401k Plan data: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST plan

JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST
Plan identification number	002

JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

JEFFERSON MEDICAL ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name: JEFFERSON MEDICAL ASSOCIATES, P.A.

Employer identification number (EIN): 640641399

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01
002 2017-01-01 WILLUS HORNE WILLUS HORNE 2018-10-15
002 2016-01-01 WILLUS MARK HORNE
002 2015-01-01 ROBBY GRAHAM
002 2014-01-01 ROBBY GRAHAM
002 2013-01-01 ROBBY GRAHAM
002 2012-01-01 WILLUS MARK HORNE, MD WILLUS MARK HORNE, MD 2013-10-14
002 2011-01-01 WILLIAM MARK HORNE WILLIAM MARK HORNE 2012-10-12
002 2009-01-01 MARK HORNE MARK HORNE 2010-07-28
002 2009-01-01 MARK HORNE MARK HORNE 2010-07-28

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01
002	2017-01-01	WILLUS HORNE	WILLUS HORNE	2018-10-15
002	2016-01-01	WILLUS MARK HORNE
002	2015-01-01	ROBBY GRAHAM
002	2014-01-01	ROBBY GRAHAM
002	2013-01-01	ROBBY GRAHAM
002	2012-01-01	WILLUS MARK HORNE, MD	WILLUS MARK HORNE, MD	2013-10-14
002	2011-01-01	WILLIAM MARK HORNE	WILLIAM MARK HORNE	2012-10-12
002	2009-01-01	MARK HORNE	MARK HORNE	2010-07-28
002	2009-01-01	MARK HORNE	MARK HORNE	2010-07-28

Plan Statistics for JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 162
Total of all active and inactive participants 2017-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 162
Number of participants with account balances 2017-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 119
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 44
Total of all active and inactive participants 2016-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 164
Number of participants with account balances 2016-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 112
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 40
Total of all active and inactive participants 2015-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 153
Number of participants with account balances 2015-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 106
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 41
Total of all active and inactive participants 2014-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 147
Number of participants with account balances 2014-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 114
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 36
Total of all active and inactive participants 2013-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 150
Number of participants with account balances 2013-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 108
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 37
Total of all active and inactive participants 2012-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 146
Number of participants with account balances 2012-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 97
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 37
Total of all active and inactive participants 2011-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 134
Number of participants with account balances 2011-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 91
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 37
Total of all active and inactive participants 2009-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 129
Number of participants with account balances 2009-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	162
Total of all active and inactive participants	2017-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	162
Number of participants with account balances	2017-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	119
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	44
Total of all active and inactive participants	2016-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	164
Number of participants with account balances	2016-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	112
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	40
Total of all active and inactive participants	2015-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	153
Number of participants with account balances	2015-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	106
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	41
Total of all active and inactive participants	2014-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	147
Number of participants with account balances	2014-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	114
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	36
Total of all active and inactive participants	2013-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	150
Number of participants with account balances	2013-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	108
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	37
Total of all active and inactive participants	2012-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	146
Number of participants with account balances	2012-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	97
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	37
Total of all active and inactive participants	2011-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	134
Number of participants with account balances	2011-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	91
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	37
Total of all active and inactive participants	2009-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	129
Number of participants with account balances	2009-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2018 : JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$143,544
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$15,999,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$15,999,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$0
Value of total assets at end of year	2018-12-31	$0
Value of total assets at beginning of year	2018-12-31	$15,856,133
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$4,195
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$348,348
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-15,856,133
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,856,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$15,346,786
Interest on participant loans	2018-12-31	$0
Interest earned on other investments	2018-12-31	$4,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$160,999
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$139,349
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	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$15,999,677
Did the plan have assets held for investment	2018-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	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	Yes
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	HARPER, RAINS, KNIGHT & CO. P.A.
Accountancy firm EIN	2018-12-31	640809101
2017 : JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,847,066
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,893,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,892,250
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$544,823
Value of total assets at end of year	2017-12-31	$15,856,133
Value of total assets at beginning of year	2017-12-31	$16,902,967
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,650
Total interest from all sources	2017-12-31	$21,924
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$182,220
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	$171,571
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$219,565
Participant contributions at end of year	2017-12-31	$348,348
Participant contributions at beginning of year	2017-12-31	$302,245
Participant contributions at beginning of year	2017-12-31	$26,392
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$1,650
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	$-1,046,834
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,856,133
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$16,902,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$15,346,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$14,875,733
Interest on participant loans	2017-12-31	$17,160
Interest earned on other investments	2017-12-31	$4,764
Value of interest in common/collective trusts at beginning of year	2017-12-31	$958,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$10,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$10,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$160,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,098,099
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	$325,258
Employer contributions (assets) at beginning of year	2017-12-31	$304,090
Income. Dividends from common stock	2017-12-31	$10,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,892,250
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$425,754
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	HARPER, RAINS, KNIGHT & CO PA
Accountancy firm EIN	2017-12-31	640809101
2016 : JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$63,150
Total unrealized appreciation/depreciation of assets	2016-12-31	$63,150
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,166,279
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$414,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$411,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$892,080
Value of total assets at end of year	2016-12-31	$16,902,967
Value of total assets at beginning of year	2016-12-31	$15,151,019
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,500
Total interest from all sources	2016-12-31	$14,337
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$233,825
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	$228,818
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
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	$363,953
Participant contributions at end of year	2016-12-31	$302,245
Participant contributions at beginning of year	2016-12-31	$261,742
Participant contributions at end of year	2016-12-31	$26,392
Participant contributions at beginning of year	2016-12-31	$23,407
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,751,948
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$16,902,967
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$15,151,019
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	$400
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$14,875,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$13,310,743
Interest on participant loans	2016-12-31	$14,213
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$124
Value of interest in common/collective trusts at end of year	2016-12-31	$958,264
Value of interest in common/collective trusts at beginning of year	2016-12-31	$863,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$10,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$4,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$4,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$957,273
Net investment gain or loss from common/collective trusts	2016-12-31	$5,614
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	Yes
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	$528,127
Employer contributions (assets) at end of year	2016-12-31	$304,090
Employer contributions (assets) at beginning of year	2016-12-31	$324,360
Income. Dividends from common stock	2016-12-31	$5,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$411,831
Contract administrator fees	2016-12-31	$2,100
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$425,754
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$362,604
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	WM. F. HORNE & CO., PLLC
Accountancy firm EIN	2016-12-31	262797223
2015 : JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$779,495
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$183,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$181,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$904,977
Value of total assets at end of year	2015-12-31	$15,151,019
Value of total assets at beginning of year	2015-12-31	$14,555,383
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,655
Total interest from all sources	2015-12-31	$14,390
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$200,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$200,433
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$344,496
Participant contributions at end of year	2015-12-31	$261,742
Participant contributions at beginning of year	2015-12-31	$301,987
Participant contributions at end of year	2015-12-31	$23,407
Participant contributions at beginning of year	2015-12-31	$32,235
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$435,366
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$1,217,220
Other income not declared elsewhere	2015-12-31	$36,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$595,636
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$15,151,019
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$14,555,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$300
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,242,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,856,876
Interest on participant loans	2015-12-31	$14,390
Income. Interest from loans (other than to participants)	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$863,711
Value of interest in common/collective trusts at beginning of year	2015-12-31	$799,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-382,635
Net investment gain or loss from common/collective trusts	2015-12-31	$5,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$560,481
Employer contributions (assets) at end of year	2015-12-31	$324,360
Employer contributions (assets) at beginning of year	2015-12-31	$347,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$181,204
Contract administrator fees	2015-12-31	$2,355
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WM. F. HORNE & CO., PLLC
Accountancy firm EIN	2015-12-31	262797223
2014 : JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,728,001
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$111,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$105,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$890,959
Value of total assets at end of year	2014-12-31	$14,555,383
Value of total assets at beginning of year	2014-12-31	$12,938,572
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,454
Total interest from all sources	2014-12-31	$14,450
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$217,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$217,999
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$334,223
Participant contributions at end of year	2014-12-31	$301,987
Participant contributions at beginning of year	2014-12-31	$291,700
Participant contributions at end of year	2014-12-31	$32,235
Participant contributions at beginning of year	2014-12-31	$24,258
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$1,217,220
Other income not declared elsewhere	2014-12-31	$116,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,616,811
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$14,555,383
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,938,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$3,624
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$11,856,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,564,674
Interest on participant loans	2014-12-31	$14,054
Value of interest in common/collective trusts at end of year	2014-12-31	$799,586
Value of interest in common/collective trusts at beginning of year	2014-12-31	$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,905,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,905,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$396
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$483,817
Net investment gain or loss from common/collective trusts	2014-12-31	$4,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$556,736
Employer contributions (assets) at end of year	2014-12-31	$347,479
Employer contributions (assets) at beginning of year	2014-12-31	$334,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$105,736
Contract administrator fees	2014-12-31	$1,830
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$818,295
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WM. F. HORNE & CO., PLLC
Accountancy firm EIN	2014-12-31	262797223
2013 : JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,638,249
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$566,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$561,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$846,990
Value of total assets at end of year	2013-12-31	$12,938,572
Value of total assets at beginning of year	2013-12-31	$10,866,813
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,392
Total interest from all sources	2013-12-31	$10,672
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$25,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$25,559
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$304,002
Participant contributions at end of year	2013-12-31	$291,700
Participant contributions at end of year	2013-12-31	$24,258
Participant contributions at beginning of year	2013-12-31	$20,772
Administrative expenses (other) incurred	2013-12-31	$4,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,071,759
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,938,572
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,866,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$9,564,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,683,886
Interest on participant loans	2013-12-31	$10,672
Value of interest in common/collective trusts at end of year	2013-12-31	$12
Value of interest in common/collective trusts at beginning of year	2013-12-31	$7,387,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,905,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$555,644
Net investment gain or loss from common/collective trusts	2013-12-31	$1,199,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$542,988
Employer contributions (assets) at end of year	2013-12-31	$334,518
Employer contributions (assets) at beginning of year	2013-12-31	$306,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$561,098
Contract administrator fees	2013-12-31	$602
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	2013-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$818,295
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$468,585
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WM. F. HORNE & CO., PLLC
Accountancy firm EIN	2013-12-31	262797223
2012 : JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$43,503
Total unrealized appreciation/depreciation of assets	2012-12-31	$43,503
Total income from all sources (including contributions)	2012-12-31	$1,838,234
Total of all expenses incurred	2012-12-31	$317,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$317,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$745,603
Value of total assets at end of year	2012-12-31	$10,866,813
Value of total assets at beginning of year	2012-12-31	$9,345,707
Total interest from all sources	2012-12-31	$223
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$239,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$211,607
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$244,685
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$7,076
Participant contributions at end of year	2012-12-31	$20,772
Participant contributions at beginning of year	2012-12-31	$17,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,521,106
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,866,813
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,345,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,683,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,971,191
Interest on participant loans	2012-12-31	$223
Value of interest in common/collective trusts at end of year	2012-12-31	$7,387,347
Value of interest in common/collective trusts at beginning of year	2012-12-31	$6,300,841
Net investment gain or loss from common/collective trusts	2012-12-31	$809,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$500,918
Employer contributions (assets) at end of year	2012-12-31	$306,223
Employer contributions (assets) at beginning of year	2012-12-31	$305,822
Income. Dividends from common stock	2012-12-31	$28,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$317,128
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$468,585
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$742,986
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WILLIAM F. HORNE & CO., PLLC
Accountancy firm EIN	2012-12-31	262797223
2011 : JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$12,041
Total unrealized appreciation/depreciation of assets	2011-12-31	$12,041
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$632,079
Total of all expenses incurred	2011-12-31	$444,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$444,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$756,027
Value of total assets at end of year	2011-12-31	$9,345,707
Value of total assets at beginning of year	2011-12-31	$9,158,030
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$301
Total interest from all sources	2011-12-31	$1,285
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$23,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$241,731
Participant contributions at end of year	2011-12-31	$7,076
Participant contributions at beginning of year	2011-12-31	$18,233
Participant contributions at end of year	2011-12-31	$17,791
Participant contributions at beginning of year	2011-12-31	$18,697
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$22,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$187,677
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,345,707
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,158,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$301
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,971,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,570,249
Income. Interest from loans (other than to participants)	2011-12-31	$1,285
Value of interest in common/collective trusts at end of year	2011-12-31	$6,300,841
Value of interest in common/collective trusts at beginning of year	2011-12-31	$6,258,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-37,676
Net investment gain or loss from common/collective trusts	2011-12-31	$-123,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$491,754
Employer contributions (assets) at end of year	2011-12-31	$305,822
Employer contributions (assets) at beginning of year	2011-12-31	$292,111
Income. Dividends from common stock	2011-12-31	$23,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$444,101
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$742,986
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WILLIAM F. HORNE & CO., PLLC
Accountancy firm EIN	2011-12-31	262797223
2010 : JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,626,367
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$115,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$115,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$699,182
Value of total assets at end of year	2010-12-31	$9,158,030
Value of total assets at beginning of year	2010-12-31	$7,646,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$46
Total interest from all sources	2010-12-31	$2,392
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$250,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$250,837
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$228,949
Participant contributions at end of year	2010-12-31	$18,233
Participant contributions at beginning of year	2010-12-31	$29,939
Participant contributions at end of year	2010-12-31	$18,697
Participant contributions at beginning of year	2010-12-31	$17,171
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$418,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,511,125
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,158,030
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,646,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$46
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,570,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,216,128
Interest on participant loans	2010-12-31	$2,392
Value of interest in common/collective trusts at end of year	2010-12-31	$6,258,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$387,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$387,042
Net investment gain or loss from common/collective trusts	2010-12-31	$673,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$470,233
Employer contributions (assets) at end of year	2010-12-31	$292,111
Employer contributions (assets) at beginning of year	2010-12-31	$280,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$115,196
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$297,549
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WILLIAM F. HORNE & CO., PLLC
Accountancy firm EIN	2010-12-31	262797223
2009 : JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST

2018: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 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	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 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: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 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: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JEFFERSON MEDICAL ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

061285F

Policy instance

Insurance contract or identification number	061285F
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $78,497
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	1
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?	No
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	78497
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

061285F

Policy instance

Insurance contract or identification number	20100
Number of Individuals Covered	259
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $19,768
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Welfare Benefit Premiums Paid to Carrier	USD $140,776
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,768
Insurance broker organization code?	4
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
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?	No
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

Potentially related plans

JEFFERSON MEDICAL & IMAGING INC. 401K PROFIT SHARING PLAN [EIN = 222031031]

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Company Name:	JEFFERSON MEDICAL ASSOCIATES, P.A.
Employer identification number (EIN):	640641399
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners