401k Plan data: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA plan

401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 401k Plan overview

Plan Name	401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA
Plan identification number	002

401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

CENTRAL FLORIDA PULMONARY GROUP PA has sponsored the creation of one or more 401k plans.

Company Name: CENTRAL FLORIDA PULMONARY GROUP PA

Employer identification number (EIN): 591760017

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 Y DANIEL HAIM 2023-08-31 Y DANIEL HAIM 2023-08-31
002 2021-01-01 Y DANIEL HAIM 2022-07-14 Y DANIEL HAIM 2022-07-14
002 2020-01-01 Y DANIEL HAIM, MD 2021-09-30 Y DANIEL HAIM, MD 2021-09-30
002 2019-01-01 Y DANIEL HAIM, MD 2020-09-24 Y DANIEL HAIM, MD 2020-09-24
002 2018-01-01 Y DANIEL HAIM, MD 2019-10-07 Y DANIEL HAIM, MD 2019-10-07
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 TATIANA POMBO 2013-10-11 TATIANA POMBO 2013-10-11
002 2011-01-01 TATIANA POMBO 2012-10-12 TATIANA POMBO 2012-10-12
002 2010-01-01 TATIANA CHAVEZ 2011-05-20 TATIANA CHAVEZ 2011-05-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	Y DANIEL HAIM	2023-08-31	Y DANIEL HAIM	2023-08-31
002	2021-01-01	Y DANIEL HAIM	2022-07-14	Y DANIEL HAIM	2022-07-14
002	2020-01-01	Y DANIEL HAIM, MD	2021-09-30	Y DANIEL HAIM, MD	2021-09-30
002	2019-01-01	Y DANIEL HAIM, MD	2020-09-24	Y DANIEL HAIM, MD	2020-09-24
002	2018-01-01	Y DANIEL HAIM, MD	2019-10-07	Y DANIEL HAIM, MD	2019-10-07
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	TATIANA POMBO	2013-10-11	TATIANA POMBO	2013-10-11
002	2011-01-01	TATIANA POMBO	2012-10-12	TATIANA POMBO	2012-10-12
002	2010-01-01	TATIANA CHAVEZ	2011-05-20	TATIANA CHAVEZ	2011-05-20

Plan Statistics for 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA

401k plan membership statisitcs for 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA

Measure Date Value
2022: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2022 401k membership
Total participants, beginning-of-year 2022-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 108
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 41
Total of all active and inactive participants 2022-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 149
Number of participants with account balances 2022-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 15
2021: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2021 401k membership
Total participants, beginning-of-year 2021-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 99
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 39
Total of all active and inactive participants 2021-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 138
Number of participants with account balances 2021-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 15
2020: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2020 401k membership
Total participants, beginning-of-year 2020-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 108
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 39
Total of all active and inactive participants 2020-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 147
Number of participants with account balances 2020-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 13
2019: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2019 401k membership
Total participants, beginning-of-year 2019-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 113
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 35
Total of all active and inactive participants 2019-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 148
Number of participants with account balances 2019-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 16
2018: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2018 401k membership
Total participants, beginning-of-year 2018-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 102
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 28
Total of all active and inactive participants 2018-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 130
Number of participants with account balances 2018-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 12
2017: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2017 401k membership
Total participants, beginning-of-year 2017-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 96
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 32
Total of all active and inactive participants 2017-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 128
Number of participants with account balances 2017-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10
2016: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2016 401k membership
Total participants, beginning-of-year 2016-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 85
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 31
Total of all active and inactive participants 2016-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 116
Number of participants with account balances 2016-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7

Measure	Date	Value
2022: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2022 401k membership
Total participants, beginning-of-year	2022-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	108
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	41
Total of all active and inactive participants	2022-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	149
Number of participants with account balances	2022-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	15
2021: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2021 401k membership
Total participants, beginning-of-year	2021-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	99
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	39
Total of all active and inactive participants	2021-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	138
Number of participants with account balances	2021-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	15
2020: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2020 401k membership
Total participants, beginning-of-year	2020-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	108
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	39
Total of all active and inactive participants	2020-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	147
Number of participants with account balances	2020-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	13
2019: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2019 401k membership
Total participants, beginning-of-year	2019-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	113
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	35
Total of all active and inactive participants	2019-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	148
Number of participants with account balances	2019-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	16
2018: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2018 401k membership
Total participants, beginning-of-year	2018-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	102
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	28
Total of all active and inactive participants	2018-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	130
Number of participants with account balances	2018-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	12
2017: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2017 401k membership
Total participants, beginning-of-year	2017-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	96
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	32
Total of all active and inactive participants	2017-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	128
Number of participants with account balances	2017-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10
2016: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2016 401k membership
Total participants, beginning-of-year	2016-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	85
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	31
Total of all active and inactive participants	2016-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	116
Number of participants with account balances	2016-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7

Financial Data on 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA

Measure	Date	Value
2022 : 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-563,535
Total unrealized appreciation/depreciation of assets	2022-12-31	$-563,535
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,202,708
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$872,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$779,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,124,610
Value of total assets at end of year	2022-12-31	$18,104,636
Value of total assets at beginning of year	2022-12-31	$21,179,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$92,571
Total interest from all sources	2022-12-31	$14,247
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$20,278
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	$20,278
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	$396,668
Participant contributions at end of year	2022-12-31	$309,127
Participant contributions at beginning of year	2022-12-31	$286,940
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$1,291,699
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$1,735,002
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$37,016
Administrative expenses (other) incurred	2022-12-31	$92,571
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	$-3,075,103
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$18,104,636
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$21,179,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$15,800,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$18,310,881
Interest on participant loans	2022-12-31	$14,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$12,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$13,184
Net investment gain/loss from pooled separate accounts	2022-12-31	$-2,798,308
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	$690,926
Employer contributions (assets) at end of year	2022-12-31	$690,926
Employer contributions (assets) at beginning of year	2022-12-31	$833,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$779,824
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	SAS ASSURANCE
Accountancy firm EIN	2022-12-31	873925424
2021 : 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$95,328
Total unrealized appreciation/depreciation of assets	2021-12-31	$95,328
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,855,413
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$290,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$178,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,503,533
Value of total assets at end of year	2021-12-31	$21,179,739
Value of total assets at beginning of year	2021-12-31	$17,614,915
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$111,796
Total interest from all sources	2021-12-31	$62,941
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$23,658
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	$23,658
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	$372,708
Participant contributions at end of year	2021-12-31	$286,940
Participant contributions at beginning of year	2021-12-31	$181,901
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$1,735,002
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,451,195
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$297,093
Administrative expenses (other) incurred	2021-12-31	$111,796
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	$3,564,824
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$21,179,739
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$17,614,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$18,310,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$15,144,843
Interest on participant loans	2021-12-31	$11,954
Interest earned on other investments	2021-12-31	$50,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$13,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$5,919
Net investment gain/loss from pooled separate accounts	2021-12-31	$2,169,953
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	$833,732
Employer contributions (assets) at end of year	2021-12-31	$833,732
Employer contributions (assets) at beginning of year	2021-12-31	$831,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$178,793
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	SCHAFER TSCHOFF WHITCOMB MITCHELL
Accountancy firm EIN	2021-12-31	261472386
2020 : 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$48,677
Total unrealized appreciation/depreciation of assets	2020-12-31	$48,677
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	$3,175,460
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$255,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$161,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,149,599
Value of total assets at end of year	2020-12-31	$17,614,915
Value of total assets at beginning of year	2020-12-31	$14,695,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$93,997
Total interest from all sources	2020-12-31	$139,352
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$14,238
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	$14,238
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	$318,542
Participant contributions at end of year	2020-12-31	$181,901
Participant contributions at beginning of year	2020-12-31	$220,443
Participant contributions at beginning of year	2020-12-31	$25,000
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,451,195
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$93,997
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	$2,919,768
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$17,614,915
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,695,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$15,144,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$13,614,139
Interest on participant loans	2020-12-31	$11,939
Interest earned on other investments	2020-12-31	$127,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$14,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$14,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$5,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$7,533
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,823,594
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	$831,057
Employer contributions (assets) at end of year	2020-12-31	$831,057
Employer contributions (assets) at beginning of year	2020-12-31	$813,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$161,695
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	CLIFTONLARSONALLEN
Accountancy firm EIN	2020-12-31	410746749
2019 : 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$64,189
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$64,189
Total unrealized appreciation/depreciation of assets	2019-12-31	$64,189
Total unrealized appreciation/depreciation of assets	2019-12-31	$64,189
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	$256
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$256
Total income from all sources (including contributions)	2019-12-31	$3,430,440
Total income from all sources (including contributions)	2019-12-31	$3,430,440
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	$215,088
Total of all expenses incurred	2019-12-31	$215,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$128,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$128,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,111,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,111,796
Value of total assets at end of year	2019-12-31	$14,695,147
Value of total assets at end of year	2019-12-31	$14,695,147
Value of total assets at beginning of year	2019-12-31	$11,480,051
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$86,866
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$86,866
Total interest from all sources	2019-12-31	$9,125
Total interest from all sources	2019-12-31	$9,125
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$14,545
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$14,545
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	$14,545
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$14,545
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
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	$297,942
Contributions received from participants	2019-12-31	$297,942
Participant contributions at end of year	2019-12-31	$220,443
Participant contributions at end of year	2019-12-31	$220,443
Participant contributions at beginning of year	2019-12-31	$101,447
Participant contributions at beginning of year	2019-12-31	$101,447
Participant contributions at end of year	2019-12-31	$25,000
Participant contributions at end of year	2019-12-31	$25,000
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$256
Administrative expenses (other) incurred	2019-12-31	$86,866
Administrative expenses (other) incurred	2019-12-31	$86,866
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	$3,215,352
Value of net income/loss	2019-12-31	$3,215,352
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,695,147
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,695,147
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,479,795
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,479,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$13,614,139
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$13,614,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,616,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,616,743
Interest on participant loans	2019-12-31	$9,125
Interest on participant loans	2019-12-31	$9,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$14,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$14,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$21,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$21,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$21,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$21,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$7,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$7,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$7,015
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,230,785
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,230,785
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	$813,854
Contributions received in cash from employer	2019-12-31	$813,854
Employer contributions (assets) at end of year	2019-12-31	$813,854
Employer contributions (assets) at end of year	2019-12-31	$813,854
Employer contributions (assets) at beginning of year	2019-12-31	$733,537
Employer contributions (assets) at beginning of year	2019-12-31	$733,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$128,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$128,222
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	CLIFTONLARSONALLEN
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2019-12-31	410746749
Accountancy firm EIN	2019-12-31	410746749
2018 : 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-32,747
Total unrealized appreciation/depreciation of assets	2018-12-31	$-32,747
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$256
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$88
Total income from all sources (including contributions)	2018-12-31	$316,504
Total of all expenses incurred	2018-12-31	$233,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$203,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,039,622
Value of total assets at end of year	2018-12-31	$11,480,051
Value of total assets at beginning of year	2018-12-31	$11,397,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$30,438
Total interest from all sources	2018-12-31	$6,334
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$11,342
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	$11,342
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	$298,992
Participant contributions at end of year	2018-12-31	$101,447
Participant contributions at beginning of year	2018-12-31	$110,400
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$15,000
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$7,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$88
Administrative expenses (other) incurred	2018-12-31	$30,438
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	$82,882
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,479,795
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,396,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$10,616,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,565,128
Interest on participant loans	2018-12-31	$6,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$21,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$8,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$8,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$7,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,740
Net investment gain/loss from pooled separate accounts	2018-12-31	$-708,047
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	$733,537
Employer contributions (assets) at end of year	2018-12-31	$733,537
Employer contributions (assets) at beginning of year	2018-12-31	$694,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$203,184
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	CLIFTONLARSONALLEN
Accountancy firm EIN	2018-12-31	410746749
2017 : 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$88
Total income from all sources (including contributions)	2017-12-31	$2,296,873
Total of all expenses incurred	2017-12-31	$195,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$190,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$985,459
Value of total assets at end of year	2017-12-31	$11,397,001
Value of total assets at beginning of year	2017-12-31	$9,295,964
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,183
Total interest from all sources	2017-12-31	$5,672
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$8,966
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	$8,966
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	$291,459
Participant contributions at end of year	2017-12-31	$110,400
Participant contributions at beginning of year	2017-12-31	$153,495
Participant contributions at end of year	2017-12-31	$15,000
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$88
Administrative expenses (other) incurred	2017-12-31	$1,956
Total non interest bearing cash at beginning of year	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$2,100,949
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,396,913
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,295,964
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	$3,227
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,565,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,407,431
Interest on participant loans	2017-12-31	$5,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$8,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$6,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$6,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$20
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$20,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$40,666
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,256,110
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	$694,000
Employer contributions (assets) at end of year	2017-12-31	$694,000
Employer contributions (assets) at beginning of year	2017-12-31	$708,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$190,741
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	CLIFTONLARSONALLEN
Accountancy firm EIN	2017-12-31	410746749
2016 : 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,592,454
Total of all expenses incurred	2016-12-31	$866,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$858,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,031,549
Value of total assets at end of year	2016-12-31	$9,295,964
Value of total assets at beginning of year	2016-12-31	$8,570,225
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,097
Total interest from all sources	2016-12-31	$6,360
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$12,061
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	$12,061
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	$311,725
Participant contributions at end of year	2016-12-31	$153,495
Participant contributions at beginning of year	2016-12-31	$156,558
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$11,416
Other income not declared elsewhere	2016-12-31	$3,722
Administrative expenses (other) incurred	2016-12-31	$3,108
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$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	2016-12-31	No
Value of net income/loss	2016-12-31	$725,739
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,295,964
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,570,225
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	$4,989
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,407,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,762,260
Interest on participant loans	2016-12-31	$6,360
Income. Interest from loans (other than to participants)	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$6,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$18,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$18,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$20,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$28,056
Net investment gain/loss from pooled separate accounts	2016-12-31	$510,706
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	$708,408
Employer contributions (assets) at end of year	2016-12-31	$708,408
Employer contributions (assets) at beginning of year	2016-12-31	$630,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$858,618
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	CLIFTONLARSONALLEN
Accountancy firm EIN	2016-12-31	410746749

Form 5500 Responses for 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA

2022: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: 401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP,PA 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

56788

Policy instance

Insurance contract or identification number	56788
Number of Individuals Covered	125
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $41,164
Total amount of fees paid to insurance company	USD $8,388
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $41,164
Insurance broker organization code?	3
Amount paid for insurance broker fees	8388
Additional information about fees paid to insurance broker	TPA FORUM COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

56788

Policy instance

Insurance contract or identification number	56788
Number of Individuals Covered	138
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $48,923
Total amount of fees paid to insurance company	USD $8,401
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $48,923
Insurance broker organization code?	3
Amount paid for insurance broker fees	8401
Additional information about fees paid to insurance broker	TPA FORUM COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

56788

Policy instance

Insurance contract or identification number	56788
Number of Individuals Covered	147
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $38,646
Total amount of fees paid to insurance company	USD $6,550
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $38,646
Insurance broker organization code?	3
Amount paid for insurance broker fees	6550
Additional information about fees paid to insurance broker	TPA FORUM COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

56788

Policy instance

Insurance contract or identification number	56788
Number of Individuals Covered	127
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $34,703
Total amount of fees paid to insurance company	USD $5,867
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $34,703
Insurance broker organization code?	3
Amount paid for insurance broker fees	5867
Additional information about fees paid to insurance broker	TPA FORUM COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

56788

Policy instance

Insurance contract or identification number	56788
Number of Individuals Covered	130
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $39,465
Total amount of fees paid to insurance company	USD $5,346
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $39,465
Insurance broker organization code?	3
Amount paid for insurance broker fees	5346
Additional information about fees paid to insurance broker	TPA FORUM COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

56788

Policy instance

Insurance contract or identification number	56788
Number of Individuals Covered	128
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $36,117
Total amount of fees paid to insurance company	USD $4,587
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $36,117
Insurance broker organization code?	3
Amount paid for insurance broker fees	4587
Additional information about fees paid to insurance broker	TPA FORUM COMPENSATION
Insurance broker name	PENSION INVESTORS CORP OF ORLANDO

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Company Name:	CENTRAL FLORIDA PULMONARY GROUP PA
Employer identification number (EIN):	591760017
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)