401k Plan data: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN plan

AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan Name	AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN
Plan identification number	002

AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT 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.
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 ACADEMY OF PHYSICIAN ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES

Employer identification number (EIN): 237067770

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 LISA GABLES 2019-05-13 LISA GABLES 2019-05-13
002 2017-01-01 LISA GABLES
002 2016-01-01 LISA GABLES
002 2015-01-01 LISA GABLES
002 2014-01-01 LISA GABLES
002 2013-01-01 SHYAMSUNDER DESIGAN
002 2012-01-01 SHYAM DESIGAN SHYAM DESIGAN 2013-08-08
002 2011-01-01 SHYAMSUNDER DESIGAN 2012-06-20
002 2010-01-01 GERARDO LUNA 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	LISA GABLES	2019-05-13	LISA GABLES	2019-05-13
002	2017-01-01	LISA GABLES
002	2016-01-01	LISA GABLES
002	2015-01-01	LISA GABLES
002	2014-01-01	LISA GABLES
002	2013-01-01	SHYAMSUNDER DESIGAN
002	2012-01-01	SHYAM DESIGAN		SHYAM DESIGAN	2013-08-08
002	2011-01-01	SHYAMSUNDER DESIGAN	2012-06-20
002	2010-01-01	GERARDO LUNA	2011-10-12

Plan Statistics for AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN

Measure Date Value
2023: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 110
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 40
Total of all active and inactive participants 2023-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 150
Number of participants with account balances 2023-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 102
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 39
Total of all active and inactive participants 2022-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 141
Number of participants with account balances 2022-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 91
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 39
Total of all active and inactive participants 2021-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 130
Number of participants with account balances 2021-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 94
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 34
Total of all active and inactive participants 2020-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 128
Number of participants with account balances 2020-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 91
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 36
Total of all active and inactive participants 2019-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 127
Number of participants with account balances 2019-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 114
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 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 36
Total of all active and inactive participants 2017-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 123
Number of participants with account balances 2017-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 87
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 27
Total of all active and inactive participants 2016-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 114
Number of participants with account balances 2016-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 87
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 26
Total of all active and inactive participants 2015-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 113
Number of participants with account balances 2015-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 72
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 21
Total of all active and inactive participants 2014-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 93
Number of participants with account balances 2014-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 79
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 22
Total of all active and inactive participants 2013-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 101
Number of participants with account balances 2013-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 78
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 36
Total of all active and inactive participants 2012-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 114
Number of participants with account balances 2012-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2023: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	110
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	40
Total of all active and inactive participants	2023-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	150
Number of participants with account balances	2023-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	102
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	39
Total of all active and inactive participants	2022-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	141
Number of participants with account balances	2022-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	91
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	39
Total of all active and inactive participants	2021-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	130
Number of participants with account balances	2021-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	94
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	34
Total of all active and inactive participants	2020-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	128
Number of participants with account balances	2020-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	91
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	36
Total of all active and inactive participants	2019-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	127
Number of participants with account balances	2019-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	114
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	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	36
Total of all active and inactive participants	2017-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	123
Number of participants with account balances	2017-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	87
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	27
Total of all active and inactive participants	2016-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	114
Number of participants with account balances	2016-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	87
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	26
Total of all active and inactive participants	2015-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	113
Number of participants with account balances	2015-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	72
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	21
Total of all active and inactive participants	2014-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	93
Number of participants with account balances	2014-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	79
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	22
Total of all active and inactive participants	2013-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	101
Number of participants with account balances	2013-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	78
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	36
Total of all active and inactive participants	2012-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	114
Number of participants with account balances	2012-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN

Measure	Date	Value
2023 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$4,353,692
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$3,195,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$3,122,451
Value of total corrective distributions	2023-12-31	$729
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,669,624
Value of total assets at end of year	2023-12-31	$17,907,466
Value of total assets at beginning of year	2023-12-31	$16,749,480
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$72,526
Total interest from all sources	2023-12-31	$31,551
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$379,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$379,205
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,013,361
Participant contributions at end of year	2023-12-31	$118,517
Participant contributions at beginning of year	2023-12-31	$112,930
Participant contributions at end of year	2023-12-31	$36,779
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$257,039
Administrative expenses (other) incurred	2023-12-31	$17,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,157,986
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$17,907,466
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$16,749,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$17,135
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$16,411,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$14,447,301
Value of interest in pooled separate accounts at end of year	2023-12-31	$879,215
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$643,348
Interest on participant loans	2023-12-31	$5,575
Interest earned on other investments	2023-12-31	$25,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$446,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$1,545,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,071,122
Net investment gain/loss from pooled separate accounts	2023-12-31	$202,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$399,224
Employer contributions (assets) at end of year	2023-12-31	$15,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$3,122,451
Contract administrator fees	2023-12-31	$38,256
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	DSR CPA AND CONSULTANTS
Accountancy firm EIN	2023-12-31	833983879
2022 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
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	$-1,523,475
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$580,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$510,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,430,884
Value of total assets at end of year	2022-12-31	$16,749,480
Value of total assets at beginning of year	2022-12-31	$18,853,787
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$69,980
Total interest from all sources	2022-12-31	$30,502
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$309,874
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	$309,874
Administrative expenses professional fees incurred	2022-12-31	$16,943
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	$954,194
Participant contributions at end of year	2022-12-31	$112,930
Participant contributions at beginning of year	2022-12-31	$151,096
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$126,506
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	$-2,104,307
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,749,480
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$18,853,787
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	$16,943
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$14,447,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$16,236,220
Value of interest in pooled separate accounts at end of year	2022-12-31	$643,348
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$863,973
Interest on participant loans	2022-12-31	$5,545
Interest earned on other investments	2022-12-31	$24,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,545,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,602,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,055,864
Net investment gain/loss from pooled separate accounts	2022-12-31	$-238,871
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	No
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	$350,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$510,852
Contract administrator fees	2022-12-31	$36,094
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	DSR CPA AND CONSULTANTS LLC
Accountancy firm EIN	2022-12-31	833983879
2021 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,369,765
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$629,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$556,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,433,502
Value of total assets at end of year	2021-12-31	$18,853,787
Value of total assets at beginning of year	2021-12-31	$16,113,239
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$72,886
Total interest from all sources	2021-12-31	$30,028
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$305,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$305,633
Administrative expenses professional fees incurred	2021-12-31	$17,074
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	$917,284
Participant contributions at end of year	2021-12-31	$151,096
Participant contributions at beginning of year	2021-12-31	$80,871
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$166,138
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	$2,740,548
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$18,853,787
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$16,113,239
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	$17,074
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$16,236,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,927,357
Value of interest in pooled separate accounts at end of year	2021-12-31	$863,973
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$671,707
Interest on participant loans	2021-12-31	$5,817
Interest earned on other investments	2021-12-31	$24,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,602,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,433,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,466,673
Net investment gain/loss from pooled separate accounts	2021-12-31	$133,929
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	No
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	$350,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$556,331
Contract administrator fees	2021-12-31	$38,738
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
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	DSR CPA AND CONSULTANTS LLC
Accountancy firm EIN	2021-12-31	833983879
2020 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,184,967
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$355,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$299,163
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,238,562
Value of total assets at end of year	2020-12-31	$16,113,239
Value of total assets at beginning of year	2020-12-31	$13,283,721
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$56,286
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$28,456
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$213,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$213,126
Administrative expenses professional fees incurred	2020-12-31	$13,155
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
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$859,520
Participant contributions at end of year	2020-12-31	$80,871
Participant contributions at beginning of year	2020-12-31	$67,846
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$33,744
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
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	$0
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
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	$2,829,518
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$16,113,239
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,283,721
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$13,155
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$13,927,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,539,156
Value of interest in pooled separate accounts at end of year	2020-12-31	$671,707
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$428,446
Interest on participant loans	2020-12-31	$2,830
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$25,626
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,433,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,248,273
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,590,169
Net investment gain/loss from pooled separate accounts	2020-12-31	$114,654
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
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	No
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	$345,298
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$299,163
Contract administrator fees	2020-12-31	$29,976
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
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	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DSR CPA AND CONSULTANTS, LLC
Accountancy firm EIN	2020-12-31	833983879
2019 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,472,382
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,290,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,240,761
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,325,385
Value of total assets at end of year	2019-12-31	$13,283,721
Value of total assets at beginning of year	2019-12-31	$11,102,227
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$50,127
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$38,521
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$251,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$251,092
Administrative expenses professional fees incurred	2019-12-31	$11,151
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
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$805,292
Participant contributions at end of year	2019-12-31	$67,846
Participant contributions at beginning of year	2019-12-31	$101,428
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$189,514
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
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	$2,181,494
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,283,721
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,102,227
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$11,151
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,539,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,941,393
Value of interest in pooled separate accounts at end of year	2019-12-31	$428,446
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$354,113
Interest on participant loans	2019-12-31	$3,494
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$35,027
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,248,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,705,293
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,752,912
Net investment gain/loss from pooled separate accounts	2019-12-31	$104,472
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$330,579
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,240,761
Contract administrator fees	2019-12-31	$27,825
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
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	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
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	DSR CPA AND CONSULTANTS, LLC
Accountancy firm EIN	2019-12-31	833983879
2017 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$2,916,219
Expenses. Total of all expenses incurred	2017-12-31	$1,185,883
Benefits paid (including direct rollovers)	2017-12-31	$1,166,880
Total plan assets at end of year	2017-12-31	$11,229,940
Total plan assets at beginning of year	2017-12-31	$9,499,604
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$752,979
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$59,109
Other income received	2017-12-31	$1,803,610
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,730,336
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$11,229,940
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,499,604
Assets. Value of participant loans	2017-12-31	$133,828
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$300,521
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$19,003
2016 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,764,861
Expenses. Total of all expenses incurred	2016-12-31	$670,547
Benefits paid (including direct rollovers)	2016-12-31	$650,667
Total plan assets at end of year	2016-12-31	$9,499,604
Total plan assets at beginning of year	2016-12-31	$8,405,290
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$739,500
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$48,672
Other income received	2016-12-31	$665,868
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$1,094,314
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,499,604
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,405,290
Assets. Value of participant loans	2016-12-31	$88,616
Total contributions received or receivable from employer(s)	2016-12-31	$310,821
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$1,221
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$18,659
2015 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$1,132,683
Expenses. Total of all expenses incurred	2015-12-31	$695,914
Benefits paid (including direct rollovers)	2015-12-31	$678,190
Total plan assets at end of year	2015-12-31	$8,405,290
Total plan assets at beginning of year	2015-12-31	$7,968,521
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$662,095
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$77,966
Other income received	2015-12-31	$127,418
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$436,769
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,405,290
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,968,521
Assets. Value of participant loans	2015-12-31	$94,885
Total contributions received or receivable from employer(s)	2015-12-31	$265,204
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$17,724
2014 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,715,011
Expenses. Total of all expenses incurred	2014-12-31	$775,075
Benefits paid (including direct rollovers)	2014-12-31	$758,641
Total plan assets at end of year	2014-12-31	$7,968,521
Total plan assets at beginning of year	2014-12-31	$7,028,585
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$616,713
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$338,368
Other income received	2014-12-31	$518,024
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$939,936
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,968,521
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,028,585
Assets. Value of participant loans	2014-12-31	$113,699
Total contributions received or receivable from employer(s)	2014-12-31	$241,906
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$16,434
2013 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$2,545,731
Expenses. Total of all expenses incurred	2013-12-31	$2,571,818
Benefits paid (including direct rollovers)	2013-12-31	$2,554,937
Total plan assets at end of year	2013-12-31	$7,028,585
Total plan assets at beginning of year	2013-12-31	$7,054,672
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$539,047
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$94,381
Other income received	2013-12-31	$1,734,707
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-26,087
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,028,585
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,054,672
Assets. Value of participant loans	2013-12-31	$143,938
Total contributions received or receivable from employer(s)	2013-12-31	$177,596
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$16,881
2012 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$463
Total income from all sources	2012-12-31	$1,853,795
Expenses. Total of all expenses incurred	2012-12-31	$2,114,943
Benefits paid (including direct rollovers)	2012-12-31	$2,113,451
Total plan assets at end of year	2012-12-31	$7,054,672
Total plan assets at beginning of year	2012-12-31	$7,316,283
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$497,565
Contributions received from other sources (not participants or employers)	2012-12-31	$112,802
Other income received	2012-12-31	$1,075,801
Net income (gross income less expenses)	2012-12-31	$-261,148
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,054,672
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$7,315,820
Assets. Value of participant loans	2012-12-31	$34,919
Total contributions received or receivable from employer(s)	2012-12-31	$167,627
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,492

Form 5500 Responses for AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN

2023: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
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: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
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: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
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: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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
2017: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT 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	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

627455

Policy instance

Insurance contract or identification number	627455
Number of Individuals Covered	150
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	150
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

627455

Policy instance

Insurance contract or identification number	627455
Number of Individuals Covered	141
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	141
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

627455

Policy instance

Insurance contract or identification number	627455
Number of Individuals Covered	130
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	130
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

627455

Policy instance

Insurance contract or identification number	627455
Number of Individuals Covered	128
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	128
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

627455

Policy instance

Insurance contract or identification number	627455
Number of Individuals Covered	127
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	127
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

53440

Policy instance

Insurance contract or identification number	53440
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-03
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,177
Insurance broker organization code?	3
Amount paid for insurance broker fees	1350
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	ROGERS FINANCIAL

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Company Name:	AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES
Employer identification number (EIN):	237067770
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations