401k Plan data: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN plan

UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN
Plan identification number	004

UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNIVERSITY CLINICAL HEALTH has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY CLINICAL HEALTH

Employer identification number (EIN): 621162462

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 TIM CARLEW
004 2016-07-01 COURTNEY LOVE
004 2015-07-01 TOYA BATSON
004 2014-07-01 COURTNEY LOVE
004 2013-07-01 COURTNEY LOVE
004 2013-01-01 BRENDA JETER

Plan Statistics for UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 838
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 487
Number of retired or separated participants receiving benefits 2022-01-01 25
Number of other retired or separated participants entitled to future benefits 2022-01-01 285
Total of all active and inactive participants 2022-01-01 797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 14
Total participants 2022-01-01 811
Number of participants with account balances 2022-01-01 727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 66
2021: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 971
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 456
Number of retired or separated participants receiving benefits 2021-01-01 27
Number of other retired or separated participants entitled to future benefits 2021-01-01 339
Total of all active and inactive participants 2021-01-01 822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 15
Total participants 2021-01-01 837
Number of participants with account balances 2021-01-01 799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 145
2020: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 898
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 598
Number of retired or separated participants receiving benefits 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 355
Total of all active and inactive participants 2020-01-01 961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 10
Total participants 2020-01-01 971
Number of participants with account balances 2020-01-01 820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 61
2019: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 894
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 546
Number of retired or separated participants receiving benefits 2019-01-01 32
Number of other retired or separated participants entitled to future benefits 2019-01-01 313
Total of all active and inactive participants 2019-01-01 891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 7
Total participants 2019-01-01 898
Number of participants with account balances 2019-01-01 759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 38
2018: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 776
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 513
Number of retired or separated participants receiving benefits 2018-01-01 28
Number of other retired or separated participants entitled to future benefits 2018-01-01 309
Total of all active and inactive participants 2018-01-01 850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 8
Total participants 2018-01-01 858
Number of participants with account balances 2018-01-01 677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 874
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 341
Number of retired or separated participants receiving benefits 2017-01-01 26
Number of other retired or separated participants entitled to future benefits 2017-01-01 311
Total of all active and inactive participants 2017-01-01 678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 7
Total participants 2017-01-01 685
Number of participants with account balances 2017-01-01 556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 904
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 312
Number of retired or separated participants receiving benefits 2016-07-01 30
Number of other retired or separated participants entitled to future benefits 2016-07-01 526
Total of all active and inactive participants 2016-07-01 868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 6
Total participants 2016-07-01 874
Number of participants with account balances 2016-07-01 778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 990
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 306
Number of retired or separated participants receiving benefits 2015-07-01 29
Number of other retired or separated participants entitled to future benefits 2015-07-01 563
Total of all active and inactive participants 2015-07-01 898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 6
Total participants 2015-07-01 904
Number of participants with account balances 2015-07-01 818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 1,188
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 294
Number of retired or separated participants receiving benefits 2014-07-01 13
Number of other retired or separated participants entitled to future benefits 2014-07-01 677
Total of all active and inactive participants 2014-07-01 984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 5
Total participants 2014-07-01 989
Number of participants with account balances 2014-07-01 966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 1,007
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 730
Number of retired or separated participants receiving benefits 2013-07-01 2
Number of other retired or separated participants entitled to future benefits 2013-07-01 452
Total of all active and inactive participants 2013-07-01 1,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 3
Total participants 2013-07-01 1,187
Number of participants with account balances 2013-07-01 1,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
Total participants, beginning-of-year 2013-01-01 965
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 917
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 76
Total of all active and inactive participants 2013-01-01 993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 993
Number of participants with account balances 2013-01-01 952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2022: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	838
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	487
Number of retired or separated participants receiving benefits	2022-01-01	25
Number of other retired or separated participants entitled to future benefits	2022-01-01	285
Total of all active and inactive participants	2022-01-01	797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	14
Total participants	2022-01-01	811
Number of participants with account balances	2022-01-01	727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	66
2021: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	971
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	456
Number of retired or separated participants receiving benefits	2021-01-01	27
Number of other retired or separated participants entitled to future benefits	2021-01-01	339
Total of all active and inactive participants	2021-01-01	822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	15
Total participants	2021-01-01	837
Number of participants with account balances	2021-01-01	799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	145
2020: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	898
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	598
Number of retired or separated participants receiving benefits	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	355
Total of all active and inactive participants	2020-01-01	961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	10
Total participants	2020-01-01	971
Number of participants with account balances	2020-01-01	820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	61
2019: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	894
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	546
Number of retired or separated participants receiving benefits	2019-01-01	32
Number of other retired or separated participants entitled to future benefits	2019-01-01	313
Total of all active and inactive participants	2019-01-01	891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	7
Total participants	2019-01-01	898
Number of participants with account balances	2019-01-01	759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	38
2018: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	776
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	513
Number of retired or separated participants receiving benefits	2018-01-01	28
Number of other retired or separated participants entitled to future benefits	2018-01-01	309
Total of all active and inactive participants	2018-01-01	850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	8
Total participants	2018-01-01	858
Number of participants with account balances	2018-01-01	677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	874
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	341
Number of retired or separated participants receiving benefits	2017-01-01	26
Number of other retired or separated participants entitled to future benefits	2017-01-01	311
Total of all active and inactive participants	2017-01-01	678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	7
Total participants	2017-01-01	685
Number of participants with account balances	2017-01-01	556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	904
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	312
Number of retired or separated participants receiving benefits	2016-07-01	30
Number of other retired or separated participants entitled to future benefits	2016-07-01	526
Total of all active and inactive participants	2016-07-01	868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	6
Total participants	2016-07-01	874
Number of participants with account balances	2016-07-01	778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	990
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	306
Number of retired or separated participants receiving benefits	2015-07-01	29
Number of other retired or separated participants entitled to future benefits	2015-07-01	563
Total of all active and inactive participants	2015-07-01	898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	6
Total participants	2015-07-01	904
Number of participants with account balances	2015-07-01	818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	1,188
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	294
Number of retired or separated participants receiving benefits	2014-07-01	13
Number of other retired or separated participants entitled to future benefits	2014-07-01	677
Total of all active and inactive participants	2014-07-01	984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	5
Total participants	2014-07-01	989
Number of participants with account balances	2014-07-01	966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	1,007
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	730
Number of retired or separated participants receiving benefits	2013-07-01	2
Number of other retired or separated participants entitled to future benefits	2013-07-01	452
Total of all active and inactive participants	2013-07-01	1,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	3
Total participants	2013-07-01	1,187
Number of participants with account balances	2013-07-01	1,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
Total participants, beginning-of-year	2013-01-01	965
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	917
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	76
Total of all active and inactive participants	2013-01-01	993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	993
Number of participants with account balances	2013-01-01	952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-7,143,064
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$5,156,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,038,386
Expenses. Certain deemed distributions of participant loans	2022-12-31	$457
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,400,402
Value of total assets at end of year	2022-12-31	$34,078,944
Value of total assets at beginning of year	2022-12-31	$46,378,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$117,898
Total interest from all sources	2022-12-31	$50,532
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$692,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$692,457
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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
Participant contributions at end of year	2022-12-31	$161,520
Participant contributions at beginning of year	2022-12-31	$177,703
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$93,489
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$116,614
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$323
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$270
Other income not declared elsewhere	2022-12-31	$-23,125
Administrative expenses (other) incurred	2022-12-31	$82,248
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	$-12,299,805
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$34,078,944
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$46,378,749
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	$35,650
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$31,685,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$44,061,042
Interest on participant loans	2022-12-31	$6,134
Interest earned on other investments	2022-12-31	$43,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$282,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$236,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$236,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,855,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,786,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-9,263,330
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	$1,400,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,038,386
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
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 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$7,451,043
Total of all expenses incurred	2021-12-31	$5,554,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,408,011
Expenses. Certain deemed distributions of participant loans	2021-12-31	$42
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,342,087
Value of total assets at end of year	2021-12-31	$46,378,749
Value of total assets at beginning of year	2021-12-31	$44,482,514
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$146,755
Total interest from all sources	2021-12-31	$50,210
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$824,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$824,679
Administrative expenses professional fees incurred	2021-12-31	$6,651
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Participant contributions at end of year	2021-12-31	$177,703
Participant contributions at beginning of year	2021-12-31	$228,516
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$116,614
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$96,386
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$304
Other income not declared elsewhere	2021-12-31	$11,144
Administrative expenses (other) incurred	2021-12-31	$104,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,896,235
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$46,378,749
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$44,482,514
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	$35,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$44,061,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$42,167,364
Interest on participant loans	2021-12-31	$6,461
Interest earned on other investments	2021-12-31	$43,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$236,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$121,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$121,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,786,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,868,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,222,923
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	$1,342,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,408,011
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$7,577,728
Total of all expenses incurred	2020-12-31	$3,144,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,043,415
Expenses. Certain deemed distributions of participant loans	2020-12-31	$1,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,250,624
Value of total assets at end of year	2020-12-31	$44,482,514
Value of total assets at beginning of year	2020-12-31	$40,049,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$99,505
Total interest from all sources	2020-12-31	$60,599
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$722,274
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	$722,274
Administrative expenses professional fees incurred	2020-12-31	$675
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Participant contributions at end of year	2020-12-31	$228,516
Participant contributions at beginning of year	2020-12-31	$239,358
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$96,386
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$157,802
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$304
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$228
Other income not declared elsewhere	2020-12-31	$14,890
Administrative expenses (other) incurred	2020-12-31	$63,330
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	$4,433,288
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$44,482,514
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$40,049,226
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	$35,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$42,167,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$37,246,070
Interest on participant loans	2020-12-31	$9,812
Interest earned on other investments	2020-12-31	$50,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$121,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$28,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$28,934
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$29
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,868,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,376,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,529,341
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	$1,250,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,043,415
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2020-12-31	560747981
2019 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$526,698
Total income from all sources (including contributions)	2019-12-31	$8,471,131
Total of all expenses incurred	2019-12-31	$2,500,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,378,286
Expenses. Certain deemed distributions of participant loans	2019-12-31	$271
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,162,717
Value of total assets at end of year	2019-12-31	$40,049,226
Value of total assets at beginning of year	2019-12-31	$33,551,862
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$121,908
Total interest from all sources	2019-12-31	$69,676
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$794,609
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	$794,609
Administrative expenses professional fees incurred	2019-12-31	$7,314
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Participant contributions at end of year	2019-12-31	$239,358
Participant contributions at beginning of year	2019-12-31	$376,693
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$157,802
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$126,233
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$417
Other income not declared elsewhere	2019-12-31	$31,568
Administrative expenses (other) incurred	2019-12-31	$75,794
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	$5,970,666
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$40,049,226
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$33,551,862
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	$38,800
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$37,246,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$30,824,580
Interest on participant loans	2019-12-31	$13,570
Interest earned on other investments	2019-12-31	$55,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$28,934
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,376,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,220,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,412,561
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	$1,162,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,378,286
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
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
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	WATKINS UIBERALL
Accountancy firm EIN	2019-12-31	621804252
2018 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-1,559,773
Total of all expenses incurred	2018-12-31	$3,669,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,585,205
Expenses. Certain deemed distributions of participant loans	2018-12-31	$2,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$756,705
Value of total assets at end of year	2018-12-31	$33,551,862
Value of total assets at beginning of year	2018-12-31	$38,780,934
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$81,623
Total interest from all sources	2018-12-31	$63,718
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$773,935
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	$773,935
Administrative expenses professional fees incurred	2018-12-31	$22,493
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Participant contributions at end of year	2018-12-31	$376,693
Participant contributions at beginning of year	2018-12-31	$371,906
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$126,233
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$185,518
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,362
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$696
Other income not declared elsewhere	2018-12-31	$-1,335
Administrative expenses (other) incurred	2018-12-31	$26,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-5,229,072
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$33,551,862
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$38,780,934
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	$32,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$30,824,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$36,125,835
Interest on participant loans	2018-12-31	$14,606
Interest earned on other investments	2018-12-31	$49,109
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$3,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,220,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,096,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,152,796
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	$755,343
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,585,205
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WATKINS UIBERALL
Accountancy firm EIN	2018-12-31	621804252
2017 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$8,367,496
Total of all expenses incurred	2017-12-31	$3,623,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,523,559
Value of total corrective distributions	2017-12-31	$1,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,959,880
Value of total assets at end of year	2017-12-31	$38,780,934
Value of total assets at beginning of year	2017-12-31	$34,037,336
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$98,653
Total interest from all sources	2017-12-31	$28,701
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$715,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$715,374
Administrative expenses professional fees incurred	2017-12-31	$25,120
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$613,810
Participant contributions at end of year	2017-12-31	$371,906
Participant contributions at beginning of year	2017-12-31	$289,478
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$185,518
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$98,918
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$142,302
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$696
Other income not declared elsewhere	2017-12-31	$22,214
Administrative expenses (other) incurred	2017-12-31	$43,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,743,598
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$38,780,934
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$34,037,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$29,792
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$36,125,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$31,550,255
Interest on participant loans	2017-12-31	$12,617
Interest earned on other investments	2017-12-31	$16,084
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,081,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$7,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$7,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,096,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,641,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,203,768
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$10,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,523,559
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WATKINS UIBERALL
Accountancy firm EIN	2017-12-31	621804252
2016 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2,526
Total income from all sources (including contributions)	2016-12-31	$2,359,367
Total of all expenses incurred	2016-12-31	$930,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$884,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,060,530
Value of total assets at end of year	2016-12-31	$34,037,336
Value of total assets at beginning of year	2016-12-31	$32,611,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$46,125
Total interest from all sources	2016-12-31	$3,739
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$350,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$350,551
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$589,468
Participant contributions at end of year	2016-12-31	$289,478
Participant contributions at beginning of year	2016-12-31	$245,339
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$98,918
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$113,231
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$114,697
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$151
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$2,526
Other income not declared elsewhere	2016-12-31	$-14,313
Administrative expenses (other) incurred	2016-12-31	$21,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,428,414
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$34,037,336
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$32,608,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$31,550,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$30,211,036
Interest on participant loans	2016-12-31	$3,739
Value of interest in common/collective trusts at end of year	2016-12-31	$2,081,245
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,039,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$7,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$2,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$2,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$936,721
Net investment gain or loss from common/collective trusts	2016-12-31	$22,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$356,365
Employer contributions (assets) at end of year	2016-12-31	$10,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$884,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WATKINS UIBERALL
Accountancy firm EIN	2016-12-31	621804252
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$2,526
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$50,949
Total income from all sources (including contributions)	2016-06-30	$1,613,187
Total of all expenses incurred	2016-06-30	$2,009,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,854,476
Value of total corrective distributions	2016-06-30	$50,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,884,274
Value of total assets at end of year	2016-06-30	$32,611,448
Value of total assets at beginning of year	2016-06-30	$33,056,307
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$104,198
Total interest from all sources	2016-06-30	$8,226
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$457,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$457,861
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$1,198,092
Participant contributions at end of year	2016-06-30	$245,339
Participant contributions at beginning of year	2016-06-30	$235,984
Participant contributions at beginning of year	2016-06-30	$65,053
Assets. Other investments not covered elsewhere at end of year	2016-06-30	$113,231
Assets. Other investments not covered elsewhere at beginning of year	2016-06-30	$66,790
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$44,441
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$151
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$2,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$50,949
Administrative expenses (other) incurred	2016-06-30	$54,198
Total non interest bearing cash at beginning of year	2016-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-396,436
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$32,608,922
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$33,005,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$30,211,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$30,647,021
Interest on participant loans	2016-06-30	$8,226
Value of interest in common/collective trusts at end of year	2016-06-30	$2,039,436
Value of interest in common/collective trusts at beginning of year	2016-06-30	$2,019,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$2,255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$1,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$1,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-779,852
Net investment gain or loss from common/collective trusts	2016-06-30	$42,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$641,741
Employer contributions (assets) at beginning of year	2016-06-30	$20,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,854,476
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	No
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2016-06-30	431947695
2015 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$50,949
Total income from all sources (including contributions)	2015-06-30	$4,567,860
Total of all expenses incurred	2015-06-30	$8,792,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$8,698,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$3,057,489
Value of total assets at end of year	2015-06-30	$33,056,307
Value of total assets at beginning of year	2015-06-30	$37,229,879
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$94,055
Total interest from all sources	2015-06-30	$6,715
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$715,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$715,096
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$1,282,305
Participant contributions at end of year	2015-06-30	$235,984
Participant contributions at beginning of year	2015-06-30	$146,925
Participant contributions at end of year	2015-06-30	$65,053
Participant contributions at beginning of year	2015-06-30	$109,073
Assets. Other investments not covered elsewhere at end of year	2015-06-30	$66,790
Assets. Other investments not covered elsewhere at beginning of year	2015-06-30	$103,029
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$366,425
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$343
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$16
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$50,949
Other income not declared elsewhere	2015-06-30	$-19,195
Administrative expenses (other) incurred	2015-06-30	$69,055
Total non interest bearing cash at end of year	2015-06-30	$0
Total non interest bearing cash at beginning of year	2015-06-30	$46,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-4,224,521
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$33,005,358
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$37,229,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$30,647,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$34,040,652
Interest on participant loans	2015-06-30	$6,715
Value of interest in common/collective trusts at end of year	2015-06-30	$2,019,230
Value of interest in common/collective trusts at beginning of year	2015-06-30	$2,631,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$1,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$845,928
Net investment gain or loss from common/collective trusts	2015-06-30	$-38,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$1,408,759
Employer contributions (assets) at end of year	2015-06-30	$20,138
Employer contributions (assets) at beginning of year	2015-06-30	$151,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$8,698,326
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2015-06-30	431947695
2014 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$134,228
Total income from all sources (including contributions)	2014-06-30	$27,075,427
Total of all expenses incurred	2014-06-30	$1,832,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,792,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$23,784,137
Value of total assets at end of year	2014-06-30	$37,229,879
Value of total assets at beginning of year	2014-06-30	$12,121,108
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$40,141
Total interest from all sources	2014-06-30	$1,502
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$278,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$278,491
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$2,291,510
Participant contributions at end of year	2014-06-30	$146,925
Participant contributions at beginning of year	2014-06-30	$7,851
Participant contributions at end of year	2014-06-30	$109,073
Participant contributions at beginning of year	2014-06-30	$167,600
Assets. Other investments not covered elsewhere at end of year	2014-06-30	$103,029
Assets. Other investments not covered elsewhere at beginning of year	2014-06-30	$4,177
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$18,931,982
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$16
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$134,228
Other income not declared elsewhere	2014-06-30	$8,992
Administrative expenses (other) incurred	2014-06-30	$40,141
Total non interest bearing cash at end of year	2014-06-30	$46,480
Total non interest bearing cash at beginning of year	2014-06-30	$7,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$25,242,999
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$37,229,879
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$11,986,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$34,040,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$11,242,182
Interest on participant loans	2014-06-30	$1,502
Value of interest in common/collective trusts at end of year	2014-06-30	$2,631,705
Value of interest in common/collective trusts at beginning of year	2014-06-30	$442,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$2,902,373
Net investment gain or loss from common/collective trusts	2014-06-30	$99,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$2,560,645
Employer contributions (assets) at end of year	2014-06-30	$151,999
Employer contributions (assets) at beginning of year	2014-06-30	$249,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,792,287
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2014-06-30	431947695
2013 : UT MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$134,228
Total income from all sources (including contributions)	2013-06-30	$12,024,574
Total of all expenses incurred	2013-06-30	$37,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$32,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$12,020,813
Value of total assets at end of year	2013-06-30	$12,121,108
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$4,756
Total interest from all sources	2013-06-30	$10
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$21,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$21,230
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$1,025,289
Participant contributions at end of year	2013-06-30	$7,851
Participant contributions at end of year	2013-06-30	$167,600
Assets. Other investments not covered elsewhere at end of year	2013-06-30	$4,177
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$9,549,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$134,228
Other income not declared elsewhere	2013-06-30	$113
Administrative expenses (other) incurred	2013-06-30	$4,756
Total non interest bearing cash at end of year	2013-06-30	$7,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$11,986,880
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$11,986,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$11,242,182
Interest on participant loans	2013-06-30	$10
Value of interest in common/collective trusts at end of year	2013-06-30	$442,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$-28,384
Net investment gain or loss from common/collective trusts	2013-06-30	$10,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$1,445,609
Employer contributions (assets) at end of year	2013-06-30	$249,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$32,938
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2013-06-30	431947695