401k Plan data: JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN plan

JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	003

JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 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
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.
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

JOHNSON CITY UROLOGICAL CLINIC, PC has sponsored the creation of one or more 401k plans.

Company Name: JOHNSON CITY UROLOGICAL CLINIC, PC

Employer identification number (EIN): 620990097

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 WAYNE TONGCO 2023-10-09
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 DAVID BEAIRD
003 2016-01-01 DAVID BEAIRD
003 2015-01-01 DAVID BEAIRD
003 2014-01-01 DAVID BEAIRD

Plan Statistics for JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 32
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 19
Total of all active and inactive participants 2022-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 51
Number of participants with account balances 2022-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 35
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 12
Total of all active and inactive participants 2021-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 49
Number of participants with account balances 2021-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 40
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 13
Total of all active and inactive participants 2020-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 55
Number of participants with account balances 2020-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 41
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 50
Number of participants with account balances 2019-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 33
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 49
Number of participants with account balances 2018-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 32
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 44
Number of participants with account balances 2017-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 33
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 40
Number of participants with account balances 2016-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 27
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 11
Total of all active and inactive participants 2015-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 41
Number of participants with account balances 2015-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 24
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 33
Number of participants with account balances 2014-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4

Measure	Date	Value
2022: JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	32
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	19
Total of all active and inactive participants	2022-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	51
Number of participants with account balances	2022-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	35
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	12
Total of all active and inactive participants	2021-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	49
Number of participants with account balances	2021-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	40
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	13
Total of all active and inactive participants	2020-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	55
Number of participants with account balances	2020-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	41
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	50
Number of participants with account balances	2019-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	33
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	49
Number of participants with account balances	2018-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	32
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	44
Number of participants with account balances	2017-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	33
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	40
Number of participants with account balances	2016-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	27
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	11
Total of all active and inactive participants	2015-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	41
Number of participants with account balances	2015-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	24
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	33
Number of participants with account balances	2014-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4

Financial Data on JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,155,227
Expenses. Total of all expenses incurred	2022-12-31	$1,031,751
Benefits paid (including direct rollovers)	2022-12-31	$1,004,934
Total plan assets at end of year	2022-12-31	$8,485,486
Total plan assets at beginning of year	2022-12-31	$10,672,464
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$215,955
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,652,733
Net income (gross income less expenses)	2022-12-31	$-2,186,978
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$8,485,486
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$10,672,464
Assets. Value of participant loans	2022-12-31	$3,862
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$281,551
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$26,817
2021 : JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,764,934
Expenses. Total of all expenses incurred	2021-12-31	$357,765
Benefits paid (including direct rollovers)	2021-12-31	$331,252
Total plan assets at end of year	2021-12-31	$10,672,464
Total plan assets at beginning of year	2021-12-31	$9,265,295
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$186,247
Contributions received from other sources (not participants or employers)	2021-12-31	$100,650
Other income received	2021-12-31	$1,165,928
Net income (gross income less expenses)	2021-12-31	$1,407,169
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$10,672,464
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$9,265,295
Assets. Value of participant loans	2021-12-31	$3,502
Assets. Value of real-estate (other than employer real property)	2021-12-31	$1,000,000
Total contributions received or receivable from employer(s)	2021-12-31	$312,109
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$26,513
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,674,285
Expenses. Total of all expenses incurred	2020-12-31	$146,235
Benefits paid (including direct rollovers)	2020-12-31	$126,880
Total plan assets at end of year	2020-12-31	$9,265,295
Total plan assets at beginning of year	2020-12-31	$7,737,245
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$178,640
Contributions received from other sources (not participants or employers)	2020-12-31	$14,889
Other income received	2020-12-31	$1,168,524
Net income (gross income less expenses)	2020-12-31	$1,528,050
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$9,265,295
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,737,245
Assets. Value of participant loans	2020-12-31	$7,806
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$1,000,000
Total contributions received or receivable from employer(s)	2020-12-31	$312,232
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$19,355
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,616,782
Expenses. Total of all expenses incurred	2019-12-31	$129,417
Benefits paid (including direct rollovers)	2019-12-31	$108,578
Total plan assets at end of year	2019-12-31	$7,737,245
Total plan assets at beginning of year	2019-12-31	$6,249,880
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$168,395
Contributions received from other sources (not participants or employers)	2019-12-31	$26,361
Other income received	2019-12-31	$1,111,728
Net income (gross income less expenses)	2019-12-31	$1,487,365
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,737,245
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,249,880
Assets. Value of participant loans	2019-12-31	$12,882
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$21,710
Assets. Value of real-estate (other than employer real property)	2019-12-31	$1,000,000
Total contributions received or receivable from employer(s)	2019-12-31	$310,298
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$20,839
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$171,972
Expenses. Total of all expenses incurred	2018-12-31	$300,926
Benefits paid (including direct rollovers)	2018-12-31	$280,136
Total plan assets at end of year	2018-12-31	$6,249,880
Total plan assets at beginning of year	2018-12-31	$6,378,834
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$141,759
Contributions received from other sources (not participants or employers)	2018-12-31	$25,957
Other income received	2018-12-31	$-259,583
Net income (gross income less expenses)	2018-12-31	$-128,954
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,249,880
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,378,834
Assets. Value of participant loans	2018-12-31	$8,142
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$21,710
Assets. Value of real-estate (other than employer real property)	2018-12-31	$1,000,000
Total contributions received or receivable from employer(s)	2018-12-31	$263,839
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$20,790
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,029,462
Expenses. Total of all expenses incurred	2017-12-31	$171,753
Benefits paid (including direct rollovers)	2017-12-31	$154,858
Total plan assets at end of year	2017-12-31	$6,378,834
Total plan assets at beginning of year	2017-12-31	$5,521,125
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$146,241
Contributions received from other sources (not participants or employers)	2017-12-31	$24,750
Other income received	2017-12-31	$599,472
Net income (gross income less expenses)	2017-12-31	$857,709
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,378,834
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,521,125
Assets. Value of participant loans	2017-12-31	$10,596
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$21,710
Assets. Value of real-estate (other than employer real property)	2017-12-31	$1,000,000
Total contributions received or receivable from employer(s)	2017-12-31	$258,999
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$16,895
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$705,306
Expenses. Total of all expenses incurred	2016-12-31	$1,136,154
Benefits paid (including direct rollovers)	2016-12-31	$1,124,273
Total plan assets at end of year	2016-12-31	$5,521,125
Total plan assets at beginning of year	2016-12-31	$5,951,973
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$138,414
Contributions received from other sources (not participants or employers)	2016-12-31	$6,369
Other income received	2016-12-31	$319,167
Net income (gross income less expenses)	2016-12-31	$-430,848
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,521,125
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,951,973
Assets. Value of participant loans	2016-12-31	$15,079
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$21,710
Assets. Value of real-estate (other than employer real property)	2016-12-31	$1,000,000
Total contributions received or receivable from employer(s)	2016-12-31	$241,356
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$11,881
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$400,853
Expenses. Total of all expenses incurred	2015-12-31	$3,231,377
Benefits paid (including direct rollovers)	2015-12-31	$3,194,635
Total plan assets at end of year	2015-12-31	$5,951,973
Total plan assets at beginning of year	2015-12-31	$8,782,497
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$131,043
Contributions received from other sources (not participants or employers)	2015-12-31	$6,694
Other income received	2015-12-31	$7,870
Net income (gross income less expenses)	2015-12-31	$-2,830,524
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,951,973
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,782,497
Assets. Value of participant loans	2015-12-31	$28,036
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$21,710
Assets. Value of real-estate (other than employer real property)	2015-12-31	$1,000,000
Total contributions received or receivable from employer(s)	2015-12-31	$255,246
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$36,742
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$808,683
Expenses. Total of all expenses incurred	2014-12-31	$1,050,131
Benefits paid (including direct rollovers)	2014-12-31	$1,015,824
Total plan assets at end of year	2014-12-31	$8,782,497
Total plan assets at beginning of year	2014-12-31	$9,023,945
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$118,141
Contributions received from other sources (not participants or employers)	2014-12-31	$33,084
Other income received	2014-12-31	$425,343
Net income (gross income less expenses)	2014-12-31	$-241,448
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,782,497
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$9,023,945
Assets. Value of participant loans	2014-12-31	$39,539
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$21,710
Assets. Value of real-estate (other than employer real property)	2014-12-31	$1,000,000
Total contributions received or receivable from employer(s)	2014-12-31	$232,115
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$34,307
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for JOHNSON CITY UROLOGICAL CLINIC, P.C. 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333856-01

Policy instance

Insurance contract or identification number	333856-01
Number of Individuals Covered	13
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333856-01

Policy instance

Insurance contract or identification number	333856-01
Number of Individuals Covered	13
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333856-01

Policy instance

Insurance contract or identification number	333856-01
Number of Individuals Covered	20
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333856-01

Policy instance

Insurance contract or identification number	333856-01
Number of Individuals Covered	21
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333856-01

Policy instance

Insurance contract or identification number	333856-01
Number of Individuals Covered	14
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333856-01

Policy instance

Insurance contract or identification number	333856-01
Number of Individuals Covered	15
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333856-01

Policy instance

Insurance contract or identification number	333856-01
Number of Individuals Covered	16
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333856-01

Policy instance

Insurance contract or identification number	333856-01
Number of Individuals Covered	12
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

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Company Name:	JOHNSON CITY UROLOGICAL CLINIC, PC
Employer identification number (EIN):	620990097
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	WAYNE TONGCO	2023-10-09
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	DAVID BEAIRD
003	2016-01-01	DAVID BEAIRD
003	2015-01-01	DAVID BEAIRD
003	2014-01-01	DAVID BEAIRD