401k Plan data: DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN plan

DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number	002

DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

DIGESTIVE HEALTH SPECIALISTS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: DIGESTIVE HEALTH SPECIALISTS, P.A.

Employer identification number (EIN): 561242980

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) 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
002 2022-01-01
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01 VICTOR SEARS MD 2020-02-21
002 2018-07-01 VICTOR SEARS MD 2020-03-23
002 2017-07-01 VICTOR SEARS MD 2019-03-18
002 2016-07-01 VICTOR SEARS MD 2017-07-31
002 2015-07-01 VICTOR SEARS MD 2016-12-23
002 2014-07-01 VICTOR SEARS MD 2015-12-09
002 2013-07-01 PETER S. DONALDSON 2014-09-22 VICTOR W. SEARS 2014-09-22
002 2012-07-01 PETER DONALDSON 2014-01-13 VICTOR SEARS 2014-01-13
002 2011-07-01 PETER S. DONALDSON 2012-11-21 VICTOR W. SEARS, JR. M.D. 2012-11-21
002 2010-07-01 PETER S. DONALDSON 2012-02-28 VICTOR W. SEARS, JR. M.D. 2012-02-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01	VICTOR SEARS MD	2020-02-21
002	2018-07-01	VICTOR SEARS MD	2020-03-23
002	2017-07-01	VICTOR SEARS MD	2019-03-18
002	2016-07-01	VICTOR SEARS MD	2017-07-31
002	2015-07-01	VICTOR SEARS MD	2016-12-23
002	2014-07-01	VICTOR SEARS MD	2015-12-09
002	2013-07-01	PETER S. DONALDSON	2014-09-22	VICTOR W. SEARS	2014-09-22
002	2012-07-01	PETER DONALDSON	2014-01-13	VICTOR SEARS	2014-01-13
002	2011-07-01	PETER S. DONALDSON	2012-11-21	VICTOR W. SEARS, JR. M.D.	2012-11-21
002	2010-07-01	PETER S. DONALDSON	2012-02-28	VICTOR W. SEARS, JR. M.D.	2012-02-28

Plan Statistics for DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 117
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 33
Total of all active and inactive participants 2023-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 150
Number of participants with account balances 2023-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 6
2022: DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 114
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 23
Total of all active and inactive participants 2022-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 137
Number of participants with account balances 2022-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 139
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 107
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 26
Total of all active and inactive participants 2021-07-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 133
Number of participants with account balances 2021-07-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 7
2020: DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 141
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 110
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 28
Total of all active and inactive participants 2020-07-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 138
Number of participants with account balances 2020-07-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 13
2019: DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 140
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 115
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 23
Total of all active and inactive participants 2019-07-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 138
Number of participants with account balances 2019-07-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 8

Measure	Date	Value
2023: DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	117
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	33
Total of all active and inactive participants	2023-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	150
Number of participants with account balances	2023-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	6
2022: DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	114
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	23
Total of all active and inactive participants	2022-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	137
Number of participants with account balances	2022-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	139
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	107
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	26
Total of all active and inactive participants	2021-07-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	133
Number of participants with account balances	2021-07-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	7
2020: DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	141
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	110
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	28
Total of all active and inactive participants	2020-07-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	138
Number of participants with account balances	2020-07-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	13
2019: DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	140
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	115
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	23
Total of all active and inactive participants	2019-07-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	138
Number of participants with account balances	2019-07-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	8

Financial Data on DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$4,531,967
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$731,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$693,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,503,719
Value of total assets at end of year	2023-12-31	$20,899,907
Value of total assets at beginning of year	2023-12-31	$17,099,494
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$38,328
Total interest from all sources	2023-12-31	$0
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 year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$622,948
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$3,800,413
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$20,899,907
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$17,099,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$20,279,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$16,484,907
Value of interest in common/collective trusts at end of year	2023-12-31	$69,715
Value of interest in common/collective trusts at beginning of year	2023-12-31	$101,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$3,026,112
Net investment gain or loss from common/collective trusts	2023-12-31	$2,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$880,283
Employer contributions (assets) at end of year	2023-12-31	$550,807
Employer contributions (assets) at beginning of year	2023-12-31	$513,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$693,226
Contract administrator fees	2023-12-31	$38,328
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BERNARD ROBINSON & COMPANY LLP
Accountancy firm EIN	2023-12-31	560571159
2022 : DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,552,431
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$443,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$410,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,664,778
Value of total assets at end of year	2022-12-31	$17,099,494
Value of total assets at beginning of year	2022-12-31	$19,095,118
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,394
Total interest from all sources	2022-12-31	$0
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 year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$590,529
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$231,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,995,624
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$17,099,494
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$19,095,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$16,484,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$18,513,167
Value of interest in common/collective trusts at end of year	2022-12-31	$101,352
Value of interest in common/collective trusts at beginning of year	2022-12-31	$297,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,219,257
Net investment gain or loss from common/collective trusts	2022-12-31	$2,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$842,541
Employer contributions (assets) at end of year	2022-12-31	$513,235
Employer contributions (assets) at beginning of year	2022-12-31	$284,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$410,799
Contract administrator fees	2022-12-31	$32,394
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BERNARD ROBINSON & COMPANY LLP
Accountancy firm EIN	2022-12-31	560571159
2021 : DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,307,705
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$789,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$774,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$593,713
Value of total assets at end of year	2021-12-31	$19,095,118
Value of total assets at beginning of year	2021-12-31	$18,576,772
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$15,052
Total interest from all sources	2021-12-31	$0
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 year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$194,444
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$7,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$518,346
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$19,095,118
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$18,576,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$18,513,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$17,651,789
Value of interest in common/collective trusts at end of year	2021-12-31	$297,817
Value of interest in common/collective trusts at beginning of year	2021-12-31	$355,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$711,393
Net investment gain or loss from common/collective trusts	2021-12-31	$2,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$391,363
Employer contributions (assets) at end of year	2021-12-31	$284,134
Employer contributions (assets) at beginning of year	2021-12-31	$569,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$774,307
Contract administrator fees	2021-12-31	$15,052
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BERNARD ROBINSON & COMPANY LLP
Accountancy firm EIN	2021-12-31	560571159
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$5,590,873
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$653,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$626,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,486,245
Value of total assets at end of year	2021-06-30	$18,576,772
Value of total assets at beginning of year	2021-06-30	$13,639,376
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$27,325
Total interest from all sources	2021-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$519,755
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$107,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$4,937,396
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$18,576,772
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$13,639,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$17,651,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$12,773,508
Value of interest in common/collective trusts at end of year	2021-06-30	$355,022
Value of interest in common/collective trusts at beginning of year	2021-06-30	$357,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$4,097,769
Net investment gain or loss from common/collective trusts	2021-06-30	$6,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$859,099
Employer contributions (assets) at end of year	2021-06-30	$569,961
Employer contributions (assets) at beginning of year	2021-06-30	$508,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$626,152
Contract administrator fees	2021-06-30	$27,325
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	BERNARD ROBINSON & COMPANY LLP
Accountancy firm EIN	2021-06-30	560571159
2020 : DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,960,400
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$550,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$528,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,338,302
Value of total assets at end of year	2020-06-30	$13,639,376
Value of total assets at beginning of year	2020-06-30	$12,229,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$21,849
Total interest from all sources	2020-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$483,366
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$71,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,410,228
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$13,639,376
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$12,229,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$17,761
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$12,773,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$11,430,173
Value of interest in common/collective trusts at end of year	2020-06-30	$357,020
Value of interest in common/collective trusts at beginning of year	2020-06-30	$320,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$614,644
Net investment gain or loss from common/collective trusts	2020-06-30	$7,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$783,816
Employer contributions (assets) at end of year	2020-06-30	$508,848
Employer contributions (assets) at beginning of year	2020-06-30	$478,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$528,323
Contract administrator fees	2020-06-30	$4,088
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BERNARD ROBINSON & COMPANY LLP
Accountancy firm EIN	2020-06-30	560571159

Form 5500 Responses for DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN

2023: DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) 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: DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DIGESTIVE HEALTH SPECIALISTS, P.A.
Employer identification number (EIN):	561242980
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)