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ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN
Plan identification number 001

ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN Benefits

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

ARTHRITIS & RHEUMATISM ASSOCIATES PC has sponsored the creation of one or more 401k plans.

Company Name:ARTHRITIS & RHEUMATISM ASSOCIATES PC
Employer identification number (EIN):521072944
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DANIEL TUCKER
0012016-01-01HERBERT BARAF
0012015-01-01HERBERT BARAF
0012014-01-01HERBERT BARAF2015-10-07
0012013-01-01HERBERT BARAF2014-10-13
0012012-01-01HERBERT BARAF
0012011-01-01HERBERT BARAF
0012010-01-01HERBERT BARAF
0012009-01-01HERBERT BARAF

Plan Statistics for ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN

Measure Date Value
2023: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01281
Total number of active participants reported on line 7a of the Form 55002023-01-01196
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0186
Total of all active and inactive participants2023-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01282
Number of participants with account balances2023-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0126
2022: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01239
Total number of active participants reported on line 7a of the Form 55002022-01-01192
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0177
Total of all active and inactive participants2022-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01269
Number of participants with account balances2022-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01219
Total number of active participants reported on line 7a of the Form 55002021-01-01168
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0158
Total of all active and inactive participants2021-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01226
Number of participants with account balances2021-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01213
Total number of active participants reported on line 7a of the Form 55002020-01-01147
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0168
Total of all active and inactive participants2020-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01215
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01198
Total number of active participants reported on line 7a of the Form 55002019-01-01157
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01207
Number of participants with account balances2019-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01178
Total number of active participants reported on line 7a of the Form 55002018-01-01139
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01180
Number of participants with account balances2018-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01168
Total number of active participants reported on line 7a of the Form 55002017-01-01132
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01174
Number of participants with account balances2017-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01164
Total number of active participants reported on line 7a of the Form 55002016-01-01130
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01166
Number of participants with account balances2016-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01139
Total number of active participants reported on line 7a of the Form 55002015-01-01131
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01159
Number of participants with account balances2015-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2012: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01110
Total number of active participants reported on line 7a of the Form 55002012-01-01102
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01115
Number of participants with account balances2012-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01116
Total number of active participants reported on line 7a of the Form 55002011-01-0195
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01106
Number of participants with account balances2011-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01114
Total number of active participants reported on line 7a of the Form 55002010-01-0182
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0132
Total of all active and inactive participants2010-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01114
Number of participants with account balances2010-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01114
Total number of active participants reported on line 7a of the Form 55002009-01-0181
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01111
Number of participants with account balances2009-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$8,876,272
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$4,634,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,616,637
Value of total corrective distributions2023-12-31$256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,853,035
Value of total assets at end of year2023-12-31$35,952,772
Value of total assets at beginning of year2023-12-31$31,710,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$17,494
Total interest from all sources2023-12-31$74,212
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,268,615
Participant contributions at end of year2023-12-31$238,639
Participant contributions at beginning of year2023-12-31$298,929
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$57,192
Other income not declared elsewhere2023-12-31$239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,241,885
Value of net assets at end of year (total assets less liabilities)2023-12-31$35,952,772
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$31,710,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$9,197
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$33,007,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$28,853,812
Interest on participant loans2023-12-31$22,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,179,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,029,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,029,025
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$51,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,948,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,527,228
Employer contributions (assets) at end of year2023-12-31$1,527,228
Employer contributions (assets) at beginning of year2023-12-31$1,529,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,616,637
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2023-12-31560574444
2022 : ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-4,036,916
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,118,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,039,380
Value of total corrective distributions2022-12-31$50
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,708,162
Value of total assets at end of year2022-12-31$31,710,887
Value of total assets at beginning of year2022-12-31$36,866,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$79,499
Total interest from all sources2022-12-31$31,673
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$56,499
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,148,125
Participant contributions at end of year2022-12-31$298,929
Participant contributions at beginning of year2022-12-31$288,353
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$30,916
Other income not declared elsewhere2022-12-31$26,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,155,845
Value of net assets at end of year (total assets less liabilities)2022-12-31$31,710,887
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$36,866,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$23,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,853,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,324,000
Interest on participant loans2022-12-31$16,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,029,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$947,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$947,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$15,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,803,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,529,121
Employer contributions (assets) at end of year2022-12-31$1,529,121
Employer contributions (assets) at beginning of year2022-12-31$1,306,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,039,380
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2022-12-31560574444
2021 : ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$7,542,100
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,839,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,816,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,338,072
Value of total assets at end of year2021-12-31$36,866,732
Value of total assets at beginning of year2021-12-31$31,163,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,113
Total interest from all sources2021-12-31$19,825
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$23,113
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,009,551
Participant contributions at end of year2021-12-31$288,353
Participant contributions at beginning of year2021-12-31$281,662
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$21,720
Other income not declared elsewhere2021-12-31$39,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,702,954
Value of net assets at end of year (total assets less liabilities)2021-12-31$36,866,732
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,163,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,324,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$28,415,237
Interest on participant loans2021-12-31$19,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$947,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,303,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,303,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,144,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,306,801
Employer contributions (assets) at end of year2021-12-31$1,306,801
Employer contributions (assets) at beginning of year2021-12-31$1,163,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,816,033
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2021-12-31560574444
2020 : ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$5,864,880
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,132,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,119,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,244,556
Value of total assets at end of year2020-12-31$31,163,778
Value of total assets at beginning of year2020-12-31$26,431,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,974
Total interest from all sources2020-12-31$22,253
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$12,974
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$939,959
Participant contributions at end of year2020-12-31$281,662
Participant contributions at beginning of year2020-12-31$296,230
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$141,126
Other income not declared elsewhere2020-12-31$33,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,732,756
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,163,778
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,431,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$28,415,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,855,113
Interest on participant loans2020-12-31$19,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,303,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,112,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,112,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,564,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,163,471
Employer contributions (assets) at end of year2020-12-31$1,163,471
Employer contributions (assets) at beginning of year2020-12-31$1,166,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,119,150
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2020-12-31560574444
2019 : ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 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$6,991,023
Total income from all sources (including contributions)2019-12-31$6,991,023
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$457,969
Total of all expenses incurred2019-12-31$457,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$421,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$421,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,160,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,160,801
Value of total assets at end of year2019-12-31$26,431,022
Value of total assets at end of year2019-12-31$26,431,022
Value of total assets at beginning of year2019-12-31$19,897,968
Value of total assets at beginning of year2019-12-31$19,897,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,925
Total interest from all sources2019-12-31$48,384
Total interest from all sources2019-12-31$48,384
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$36,925
Administrative expenses professional fees incurred2019-12-31$36,925
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$955,263
Participant contributions at end of year2019-12-31$296,230
Participant contributions at end of year2019-12-31$296,230
Participant contributions at beginning of year2019-12-31$311,912
Participant contributions at beginning of year2019-12-31$311,912
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$33,849
Participant contributions at beginning of year2019-12-31$33,849
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$38,699
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$922
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$922
Other income not declared elsewhere2019-12-31$31,644
Other income not declared elsewhere2019-12-31$31,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,533,054
Value of net income/loss2019-12-31$6,533,054
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,431,022
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,431,022
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,897,968
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,897,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,855,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,607,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,607,837
Interest on participant loans2019-12-31$19,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,112,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$849,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$849,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$849,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$849,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$29,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,750,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,750,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,166,839
Employer contributions (assets) at end of year2019-12-31$1,166,839
Employer contributions (assets) at end of year2019-12-31$1,166,839
Employer contributions (assets) at beginning of year2019-12-31$1,094,313
Employer contributions (assets) at beginning of year2019-12-31$1,094,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$421,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$421,044
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CHERRY BEKAERT LLP
Accountancy firm name2019-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2019-12-31560574444
Accountancy firm EIN2019-12-31560574444
2018 : ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$700,574
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$313,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$276,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,939,031
Value of total assets at end of year2018-12-31$19,897,968
Value of total assets at beginning of year2018-12-31$19,511,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,526
Total interest from all sources2018-12-31$24,401
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$37,526
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$844,686
Participant contributions at end of year2018-12-31$311,912
Participant contributions at beginning of year2018-12-31$184,934
Participant contributions at end of year2018-12-31$33,849
Participant contributions at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$922
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$32,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$386,939
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,897,968
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,511,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,607,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,560,374
Interest on participant loans2018-12-31$12,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$849,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$728,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$728,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$12,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,295,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,094,345
Employer contributions (assets) at end of year2018-12-31$1,094,313
Employer contributions (assets) at beginning of year2018-12-31$1,036,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$276,109
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2018-12-31560574444
2017 : ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,515,358
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$692,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$659,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,817,870
Value of total assets at end of year2017-12-31$19,511,029
Value of total assets at beginning of year2017-12-31$15,688,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,532
Total interest from all sources2017-12-31$13,247
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$33,527
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$756,269
Participant contributions at end of year2017-12-31$184,934
Participant contributions at beginning of year2017-12-31$192,848
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$17,786
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$325
Other income not declared elsewhere2017-12-31$29,554
Administrative expenses (other) incurred2017-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,822,363
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,511,029
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,688,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,560,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,802,336
Interest on participant loans2017-12-31$9,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$728,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$703,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$703,326
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,654,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,061,601
Employer contributions (assets) at end of year2017-12-31$1,036,979
Employer contributions (assets) at beginning of year2017-12-31$972,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$659,463
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2017-12-31521367749
2016 : ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,018,444
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,536,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,499,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,715,788
Value of total assets at end of year2016-12-31$15,688,666
Value of total assets at beginning of year2016-12-31$14,206,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$36,870
Total interest from all sources2016-12-31$8,622
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$36,870
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$736,469
Participant contributions at end of year2016-12-31$192,848
Participant contributions at beginning of year2016-12-31$197,877
Participant contributions at end of year2016-12-31$17,786
Participant contributions at beginning of year2016-12-31$30,190
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,274
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$325
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$268
Other income not declared elsewhere2016-12-31$25,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,481,741
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,688,666
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,206,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,802,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,934,712
Interest on participant loans2016-12-31$8,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$703,326
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,131,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,131,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,268,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$972,045
Employer contributions (assets) at end of year2016-12-31$972,045
Employer contributions (assets) at beginning of year2016-12-31$912,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,499,833
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BERLIN, RAMOS & COMPANY, P.A.
Accountancy firm EIN2016-12-31521367749
2015 : ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,365,046
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,689,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,665,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,562,237
Value of total assets at end of year2015-12-31$14,206,925
Value of total assets at beginning of year2015-12-31$15,531,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,149
Total interest from all sources2015-12-31$9,057
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$24,132
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$650,157
Participant contributions at end of year2015-12-31$197,877
Participant contributions at beginning of year2015-12-31$268,209
Participant contributions at end of year2015-12-31$30,190
Participant contributions at beginning of year2015-12-31$72,511
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$268
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,292
Other income not declared elsewhere2015-12-31$28,529
Administrative expenses (other) incurred2015-12-31$17
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,324,642
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,206,925
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,531,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,934,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,255,848
Interest on participant loans2015-12-31$9,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,131,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,092,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,092,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-234,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$912,080
Employer contributions (assets) at end of year2015-12-31$912,080
Employer contributions (assets) at beginning of year2015-12-31$841,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,665,539
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BERLIN, RAMOS & COMPANY, P.A.
Accountancy firm EIN2015-12-31521367749
2012 : ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$2,329,734
Expenses. Total of all expenses incurred2012-12-31$231,317
Benefits paid (including direct rollovers)2012-12-31$213,418
Total plan assets at end of year2012-12-31$10,427,817
Total plan assets at beginning of year2012-12-31$8,329,400
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$458,441
Contributions received from other sources (not participants or employers)2012-12-31$9,565
Other income received2012-12-31$1,152,973
Net income (gross income less expenses)2012-12-31$2,098,417
Net plan assets at end of year (total assets less liabilities)2012-12-31$10,427,817
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$8,329,400
Assets. Value of participant loans2012-12-31$262,244
Total contributions received or receivable from employer(s)2012-12-31$708,755
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$17,899
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$952,968
Expenses. Total of all expenses incurred2011-12-31$2,029,747
Benefits paid (including direct rollovers)2011-12-31$2,013,646
Total plan assets at end of year2011-12-31$8,329,400
Total plan assets at beginning of year2011-12-31$9,406,179
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$407,116
Other income received2011-12-31$-95,729
Net income (gross income less expenses)2011-12-31$-1,076,779
Net plan assets at end of year (total assets less liabilities)2011-12-31$8,329,400
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$9,406,179
Assets. Value of participant loans2011-12-31$258,234
Total contributions received or receivable from employer(s)2011-12-31$641,581
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$16,101
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$2,002,104
Expenses. Total of all expenses incurred2010-12-31$558,798
Benefits paid (including direct rollovers)2010-12-31$544,530
Total plan assets at end of year2010-12-31$9,406,179
Total plan assets at beginning of year2010-12-31$7,962,873
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$397,926
Expenses. Other expenses not covered elsewhere2010-12-31$111
Contributions received from other sources (not participants or employers)2010-12-31$50,321
Other income received2010-12-31$975,389
Net income (gross income less expenses)2010-12-31$1,443,306
Net plan assets at end of year (total assets less liabilities)2010-12-31$9,406,179
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$7,962,873
Assets. Value of participant loans2010-12-31$115,654
Total contributions received or receivable from employer(s)2010-12-31$578,468
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$14,157

Form 5500 Responses for ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN

2023: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2012: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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