401k Plan data: ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN plan

ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN 401k Plan overview

Plan Name	ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN
Plan identification number	001

ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) 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

ARTHRITIS AND OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS, PA has sponsored the creation of one or more 401k plans.

Company Name: ARTHRITIS AND OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS, PA

Employer identification number (EIN): 562202409

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 & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 HEATHER GLADUE 2024-10-01 HEATHER GLADUE 2024-10-01
001 2022-01-01 HEATHER GLADUE 2023-07-05 HEATHER GLADUE 2023-07-05
001 2021-01-01 HEATHER GLADUE 2022-07-06
001 2020-01-01 SCOTT GILOMEN 2021-10-11
001 2019-01-01 SCOTT GILOMEN 2020-10-14
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 IRIS W. NICHOLS 2014-08-26
001 2012-01-01 IRIS W. NICHOLS 2013-06-26
001 2011-01-01 IRIS W. NICHOLS 2012-06-26
001 2010-01-01 KENDRA J. BRAGG, QKA 2011-06-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	HEATHER GLADUE	2024-10-01	HEATHER GLADUE	2024-10-01
001	2022-01-01	HEATHER GLADUE	2023-07-05	HEATHER GLADUE	2023-07-05
001	2021-01-01	HEATHER GLADUE	2022-07-06
001	2020-01-01	SCOTT GILOMEN	2021-10-11
001	2019-01-01	SCOTT GILOMEN	2020-10-14
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	IRIS W. NICHOLS	2014-08-26
001	2012-01-01	IRIS W. NICHOLS	2013-06-26
001	2011-01-01	IRIS W. NICHOLS	2012-06-26
001	2010-01-01	KENDRA J. BRAGG, QKA	2011-06-12

Plan Statistics for ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN

401k plan membership statisitcs for ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN

Measure Date Value
2023: ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 78
Number of retired or separated participants receiving benefits 2023-01-01 21
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 99
Number of participants with account balances 2023-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 2
2022: ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 64
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 36
Total of all active and inactive participants 2022-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 100
Number of participants with account balances 2022-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 66
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 122
Total of all active and inactive participants 2021-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 192
Number of participants with account balances 2021-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 18
2020: ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 83
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 89
Total of all active and inactive participants 2020-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 172
Number of participants with account balances 2020-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 82
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 42
Total of all active and inactive participants 2019-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 124
Number of participants with account balances 2019-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 33

Measure	Date	Value
2023: ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	78
Number of retired or separated participants receiving benefits	2023-01-01	21
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	99
Number of participants with account balances	2023-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	2
2022: ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	64
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	36
Total of all active and inactive participants	2022-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	100
Number of participants with account balances	2022-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	66
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	122
Total of all active and inactive participants	2021-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	192
Number of participants with account balances	2021-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	18
2020: ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	83
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	89
Total of all active and inactive participants	2020-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	172
Number of participants with account balances	2020-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	82
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	42
Total of all active and inactive participants	2019-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	124
Number of participants with account balances	2019-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	33

Financial Data on ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN

Measure	Date	Value
2023 : ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) 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	$2,340,907
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$954,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$919,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$874,372
Value of total assets at end of year	2023-12-31	$10,283,220
Value of total assets at beginning of year	2023-12-31	$8,896,730
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$34,570
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	$384,360
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$95,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,386,490
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$10,283,220
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$8,896,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$22,471
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$8,875,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$7,679,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$1,407,691
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$1,217,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$1,217,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,466,535
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	$394,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$919,847
Contract administrator fees	2023-12-31	$1,620
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	DAVIDSON HOLLAND WHITESELL & CO.
Accountancy firm EIN	2023-12-31	561706742
2022 : ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) 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	$-1,426,140
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,525,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,467,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$711,703
Value of total assets at end of year	2022-12-31	$8,896,730
Value of total assets at beginning of year	2022-12-31	$12,848,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$58,680
Total interest from all sources	2022-12-31	$20,401
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$345,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$345,607
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	$286,782
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$79,853
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	$-3,951,966
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,896,730
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,848,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$30,480
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,679,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,535,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,217,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,313,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,313,502
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$20,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,503,851
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	Yes
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	$345,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,467,146
Contract administrator fees	2022-12-31	$28,200
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	DAVIDSON HOLLAND WHITESELL & CO.
Accountancy firm EIN	2022-12-31	561706742
2021 : ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) 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	$2,381,415
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,556,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,501,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$794,991
Value of total assets at end of year	2021-12-31	$12,848,696
Value of total assets at beginning of year	2021-12-31	$13,024,015
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$55,672
Total interest from all sources	2021-12-31	$177
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$172,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$172,735
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	$365,937
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	$-175,319
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,848,696
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$13,024,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$38,637
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,535,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,769,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,313,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,254,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,254,242
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$177
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,413,512
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	Yes
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	$429,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,501,062
Contract administrator fees	2021-12-31	$17,035
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	DAVIDSON HOLLAND WHITESELL & CO
Accountancy firm EIN	2021-12-31	561706742
2020 : ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,531,554
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$748,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$701,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$831,390
Value of total assets at end of year	2020-12-31	$13,024,015
Value of total assets at beginning of year	2020-12-31	$11,241,011
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$46,882
Total interest from all sources	2020-12-31	$5,954
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$166,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$166,510
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$351,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,783,004
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$13,024,015
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,241,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$32,830
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,769,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,213,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,254,242
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,027,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,027,652
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$5,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,527,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$479,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$701,668
Contract administrator fees	2020-12-31	$14,052
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DAVIDSON HOLLAND WHITESELL & CO
Accountancy firm EIN	2020-12-31	561706742
2019 : ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,572,562
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$245,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$201,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$805,886
Value of total assets at end of year	2019-12-31	$11,241,011
Value of total assets at beginning of year	2019-12-31	$8,914,059
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$44,597
Total interest from all sources	2019-12-31	$22,464
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$216,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$216,521
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$330,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,326,952
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,241,011
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,914,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$29,897
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,213,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,926,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,027,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$987,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$987,583
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$22,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,527,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$475,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$201,013
Contract administrator fees	2019-12-31	$14,700
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DAVIDSON HOLLAND WHITESELL & CO
Accountancy firm EIN	2019-12-31	561706742

Form 5500 Responses for ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN

2023: ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) 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: ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) 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: ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ARTHRITIS & OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ARTHRITIS AND OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS, PA
Employer identification number (EIN):	562202409
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)