401k Plan data: PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT plan

PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 401k Plan overview

Plan Name	PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT
Plan identification number	001

PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PATHOLOGISTS REGIONAL LABORATORY, P.A. has sponsored the creation of one or more 401k plans.

Company Name: PATHOLOGISTS REGIONAL LABORATORY, P.A.

Employer identification number (EIN): 820291819

NAIC Classification: 621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ALAN PETERSON 2023-10-16
001 2021-01-01 ALAN PETERSON 2022-10-04
001 2020-01-01 ALAN PETERSON 2021-10-05
001 2019-01-01 ALAN PETERSON 2020-10-12
001 2018-01-01 ALAN PETERSON 2019-07-27
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 ALAN PETERSON 2015-03-17
001 2013-01-01 ALAN PETERSON 2014-03-21
001 2012-01-01 ALAN PETERSON 2013-03-28
001 2011-01-01 ALAN PETERSON 2012-02-14
001 2010-01-01 ALAN PETERSON 2011-11-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ALAN PETERSON	2023-10-16
001	2021-01-01	ALAN PETERSON	2022-10-04
001	2020-01-01	ALAN PETERSON	2021-10-05
001	2019-01-01	ALAN PETERSON	2020-10-12
001	2018-01-01	ALAN PETERSON	2019-07-27
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	ALAN PETERSON	2015-03-17
001	2013-01-01	ALAN PETERSON	2014-03-21
001	2012-01-01	ALAN PETERSON	2013-03-28
001	2011-01-01	ALAN PETERSON	2012-02-14
001	2010-01-01	ALAN PETERSON	2011-11-01

Plan Statistics for PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT

401k plan membership statisitcs for PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT

Measure Date Value
2022: PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 2022 401k membership
Total participants, beginning-of-year 2022-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 123
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 20
Total of all active and inactive participants 2022-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 143
Number of participants with account balances 2022-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 2021 401k membership
Total participants, beginning-of-year 2021-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 118
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 24
Total of all active and inactive participants 2021-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 144
Number of participants with account balances 2021-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 2020 401k membership
Total participants, beginning-of-year 2020-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 108
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 139
Number of participants with account balances 2020-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 2019 401k membership
Total participants, beginning-of-year 2019-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 121
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 25
Total of all active and inactive participants 2019-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 146
Number of participants with account balances 2019-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 2018 401k membership
Total participants, beginning-of-year 2018-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 118
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 17
Total of all active and inactive participants 2018-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 135
Number of participants with account balances 2018-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3

Measure	Date	Value
2022: PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 2022 401k membership
Total participants, beginning-of-year	2022-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	123
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	20
Total of all active and inactive participants	2022-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	143
Number of participants with account balances	2022-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 2021 401k membership
Total participants, beginning-of-year	2021-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	118
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	24
Total of all active and inactive participants	2021-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	144
Number of participants with account balances	2021-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 2020 401k membership
Total participants, beginning-of-year	2020-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	108
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	139
Number of participants with account balances	2020-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 2019 401k membership
Total participants, beginning-of-year	2019-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	121
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	25
Total of all active and inactive participants	2019-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	146
Number of participants with account balances	2019-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 2018 401k membership
Total participants, beginning-of-year	2018-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	118
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	17
Total of all active and inactive participants	2018-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	135
Number of participants with account balances	2018-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3

Financial Data on PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT

Measure	Date	Value
2022 : PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 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	$-773,548
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$251,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$214,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$320,590
Value of total assets at end of year	2022-12-31	$4,697,707
Value of total assets at beginning of year	2022-12-31	$5,723,229
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$37,240
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
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	$287,188
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$1,050
Total non interest bearing cash at end of year	2022-12-31	$6,997
Total non interest bearing cash at beginning of year	2022-12-31	$3,020
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	$-1,025,522
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,697,707
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,723,229
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	$17,924
Value of interest in pooled separate accounts at end of year	2022-12-31	$4,657,308
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$5,680,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,094,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$33,402
Employer contributions (assets) at end of year	2022-12-31	$33,402
Employer contributions (assets) at beginning of year	2022-12-31	$40,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$214,734
Contract administrator fees	2022-12-31	$18,266
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
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	HAYDEN ROSS, PLLC
Accountancy firm EIN	2022-12-31	460531452
2021 : PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 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	$1,124,398
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,234,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,187,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$339,166
Value of total assets at end of year	2021-12-31	$5,723,229
Value of total assets at beginning of year	2021-12-31	$5,833,781
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$47,044
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$2,150
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	$299,127
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$25,802
Total non interest bearing cash at end of year	2021-12-31	$3,020
Total non interest bearing cash at beginning of year	2021-12-31	$899
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	$-110,552
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,723,229
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,833,781
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	$44,894
Value of interest in pooled separate accounts at end of year	2021-12-31	$5,680,170
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,762,424
Net investment gain/loss from pooled separate accounts	2021-12-31	$785,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$40,039
Employer contributions (assets) at end of year	2021-12-31	$40,039
Employer contributions (assets) at beginning of year	2021-12-31	$44,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,187,906
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
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	Disclaimer
Accountancy firm name	2021-12-31	HAYDEN ROSS, PLLC
Accountancy firm EIN	2021-12-31	460531452
2020 : PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 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	$1,092,598
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$972,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$930,902
Value of total corrective distributions	2020-12-31	$370
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$365,981
Value of total assets at end of year	2020-12-31	$5,833,781
Value of total assets at beginning of year	2020-12-31	$5,713,268
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$40,813
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$1,525
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	$321,325
Participant contributions at end of year	2020-12-31	$25,802
Participant contributions at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$899
Total non interest bearing cash at beginning of year	2020-12-31	$1,373
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	$120,513
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,833,781
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,713,268
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	$39,288
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,762,424
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,664,897
Net investment gain/loss from pooled separate accounts	2020-12-31	$726,617
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	$44,656
Employer contributions (assets) at end of year	2020-12-31	$44,656
Employer contributions (assets) at beginning of year	2020-12-31	$46,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$930,902
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
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	HAYDEN ROSS, PLLC
Accountancy firm EIN	2020-12-31	460531452
2019 : PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 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	$1,489,972
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$551,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$493,822
Value of total corrective distributions	2019-12-31	$16,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$429,496
Value of total assets at end of year	2019-12-31	$5,713,268
Value of total assets at beginning of year	2019-12-31	$4,774,705
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$41,087
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$974
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	$337,693
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$44,805
Total non interest bearing cash at end of year	2019-12-31	$1,373
Total non interest bearing cash at beginning of year	2019-12-31	$882
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	$938,563
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,713,268
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,774,705
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	$19,881
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,664,897
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,728,300
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,060,476
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	$46,998
Employer contributions (assets) at end of year	2019-12-31	$46,998
Employer contributions (assets) at beginning of year	2019-12-31	$45,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$493,822
Contract administrator fees	2019-12-31	$20,232
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
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	HAYDEN ROSS, PLLC
Accountancy firm EIN	2019-12-31	460531452
2018 : PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$40
Total income from all sources (including contributions)	2018-12-31	$160,032
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$583,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$564,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$533,125
Value of total assets at end of year	2018-12-31	$4,774,705
Value of total assets at beginning of year	2018-12-31	$5,198,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,883
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$761
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	$346,579
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$141,023
Total non interest bearing cash at end of year	2018-12-31	$882
Total non interest bearing cash at beginning of year	2018-12-31	$2,205
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	$-423,657
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,774,705
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,198,362
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	$10,642
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,728,300
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$5,156,268
Net investment gain/loss from pooled separate accounts	2018-12-31	$-373,093
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	$45,523
Employer contributions (assets) at end of year	2018-12-31	$45,523
Employer contributions (assets) at beginning of year	2018-12-31	$39,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$564,806
Contract administrator fees	2018-12-31	$7,480
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$40
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	HAYDEN ROSS, PLLC
Accountancy firm EIN	2018-12-31	460531452

Form 5500 Responses for PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT

2022: PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106158

Policy instance

Insurance contract or identification number	106158
Number of Individuals Covered	64
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,518
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3518
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106158

Policy instance

Insurance contract or identification number	106158
Number of Individuals Covered	71
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,159
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	3159
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106158

Policy instance

Insurance contract or identification number	106158
Number of Individuals Covered	78
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,155
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4155
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106158

Policy instance

Insurance contract or identification number	106158
Number of Individuals Covered	82
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,626
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3626
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

106158

Policy instance

Insurance contract or identification number	106158
Number of Individuals Covered	82
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,224
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	3224
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

Potentially related plans

PATHOLOGISTS REGIONAL LABORATORY, P.A. 401(K) PLAN PATHOLOGISTS REGIONAL LABORAT [EIN = 820520279]

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Company Name:	PATHOLOGISTS REGIONAL LABORATORY, P.A.
Employer identification number (EIN):	820291819
NAIC Classification:	621510
NAIC Description:	Medical and Diagnostic Laboratories