401k Plan data: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN plan

MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN
Plan identification number	002

MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MEDICAL ASSOCIATES, LLP has sponsored the creation of one or more 401k plans.

Company Name: MEDICAL ASSOCIATES, LLP

Employer identification number (EIN): 356061776

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 BEVE P. HOUSE III 2024-09-14
002 2022-01-01 BEVE P. HOUSE III 2023-10-09
002 2021-01-01 BEVE P. HOUSE III 2022-10-16
002 2020-01-01 BEVE P. HOUSE 2021-10-14
002 2019-01-01 BEVE P. HOUSE 2020-10-14
002 2018-01-01 BEVE P. HOUSE III 2019-10-09
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 CHRISTIAN BURKE
002 2013-01-01 CHRISTIAN BURKE
002 2012-01-01 CHRISTIAN BURKE
002 2011-01-01 CHRISTIAN BURKE
002 2010-01-01 CHRISTIAN BURKE 2011-10-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	BEVE P. HOUSE III	2024-09-14
002	2022-01-01	BEVE P. HOUSE III	2023-10-09
002	2021-01-01	BEVE P. HOUSE III	2022-10-16
002	2020-01-01	BEVE P. HOUSE	2021-10-14
002	2019-01-01	BEVE P. HOUSE	2020-10-14
002	2018-01-01	BEVE P. HOUSE III	2019-10-09
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	CHRISTIAN BURKE
002	2013-01-01	CHRISTIAN BURKE
002	2012-01-01	CHRISTIAN BURKE
002	2011-01-01	CHRISTIAN BURKE
002	2010-01-01	CHRISTIAN BURKE	2011-10-16

Plan Statistics for MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN

401k plan membership statisitcs for MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN

Measure Date Value
2023: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 85
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 34
Total of all active and inactive participants 2023-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 119
Number of participants with account balances 2023-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 83
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 30
Total of all active and inactive participants 2022-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 113
Number of participants with account balances 2022-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 77
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 25
Total of all active and inactive participants 2021-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 102
Number of participants with account balances 2021-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 81
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 18
Total of all active and inactive participants 2020-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 99
Number of participants with account balances 2020-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 77
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 14
Total of all active and inactive participants 2019-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 91
Number of participants with account balances 2019-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 69
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 12
Total of all active and inactive participants 2018-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 81
Number of participants with account balances 2018-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 53
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 6
Total of all active and inactive participants 2017-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 59
Number of participants with account balances 2017-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 46
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 7
Total of all active and inactive participants 2016-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 53
Number of participants with account balances 2016-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 47
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 3
Total of all active and inactive participants 2015-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 50
Number of participants with account balances 2015-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 44
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 5
Total of all active and inactive participants 2014-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 49
Number of participants with account balances 2014-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 41
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 7
Total of all active and inactive participants 2013-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 48
Number of participants with account balances 2013-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 40
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 6
Total of all active and inactive participants 2012-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 46
Number of participants with account balances 2012-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 36
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 41
Number of participants with account balances 2011-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2023: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	85
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	34
Total of all active and inactive participants	2023-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	119
Number of participants with account balances	2023-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	83
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	30
Total of all active and inactive participants	2022-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	113
Number of participants with account balances	2022-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	77
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	25
Total of all active and inactive participants	2021-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	102
Number of participants with account balances	2021-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	81
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	18
Total of all active and inactive participants	2020-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	99
Number of participants with account balances	2020-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	77
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	14
Total of all active and inactive participants	2019-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	91
Number of participants with account balances	2019-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	69
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	12
Total of all active and inactive participants	2018-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	81
Number of participants with account balances	2018-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	53
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	6
Total of all active and inactive participants	2017-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	59
Number of participants with account balances	2017-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	46
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	7
Total of all active and inactive participants	2016-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	53
Number of participants with account balances	2016-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	47
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	3
Total of all active and inactive participants	2015-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	50
Number of participants with account balances	2015-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	44
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	5
Total of all active and inactive participants	2014-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	49
Number of participants with account balances	2014-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	41
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	7
Total of all active and inactive participants	2013-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	48
Number of participants with account balances	2013-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	40
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	6
Total of all active and inactive participants	2012-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	46
Number of participants with account balances	2012-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	36
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	41
Number of participants with account balances	2011-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN

Measure	Date	Value
2023 : MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$6,853,118
Expenses. Total of all expenses incurred	2023-12-31	$2,426,076
Benefits paid (including direct rollovers)	2023-12-31	$2,425,928
Total plan assets at end of year	2023-12-31	$32,361,058
Total plan assets at beginning of year	2023-12-31	$27,934,016
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$20,000
Total contributions received or receivable from participants	2023-12-31	$1,177,537
Noncash contributions received	2023-12-31	$3,406,602
Net income (gross income less expenses)	2023-12-31	$4,427,042
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$32,361,058
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$27,934,016
Assets. Value of real-estate (other than employer real property)	2023-12-31	$158,200
Total contributions received or receivable from employer(s)	2023-12-31	$2,268,979
Value of certain deemed distributions of participant loans	2023-12-31	$148
2022 : MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-1,099,246
Expenses. Total of all expenses incurred	2022-12-31	$210,755
Benefits paid (including direct rollovers)	2022-12-31	$169,145
Total plan assets at end of year	2022-12-31	$27,934,016
Total plan assets at beginning of year	2022-12-31	$29,244,017
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$20,000
Total contributions received or receivable from participants	2022-12-31	$1,028,686
Contributions received from other sources (not participants or employers)	2022-12-31	$10,725
Other income received	2022-12-31	$-4,156,894
Net income (gross income less expenses)	2022-12-31	$-1,310,001
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$27,934,016
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$29,244,017
Assets. Value of real-estate (other than employer real property)	2022-12-31	$158,200
Total contributions received or receivable from employer(s)	2022-12-31	$2,018,237
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$41,610
2021 : MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$6,212,233
Expenses. Total of all expenses incurred	2021-12-31	$5,167,892
Benefits paid (including direct rollovers)	2021-12-31	$5,113,108
Total plan assets at end of year	2021-12-31	$29,244,017
Total plan assets at beginning of year	2021-12-31	$28,199,676
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$20,000
Total contributions received or receivable from participants	2021-12-31	$924,750
Other income received	2021-12-31	$3,499,998
Net income (gross income less expenses)	2021-12-31	$1,044,341
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$29,244,017
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$28,199,676
Assets. Value of real-estate (other than employer real property)	2021-12-31	$158,200
Total contributions received or receivable from employer(s)	2021-12-31	$1,787,485
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$54,784
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$5,456,917
Expenses. Total of all expenses incurred	2020-12-31	$9,485,551
Benefits paid (including direct rollovers)	2020-12-31	$9,401,612
Total plan assets at end of year	2020-12-31	$28,199,676
Total plan assets at beginning of year	2020-12-31	$32,228,310
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$20,000
Total contributions received or receivable from participants	2020-12-31	$928,814
Contributions received from other sources (not participants or employers)	2020-12-31	$38,661
Other income received	2020-12-31	$2,820,859
Net income (gross income less expenses)	2020-12-31	$-4,028,634
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$28,199,676
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$32,228,310
Assets. Value of real-estate (other than employer real property)	2020-12-31	$158,200
Total contributions received or receivable from employer(s)	2020-12-31	$1,668,583
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$83,939
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$8,434,519
Expenses. Total of all expenses incurred	2019-12-31	$5,044,576
Benefits paid (including direct rollovers)	2019-12-31	$4,935,621
Total plan assets at end of year	2019-12-31	$32,228,310
Total plan assets at beginning of year	2019-12-31	$28,838,367
Value of fidelity bond covering the plan	2019-12-31	$500,000
Assets. Value of tangible personal property	2019-12-31	$20,000
Total contributions received or receivable from participants	2019-12-31	$834,019
Other income received	2019-12-31	$5,936,258
Net income (gross income less expenses)	2019-12-31	$3,389,943
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$32,228,310
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$28,838,367
Assets. Value of real-estate (other than employer real property)	2019-12-31	$158,200
Total contributions received or receivable from employer(s)	2019-12-31	$1,664,242
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$108,955
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$90,241
Expenses. Total of all expenses incurred	2018-12-31	$172,367
Benefits paid (including direct rollovers)	2018-12-31	$50,635
Total plan assets at end of year	2018-12-31	$28,838,367
Total plan assets at beginning of year	2018-12-31	$28,920,493
Value of fidelity bond covering the plan	2018-12-31	$500,000
Assets. Value of tangible personal property	2018-12-31	$20,000
Total contributions received or receivable from participants	2018-12-31	$556,292
Contributions received from other sources (not participants or employers)	2018-12-31	$126,233
Other income received	2018-12-31	$-2,090,229
Net income (gross income less expenses)	2018-12-31	$-82,126
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$28,838,367
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$28,920,493
Assets. Value of real-estate (other than employer real property)	2018-12-31	$184,700
Total contributions received or receivable from employer(s)	2018-12-31	$1,497,945
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$121,732
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$5,919,635
Expenses. Total of all expenses incurred	2017-12-31	$3,272,045
Benefits paid (including direct rollovers)	2017-12-31	$3,123,830
Total plan assets at end of year	2017-12-31	$28,920,493
Total plan assets at beginning of year	2017-12-31	$26,272,903
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$20,000
Total contributions received or receivable from participants	2017-12-31	$457,900
Contributions received from other sources (not participants or employers)	2017-12-31	$25,657
Other income received	2017-12-31	$4,237,849
Net income (gross income less expenses)	2017-12-31	$2,647,590
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$28,920,493
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$26,272,903
Assets. Value of real-estate (other than employer real property)	2017-12-31	$213,800
Total contributions received or receivable from employer(s)	2017-12-31	$1,198,229
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$148,215
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$3,026,597
Expenses. Total of all expenses incurred	2016-12-31	$1,640,083
Benefits paid (including direct rollovers)	2016-12-31	$1,507,344
Total plan assets at end of year	2016-12-31	$26,272,903
Total plan assets at beginning of year	2016-12-31	$24,886,389
Value of fidelity bond covering the plan	2016-12-31	$5,000,000
Total contributions received or receivable from participants	2016-12-31	$442,709
Other income received	2016-12-31	$1,538,659
Net income (gross income less expenses)	2016-12-31	$1,386,514
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$26,272,903
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$24,886,389
Assets. Value of real-estate (other than employer real property)	2016-12-31	$223,400
Total contributions received or receivable from employer(s)	2016-12-31	$1,045,229
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$132,739
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$788,270
Expenses. Total of all expenses incurred	2015-12-31	$945,585
Benefits paid (including direct rollovers)	2015-12-31	$864,060
Total plan assets at end of year	2015-12-31	$24,886,389
Total plan assets at beginning of year	2015-12-31	$25,043,704
Value of fidelity bond covering the plan	2015-12-31	$5,000,000
Total contributions received or receivable from participants	2015-12-31	$491,150
Contributions received from other sources (not participants or employers)	2015-12-31	$67,068
Other income received	2015-12-31	$-779,672
Net income (gross income less expenses)	2015-12-31	$-157,315
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$24,886,389
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$25,043,704
Assets. Value of real-estate (other than employer real property)	2015-12-31	$231,000
Total contributions received or receivable from employer(s)	2015-12-31	$1,009,724
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$81,525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$2,134,700
Expenses. Total of all expenses incurred	2014-12-31	$1,400,535
Benefits paid (including direct rollovers)	2014-12-31	$1,322,627
Total plan assets at end of year	2014-12-31	$25,043,704
Total plan assets at beginning of year	2014-12-31	$24,309,539
Value of fidelity bond covering the plan	2014-12-31	$5,000,000
Total contributions received or receivable from participants	2014-12-31	$445,200
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$730,794
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$734,165
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$25,043,704
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$24,309,539
Assets. Value of real-estate (other than employer real property)	2014-12-31	$230,100
Total contributions received or receivable from employer(s)	2014-12-31	$958,706
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$77,908
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$5,075,614
Expenses. Total of all expenses incurred	2013-12-31	$1,467,715
Benefits paid (including direct rollovers)	2013-12-31	$1,353,193
Total plan assets at end of year	2013-12-31	$24,309,539
Total plan assets at beginning of year	2013-12-31	$20,701,640
Value of fidelity bond covering the plan	2013-12-31	$5,000,000
Total contributions received or receivable from participants	2013-12-31	$447,250
Other income received	2013-12-31	$3,713,122
Net income (gross income less expenses)	2013-12-31	$3,607,899
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$24,309,539
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$20,701,640
Assets. Value of real-estate (other than employer real property)	2013-12-31	$431,025
Total contributions received or receivable from employer(s)	2013-12-31	$915,242
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$114,522
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$3,240,607
Expenses. Total of all expenses incurred	2012-12-31	$76,000
Benefits paid (including direct rollovers)	2012-12-31	$9,403
Total plan assets at end of year	2012-12-31	$20,701,640
Total plan assets at beginning of year	2012-12-31	$17,537,033
Value of fidelity bond covering the plan	2012-12-31	$5,000,000
Total contributions received or receivable from participants	2012-12-31	$406,500
Other income received	2012-12-31	$1,928,307
Net income (gross income less expenses)	2012-12-31	$3,164,607
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$20,701,640
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$17,537,033
Assets. Value of real-estate (other than employer real property)	2012-12-31	$431,025
Total contributions received or receivable from employer(s)	2012-12-31	$905,800
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$66,597
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$42,147
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$1,369,639
Expenses. Total of all expenses incurred	2011-12-31	$767,950
Benefits paid (including direct rollovers)	2011-12-31	$712,882
Total plan assets at end of year	2011-12-31	$17,529,801
Total plan assets at beginning of year	2011-12-31	$16,885,965
Total contributions received or receivable from participants	2011-12-31	$392,000
Other income received	2011-12-31	$149,906
Net income (gross income less expenses)	2011-12-31	$601,689
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$17,487,654
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$16,885,965
Assets. Value of real-estate (other than employer real property)	2011-12-31	$164,300
Total contributions received or receivable from employer(s)	2011-12-31	$827,733
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$55,068
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$712,882

Form 5500 Responses for MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN

2023: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
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 – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MEDICAL ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MEDICAL ASSOCIATES, LLP
Employer identification number (EIN):	356061776
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)