401k Plan data: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN plan

RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN
Plan identification number	002

RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RIVER CITY MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name: RIVER CITY MEDICAL GROUP

Employer identification number (EIN): 680287825

NAIC Classification: 561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-10-01 KENDRICK QUE 2023-07-05 KENDRICK QUE 2023-07-05
002 2020-10-01 KENDRICK QUE 2022-05-16 KENDRICK QUE 2022-05-16
002 2019-10-01 KENDRICK QUE 2021-06-29 KENDRICK QUE 2021-06-29
002 2018-10-01 LOREN DOUGLAS 2020-07-13 LOREN DOUGLAS 2020-07-13
002 2017-10-01 LOREN DOUGLAS 2019-01-03 LOREN DOUGLAS 2019-01-03
002 2016-10-01
002 2015-10-01
002 2014-10-01
002 2013-10-01
002 2012-10-01 KENDRICK QUE 2014-05-01 KENDRICK QUE 2014-05-01
002 2012-01-01 LOREN DOUGLAS 2013-02-20 LOREN DOUGLAS 2013-02-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-10-01	KENDRICK QUE	2023-07-05	KENDRICK QUE	2023-07-05
002	2020-10-01	KENDRICK QUE	2022-05-16	KENDRICK QUE	2022-05-16
002	2019-10-01	KENDRICK QUE	2021-06-29	KENDRICK QUE	2021-06-29
002	2018-10-01	LOREN DOUGLAS	2020-07-13	LOREN DOUGLAS	2020-07-13
002	2017-10-01	LOREN DOUGLAS	2019-01-03	LOREN DOUGLAS	2019-01-03
002	2016-10-01
002	2015-10-01
002	2014-10-01
002	2013-10-01
002	2012-10-01	KENDRICK QUE	2014-05-01	KENDRICK QUE	2014-05-01
002	2012-01-01	LOREN DOUGLAS	2013-02-20	LOREN DOUGLAS	2013-02-20

Plan Statistics for RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN

401k plan membership statisitcs for RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN

Measure Date Value
2021: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 192
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 117
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 90
Total of all active and inactive participants 2021-10-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 207
Number of participants with account balances 2021-10-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 8
2020: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 178
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 112
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 77
Total of all active and inactive participants 2020-10-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 189
Number of participants with account balances 2020-10-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 19
2019: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 179
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 114
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 62
Total of all active and inactive participants 2019-10-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 176
Number of participants with account balances 2019-10-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 15
2018: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 212
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 135
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 41
Total of all active and inactive participants 2018-10-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 176
Number of participants with account balances 2018-10-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 20
2017: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 240
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 172
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 38
Total of all active and inactive participants 2017-10-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 210
Number of participants with account balances 2017-10-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 50
2016: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 240
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 207
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 25
Total of all active and inactive participants 2016-10-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 1
Total participants 2016-10-01 233
Number of participants with account balances 2016-10-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 1
2015: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 128
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 207
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 24
Total of all active and inactive participants 2015-10-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 231
Number of participants with account balances 2015-10-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0

Measure	Date	Value
2021: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	192
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	117
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	90
Total of all active and inactive participants	2021-10-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	207
Number of participants with account balances	2021-10-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	8
2020: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	178
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	112
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	77
Total of all active and inactive participants	2020-10-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	189
Number of participants with account balances	2020-10-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	19
2019: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	179
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	114
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	62
Total of all active and inactive participants	2019-10-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	176
Number of participants with account balances	2019-10-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	15
2018: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	212
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	135
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	41
Total of all active and inactive participants	2018-10-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	176
Number of participants with account balances	2018-10-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	20
2017: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	240
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	172
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	38
Total of all active and inactive participants	2017-10-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	210
Number of participants with account balances	2017-10-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	50
2016: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	240
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	207
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	25
Total of all active and inactive participants	2016-10-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	1
Total participants	2016-10-01	233
Number of participants with account balances	2016-10-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	1
2015: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	128
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	207
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	24
Total of all active and inactive participants	2015-10-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	231
Number of participants with account balances	2015-10-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0

Financial Data on RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN

Measure	Date	Value
2022 : RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$1,601
Total income from all sources (including contributions)	2022-09-30	$-233,966
Total of all expenses incurred	2022-09-30	$662,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-30	$633,686
Value of total corrective distributions	2022-09-30	$1,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-30	$620,117
Value of total assets at end of year	2022-09-30	$4,092,310
Value of total assets at beginning of year	2022-09-30	$4,990,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-30	$27,679
Total interest from all sources	2022-09-30	$3,613
Total dividends received (eg from common stock, registered investment company shares)	2022-09-30	$173,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-09-30	$173,174
Was this plan covered by a fidelity bond	2022-09-30	Yes
Value of fidelity bond cover	2022-09-30	$500,000
If this is an individual account plan, was there a blackout period	2022-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-09-30	No
Contributions received from participants	2022-09-30	$417,202
Participant contributions at beginning of year	2022-09-30	$18,259
Income. Received or receivable in cash from other sources (including rollovers)	2022-09-30	$0
Other income not declared elsewhere	2022-09-30	$1,601
Liabilities. Value of operating payables at beginning of year	2022-09-30	$1,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Value of net income/loss	2022-09-30	$-896,504
Value of net assets at end of year (total assets less liabilities)	2022-09-30	$4,092,310
Value of net assets at beginning of year (total assets less liabilities)	2022-09-30	$4,988,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-09-30	No
Were any leases to which the plan was party in default or uncollectible	2022-09-30	No
Investment advisory and management fees	2022-09-30	$27,679
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-09-30	$3,910,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-09-30	$4,681,955
Interest earned on other investments	2022-09-30	$3,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-09-30	$181,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-09-30	$283,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-09-30	$-1,032,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-09-30	No
Was there a failure to transmit to the plan any participant contributions	2022-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-09-30	No
Contributions received in cash from employer	2022-09-30	$202,915
Employer contributions (assets) at beginning of year	2022-09-30	$6,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-30	$633,686
Did the plan have assets held for investment	2022-09-30	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	2022-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-09-30	No
Opinion of an independent qualified public accountant for this plan	2022-09-30	Unqualified
Accountancy firm name	2022-09-30	LEE CPA AUDIT GROUP
Accountancy firm EIN	2022-09-30	814637885
2021 : RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$1,601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total income from all sources (including contributions)	2021-09-30	$1,404,880
Total of all expenses incurred	2021-09-30	$333,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-09-30	$307,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-09-30	$544,345
Value of total assets at end of year	2021-09-30	$4,990,415
Value of total assets at beginning of year	2021-09-30	$3,917,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-09-30	$26,245
Total interest from all sources	2021-09-30	$4,958
Total dividends received (eg from common stock, registered investment company shares)	2021-09-30	$123,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-09-30	$123,729
Administrative expenses professional fees incurred	2021-09-30	$1,541
Was this plan covered by a fidelity bond	2021-09-30	Yes
Value of fidelity bond cover	2021-09-30	$500,000
If this is an individual account plan, was there a blackout period	2021-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-09-30	No
Contributions received from participants	2021-09-30	$352,361
Participant contributions at end of year	2021-09-30	$18,259
Participant contributions at beginning of year	2021-09-30	$20,000
Liabilities. Value of operating payables at end of year	2021-09-30	$1,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Value of net income/loss	2021-09-30	$1,071,563
Value of net assets at end of year (total assets less liabilities)	2021-09-30	$4,988,814
Value of net assets at beginning of year (total assets less liabilities)	2021-09-30	$3,917,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-09-30	No
Were any leases to which the plan was party in default or uncollectible	2021-09-30	No
Investment advisory and management fees	2021-09-30	$24,704
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-09-30	$4,681,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-09-30	$3,728,301
Interest earned on other investments	2021-09-30	$4,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-09-30	$283,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-09-30	$162,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-09-30	$731,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-09-30	No
Was there a failure to transmit to the plan any participant contributions	2021-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-09-30	No
Contributions received in cash from employer	2021-09-30	$191,984
Employer contributions (assets) at end of year	2021-09-30	$6,875
Employer contributions (assets) at beginning of year	2021-09-30	$6,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-09-30	$307,072
Did the plan have assets held for investment	2021-09-30	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	2021-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-09-30	No
Opinion of an independent qualified public accountant for this plan	2021-09-30	Unqualified
Accountancy firm name	2021-09-30	LEE CPA AUDIT GROUP
Accountancy firm EIN	2021-09-30	814637885
2020 : RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$60
Total income from all sources (including contributions)	2020-09-30	$780,478
Total of all expenses incurred	2020-09-30	$63,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-09-30	$52,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-09-30	$627,711
Value of total assets at end of year	2020-09-30	$3,917,251
Value of total assets at beginning of year	2020-09-30	$3,199,880
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-09-30	$10,120
Total dividends received (eg from common stock, registered investment company shares)	2020-09-30	$135,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-09-30	$128,720
Was this plan covered by a fidelity bond	2020-09-30	Yes
Value of fidelity bond cover	2020-09-30	$500,000
If this is an individual account plan, was there a blackout period	2020-09-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-09-30	No
Contributions received from participants	2020-09-30	$418,878
Participant contributions at end of year	2020-09-30	$20,000
Income. Received or receivable in cash from other sources (including rollovers)	2020-09-30	$6,740
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-09-30	$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Value of net income/loss	2020-09-30	$717,431
Value of net assets at end of year (total assets less liabilities)	2020-09-30	$3,917,251
Value of net assets at beginning of year (total assets less liabilities)	2020-09-30	$3,199,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-09-30	No
Were any leases to which the plan was party in default or uncollectible	2020-09-30	No
Investment advisory and management fees	2020-09-30	$10,120
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-09-30	$3,728,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-09-30	$1,003,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-09-30	$2,187,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-09-30	$2,187,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-09-30	$162,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-09-30	$17,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-09-30	No
Was there a failure to transmit to the plan any participant contributions	2020-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-09-30	No
Contributions received in cash from employer	2020-09-30	$202,093
Employer contributions (assets) at end of year	2020-09-30	$6,893
Income. Dividends from preferred stock	2020-09-30	$6,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-09-30	$52,927
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	2020-09-30	Yes
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-09-30	$9,695
Did the plan have assets held for investment	2020-09-30	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	2020-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-09-30	No
Opinion of an independent qualified public accountant for this plan	2020-09-30	Unqualified
Accountancy firm name	2020-09-30	LEE CPA AUDIT GROUP
Accountancy firm EIN	2020-09-30	814637885
2019 : RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$60
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$469
Total income from all sources (including contributions)	2019-09-30	$673,631
Total of all expenses incurred	2019-09-30	$658,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-09-30	$626,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-09-30	$646,781
Value of total assets at end of year	2019-09-30	$3,199,880
Value of total assets at beginning of year	2019-09-30	$3,184,863
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-09-30	$31,522
Total interest from all sources	2019-09-30	$272
Total dividends received (eg from common stock, registered investment company shares)	2019-09-30	$47,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-09-30	No
Was this plan covered by a fidelity bond	2019-09-30	Yes
Value of fidelity bond cover	2019-09-30	$500,000
If this is an individual account plan, was there a blackout period	2019-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-09-30	No
Contributions received from participants	2019-09-30	$424,305
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-09-30	$60
Liabilities. Value of operating payables at beginning of year	2019-09-30	$469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Value of net income/loss	2019-09-30	$15,426
Value of net assets at end of year (total assets less liabilities)	2019-09-30	$3,199,820
Value of net assets at beginning of year (total assets less liabilities)	2019-09-30	$3,184,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-09-30	No
Were any leases to which the plan was party in default or uncollectible	2019-09-30	No
Investment advisory and management fees	2019-09-30	$31,522
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-09-30	$1,003,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-09-30	$2,394,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-09-30	$2,187,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-09-30	$129,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-09-30	$129,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-09-30	$272
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-09-30	$-21,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-09-30	No
Was there a failure to transmit to the plan any participant contributions	2019-09-30	No
Has the plan failed to provide any benefit when due under the plan	2019-09-30	No
Contributions received in cash from employer	2019-09-30	$222,476
Income. Dividends from preferred stock	2019-09-30	$47,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-09-30	$626,683
Assets. Corporate common stocks other than exployer securities at end of year	2019-09-30	$9,695
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-09-30	$660,961
Did the plan have assets held for investment	2019-09-30	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	2019-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-09-30	No
Opinion of an independent qualified public accountant for this plan	2019-09-30	Unqualified
Accountancy firm name	2019-09-30	BEAN HUNT HARRIS & COMPANY
Accountancy firm EIN	2019-09-30	263649864
2018 : RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$469
Total income from all sources (including contributions)	2018-09-30	$1,108,271
Total of all expenses incurred	2018-09-30	$603,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-09-30	$567,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-09-30	$885,766
Value of total assets at end of year	2018-09-30	$3,184,863
Value of total assets at beginning of year	2018-09-30	$2,679,158
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-09-30	$35,672
Total interest from all sources	2018-09-30	$543
Total dividends received (eg from common stock, registered investment company shares)	2018-09-30	$39,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-09-30	$0
Administrative expenses professional fees incurred	2018-09-30	$0
Was this plan covered by a fidelity bond	2018-09-30	Yes
Value of fidelity bond cover	2018-09-30	$500,000
If this is an individual account plan, was there a blackout period	2018-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-09-30	No
Contributions received from participants	2018-09-30	$312,397
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-09-30	$74
Other income not declared elsewhere	2018-09-30	$109
Liabilities. Value of operating payables at end of year	2018-09-30	$469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Value of net income/loss	2018-09-30	$505,236
Value of net assets at end of year (total assets less liabilities)	2018-09-30	$3,184,394
Value of net assets at beginning of year (total assets less liabilities)	2018-09-30	$2,679,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-09-30	No
Were any leases to which the plan was party in default or uncollectible	2018-09-30	No
Investment advisory and management fees	2018-09-30	$35,672
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-09-30	$2,394,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-09-30	$1,780,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-09-30	$129,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-09-30	$35,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-09-30	$35,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-09-30	$543
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-09-30	$182,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-09-30	No
Was there a failure to transmit to the plan any participant contributions	2018-09-30	No
Has the plan failed to provide any benefit when due under the plan	2018-09-30	No
Contributions received in cash from employer	2018-09-30	$573,369
Employer contributions (assets) at beginning of year	2018-09-30	$265,570
Income. Dividends from common stock	2018-09-30	$39,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-09-30	$567,363
Assets. Corporate common stocks other than exployer securities at end of year	2018-09-30	$660,961
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-09-30	$597,572
Did the plan have assets held for investment	2018-09-30	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	2018-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-09-30	No
Opinion of an independent qualified public accountant for this plan	2018-09-30	Unqualified
Accountancy firm name	2018-09-30	BEAN HUNT HARRIS & COMPANY
Accountancy firm EIN	2018-09-30	263649864
2017 : RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-09-30	$1,379,348
Total of all expenses incurred	2017-09-30	$287,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-30	$250,802
Value of total corrective distributions	2017-09-30	$13,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-30	$1,143,841
Value of total assets at end of year	2017-09-30	$2,679,158
Value of total assets at beginning of year	2017-09-30	$1,587,791
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-30	$23,504
Total interest from all sources	2017-09-30	$368
Total dividends received (eg from common stock, registered investment company shares)	2017-09-30	$27,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-09-30	No
Was this plan covered by a fidelity bond	2017-09-30	Yes
Value of fidelity bond cover	2017-09-30	$500,000
If this is an individual account plan, was there a blackout period	2017-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-09-30	No
Contributions received from participants	2017-09-30	$587,958
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-09-30	$74
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-09-30	$2,552
Other income not declared elsewhere	2017-09-30	$444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Value of net income/loss	2017-09-30	$1,091,367
Value of net assets at end of year (total assets less liabilities)	2017-09-30	$2,679,158
Value of net assets at beginning of year (total assets less liabilities)	2017-09-30	$1,587,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-30	No
Were any leases to which the plan was party in default or uncollectible	2017-09-30	No
Investment advisory and management fees	2017-09-30	$23,504
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-09-30	$1,780,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-09-30	$1,128,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-09-30	$35,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-09-30	$87,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-09-30	$87,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-09-30	$368
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-09-30	$207,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-30	No
Was there a failure to transmit to the plan any participant contributions	2017-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-09-30	No
Contributions received in cash from employer	2017-09-30	$555,883
Employer contributions (assets) at end of year	2017-09-30	$265,570
Employer contributions (assets) at beginning of year	2017-09-30	$16,198
Income. Dividends from common stock	2017-09-30	$27,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-09-30	$250,802
Assets. Corporate common stocks other than exployer securities at end of year	2017-09-30	$597,572
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-09-30	$353,212
Did the plan have assets held for investment	2017-09-30	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	2017-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-30	No
Opinion of an independent qualified public accountant for this plan	2017-09-30	Unqualified
Accountancy firm name	2017-09-30	BEAN HUNT HARRIS & COMPANY
Accountancy firm EIN	2017-09-30	263649864
2016 : RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-09-30	$705,250
Total loss/gain on sale of assets	2016-09-30	$0
Total of all expenses incurred	2016-09-30	$135,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-09-30	$119,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-09-30	$604,858
Value of total assets at end of year	2016-09-30	$1,587,791
Value of total assets at beginning of year	2016-09-30	$1,017,939
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-09-30	$15,565
Total interest from all sources	2016-09-30	$155
Total dividends received (eg from common stock, registered investment company shares)	2016-09-30	$28,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-09-30	No
Administrative expenses professional fees incurred	2016-09-30	$0
Was this plan covered by a fidelity bond	2016-09-30	Yes
Value of fidelity bond cover	2016-09-30	$500,000
If this is an individual account plan, was there a blackout period	2016-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-09-30	No
Contributions received from participants	2016-09-30	$383,866
Assets. Other investments not covered elsewhere at end of year	2016-09-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-09-30	$2,552
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-09-30	$1,735
Total non interest bearing cash at end of year	2016-09-30	$0
Total non interest bearing cash at beginning of year	2016-09-30	$474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-30	No
Value of net income/loss	2016-09-30	$569,852
Value of net assets at end of year (total assets less liabilities)	2016-09-30	$1,587,791
Value of net assets at beginning of year (total assets less liabilities)	2016-09-30	$1,017,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-09-30	No
Were any leases to which the plan was party in default or uncollectible	2016-09-30	No
Investment advisory and management fees	2016-09-30	$15,565
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-09-30	$1,128,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-09-30	$715,806
Income. Interest from US Government securities	2016-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-09-30	$87,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-09-30	$49,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-09-30	$49,383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-09-30	$155
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-09-30	$71,731
Net investment gain or loss from common/collective trusts	2016-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-09-30	No
Was there a failure to transmit to the plan any participant contributions	2016-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-09-30	No
Contributions received in cash from employer	2016-09-30	$220,992
Employer contributions (assets) at end of year	2016-09-30	$16,198
Employer contributions (assets) at beginning of year	2016-09-30	$39,942
Income. Dividends from common stock	2016-09-30	$28,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-09-30	$119,833
Assets. Corporate common stocks other than exployer securities at end of year	2016-09-30	$353,212
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-09-30	$210,599
Did the plan have assets held for investment	2016-09-30	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	2016-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-09-30	No
Aggregate proceeds on sale of assets	2016-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-09-30	No
Opinion of an independent qualified public accountant for this plan	2016-09-30	Unqualified
Accountancy firm name	2016-09-30	BEAN HUNT HARRIS & COMPANY
Accountancy firm EIN	2016-09-30	263649864

Form 5500 Responses for RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN

2021: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Insurance	Yes
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement – Insurance	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Insurance	Yes
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement – Insurance	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Insurance	Yes
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement – Insurance	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: RIVER CITY MEDICAL GROUP 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896097+087

Policy instance

Insurance contract or identification number	896097+087
Number of Individuals Covered	158
Insurance policy start date	2021-10-01
Insurance policy end date	2022-09-30
Total amount of commissions paid to insurance broker	USD $507
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $507
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896097+087

Policy instance

Insurance contract or identification number	896097+087
Number of Individuals Covered	159
Insurance policy start date	2020-10-01
Insurance policy end date	2021-09-30
Total amount of commissions paid to insurance broker	USD $382
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $382
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896097+087

Policy instance

Insurance contract or identification number	896097+087
Number of Individuals Covered	184
Insurance policy start date	2019-10-01
Insurance policy end date	2020-09-30
Total amount of commissions paid to insurance broker	USD $236
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $236
Insurance broker organization code?	4

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Company Name:	RIVER CITY MEDICAL GROUP
Employer identification number (EIN):	680287825
NAIC Classification:	561490