12-31	$4,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$76,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$612,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$612,955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$3,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,573,012
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	$648,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$10,892,734
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	DREHERMARTIN CPAS P.A.
Accountancy firm EIN	2017-12-31	562344058
2016 : ACCESSCARE 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,955,448
Total of all expenses incurred	2016-12-31	$596,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$593,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,313,629
Value of total assets at end of year	2016-12-31	$10,966,604
Value of total assets at beginning of year	2016-12-31	$9,607,892
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,375
Total interest from all sources	2016-12-31	$606
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$407,596
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	$407,596
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$288,433
Participant contributions at end of year	2016-12-31	$79,696
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$44,847
Administrative expenses (other) incurred	2016-12-31	$3,375
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	$1,358,712
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,966,604
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,607,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,273,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,132,225
Interest on participant loans	2016-12-31	$26
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$612,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$475,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$475,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$580
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$233,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$980,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$593,361
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	GOSPODAREK & DREHER CPA PA
Accountancy firm EIN	2016-12-31	562344058
2015 : ACCESSCARE 403(B) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,476,741
Total of all expenses incurred	2015-12-31	$1,868,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,865,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,287,315
Value of total assets at end of year	2015-12-31	$9,607,892
Value of total assets at beginning of year	2015-12-31	$9,999,808
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,195
Total interest from all sources	2015-12-31	$210
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$539,177
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	$539,177
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
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$352,601
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$123,071
Administrative expenses (other) incurred	2015-12-31	$3,195
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	$-391,916
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,607,892
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,999,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,132,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,688,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$475,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$311,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$311,364
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$210
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-349,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$811,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,865,462
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	GOSPODAREK & DREHER CPA PA
Accountancy firm EIN	2015-12-31	562344058
2014 : ACCESSCARE 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,183,179
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$594,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$590,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,439,964
Value of total assets at end of year	2014-12-31	$9,999,808
Value of total assets at beginning of year	2014-12-31	$8,410,647
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,416
Total interest from all sources	2014-12-31	$50
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$676,826
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	$676,826
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	$369,619
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$64,652
Administrative expenses (other) incurred	2014-12-31	$3,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,589,161
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,999,808
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,410,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,688,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,097,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$311,364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$312,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$312,937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$50
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$66,339
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	$1,005,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$590,602
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	LISA VOLPE CPA, PLLC
Accountancy firm EIN	2014-12-31	451631201
2013 : ACCESSCARE 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,695,681
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$570,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$568,026
Value of total corrective distributions	2013-12-31	$4
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,344,419
Value of total assets at end of year	2013-12-31	$8,410,647
Value of total assets at beginning of year	2013-12-31	$6,285,880
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,884
Total interest from all sources	2013-12-31	$41
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$311,822
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	$311,822
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	$364,233
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,089
Administrative expenses (other) incurred	2013-12-31	$2,884
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	$2,124,767
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,410,647
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,285,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,097,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,861,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$312,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$424,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$424,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,039,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$979,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$568,026
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	LISA VOLPE CPA, PLLC
Accountancy firm EIN	2013-12-31	451631201
2012 : ACCESSCARE 403(B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,685,632
Expenses. Total of all expenses incurred	2012-12-31	$341,478
Benefits paid (including direct rollovers)	2012-12-31	$338,733
Total plan assets at end of year	2012-12-31	$6,285,880
Total plan assets at beginning of year	2012-12-31	$4,941,726
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$282,559
Contributions received from other sources (not participants or employers)	2012-12-31	$43,542
Other income received	2012-12-31	$720,875
Net income (gross income less expenses)	2012-12-31	$1,344,154
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,285,880
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,941,726
Total contributions received or receivable from employer(s)	2012-12-31	$638,656
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,745
2011 : ACCESSCARE 403(B) RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,378,436
Expenses. Total of all expenses incurred	2011-12-31	$354,091
Benefits paid (including direct rollovers)	2011-12-31	$351,476
Total plan assets at end of year	2011-12-31	$4,941,726
Total plan assets at beginning of year	2011-12-31	$3,917,381
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$263,794
Contributions received from other sources (not participants or employers)	2011-12-31	$122,903
Other income received	2011-12-31	$228,962
Net income (gross income less expenses)	2011-12-31	$1,024,345
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,941,726
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,917,381
Total contributions received or receivable from employer(s)	2011-12-31	$762,777
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,615
2010 : ACCESSCARE 403(B) RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$855,467
Expenses. Total of all expenses incurred	2010-12-31	$474,982
Benefits paid (including direct rollovers)	2010-12-31	$472,381
Total plan assets at end of year	2010-12-31	$3,917,381
Total plan assets at beginning of year	2010-12-31	$3,536,896
Value of fidelity bond covering the plan	2010-12-31	$350,000
Total contributions received or receivable from participants	2010-12-31	$266,206
Contributions received from other sources (not participants or employers)	2010-12-31	$3,193
Other income received	2010-12-31	$100,393
Net income (gross income less expenses)	2010-12-31	$380,485
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,917,381
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,536,896
Total contributions received or receivable from employer(s)	2010-12-31	$485,675
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,601

Form 5500 Responses for ACCESSCARE 403(B) RETIREMENT PLAN

2017: ACCESSCARE 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ACCESSCARE 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ACCESSCARE 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ACCESSCARE 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ACCESSCARE 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ACCESSCARE 403(B) RETIREMENT 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: ACCESSCARE 403(B) RETIREMENT 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: ACCESSCARE 403(B) RETIREMENT 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

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Company Name:	ACCESSCARE
Employer identification number (EIN):	562064812
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	North Carolina Secretary of State
Incorporation Date:
Company Identification Number:	0447676

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2017-01-01
001	2016-01-01	JOHN BRISTOL
001	2015-01-01
001	2014-01-01	JOHN BRISTOL
001	2013-01-01	JOHN BRISTOL
001	2012-01-01	JOHN BRISTOL	JOHN BRISTOL	2013-06-28
001	2011-01-01	JOHN BRISTOL
001	2010-01-01	JOHN BRISTOL