401k Plan data: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN plan

SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 401k Plan overview

Plan Name	SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN
Plan identification number	002

SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

SEMMES-MURPHEY CLINIC has sponsored the creation of one or more 401k plans.

Company Name: SEMMES-MURPHEY CLINIC

Employer identification number (EIN): 620642575

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JOHN LEWIS 2023-09-27 JOHN LEWIS 2023-09-27
002 2021-01-01 JOHN LEWIS 2022-09-28 JOHN LEWIS 2022-09-28
002 2020-01-01 JOHN LEWIS 2021-10-04 JOHN LEWIS 2021-10-04
002 2019-01-01 JOHN LEWIS 2020-07-29 JOHN LEWIS 2020-07-29
002 2018-01-01 JOHN LEWIS 2019-09-26 JOHN LEWIS 2019-09-26
002 2012-01-01 KIM DANG - AS PRACTITIONER
002 2011-01-01 KIM DANG - AS PRACTITIONER
002 2010-01-01 KIM DANG - AS PRACTITIONER
002 2009-01-01 KIM DANG

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JOHN LEWIS	2023-09-27	JOHN LEWIS	2023-09-27
002	2021-01-01	JOHN LEWIS	2022-09-28	JOHN LEWIS	2022-09-28
002	2020-01-01	JOHN LEWIS	2021-10-04	JOHN LEWIS	2021-10-04
002	2019-01-01	JOHN LEWIS	2020-07-29	JOHN LEWIS	2020-07-29
002	2018-01-01	JOHN LEWIS	2019-09-26	JOHN LEWIS	2019-09-26
002	2012-01-01	KIM DANG - AS PRACTITIONER
002	2011-01-01	KIM DANG - AS PRACTITIONER
002	2010-01-01	KIM DANG - AS PRACTITIONER
002	2009-01-01	KIM DANG

Plan Statistics for SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN

401k plan membership statisitcs for SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2022: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 410
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 264
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 140
Total of all active and inactive participants 2022-01-01 404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 404
Number of participants with account balances 2022-01-01 404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 402
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 275
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 120
Total of all active and inactive participants 2021-01-01 395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 395
Number of participants with account balances 2021-01-01 395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 368
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 283
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 89
Total of all active and inactive participants 2020-01-01 372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 372
Number of participants with account balances 2020-01-01 372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 343
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 261
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 84
Total of all active and inactive participants 2019-01-01 345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 345
Number of participants with account balances 2019-01-01 344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 334
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 251
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 79
Total of all active and inactive participants 2018-01-01 330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 330
Number of participants with account balances 2018-01-01 330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2012: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 211
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 100
Total of all active and inactive participants 2012-01-01 311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 311
Number of participants with account balances 2012-01-01 309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 318
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 201
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 108
Total of all active and inactive participants 2011-01-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 309
Number of participants with account balances 2011-01-01 308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 320
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 191
Number of retired or separated participants receiving benefits 2010-01-01 27
Number of other retired or separated participants entitled to future benefits 2010-01-01 87
Total of all active and inactive participants 2010-01-01 305
Total participants 2010-01-01 305
Number of participants with account balances 2010-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 310
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 188
Number of other retired or separated participants entitled to future benefits 2009-01-01 133
Total of all active and inactive participants 2009-01-01 321
Total participants 2009-01-01 321
Number of participants with account balances 2009-01-01 317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	410
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	264
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	140
Total of all active and inactive participants	2022-01-01	404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	404
Number of participants with account balances	2022-01-01	404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	402
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	275
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	120
Total of all active and inactive participants	2021-01-01	395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	395
Number of participants with account balances	2021-01-01	395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	368
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	283
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	89
Total of all active and inactive participants	2020-01-01	372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	372
Number of participants with account balances	2020-01-01	372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	343
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	261
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	84
Total of all active and inactive participants	2019-01-01	345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	345
Number of participants with account balances	2019-01-01	344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	334
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	251
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	79
Total of all active and inactive participants	2018-01-01	330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	330
Number of participants with account balances	2018-01-01	330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2012: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	211
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	100
Total of all active and inactive participants	2012-01-01	311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	311
Number of participants with account balances	2012-01-01	309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	318
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	201
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	108
Total of all active and inactive participants	2011-01-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	309
Number of participants with account balances	2011-01-01	308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	320
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	191
Number of retired or separated participants receiving benefits	2010-01-01	27
Number of other retired or separated participants entitled to future benefits	2010-01-01	87
Total of all active and inactive participants	2010-01-01	305
Total participants	2010-01-01	305
Number of participants with account balances	2010-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	310
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	188
Number of other retired or separated participants entitled to future benefits	2009-01-01	133
Total of all active and inactive participants	2009-01-01	321
Total participants	2009-01-01	321
Number of participants with account balances	2009-01-01	317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN

Measure	Date	Value
2022 : SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$30,879
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$17,133
Total income from all sources (including contributions)	2022-12-31	$-18,020,932
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$5,215,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,062,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,906,134
Value of total assets at end of year	2022-12-31	$96,778,160
Value of total assets at beginning of year	2022-12-31	$120,000,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$153,277
Total interest from all sources	2022-12-31	$32,411
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,250,942
Participant contributions at end of year	2022-12-31	$771,206
Participant contributions at beginning of year	2022-12-31	$770,680
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$91,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$30,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$17,133
Administrative expenses (other) incurred	2022-12-31	$26,000
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	$-23,236,321
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$96,747,281
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$119,983,602
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
Investment advisory and management fees	2022-12-31	$36,890
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$79,854,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$103,330,117
Interest on participant loans	2022-12-31	$32,411
Value of interest in common/collective trusts at end of year	2022-12-31	$15,827,638
Value of interest in common/collective trusts at beginning of year	2022-12-31	$15,881,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$290,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$8,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$8,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-23,229,377
Net investment gain or loss from common/collective trusts	2022-12-31	$269,900
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	$3,563,560
Employer contributions (assets) at end of year	2022-12-31	$34,642
Employer contributions (assets) at beginning of year	2022-12-31	$9,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,062,112
Contract administrator fees	2022-12-31	$90,387
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$17,133
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$60,000
Total income from all sources (including contributions)	2021-12-31	$20,793,399
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$13,447,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$13,260,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,993,773
Value of total assets at end of year	2021-12-31	$120,000,735
Value of total assets at beginning of year	2021-12-31	$112,697,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$186,845
Total interest from all sources	2021-12-31	$35,765
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,236,863
Participant contributions at end of year	2021-12-31	$770,680
Participant contributions at beginning of year	2021-12-31	$851,828
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$221,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$17,133
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$32,500
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	$7,345,948
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$119,983,602
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$112,637,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$62,366
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$103,330,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$96,655,847
Interest on participant loans	2021-12-31	$35,765
Value of interest in common/collective trusts at end of year	2021-12-31	$15,881,965
Value of interest in common/collective trusts at beginning of year	2021-12-31	$14,827,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$8,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$333,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$333,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$15,089,617
Net investment gain or loss from common/collective trusts	2021-12-31	$674,244
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	$3,535,619
Employer contributions (assets) at end of year	2021-12-31	$9,477
Employer contributions (assets) at beginning of year	2021-12-31	$29,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$13,260,606
Contract administrator fees	2021-12-31	$91,979
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$60,000
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
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$60,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$62,965
Total income from all sources (including contributions)	2020-12-31	$21,405,296
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$6,021,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,866,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,744,350
Value of total assets at end of year	2020-12-31	$112,697,654
Value of total assets at beginning of year	2020-12-31	$97,316,450
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$154,252
Total interest from all sources	2020-12-31	$270,538
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$4,267,130
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	$4,267,130
Administrative expenses professional fees incurred	2020-12-31	$84,807
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,158,308
Participant contributions at end of year	2020-12-31	$851,828
Participant contributions at beginning of year	2020-12-31	$795,120
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$318,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$2,965
Administrative expenses (other) incurred	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$15,384,169
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$112,637,654
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$97,253,485
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
Investment advisory and management fees	2020-12-31	$49,945
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$96,655,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$83,404,437
Interest on participant loans	2020-12-31	$41,968
Value of interest in common/collective trusts at end of year	2020-12-31	$14,827,142
Value of interest in common/collective trusts at beginning of year	2020-12-31	$13,035,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$333,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$60,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$60,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$228,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$11,865,120
Net investment gain or loss from common/collective trusts	2020-12-31	$258,158
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	$3,267,419
Employer contributions (assets) at end of year	2020-12-31	$29,617
Employer contributions (assets) at beginning of year	2020-12-31	$21,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,866,875
Contract administrator fees	2020-12-31	$19,500
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$60,000
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$60,000
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
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2020-12-31	560747981
2019 : SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$62,965
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$63,074
Total income from all sources (including contributions)	2019-12-31	$18,924,513
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,403,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,256,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,347,529
Value of total assets at end of year	2019-12-31	$97,316,450
Value of total assets at beginning of year	2019-12-31	$81,795,584
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$147,108
Total interest from all sources	2019-12-31	$404,819
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,991,196
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	$2,991,196
Administrative expenses professional fees incurred	2019-12-31	$67,736
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,054,142
Participant contributions at end of year	2019-12-31	$795,120
Participant contributions at beginning of year	2019-12-31	$811,605
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$5,238
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$149,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$15,520,975
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$97,253,485
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$81,732,510
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$53,372
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$83,404,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$70,468,222
Interest on participant loans	2019-12-31	$44,402
Value of interest in common/collective trusts at end of year	2019-12-31	$13,035,153
Value of interest in common/collective trusts at beginning of year	2019-12-31	$10,433,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$60,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$60,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$60,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$360,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$10,925,093
Net investment gain or loss from common/collective trusts	2019-12-31	$255,876
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
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	$3,143,905
Employer contributions (assets) at end of year	2019-12-31	$21,689
Employer contributions (assets) at beginning of year	2019-12-31	$17,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,256,430
Contract administrator fees	2019-12-31	$26,000
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$60,000
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$60,000
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
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
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$2,965
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$3,074
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
Accountancy firm name	2019-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2019-12-31	560747981
2018 : SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$63,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$67,402
Total income from all sources (including contributions)	2018-12-31	$-3,314,209
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$10,271,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$10,114,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,071,618
Value of total assets at end of year	2018-12-31	$81,795,584
Value of total assets at beginning of year	2018-12-31	$95,385,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$156,260
Total interest from all sources	2018-12-31	$407,442
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$5,386,104
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	$5,386,104
Administrative expenses professional fees incurred	2018-12-31	$71,640
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$982,430
Participant contributions at end of year	2018-12-31	$811,605
Participant contributions at beginning of year	2018-12-31	$824,090
Participant contributions at end of year	2018-12-31	$5,238
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$162,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$7,248
Administrative expenses (other) incurred	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-13,585,444
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$81,732,510
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$95,317,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$58,620
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$70,468,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$84,400,093
Interest on participant loans	2018-12-31	$40,448
Value of interest in common/collective trusts at end of year	2018-12-31	$10,433,231
Value of interest in common/collective trusts at beginning of year	2018-12-31	$10,084,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$60,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$67,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$67,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$366,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-13,371,820
Net investment gain or loss from common/collective trusts	2018-12-31	$192,447
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	$2,927,148
Employer contributions (assets) at end of year	2018-12-31	$17,237
Employer contributions (assets) at beginning of year	2018-12-31	$9,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$10,114,975
Contract administrator fees	2018-12-31	$26,000
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$60,000
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$60,000
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
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$3,074
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$154
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2018-12-31	560747981
2012 : SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$72,263
Expenses. Interest paid	2012-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$11,716,398
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$7,996,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$7,913,755
Value of total corrective distributions	2012-12-31	$188
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,948,081
Value of total assets at end of year	2012-12-31	$76,668,065
Value of total assets at beginning of year	2012-12-31	$73,020,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$82,887
Total interest from all sources	2012-12-31	$272,012
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$3,543,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$3,543,184
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$671,219
Participant contributions at end of year	2012-12-31	$676,168
Participant contributions at beginning of year	2012-12-31	$638,845
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$59,461
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$28,513
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$45,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,719,568
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$76,668,065
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$72,948,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$36,987
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$69,910,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$64,940,020
Interest on participant loans	2012-12-31	$26,968
Value of interest in common/collective trusts at end of year	2012-12-31	$5,115,988
Value of interest in common/collective trusts at beginning of year	2012-12-31	$6,339,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$965,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,102,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,102,427
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$245,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$4,891,876
Net investment gain or loss from common/collective trusts	2012-12-31	$61,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,217,401
Employer contributions (assets) at end of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$7,913,755
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$43,750
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BRUNDIGE, PAYNE & CO., P.C.
Accountancy firm EIN	2012-12-31	621174696
2011 : SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$72,462
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$133,408
Total income from all sources (including contributions)	2011-12-31	$1,138,957
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$3,460,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,358,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,547,652
Value of total assets at end of year	2011-12-31	$73,054,585
Value of total assets at beginning of year	2011-12-31	$75,436,843
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$102,091
Total interest from all sources	2011-12-31	$294,041
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$701,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$701,359
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$533,814
Participant contributions at end of year	2011-12-31	$638,845
Participant contributions at beginning of year	2011-12-31	$546,176
Participant contributions at end of year	2011-12-31	$3,693
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$31,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$28,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$39,918
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$64,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-2,321,312
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$72,982,123
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$75,303,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$37,860
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$64,940,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$69,762,172
Interest on participant loans	2011-12-31	$24,587
Value of interest in common/collective trusts at end of year	2011-12-31	$6,339,468
Value of interest in common/collective trusts at beginning of year	2011-12-31	$4,119,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,102,427
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,008,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,008,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$269,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,500,234
Net investment gain or loss from common/collective trusts	2011-12-31	$96,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,982,093
Employer contributions (assets) at end of year	2011-12-31	$30,132
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,358,178
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$43,949
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$93,490
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BRUNDIGE, PAYNE & CO., P.C.
Accountancy firm EIN	2011-12-31	621174696
2010 : SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$133,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$83,476
Total income from all sources (including contributions)	2010-12-31	$11,408,952
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$7,147,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$7,044,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,607,593
Value of total assets at end of year	2010-12-31	$75,436,843
Value of total assets at beginning of year	2010-12-31	$71,125,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$102,276
Total interest from all sources	2010-12-31	$322,559
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,643,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,643,673
Administrative expenses professional fees incurred	2010-12-31	$66,213
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$557,337
Participant contributions at end of year	2010-12-31	$546,176
Participant contributions at beginning of year	2010-12-31	$699,156
Participant contributions at end of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$72,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$39,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$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	2010-12-31	No
Value of net income/loss	2010-12-31	$4,261,818
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$75,303,435
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$71,041,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$36,063
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$69,762,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$66,859,454
Interest on participant loans	2010-12-31	$31,306
Value of interest in common/collective trusts at end of year	2010-12-31	$4,119,568
Value of interest in common/collective trusts at beginning of year	2010-12-31	$3,453,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,008,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$100,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$100,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$291,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$6,835,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,978,188
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$12,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$7,044,858
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$93,490
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$83,476
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	BRUNDIGE, PAYNE & CO., P.C.
Accountancy firm EIN	2010-12-31	621174696

Form 5500 Responses for SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN

2022: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2012: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple 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: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SEMMES-MURPHEY CLINIC EMPLOYEES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SEMMES-MURPHEY CLINIC
Employer identification number (EIN):	620642575
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)