401k Plan data: CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN plan

CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number	001

CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CENTRAL OREGON PEDIATRIC ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: CENTRAL OREGON PEDIATRIC ASSOCIATES

Employer identification number (EIN): 930731016

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MARY ROGERS 2023-09-21
001 2021-01-01 LOGAN THOMAS CLAUSEN 2022-07-25
001 2020-01-01 JEFFREY MEYROWITZ MD 2021-07-19
001 2019-01-01 JEFFREY MEYROWITZ MD 2020-07-28
001 2018-01-01 DANA PERRYMAN MD 2019-10-09
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JOHN D PEOPLES MD 2015-09-22
001 2013-01-01 JENNIFER LACHMAN MD 2014-08-20
001 2012-01-01 JENNIFER LACHMAN MD 2013-07-03
001 2011-01-01 JENNIFER LACHMAN MD 2012-07-06
001 2010-01-01 DALE SVENDSEN MD 2011-12-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MARY ROGERS	2023-09-21
001	2021-01-01	LOGAN THOMAS CLAUSEN	2022-07-25
001	2020-01-01	JEFFREY MEYROWITZ MD	2021-07-19
001	2019-01-01	JEFFREY MEYROWITZ MD	2020-07-28
001	2018-01-01	DANA PERRYMAN MD	2019-10-09
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JOHN D PEOPLES MD	2015-09-22
001	2013-01-01	JENNIFER LACHMAN MD	2014-08-20
001	2012-01-01	JENNIFER LACHMAN MD	2013-07-03
001	2011-01-01	JENNIFER LACHMAN MD	2012-07-06
001	2010-01-01	DALE SVENDSEN MD	2011-12-29

Plan Statistics for CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 117
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 157
Number of participants with account balances 2022-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 18
2021: CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 114
Number of retired or separated participants receiving benefits 2021-01-01 11
Number of other retired or separated participants entitled to future benefits 2021-01-01 25
Total of all active and inactive participants 2021-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 150
Number of participants with account balances 2021-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 19
2020: CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 106
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 17
Total of all active and inactive participants 2020-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 127
Number of participants with account balances 2020-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 10
2019: CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 93
Number of retired or separated participants receiving benefits 2019-01-01 6
Number of other retired or separated participants entitled to future benefits 2019-01-01 19
Total of all active and inactive participants 2019-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 118
Number of participants with account balances 2019-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 15
2018: CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 97
Number of retired or separated participants receiving benefits 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 11
Total of all active and inactive participants 2018-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 114
Number of participants with account balances 2018-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 87
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 28
Total of all active and inactive participants 2017-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 120
Number of participants with account balances 2017-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 14

Measure	Date	Value
2022: CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	117
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	157
Number of participants with account balances	2022-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	18
2021: CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	114
Number of retired or separated participants receiving benefits	2021-01-01	11
Number of other retired or separated participants entitled to future benefits	2021-01-01	25
Total of all active and inactive participants	2021-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	150
Number of participants with account balances	2021-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	19
2020: CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	106
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	17
Total of all active and inactive participants	2020-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	127
Number of participants with account balances	2020-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	10
2019: CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	93
Number of retired or separated participants receiving benefits	2019-01-01	6
Number of other retired or separated participants entitled to future benefits	2019-01-01	19
Total of all active and inactive participants	2019-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	118
Number of participants with account balances	2019-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	15
2018: CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	97
Number of retired or separated participants receiving benefits	2018-01-01	6
Number of other retired or separated participants entitled to future benefits	2018-01-01	11
Total of all active and inactive participants	2018-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	114
Number of participants with account balances	2018-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	87
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	28
Total of all active and inactive participants	2017-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	120
Number of participants with account balances	2017-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	14

Financial Data on CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-362,802
Total unrealized appreciation/depreciation of assets	2022-12-31	$-362,802
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-871,872
Total loss/gain on sale of assets	2022-12-31	$-338,003
Total of all expenses incurred	2022-12-31	$1,352,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,278,799
Value of total corrective distributions	2022-12-31	$20
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,120,968
Value of total assets at end of year	2022-12-31	$11,353,673
Value of total assets at beginning of year	2022-12-31	$13,577,690
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$73,326
Total interest from all sources	2022-12-31	$9,649
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$182,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$182,887
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$533,390
Participant contributions at end of year	2022-12-31	$62,156
Participant contributions at beginning of year	2022-12-31	$107,122
Participant contributions at end of year	2022-12-31	$29,300
Participant contributions at beginning of year	2022-12-31	$6,600
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$2,279,295
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$2,909,131
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$26,800
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$833
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$1,164
Other income not declared elsewhere	2022-12-31	$42
Administrative expenses (other) incurred	2022-12-31	$7,038
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$2,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,224,017
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,353,673
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,577,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$44,688
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,344,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,259,661
Interest on participant loans	2022-12-31	$4,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$355,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$317,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$317,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$5,155
Asset value of US Government securities at end of year	2022-12-31	$137,149
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-626,539
Net investment gain/loss from pooled separate accounts	2022-12-31	$-858,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$560,778
Employer contributions (assets) at end of year	2022-12-31	$131,930
Employer contributions (assets) at beginning of year	2022-12-31	$88,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,278,799
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$2,536
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$21,600
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$9,942
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$885,796
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$1,924,576
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$2,262,579
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JONES & ROTH
Accountancy firm EIN	2022-12-31	930819646
2021 : CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$548,991
Total unrealized appreciation/depreciation of assets	2021-12-31	$548,991
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$50
Total income from all sources (including contributions)	2021-12-31	$2,679,827
Total loss/gain on sale of assets	2021-12-31	$-52,517
Total of all expenses incurred	2021-12-31	$1,222,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,141,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,031,428
Value of total assets at end of year	2021-12-31	$13,577,690
Value of total assets at beginning of year	2021-12-31	$12,120,797
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$81,027
Total interest from all sources	2021-12-31	$8,867
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$235,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$390,606
Participant contributions at end of year	2021-12-31	$107,122
Participant contributions at beginning of year	2021-12-31	$163,933
Participant contributions at end of year	2021-12-31	$6,600
Participant contributions at beginning of year	2021-12-31	$57,287
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$2,909,131
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,951,248
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$154,936
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$1,164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$2,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$50
Other income not declared elsewhere	2021-12-31	$408
Administrative expenses (other) incurred	2021-12-31	$8,402
Total non interest bearing cash at end of year	2021-12-31	$2,237
Total non interest bearing cash at beginning of year	2021-12-31	$3,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,456,943
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,577,690
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,120,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$51,087
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,259,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,185,032
Interest on participant loans	2021-12-31	$7,598
Income. Interest from corporate debt instruments	2021-12-31	$1,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$317,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$509,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$509,616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$65
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$907,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$485,886
Employer contributions (assets) at end of year	2021-12-31	$88,521
Employer contributions (assets) at beginning of year	2021-12-31	$151,512
Income. Dividends from common stock	2021-12-31	$235,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,141,857
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$19,355
Contract administrator fees	2021-12-31	$21,538
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$885,796
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$1,077,470
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$1,214,254
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$1,266,771
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	JONES & ROTH
Accountancy firm EIN	2021-12-31	930819646
2020 : CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$466,069
Total unrealized appreciation/depreciation of assets	2020-12-31	$466,069
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$50
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,431,754
Total loss/gain on sale of assets	2020-12-31	$-160,641
Total of all expenses incurred	2020-12-31	$389,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$323,991
Value of total corrective distributions	2020-12-31	$1,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,141,497
Value of total assets at end of year	2020-12-31	$12,120,797
Value of total assets at beginning of year	2020-12-31	$10,078,549
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$63,641
Total interest from all sources	2020-12-31	$17,251
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$163,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$365,416
Participant contributions at end of year	2020-12-31	$163,933
Participant contributions at beginning of year	2020-12-31	$148,148
Participant contributions at end of year	2020-12-31	$57,287
Participant contributions at beginning of year	2020-12-31	$36,998
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,951,248
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$1,516,826
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$295,694
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$2,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$1,474
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$50
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$2,505
Administrative expenses (other) incurred	2020-12-31	$4,575
Total non interest bearing cash at end of year	2020-12-31	$3,332
Total non interest bearing cash at beginning of year	2020-12-31	$2,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,042,198
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,120,747
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,078,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$43,481
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,185,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,890,875
Interest on participant loans	2020-12-31	$8,188
Income. Interest from corporate debt instruments	2020-12-31	$7,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$509,616
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$412,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$412,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$801,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$480,387
Employer contributions (assets) at end of year	2020-12-31	$151,512
Employer contributions (assets) at beginning of year	2020-12-31	$152,468
Income. Dividends from common stock	2020-12-31	$163,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$323,991
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$19,355
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$18,900
Contract administrator fees	2020-12-31	$15,585
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$1,077,470
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$897,157
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$724,606
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$885,247
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JONES & ROTH
Accountancy firm EIN	2020-12-31	930819646
2019 : CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$393,728
Total unrealized appreciation/depreciation of assets	2019-12-31	$393,728
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	$2,555,967
Total loss/gain on sale of assets	2019-12-31	$6,290
Total of all expenses incurred	2019-12-31	$2,279,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,229,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$903,219
Value of total assets at end of year	2019-12-31	$10,078,549
Value of total assets at beginning of year	2019-12-31	$9,802,535
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$50,053
Total interest from all sources	2019-12-31	$17,000
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$184,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$370,477
Participant contributions at end of year	2019-12-31	$148,148
Participant contributions at beginning of year	2019-12-31	$176,418
Participant contributions at end of year	2019-12-31	$36,998
Participant contributions at beginning of year	2019-12-31	$23,633
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,516,826
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,368,790
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$70,992
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$1,474
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$2,191
Other income not declared elsewhere	2019-12-31	$38
Administrative expenses (other) incurred	2019-12-31	$5,568
Total non interest bearing cash at end of year	2019-12-31	$2,836
Total non interest bearing cash at beginning of year	2019-12-31	$25,936
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	$276,014
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,078,549
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,802,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$41,937
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,890,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,940,945
Interest on participant loans	2019-12-31	$8,543
Income. Interest from corporate debt instruments	2019-12-31	$1,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$412,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$604,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$604,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$7,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,050,976
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	Yes
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	$461,750
Employer contributions (assets) at end of year	2019-12-31	$152,468
Employer contributions (assets) at beginning of year	2019-12-31	$125,831
Income. Dividends from common stock	2019-12-31	$184,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,229,900
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$18,900
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Contract administrator fees	2019-12-31	$2,548
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$897,157
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$534,043
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
Aggregate proceeds on sale of assets	2019-12-31	$421,506
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$415,216
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	JONES & ROTH
Accountancy firm EIN	2019-12-31	930819646
2018 : CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-115,273
Total unrealized appreciation/depreciation of assets	2018-12-31	$-115,273
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	$318,842
Total loss/gain on sale of assets	2018-12-31	$-58,181
Total of all expenses incurred	2018-12-31	$642,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$583,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$840,818
Value of total assets at end of year	2018-12-31	$9,802,535
Value of total assets at beginning of year	2018-12-31	$10,126,070
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$58,666
Total interest from all sources	2018-12-31	$13,181
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$226,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
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	$389,893
Participant contributions at end of year	2018-12-31	$176,418
Participant contributions at beginning of year	2018-12-31	$165,085
Participant contributions at end of year	2018-12-31	$23,633
Participant contributions at beginning of year	2018-12-31	$43,877
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$1,368,790
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$1,663,583
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$17,808
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$2,191
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$1,045
Other income not declared elsewhere	2018-12-31	$399
Administrative expenses (other) incurred	2018-12-31	$6,792
Total non interest bearing cash at end of year	2018-12-31	$25,936
Total non interest bearing cash at beginning of year	2018-12-31	$8,591
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	$-323,535
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,802,535
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,126,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$51,702
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,940,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,218,038
Interest on participant loans	2018-12-31	$8,711
Income. Interest from corporate debt instruments	2018-12-31	$181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$604,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$252,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$252,426
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$4,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-588,865
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	Yes
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	$433,117
Employer contributions (assets) at end of year	2018-12-31	$125,831
Employer contributions (assets) at beginning of year	2018-12-31	$212,357
Income. Dividends from common stock	2018-12-31	$226,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$583,711
Contract administrator fees	2018-12-31	$172
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$534,043
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$561,068
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
Aggregate proceeds on sale of assets	2018-12-31	$1,046,841
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$1,105,022
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	JONES & ROTH
Accountancy firm EIN	2018-12-31	930819646
2017 : CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$170,559
Total unrealized appreciation/depreciation of assets	2017-12-31	$170,559
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	$2,069,312
Total loss/gain on sale of assets	2017-12-31	$15,132
Total of all expenses incurred	2017-12-31	$126,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$75,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$888,021
Value of total assets at end of year	2017-12-31	$10,126,070
Value of total assets at beginning of year	2017-12-31	$8,183,626
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$51,171
Total interest from all sources	2017-12-31	$9,162
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$191,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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	$360,223
Participant contributions at end of year	2017-12-31	$165,085
Participant contributions at beginning of year	2017-12-31	$169,662
Participant contributions at end of year	2017-12-31	$43,877
Participant contributions at beginning of year	2017-12-31	$49,907
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$1,663,583
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$65,740
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$1,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$439
Other income not declared elsewhere	2017-12-31	$1,661
Administrative expenses (other) incurred	2017-12-31	$2,520
Total non interest bearing cash at end of year	2017-12-31	$8,591
Total non interest bearing cash at beginning of year	2017-12-31	$7,311
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	$1,942,444
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,126,070
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,183,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$41,846
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,218,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,448,637
Interest on participant loans	2017-12-31	$7,431
Income. Interest from corporate debt instruments	2017-12-31	$275
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$252,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$241,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$241,071
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$793,511
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	Yes
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	$462,058
Employer contributions (assets) at end of year	2017-12-31	$212,357
Employer contributions (assets) at beginning of year	2017-12-31	$352,862
Income. Dividends from common stock	2017-12-31	$191,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$75,697
Contract administrator fees	2017-12-31	$6,805
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$561,068
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$913,737
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
Aggregate proceeds on sale of assets	2017-12-31	$15,132
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	JONES & ROTH
Accountancy firm EIN	2017-12-31	930819646
2008 : CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN 2008 401k financial data
Total plan liabilities at beginning of year	2008-12-31	$32,191
Total income from all sources	2008-12-31	$-1,700,480
Expenses. Total of all expenses incurred	2008-12-31	$648,930
Benefits paid (including direct rollovers)	2008-12-31	$599,109
Total plan assets at end of year	2008-12-31	$5,908,994
Total plan assets at beginning of year	2008-12-31	$8,290,595
Value of fidelity bond covering the plan	2008-12-31	$500,000
Total contributions received or receivable from participants	2008-12-31	$159,234
Expenses. Other expenses not covered elsewhere	2008-12-31	$49,821
Contributions received from other sources (not participants or employers)	2008-12-31	$9,015
Other income received	2008-12-31	$-2,152,931
Net income (gross income less expenses)	2008-12-31	$-2,349,410
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$5,908,994
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$8,258,404
Assets. Value of participant loans	2008-12-31	$49,076
Total contributions received or receivable from employer(s)	2008-12-31	$284,202

Form 5500 Responses for CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

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

Policy contract number

14285

Policy instance

Insurance contract or identification number	14285
Number of Individuals Covered	166
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $9,283
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	9283
Additional information about fees paid to insurance broker	TPA COMPENSATION & TPA FEES
Insurance broker organization code?	5

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

Policy contract number

14285

Policy instance

Insurance contract or identification number	14285
Number of Individuals Covered	155
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,628
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	10628
Additional information about fees paid to insurance broker	TPA COMPENSATION & TPA FEES
Insurance broker organization code?	5

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

Policy contract number

14285

Policy instance

Insurance contract or identification number	14285
Number of Individuals Covered	142
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6,169
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	6169
Additional information about fees paid to insurance broker	TPA COMPENSATION & TPA FEES
Insurance broker organization code?	5

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

Policy contract number

14285

Policy instance

Insurance contract or identification number	14285
Number of Individuals Covered	120
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,719
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	7719
Additional information about fees paid to insurance broker	TPA COMPENSATION & TPA FEES
Insurance broker organization code?	5

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

Policy contract number

14285

Policy instance

Insurance contract or identification number	14285
Number of Individuals Covered	113
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $8,012
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	8012
Additional information about fees paid to insurance broker	TPA COMPENSATION & TPA FEES
Insurance broker organization code?	5

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

Policy contract number

14285

Policy instance

Insurance contract or identification number	14285
Number of Individuals Covered	119
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $7,128
Total amount of fees paid to insurance company	USD $3,515
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,128
Insurance broker organization code?	7
Amount paid for insurance broker fees	3515
Additional information about fees paid to insurance broker	TPA COMPENSATION & TPA FEES
Insurance broker name	PENSION PLANNERS NORTHWEST

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

Policy contract number

14285

Policy instance

Insurance contract or identification number	14285
Number of Individuals Covered	44
Insurance policy start date	2008-01-01
Insurance policy end date	2008-12-31
Total amount of commissions paid to insurance broker	USD $3,478
Total amount of fees paid to insurance company	USD $560
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $3,478
Insurance broker organization code?	4
Amount paid for insurance broker fees	560
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	NATIONAL ASSOCAITES, INC NW

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Company Name:	CENTRAL OREGON PEDIATRIC ASSOCIATES
Employer identification number (EIN):	930731016
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)