401k Plan data: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST plan

AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC.

Employer identification number (EIN): 020535267

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

Additional information about AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2001-06-29

Company Identification Number: 0561210

Legal Registered Office Address: 4701 COX ROAD, SUITE 285

GLEN ALLEN
United States of America (USA)
23060

More information about AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 KAREN C. CARUTH 2023-11-08
001 2021-07-01 KAREN C. CARUTH 2022-12-13
001 2020-07-01 KAREN C. CARUTH 2022-01-11
001 2019-07-01 KAREN C. CARUTH 2021-01-26
001 2018-07-01 BRIAN J. DONADIO 2020-01-29
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01 BRIAN J. DONADIO
001 2013-07-01 BRIAN J. DONADIO
001 2012-07-01 BRIAN J. DONADIO
001 2011-07-01 BRIAN J. DONADIO
001 2010-07-01 BRIAN J. DONADIO
001 2009-07-01 BRIAN J. DONADIO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-07-01	KAREN C. CARUTH	2023-11-08
001	2021-07-01	KAREN C. CARUTH	2022-12-13
001	2020-07-01	KAREN C. CARUTH	2022-01-11
001	2019-07-01	KAREN C. CARUTH	2021-01-26
001	2018-07-01	BRIAN J. DONADIO	2020-01-29
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01	BRIAN J. DONADIO
001	2013-07-01	BRIAN J. DONADIO
001	2012-07-01	BRIAN J. DONADIO
001	2011-07-01	BRIAN J. DONADIO
001	2010-07-01	BRIAN J. DONADIO
001	2009-07-01	BRIAN J. DONADIO

Plan Statistics for AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 11
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 1
Total of all active and inactive participants 2022-07-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 12
Number of participants with account balances 2022-07-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-07-01 13
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 9
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 1
Total of all active and inactive participants 2021-07-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 10
Number of participants with account balances 2021-07-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-07-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 9
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 3
Total of all active and inactive participants 2020-07-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 12
Number of participants with account balances 2020-07-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-07-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 11
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 1
Total of all active and inactive participants 2019-07-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 12
Number of participants with account balances 2019-07-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 11
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 1
Total of all active and inactive participants 2018-07-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 12
Number of participants with account balances 2018-07-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 9
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 1
Total of all active and inactive participants 2017-07-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 10
Number of participants with account balances 2017-07-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 8
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 2
Total of all active and inactive participants 2016-07-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 10
Number of participants with account balances 2016-07-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 1
2015: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-07-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 9
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 9
Number of participants with account balances 2015-07-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 8
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 8
Number of participants with account balances 2014-07-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 8
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 8
Number of participants with account balances 2013-07-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 7
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 7
Number of participants with account balances 2012-07-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 7
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 7
Number of participants with account balances 2011-07-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 7
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 7
Number of participants with account balances 2010-07-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 7
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 7
Number of participants with account balances 2009-07-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	11
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	1
Total of all active and inactive participants	2022-07-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	12
Number of participants with account balances	2022-07-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-07-01	13
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	9
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	1
Total of all active and inactive participants	2021-07-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	10
Number of participants with account balances	2021-07-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-07-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	9
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	3
Total of all active and inactive participants	2020-07-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	12
Number of participants with account balances	2020-07-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-07-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	11
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	1
Total of all active and inactive participants	2019-07-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	12
Number of participants with account balances	2019-07-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	11
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	1
Total of all active and inactive participants	2018-07-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	12
Number of participants with account balances	2018-07-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	9
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	1
Total of all active and inactive participants	2017-07-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	10
Number of participants with account balances	2017-07-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	8
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	2
Total of all active and inactive participants	2016-07-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	10
Number of participants with account balances	2016-07-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	1
2015: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-07-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	9
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	9
Number of participants with account balances	2015-07-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	8
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	8
Number of participants with account balances	2014-07-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	8
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	8
Number of participants with account balances	2013-07-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	7
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	7
Number of participants with account balances	2012-07-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	7
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	7
Number of participants with account balances	2011-07-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	7
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	7
Number of participants with account balances	2010-07-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	7
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	7
Number of participants with account balances	2009-07-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-06-30	$227,801
Expenses. Total of all expenses incurred	2023-06-30	$437
Total plan assets at end of year	2023-06-30	$1,142,386
Total plan assets at beginning of year	2023-06-30	$915,022
Value of fidelity bond covering the plan	2023-06-30	$250,000
Other income received	2023-06-30	$115,161
Net income (gross income less expenses)	2023-06-30	$227,364
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$1,142,386
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$915,022
Total contributions received or receivable from employer(s)	2023-06-30	$112,640
Expenses. Administrative service providers (salaries,fees and commissions)	2023-06-30	$437
2022 : AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-06-30	$-75,319
Expenses. Total of all expenses incurred	2022-06-30	$1,325,755
Benefits paid (including direct rollovers)	2022-06-30	$1,324,144
Total plan assets at end of year	2022-06-30	$915,022
Total plan assets at beginning of year	2022-06-30	$2,316,096
Value of fidelity bond covering the plan	2022-06-30	$250,000
Other income received	2022-06-30	$-174,131
Net income (gross income less expenses)	2022-06-30	$-1,401,074
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$915,022
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$2,316,096
Total contributions received or receivable from employer(s)	2022-06-30	$98,812
Expenses. Administrative service providers (salaries,fees and commissions)	2022-06-30	$1,611
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-06-30	$0
2021 : AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-06-30	$296,024
Expenses. Total of all expenses incurred	2021-06-30	$0
Total plan assets at end of year	2021-06-30	$2,316,096
Total plan assets at beginning of year	2021-06-30	$2,020,072
Value of fidelity bond covering the plan	2021-06-30	$250,000
Other income received	2021-06-30	$203,464
Net income (gross income less expenses)	2021-06-30	$296,024
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$2,316,096
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$2,020,072
Total contributions received or receivable from employer(s)	2021-06-30	$92,560
2020 : AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-06-30	$223,899
Expenses. Total of all expenses incurred	2020-06-30	$3,554
Total plan assets at end of year	2020-06-30	$2,020,072
Total plan assets at beginning of year	2020-06-30	$1,799,727
Value of fidelity bond covering the plan	2020-06-30	$250,000
Other income received	2020-06-30	$99,709
Net income (gross income less expenses)	2020-06-30	$220,345
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$2,020,072
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$1,799,727
Total contributions received or receivable from employer(s)	2020-06-30	$124,190
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$3,554
2019 : AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-06-30	$219,625
Expenses. Total of all expenses incurred	2019-06-30	$3,167
Total plan assets at end of year	2019-06-30	$1,799,727
Total plan assets at beginning of year	2019-06-30	$1,583,269
Value of fidelity bond covering the plan	2019-06-30	$250,000
Other income received	2019-06-30	$97,646
Net income (gross income less expenses)	2019-06-30	$216,458
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$1,799,727
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$1,583,269
Total contributions received or receivable from employer(s)	2019-06-30	$121,979
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$3,167
2018 : AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-06-30	$203,903
Expenses. Total of all expenses incurred	2018-06-30	$77,572
Benefits paid (including direct rollovers)	2018-06-30	$74,874
Total plan assets at end of year	2018-06-30	$1,583,269
Total plan assets at beginning of year	2018-06-30	$1,456,938
Value of fidelity bond covering the plan	2018-06-30	$250,000
Other income received	2018-06-30	$93,580
Net income (gross income less expenses)	2018-06-30	$126,331
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$1,583,269
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$1,456,938
Total contributions received or receivable from employer(s)	2018-06-30	$110,323
Expenses. Administrative service providers (salaries,fees and commissions)	2018-06-30	$2,698
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
2017 : AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-06-30	$222,538
Expenses. Total of all expenses incurred	2017-06-30	$2,210
Total plan assets at end of year	2017-06-30	$1,456,938
Total plan assets at beginning of year	2017-06-30	$1,236,610
Value of fidelity bond covering the plan	2017-06-30	$250,000
Other income received	2017-06-30	$63,116
Net income (gross income less expenses)	2017-06-30	$220,328
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$1,456,938
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$1,236,610
Total contributions received or receivable from employer(s)	2017-06-30	$159,422
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$2,210
2016 : AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-06-30	$151,789
Expenses. Total of all expenses incurred	2016-06-30	$0
Total plan assets at end of year	2016-06-30	$1,236,610
Total plan assets at beginning of year	2016-06-30	$1,084,821
Value of fidelity bond covering the plan	2016-06-30	$250,000
Other income received	2016-06-30	$22,320
Net income (gross income less expenses)	2016-06-30	$151,789
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$1,236,610
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$1,084,821
Total contributions received or receivable from employer(s)	2016-06-30	$129,469
2015 : AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-06-30	$180,335
Expenses. Total of all expenses incurred	2015-06-30	$0
Total plan assets at end of year	2015-06-30	$1,084,821
Total plan assets at beginning of year	2015-06-30	$904,486
Value of fidelity bond covering the plan	2015-06-30	$250,000
Other income received	2015-06-30	$53,712
Net income (gross income less expenses)	2015-06-30	$180,335
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$1,084,821
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$904,486
Total contributions received or receivable from employer(s)	2015-06-30	$126,623
2014 : AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-06-30	$124,089
Expenses. Total of all expenses incurred	2014-06-30	$0
Total plan assets at end of year	2014-06-30	$904,486
Total plan assets at beginning of year	2014-06-30	$780,397
Value of fidelity bond covering the plan	2014-06-30	$90,000
Other income received	2014-06-30	$46,985
Net income (gross income less expenses)	2014-06-30	$124,089
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$904,486
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$780,397
Total contributions received or receivable from employer(s)	2014-06-30	$77,104
2013 : AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-06-30	$156,879
Expenses. Total of all expenses incurred	2013-06-30	$0
Total plan assets at end of year	2013-06-30	$780,397
Total plan assets at beginning of year	2013-06-30	$623,518
Value of fidelity bond covering the plan	2013-06-30	$50,000
Other income received	2013-06-30	$86,591
Net income (gross income less expenses)	2013-06-30	$156,879
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$780,397
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$623,518
Total contributions received or receivable from employer(s)	2013-06-30	$70,288
2012 : AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-06-30	$93,980
Expenses. Total of all expenses incurred	2012-06-30	$0
Total plan assets at end of year	2012-06-30	$623,518
Total plan assets at beginning of year	2012-06-30	$529,538
Value of fidelity bond covering the plan	2012-06-30	$50,000
Other income received	2012-06-30	$25,480
Net income (gross income less expenses)	2012-06-30	$93,980
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$623,518
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$529,538
Total contributions received or receivable from employer(s)	2012-06-30	$68,500
2011 : AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-06-30	$114,705
Expenses. Total of all expenses incurred	2011-06-30	$0
Total plan assets at end of year	2011-06-30	$529,538
Total plan assets at beginning of year	2011-06-30	$414,833
Value of fidelity bond covering the plan	2011-06-30	$50,000
Other income received	2011-06-30	$45,975
Net income (gross income less expenses)	2011-06-30	$114,705
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$529,538
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$414,833
Total contributions received or receivable from employer(s)	2011-06-30	$68,730

Form 5500 Responses for AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST

2022: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	Yes
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC.
Employer identification number (EIN):	020535267
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2001-06-29
Company Identification Number:	0561210
Legal Registered Office Address:	4701 COX ROAD, SUITE 285 GLEN ALLEN United States of America (USA) 23060