401k Plan data: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN plan

SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN
Plan identification number	003

SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

SOUTHLAKE CLINIC, INC. P.S. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHLAKE CLINIC, INC. P.S.

Employer identification number (EIN): 910870154

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

Additional information about SOUTHLAKE CLINIC, INC. P.S.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1971-10-06

Company Identification Number: 600052154

Legal Registered Office Address: 4011 TALBOT RD S STE 500

RENTON
United States of America (USA)
980550000

More information about SOUTHLAKE CLINIC, INC. P.S.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01 WILLIAM PARK
003 2017-01-01 WILLIAM PARK
003 2016-01-01 WILLIAM PARK
003 2015-01-01 WILLIAM PARK
003 2014-01-01 WILLIAM PARK
003 2013-01-01 WILLIAM PARK
003 2012-01-01 WILLIAM PARK
003 2011-01-01 WILLIAM PARK
003 2009-01-01 WILLIAM PARK

Plan id#	Filing Submission Date	Name of Administrator
003	2018-01-01	WILLIAM PARK
003	2017-01-01	WILLIAM PARK
003	2016-01-01	WILLIAM PARK
003	2015-01-01	WILLIAM PARK
003	2014-01-01	WILLIAM PARK
003	2013-01-01	WILLIAM PARK
003	2012-01-01	WILLIAM PARK
003	2011-01-01	WILLIAM PARK
003	2009-01-01	WILLIAM PARK

Plan Statistics for SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN

Measure Date Value
2018: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
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 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 292
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 257
Total of all active and inactive participants 2017-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 266
Number of participants with account balances 2017-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 298
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 177
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 111
Total of all active and inactive participants 2016-01-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 292
Number of participants with account balances 2016-01-01 292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 20
2015: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 272
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 188
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 105
Total of all active and inactive participants 2015-01-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 298
Number of participants with account balances 2015-01-01 298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 186
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 84
Total of all active and inactive participants 2014-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 272
Number of participants with account balances 2014-01-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 278
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 186
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 85
Total of all active and inactive participants 2013-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 273
Number of participants with account balances 2013-01-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 12
2012: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 185
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 73
Total of all active and inactive participants 2012-01-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 259
Number of participants with account balances 2012-01-01 259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 17
2011: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 262
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 169
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 66
Total of all active and inactive participants 2011-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 235
Number of participants with account balances 2011-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 11
2009: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 179
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 48
Total of all active and inactive participants 2009-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 227
Number of participants with account balances 2009-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2018: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
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	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	292
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	257
Total of all active and inactive participants	2017-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	266
Number of participants with account balances	2017-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	298
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	177
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	111
Total of all active and inactive participants	2016-01-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	292
Number of participants with account balances	2016-01-01	292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	20
2015: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	272
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	188
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	105
Total of all active and inactive participants	2015-01-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	298
Number of participants with account balances	2015-01-01	298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	186
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	84
Total of all active and inactive participants	2014-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	272
Number of participants with account balances	2014-01-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	278
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	186
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	85
Total of all active and inactive participants	2013-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	273
Number of participants with account balances	2013-01-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	12
2012: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	185
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	73
Total of all active and inactive participants	2012-01-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	259
Number of participants with account balances	2012-01-01	259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	17
2011: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	262
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	169
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	66
Total of all active and inactive participants	2011-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	235
Number of participants with account balances	2011-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	11
2009: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	179
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	48
Total of all active and inactive participants	2009-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	227
Number of participants with account balances	2009-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2018 : SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-10-05	$182,329
Total of all expenses incurred	2018-10-05	$41,656,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-10-05	$41,650,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-10-05	$-14,923
Value of total assets at end of year	2018-10-05	$0
Value of total assets at beginning of year	2018-10-05	$41,474,174
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-10-05	$5,687
Total dividends received (eg from common stock, registered investment company shares)	2018-10-05	$67,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-10-05	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-10-05	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-10-05	$67,627
Administrative expenses professional fees incurred	2018-10-05	$2,666
Was this plan covered by a fidelity bond	2018-10-05	Yes
Value of fidelity bond cover	2018-10-05	$500,000
If this is an individual account plan, was there a blackout period	2018-10-05	No
Were there any nonexempt tranactions with any party-in-interest	2018-10-05	No
Participant contributions at end of year	2018-10-05	$0
Participant contributions at beginning of year	2018-10-05	$8,321
Administrative expenses (other) incurred	2018-10-05	$743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-10-05	No
Value of net income/loss	2018-10-05	$-41,474,174
Value of net assets at end of year (total assets less liabilities)	2018-10-05	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-10-05	$41,474,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-10-05	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-10-05	No
Were any leases to which the plan was party in default or uncollectible	2018-10-05	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-10-05	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-10-05	$40,513,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-10-05	$129,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-10-05	Yes
Was there a failure to transmit to the plan any participant contributions	2018-10-05	No
Has the plan failed to provide any benefit when due under the plan	2018-10-05	No
Contributions received in cash from employer	2018-10-05	$-14,923
Employer contributions (assets) at end of year	2018-10-05	$0
Employer contributions (assets) at beginning of year	2018-10-05	$952,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-10-05	$41,650,816
Contract administrator fees	2018-10-05	$2,278
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	2018-10-05	No
Did the plan have assets held for investment	2018-10-05	No
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	2018-10-05	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-10-05	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-10-05	Yes
Opinion of an independent qualified public accountant for this plan	2018-10-05	Disclaimer
Accountancy firm name	2018-10-05	CHRIS T. BENNETT, CPA
Accountancy firm EIN	2018-10-05	911088177
2017 : SOUTHLAKE CLINIC INC. 401K 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	$7,847,798
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$7,793,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$7,773,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,837,394
Value of total assets at end of year	2017-12-31	$41,474,174
Value of total assets at beginning of year	2017-12-31	$41,419,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,484
Total interest from all sources	2017-12-31	$9,191
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,326,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,326,606
Administrative expenses professional fees incurred	2017-12-31	$9,900
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	$884,872
Participant contributions at end of year	2017-12-31	$8,321
Participant contributions at beginning of year	2017-12-31	$336,541
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$1,054
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	$54,768
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$41,474,174
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$41,419,406
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	$40,513,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$39,792,599
Interest on participant loans	2017-12-31	$9,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,674,607
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	$952,522
Employer contributions (assets) at end of year	2017-12-31	$952,522
Employer contributions (assets) at beginning of year	2017-12-31	$1,289,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$7,773,546
Contract administrator fees	2017-12-31	$9,584
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	CHRIS T. BENNETT, CPA
Accountancy firm EIN	2017-12-31	911088177
2016 : SOUTHLAKE CLINIC INC. 401K 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	$5,525,710
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,359,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,344,501
Value of total corrective distributions	2016-12-31	$1,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,674,051
Value of total assets at end of year	2016-12-31	$41,419,406
Value of total assets at beginning of year	2016-12-31	$40,253,367
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$13,736
Total interest from all sources	2016-12-31	$15,024
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,197,716
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	$1,197,716
Administrative expenses professional fees incurred	2016-12-31	$2,255
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	$1,219,370
Participant contributions at end of year	2016-12-31	$336,541
Participant contributions at beginning of year	2016-12-31	$401,801
Participant contributions at end of year	2016-12-31	$1,054
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$144,614
Administrative expenses (other) incurred	2016-12-31	$2,241
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	$1,166,039
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$41,419,406
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$40,253,367
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	$39,792,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$38,586,136
Interest on participant loans	2016-12-31	$15,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,638,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
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	$1,310,067
Employer contributions (assets) at end of year	2016-12-31	$1,289,212
Employer contributions (assets) at beginning of year	2016-12-31	$1,265,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,344,501
Contract administrator fees	2016-12-31	$9,240
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	CHRIS T. BENNETT, CPA
Accountancy firm EIN	2016-12-31	911088177
2015 : SOUTHLAKE CLINIC INC. 401K 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	$2,138,499
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,230,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,211,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,448,424
Value of total assets at end of year	2015-12-31	$40,253,367
Value of total assets at beginning of year	2015-12-31	$39,345,745
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$19,136
Total interest from all sources	2015-12-31	$15,408
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,620,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,620,658
Administrative expenses professional fees incurred	2015-12-31	$7,115
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	$1,178,503
Participant contributions at end of year	2015-12-31	$401,801
Participant contributions at beginning of year	2015-12-31	$373,177
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$101,770
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$4,330
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	$907,622
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$40,253,367
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$39,345,745
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	$38,586,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$37,582,425
Interest on participant loans	2015-12-31	$15,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,945,991
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	Yes
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	$1,265,591
Employer contributions (assets) at end of year	2015-12-31	$1,265,430
Employer contributions (assets) at beginning of year	2015-12-31	$1,288,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,211,741
Contract administrator fees	2015-12-31	$12,021
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	CHRIS T. BENNETT, CPA
Accountancy firm EIN	2015-12-31	911088177
2014 : SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$5,275,704
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$4,721,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,698,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,461,016
Value of total assets at end of year	2014-12-31	$39,345,745
Value of total assets at beginning of year	2014-12-31	$38,791,413
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$22,596
Total interest from all sources	2014-12-31	$15,526
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,242,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,242,326
Administrative expenses professional fees incurred	2014-12-31	$5,405
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,143,476
Participant contributions at end of year	2014-12-31	$373,177
Participant contributions at beginning of year	2014-12-31	$302,652
Participant contributions at end of year	2014-12-31	$101,770
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$29,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$554,332
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$39,345,745
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$38,791,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$37,582,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$37,174,282
Interest on participant loans	2014-12-31	$15,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,556,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,288,482
Employer contributions (assets) at end of year	2014-12-31	$1,288,373
Employer contributions (assets) at beginning of year	2014-12-31	$1,314,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,698,776
Contract administrator fees	2014-12-31	$17,191
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CHRIS T. BENNETT, CPA
Accountancy firm EIN	2014-12-31	911088177
2013 : SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$8,375,389
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,816,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,790,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,805,867
Value of total assets at end of year	2013-12-31	$38,791,413
Value of total assets at beginning of year	2013-12-31	$32,232,307
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$26,216
Total interest from all sources	2013-12-31	$12,660
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$983,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$983,099
Administrative expenses professional fees incurred	2013-12-31	$7,980
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,174,585
Participant contributions at end of year	2013-12-31	$302,652
Participant contributions at beginning of year	2013-12-31	$298,202
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$316,803
Administrative expenses (other) incurred	2013-12-31	$18,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$6,559,106
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$38,791,413
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$32,232,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$37,174,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$30,801,016
Income. Interest from loans (other than to participants)	2013-12-31	$12,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,573,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,314,479
Employer contributions (assets) at end of year	2013-12-31	$1,314,479
Employer contributions (assets) at beginning of year	2013-12-31	$1,133,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,790,067
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CHRIS T. BENNETT, CPA
Accountancy firm EIN	2013-12-31	911088177
2012 : SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$550
Total income from all sources (including contributions)	2012-12-31	$5,716,396
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$5,263,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$5,236,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,173,335
Value of total assets at end of year	2012-12-31	$32,232,307
Value of total assets at beginning of year	2012-12-31	$31,779,477
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$26,894
Total interest from all sources	2012-12-31	$11,727
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,062,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,062,968
Administrative expenses professional fees incurred	2012-12-31	$8,515
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,019,807
Participant contributions at end of year	2012-12-31	$298,202
Participant contributions at beginning of year	2012-12-31	$253,068
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$20,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$550
Administrative expenses (other) incurred	2012-12-31	$18,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$453,380
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$32,232,307
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$31,778,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$30,801,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$30,528,772
Interest on participant loans	2012-12-31	$11,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,468,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,133,089
Employer contributions (assets) at end of year	2012-12-31	$1,133,089
Employer contributions (assets) at beginning of year	2012-12-31	$997,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$5,236,122
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CHRIS T. BENNETT, CPA
Accountancy firm EIN	2012-12-31	911088177
2011 : SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$2,672
Total income from all sources (including contributions)	2011-12-31	$2,060,481
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$5,492,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$5,472,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,955,341
Value of total assets at end of year	2011-12-31	$31,779,477
Value of total assets at beginning of year	2011-12-31	$35,213,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$20,489
Total interest from all sources	2011-12-31	$10,071
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$860,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$860,631
Administrative expenses professional fees incurred	2011-12-31	$1,390
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$954,928
Participant contributions at end of year	2011-12-31	$253,068
Participant contributions at beginning of year	2011-12-31	$199,412
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$2,672
Administrative expenses (other) incurred	2011-12-31	$19,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-3,432,278
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$31,778,927
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$35,211,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$30,528,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$33,924,669
Interest on participant loans	2011-12-31	$10,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-765,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,000,413
Employer contributions (assets) at end of year	2011-12-31	$997,637
Employer contributions (assets) at beginning of year	2011-12-31	$1,089,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$5,472,270
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CHRIS T. BENNETT, CPA
Accountancy firm EIN	2011-12-31	911088177
2010 : SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$2,672
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$5,791,945
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$490,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$468,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,024,188
Value of total assets at end of year	2010-12-31	$35,213,877
Value of total assets at beginning of year	2010-12-31	$29,910,231
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$22,539
Total interest from all sources	2010-12-31	$10,113
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$756,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$756,696
Administrative expenses professional fees incurred	2010-12-31	$4,000
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$921,366
Participant contributions at end of year	2010-12-31	$199,412
Participant contributions at beginning of year	2010-12-31	$183,322
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$13,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$2,672
Administrative expenses (other) incurred	2010-12-31	$18,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$5,300,974
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$35,211,205
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$29,910,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$33,924,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$28,671,916
Interest on participant loans	2010-12-31	$10,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,000,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,089,796
Employer contributions (assets) at end of year	2010-12-31	$1,089,796
Employer contributions (assets) at beginning of year	2010-12-31	$1,054,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$468,432
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CHRIS T. BENNETT, CPA
Accountancy firm EIN	2010-12-31	911088177
2009 : SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN

2018: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
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: SOUTHLAKE CLINIC INC. 401K 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: SOUTHLAKE CLINIC INC. 401K 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
2014: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHLAKE CLINIC INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTHLAKE CLINIC, INC. P.S.
Employer identification number (EIN):	910870154
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1971-10-06
Company Identification Number:	600052154
Legal Registered Office Address:	4011 TALBOT RD S STE 500 RENTON United States of America (USA) 980550000