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URGENT CARE GROUP 401(K) PLAN 401k Plan overview

Plan NameURGENT CARE GROUP 401(K) PLAN
Plan identification number 001

URGENT CARE GROUP 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

URGENT CARE GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:URGENT CARE GROUP, LLC
Employer identification number (EIN):821794761
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan URGENT CARE GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-06-01JEREMY TAYLOR2019-10-10 JEREMY TAYLOR2019-10-10

Plan Statistics for URGENT CARE GROUP 401(K) PLAN

401k plan membership statisitcs for URGENT CARE GROUP 401(K) PLAN

Measure Date Value
2022: URGENT CARE GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01747
Total number of active participants reported on line 7a of the Form 55002022-01-01917
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01588
Total of all active and inactive participants2022-01-011,505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,505
Number of participants with account balances2022-01-011,317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01228
2021: URGENT CARE GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01604
Total number of active participants reported on line 7a of the Form 55002021-01-01403
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01298
Total of all active and inactive participants2021-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01701
Number of participants with account balances2021-01-01650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: URGENT CARE GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01466
Total number of active participants reported on line 7a of the Form 55002020-01-01385
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01201
Total of all active and inactive participants2020-01-01586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01586
Number of participants with account balances2020-01-01531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: URGENT CARE GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01270
Total number of active participants reported on line 7a of the Form 55002019-01-01314
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01133
Total of all active and inactive participants2019-01-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01447
Number of participants with account balances2019-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117

Financial Data on URGENT CARE GROUP 401(K) PLAN

Measure Date Value
2022 : URGENT CARE GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$14,336,498
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$2,960,909
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$622,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$489,976
Expenses. Certain deemed distributions of participant loans2022-12-31$11,215
Value of total corrective distributions2022-12-31$304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,313,660
Value of total assets at end of year2022-12-31$22,316,688
Value of total assets at beginning of year2022-12-31$5,641,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$121,151
Total interest from all sources2022-12-31$4,985
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$121,151
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,772,182
Participant contributions at end of year2022-12-31$166,430
Participant contributions at beginning of year2022-12-31$56,850
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$354,770
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$192,420
Total non interest bearing cash at beginning of year2022-12-31$28,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$2,338,263
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,316,688
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,641,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,957,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,556,218
Interest on participant loans2022-12-31$4,985
Net investment gain/loss from pooled separate accounts2022-12-31$-357,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,186,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$489,976
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LBMC, PC
Accountancy firm EIN2022-12-31621199757
2021 : URGENT CARE GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,180,938
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$684,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$626,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,501,670
Value of total assets at end of year2021-12-31$5,641,927
Value of total assets at beginning of year2021-12-31$4,145,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$58,485
Total interest from all sources2021-12-31$2,667
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,095,457
Participant contributions at end of year2021-12-31$56,850
Participant contributions at beginning of year2021-12-31$33,473
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$307,677
Administrative expenses (other) incurred2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$28,859
Total non interest bearing cash at beginning of year2021-12-31$5,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,496,130
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,641,927
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,145,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,556,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,106,456
Interest on participant loans2021-12-31$2,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$676,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$98,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$626,323
Contract administrator fees2021-12-31$58,485
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LBMC, PC
Accountancy firm EIN2021-12-31621199757
2020 : URGENT CARE GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$578
Total income from all sources (including contributions)2020-12-31$1,614,267
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$415,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$378,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,074,870
Value of total assets at end of year2020-12-31$4,145,797
Value of total assets at beginning of year2020-12-31$2,947,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,059
Total interest from all sources2020-12-31$2,152
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$873,068
Participant contributions at end of year2020-12-31$33,473
Participant contributions at beginning of year2020-12-31$34,873
Participant contributions at beginning of year2020-12-31$49
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$115,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$578
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$5,868
Total non interest bearing cash at beginning of year2020-12-31$5,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,198,819
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,145,797
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,946,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,106,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,907,285
Interest on participant loans2020-12-31$2,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$537,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$86,196
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$378,389
Contract administrator fees2020-12-31$37,059
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LBMC, PC
Accountancy firm EIN2020-12-31621199757
2019 : URGENT CARE GROUP 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$3,041,968
Total transfer of assets to this plan2019-12-31$3,041,968
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$578
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$578
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$151
Total income from all sources (including contributions)2019-12-31$1,567,633
Total income from all sources (including contributions)2019-12-31$1,567,633
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,073,026
Total of all expenses incurred2019-12-31$2,073,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,036,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,036,673
Expenses. Certain deemed distributions of participant loans2019-12-31$538
Expenses. Certain deemed distributions of participant loans2019-12-31$538
Value of total corrective distributions2019-12-31$8,511
Value of total corrective distributions2019-12-31$8,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,258,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,258,265
Value of total assets at end of year2019-12-31$2,947,556
Value of total assets at end of year2019-12-31$2,947,556
Value of total assets at beginning of year2019-12-31$410,554
Value of total assets at beginning of year2019-12-31$410,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,304
Total interest from all sources2019-12-31$2,338
Total interest from all sources2019-12-31$2,338
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$802,492
Contributions received from participants2019-12-31$802,492
Participant contributions at end of year2019-12-31$34,873
Participant contributions at end of year2019-12-31$34,873
Participant contributions at beginning of year2019-12-31$35,272
Participant contributions at beginning of year2019-12-31$35,272
Participant contributions at end of year2019-12-31$49
Participant contributions at end of year2019-12-31$49
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$394,199
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$394,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$151
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$151
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$5,349
Total non interest bearing cash at end of year2019-12-31$5,349
Total non interest bearing cash at beginning of year2019-12-31$151
Total non interest bearing cash at beginning of year2019-12-31$151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-505,393
Value of net income/loss2019-12-31$-505,393
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,946,978
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,946,978
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$410,403
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$410,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,907,285
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,907,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$375,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$375,131
Interest on participant loans2019-12-31$2,338
Interest on participant loans2019-12-31$2,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$307,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$307,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$61,574
Contributions received in cash from employer2019-12-31$61,574
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,036,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,036,673
Contract administrator fees2019-12-31$27,304
Contract administrator fees2019-12-31$27,304
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LBMC, PC
Accountancy firm name2019-12-31LBMC, PC
Accountancy firm EIN2019-12-31621199757
Accountancy firm EIN2019-12-31621199757

Form 5500 Responses for URGENT CARE GROUP 401(K) PLAN

2022: URGENT CARE GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: URGENT CARE GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: URGENT CARE GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: URGENT CARE GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number134526
Policy instance 1
Insurance contract or identification number134526
Number of Individuals Covered1423
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $35,350
Total amount of fees paid to insurance companyUSD $65,801
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $35,350
Amount paid for insurance broker fees0
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number134526
Policy instance 1
Insurance contract or identification number134526
Number of Individuals Covered725
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $24,706
Total amount of fees paid to insurance companyUSD $6,774
Are there contracts with allocated funds for individual policies?1
Commission paid to Insurance BrokerUSD $24,706
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES PAID
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number134526
Policy instance 1
Insurance contract or identification number134526
Number of Individuals Covered607
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $15,528
Total amount of fees paid to insurance companyUSD $4,448
Are there contracts with allocated funds for individual policies?1
Commission paid to Insurance BrokerUSD $15,528
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES PAID
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number134526
Policy instance 1
Insurance contract or identification number134526
Number of Individuals Covered470
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,229
Total amount of fees paid to insurance companyUSD $15,306
Are there contracts with allocated funds for individual policies?1
Commission paid to Insurance BrokerUSD $10,229
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA COMPENSATION AND REES PAID

Potentially related plans

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