401k Plan data: STATCARE 401(K) & PROFIT SHARING PLAN plan

STATCARE 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan Name	STATCARE 401(K) & PROFIT SHARING PLAN
Plan identification number	001

STATCARE 401(K) & PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Plan covering Self-Employed individuals.
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

NEWSTAT, PLLC has sponsored the creation of one or more 401k plans.

Company Name: NEWSTAT, PLLC

Employer identification number (EIN): 814704105

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATCARE 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-07-01 JESSE DOERS

Plan Statistics for STATCARE 401(K) & PROFIT SHARING PLAN

401k plan membership statisitcs for STATCARE 401(K) & PROFIT SHARING PLAN

Measure Date Value
2022: STATCARE 401(K) & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 174
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 35
Total of all active and inactive participants 2022-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 209
Number of participants with account balances 2022-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 12
2021: STATCARE 401(K) & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 159
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 30
Total of all active and inactive participants 2021-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 189
Number of participants with account balances 2021-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 25
2020: STATCARE 401(K) & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 162
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 16
Total of all active and inactive participants 2020-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 178
Number of participants with account balances 2020-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: STATCARE 401(K) & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 150
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 16
Total of all active and inactive participants 2019-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 166
Number of participants with account balances 2019-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: STATCARE 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 143
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 8
Total of all active and inactive participants 2018-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 151
Number of participants with account balances 2018-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: STATCARE 401(K) & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 125
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 127
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 5
Total of all active and inactive participants 2017-07-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 132
Number of participants with account balances 2017-07-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 6

Measure	Date	Value
2022: STATCARE 401(K) & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	174
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	35
Total of all active and inactive participants	2022-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	209
Number of participants with account balances	2022-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	12
2021: STATCARE 401(K) & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	159
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	30
Total of all active and inactive participants	2021-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	189
Number of participants with account balances	2021-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	25
2020: STATCARE 401(K) & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	162
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	16
Total of all active and inactive participants	2020-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	178
Number of participants with account balances	2020-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: STATCARE 401(K) & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	150
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	16
Total of all active and inactive participants	2019-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	166
Number of participants with account balances	2019-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: STATCARE 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	143
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	8
Total of all active and inactive participants	2018-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	151
Number of participants with account balances	2018-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: STATCARE 401(K) & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	125
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	127
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	5
Total of all active and inactive participants	2017-07-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	132
Number of participants with account balances	2017-07-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	6

Financial Data on STATCARE 401(K) & PROFIT SHARING PLAN

Measure	Date	Value
2022 : STATCARE 401(K) & PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-6,896,575
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$816,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$628,718
Value of total corrective distributions	2022-12-31	$62,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,129,509
Value of total assets at end of year	2022-12-31	$59,484,339
Value of total assets at beginning of year	2022-12-31	$67,197,030
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$125,370
Total interest from all sources	2022-12-31	$23,915
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,120,207
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,120,207
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,642,298
Participant contributions at end of year	2022-12-31	$238,508
Participant contributions at beginning of year	2022-12-31	$225,273
Participant contributions at end of year	2022-12-31	$122,853
Participant contributions at beginning of year	2022-12-31	$126,656
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$8,508,537
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$9,536,635
Other income not declared elsewhere	2022-12-31	$-2,853,444
Administrative expenses (other) incurred	2022-12-31	$85,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-7,712,691
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$59,484,339
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$67,197,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$40,005
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$46,100,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$53,085,010
Interest on participant loans	2022-12-31	$9,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$2,281,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$2,288,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$2,288,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$14,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-9,316,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,487,211
Employer contributions (assets) at end of year	2022-12-31	$2,232,647
Employer contributions (assets) at beginning of year	2022-12-31	$1,935,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$628,718
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PYA, P.C.
Accountancy firm EIN	2022-12-31	621517792
2021 : STATCARE 401(K) & PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$12,888,834
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,431,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,325,390
Value of total corrective distributions	2021-12-31	$1,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,841,332
Value of total assets at end of year	2021-12-31	$67,197,030
Value of total assets at beginning of year	2021-12-31	$55,739,689
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$104,642
Total interest from all sources	2021-12-31	$9,842
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$941,651
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$941,651
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,646,310
Participant contributions at end of year	2021-12-31	$225,273
Participant contributions at beginning of year	2021-12-31	$157,261
Participant contributions at end of year	2021-12-31	$126,656
Participant contributions at beginning of year	2021-12-31	$120,104
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$9,536,635
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$7,761,746
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,056,209
Other income not declared elsewhere	2021-12-31	$1,388,752
Administrative expenses (other) incurred	2021-12-31	$79,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$11,457,341
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$67,197,030
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$55,739,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$25,140
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$53,085,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$43,356,590
Interest on participant loans	2021-12-31	$7,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2,288,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$2,338,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$2,338,584
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,707,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,138,813
Employer contributions (assets) at end of year	2021-12-31	$1,935,164
Employer contributions (assets) at beginning of year	2021-12-31	$2,005,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,325,390
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PYA, P.C.
Accountancy firm EIN	2021-12-31	621517792
2020 : STATCARE 401(K) & PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$11,127,332
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,421,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,304,690
Expenses. Certain deemed distributions of participant loans	2020-12-31	$6,159
Value of total corrective distributions	2020-12-31	$9,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,477,907
Value of total assets at end of year	2020-12-31	$55,739,689
Value of total assets at beginning of year	2020-12-31	$47,034,072
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$101,630
Total interest from all sources	2020-12-31	$19,964
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$751,863
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$751,863
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,544,259
Participant contributions at end of year	2020-12-31	$157,261
Participant contributions at beginning of year	2020-12-31	$222,949
Participant contributions at end of year	2020-12-31	$120,104
Participant contributions at beginning of year	2020-12-31	$105,228
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$7,761,746
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$5,699,373
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$353,089
Other income not declared elsewhere	2020-12-31	$1,427,813
Administrative expenses (other) incurred	2020-12-31	$70,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$8,705,617
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$55,739,689
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$47,034,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$31,214
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$43,356,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$37,447,390
Interest on participant loans	2020-12-31	$10,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$2,338,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,701,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,701,256
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$9,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,449,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,580,559
Employer contributions (assets) at end of year	2020-12-31	$2,005,404
Employer contributions (assets) at beginning of year	2020-12-31	$1,857,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,304,690
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PYA, P.C.
Accountancy firm EIN	2020-12-31	621517792
2019 : STATCARE 401(K) & PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$10,735,439
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$624,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$473,975
Expenses. Certain deemed distributions of participant loans	2019-12-31	$37,787
Value of total corrective distributions	2019-12-31	$18,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,450,637
Value of total assets at end of year	2019-12-31	$47,034,072
Value of total assets at beginning of year	2019-12-31	$36,922,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$93,674
Total interest from all sources	2019-12-31	$34,223
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$810,746
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$810,746
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,414,985
Participant contributions at end of year	2019-12-31	$222,949
Participant contributions at beginning of year	2019-12-31	$189,049
Participant contributions at end of year	2019-12-31	$105,228
Participant contributions at beginning of year	2019-12-31	$98,032
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$5,699,373
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$4,622,643
Other income not declared elsewhere	2019-12-31	$1,032,564
Administrative expenses (other) incurred	2019-12-31	$63,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$10,111,419
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$47,034,072
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$36,922,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$29,845
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$37,447,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$29,260,945
Interest on participant loans	2019-12-31	$11,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,701,256
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,635,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,635,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$22,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,407,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,035,652
Employer contributions (assets) at end of year	2019-12-31	$1,857,876
Employer contributions (assets) at beginning of year	2019-12-31	$1,116,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$473,975
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PYA, P.C.
Accountancy firm EIN	2019-12-31	621517792
2018 : STATCARE 401(K) & PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$2,760
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	$1,392,467
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$409,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$301,705
Expenses. Certain deemed distributions of participant loans	2018-12-31	$6,159
Value of total corrective distributions	2018-12-31	$2,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,433,374
Value of total assets at end of year	2018-12-31	$36,922,653
Value of total assets at beginning of year	2018-12-31	$35,937,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$99,599
Total interest from all sources	2018-12-31	$23,454
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$639,773
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$639,773
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
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	$1,386,588
Participant contributions at end of year	2018-12-31	$189,049
Participant contributions at beginning of year	2018-12-31	$185,562
Participant contributions at end of year	2018-12-31	$98,032
Participant contributions at beginning of year	2018-12-31	$188,976
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$4,622,643
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$3,373,771
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$46,899
Other income not declared elsewhere	2018-12-31	$-336,011
Administrative expenses (other) incurred	2018-12-31	$65,797
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	$982,737
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$36,922,653
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$35,937,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$33,802
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$29,260,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$29,492,204
Interest on participant loans	2018-12-31	$7,867
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,188,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,635,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$922,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$922,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$15,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,383,198
Net investment gain or loss from common/collective trusts	2018-12-31	$15,075
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	$1,999,887
Employer contributions (assets) at end of year	2018-12-31	$1,116,213
Employer contributions (assets) at beginning of year	2018-12-31	$585,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$301,705
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PYA, P.C.
Accountancy firm EIN	2018-12-31	621517792
2017 : STATCARE 401(K) & PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$33,052,501
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	$3,251,778
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$367,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$349,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,408,442
Value of total assets at end of year	2017-12-31	$35,937,156
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$17,608
Total interest from all sources	2017-12-31	$5,433
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$318,369
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$318,369
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	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$519,595
Participant contributions at end of year	2017-12-31	$185,562
Participant contributions at beginning of year	2017-12-31	$0
Participant contributions at end of year	2017-12-31	$188,976
Participant contributions at beginning of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$3,373,771
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$239,385
Administrative expenses (other) incurred	2017-12-31	$14,823
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	$2,884,655
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$35,937,156
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$2,785
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$29,492,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$2,985
Value of interest in common/collective trusts at end of year	2017-12-31	$1,188,548
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$922,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,274,621
Net investment gain or loss from common/collective trusts	2017-12-31	$5,528
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	$888,847
Employer contributions (assets) at end of year	2017-12-31	$585,406
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$349,515
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
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	PYA
Accountancy firm EIN	2017-12-31	621517792

Form 5500 Responses for STATCARE 401(K) & PROFIT SHARING PLAN

2022: STATCARE 401(K) & PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STATCARE 401(K) & PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STATCARE 401(K) & PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STATCARE 401(K) & PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STATCARE 401(K) & PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STATCARE 401(K) & PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	First time form 5500 has been submitted	Yes
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes

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STATCARE 401(K) PLAN [EIN = 460575924]

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Company Name:	NEWSTAT, PLLC
Employer identification number (EIN):	814704105
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)