401k Plan data: COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN plan

COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN 401k Plan overview

Plan Name	COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN
Plan identification number	001

COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

COLORADO MOUNTAIN MEDICAL PC has sponsored the creation of one or more 401k plans.

Company Name: COLORADO MOUNTAIN MEDICAL PC

Employer identification number (EIN): 840808023

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 DAVE CARR 2022-07-29
001 2020-01-01 ERIC HAUSEMAN 2021-06-22
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ERIC HAUSEMAN
001 2017-01-01 ERIC HAUSEMAN
001 2016-01-01 ERIC HAUSEMAN
001 2015-01-01 ERIC HAUSEMAN
001 2014-01-01 ERIC HAUSEMAN 2015-07-20
001 2013-01-01 ERIC HAUSEMAN 2014-06-06
001 2012-01-01 ERIC HAUSEMAN 2013-06-21
001 2011-01-01 ERIC HAUSEMAN 2012-08-28 ERIC HAUSEMAN 2012-08-28
001 2010-01-01 SUSAN ONEILL 2011-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	DAVE CARR	2022-07-29
001	2020-01-01	ERIC HAUSEMAN	2021-06-22
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ERIC HAUSEMAN
001	2017-01-01	ERIC HAUSEMAN
001	2016-01-01	ERIC HAUSEMAN
001	2015-01-01	ERIC HAUSEMAN
001	2014-01-01	ERIC HAUSEMAN	2015-07-20
001	2013-01-01	ERIC HAUSEMAN	2014-06-06
001	2012-01-01	ERIC HAUSEMAN	2013-06-21
001	2011-01-01	ERIC HAUSEMAN	2012-08-28	ERIC HAUSEMAN	2012-08-28
001	2010-01-01	SUSAN ONEILL	2011-07-19

Plan Statistics for COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN

401k plan membership statisitcs for COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN

Measure Date Value
2019: COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 68
Total of all active and inactive participants 2019-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 72
Number of participants with account balances 2019-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 105
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 31
Total of all active and inactive participants 2018-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 138
Number of participants with account balances 2018-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 98
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 52
Total of all active and inactive participants 2017-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 152
Number of participants with account balances 2017-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10
2016: COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 96
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 44
Total of all active and inactive participants 2016-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 141
Number of participants with account balances 2016-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 95
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 34
Total of all active and inactive participants 2015-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 130
Number of participants with account balances 2015-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2019: COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	68
Total of all active and inactive participants	2019-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	72
Number of participants with account balances	2019-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	105
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	31
Total of all active and inactive participants	2018-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	138
Number of participants with account balances	2018-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	98
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	52
Total of all active and inactive participants	2017-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	152
Number of participants with account balances	2017-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10
2016: COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	96
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	44
Total of all active and inactive participants	2016-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	141
Number of participants with account balances	2016-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	95
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	34
Total of all active and inactive participants	2015-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	130
Number of participants with account balances	2015-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN

Measure	Date	Value
2019 : COLORADO MOUNTAIN MEDICAL PC 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	$5,450,429
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$26,131,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$26,123,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,506,331
Value of total assets at end of year	2019-12-31	$1,329,631
Value of total assets at beginning of year	2019-12-31	$22,010,440
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,200
Total interest from all sources	2019-12-31	$3,031
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$717,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$717,156
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	$698,414
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$100,675
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$20,185
Administrative expenses (other) incurred	2019-12-31	$8,200
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	$-20,680,809
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,329,631
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,010,440
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,282,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$19,891,272
Interest earned on other investments	2019-12-31	$3,031
Value of interest in common/collective trusts at end of year	2019-12-31	$47,292
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,018,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,181,712
Net investment gain or loss from common/collective trusts	2019-12-31	$42,199
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	$787,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$26,123,038
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	MCMAHAN AND ASSOCIATES, LLC.
Accountancy firm EIN	2019-12-31	841509269
2018 : COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$716,253
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$211,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$209,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,697,530
Value of total assets at end of year	2018-12-31	$22,010,440
Value of total assets at beginning of year	2018-12-31	$21,505,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,250
Total interest from all sources	2018-12-31	$5,387
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,206,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,206,162
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	$764,728
Participant contributions at end of year	2018-12-31	$100,675
Participant contributions at beginning of year	2018-12-31	$142,734
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$33,836
Administrative expenses (other) incurred	2018-12-31	$2,250
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	$504,729
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$22,010,440
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$21,505,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$19,891,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$19,768,613
Interest on participant loans	2018-12-31	$5,387
Value of interest in common/collective trusts at end of year	2018-12-31	$2,018,493
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,594,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,229,283
Net investment gain or loss from common/collective trusts	2018-12-31	$36,457
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	$898,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$209,274
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	2018-12-31	No
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	MCMAHAN AND ASSOCIATES, LLC.
Accountancy firm EIN	2018-12-31	841509269
2017 : COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,536,059
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$67,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$66,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,651,981
Value of total assets at end of year	2017-12-31	$21,505,711
Value of total assets at beginning of year	2017-12-31	$17,036,652
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$710
Total interest from all sources	2017-12-31	$8,645
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$882,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$882,512
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
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	$702,567
Participant contributions at end of year	2017-12-31	$142,734
Participant contributions at beginning of year	2017-12-31	$220,234
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$27,807
Administrative expenses (other) incurred	2017-12-31	$710
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	$4,469,059
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$21,505,711
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$17,036,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$19,768,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$14,986,375
Interest on participant loans	2017-12-31	$8,645
Value of interest in common/collective trusts at end of year	2017-12-31	$1,594,364
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,830,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,966,091
Net investment gain or loss from common/collective trusts	2017-12-31	$26,830
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	$921,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$66,290
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	No
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	MCMAHAN AND ASSOCIATES, LLC.
Accountancy firm EIN	2017-12-31	841509269
2016 : COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,778,805
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$127,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$126,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,599,018
Value of total assets at end of year	2016-12-31	$17,036,652
Value of total assets at beginning of year	2016-12-31	$14,385,567
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,528
Total interest from all sources	2016-12-31	$7,551
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$602,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$602,167
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$685,562
Participant contributions at end of year	2016-12-31	$220,234
Participant contributions at beginning of year	2016-12-31	$139,314
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$42,806
Administrative expenses (other) incurred	2016-12-31	$1,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,651,085
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$17,036,652
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$14,385,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$14,986,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$13,394,697
Interest on participant loans	2016-12-31	$7,551
Value of interest in common/collective trusts at end of year	2016-12-31	$1,830,043
Value of interest in common/collective trusts at beginning of year	2016-12-31	$851,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$545,923
Net investment gain/loss from pooled separate accounts	2016-12-31	$24,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$870,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$126,192
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	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MCMAHAN AND ASSOCIATES, LLC.
Accountancy firm EIN	2016-12-31	841509269
2015 : COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,361,664
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$259,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$257,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,461,638
Value of total assets at end of year	2015-12-31	$14,385,567
Value of total assets at beginning of year	2015-12-31	$13,283,097
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,687
Total interest from all sources	2015-12-31	$6,614
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$795,715
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$795,715
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$663,650
Participant contributions at end of year	2015-12-31	$139,314
Participant contributions at beginning of year	2015-12-31	$165,643
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$45,588
Administrative expenses (other) incurred	2015-12-31	$1,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,102,470
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,385,567
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,283,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,394,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$12,714,004
Interest on participant loans	2015-12-31	$6,614
Value of interest in common/collective trusts at end of year	2015-12-31	$851,556
Value of interest in common/collective trusts at beginning of year	2015-12-31	$403,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-915,296
Net investment gain or loss from common/collective trusts	2015-12-31	$12,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$752,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$257,507
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	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MCMAHAN AND ASSOCIATES, LLC.
Accountancy firm EIN	2015-12-31	841509269

Form 5500 Responses for COLORADO MOUNTAIN MEDICAL PC 401(K ) PROFIT SHARING PLAN

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

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Company Name:	COLORADO MOUNTAIN MEDICAL PC
Employer identification number (EIN):	840808023
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)