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CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 401k Plan overview

Plan NameCENTER FOR PRIMARY CARE, P.C. 401(K) PLAN
Plan identification number 001

CENTER FOR PRIMARY CARE, P.C. 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

CENTER FOR PRIMARY CARE, P.C. has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR PRIMARY CARE, P.C.
Employer identification number (EIN):582069754
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR PRIMARY CARE, P.C. 401(K) 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
0012018-01-01
0012017-01-01PHILLIP KENNEDY
0012016-01-01PHILLIP KENNEDY
0012015-01-01LOUIS IMBROGNO
0012014-01-01LOUIS IMBROGNO
0012014-01-01LOUIS IMBROGNO
0012013-01-01LOUIS IMBROGNO
0012012-01-01JAMES LARSON
0012011-01-01JAMES LARSON
0012010-01-01JAMES LARSON
0012009-01-01JAMES LARSON JAMES LARSON2010-10-15

Plan Statistics for CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN

401k plan membership statisitcs for CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN

Measure Date Value
2023: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01382
Total number of active participants reported on line 7a of the Form 55002023-01-01304
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0184
Total of all active and inactive participants2023-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01390
Number of participants with account balances2023-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0150
2022: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01354
Total number of active participants reported on line 7a of the Form 55002022-01-01304
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0166
Total of all active and inactive participants2022-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01373
Number of participants with account balances2022-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0134
2021: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01403
Total number of active participants reported on line 7a of the Form 55002021-01-01252
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0193
Total of all active and inactive participants2021-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01348
Number of participants with account balances2021-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01365
Total number of active participants reported on line 7a of the Form 55002020-01-01267
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0178
Total of all active and inactive participants2020-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01349
Number of participants with account balances2020-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0127
2019: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01354
Total number of active participants reported on line 7a of the Form 55002019-01-01289
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0187
Total of all active and inactive participants2019-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01380
Number of participants with account balances2019-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01294
Total number of active participants reported on line 7a of the Form 55002018-01-01293
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0158
Total of all active and inactive participants2018-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01354
Number of participants with account balances2018-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01261
Total number of active participants reported on line 7a of the Form 55002017-01-01250
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01294
Number of participants with account balances2017-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01206
Total number of active participants reported on line 7a of the Form 55002016-01-01222
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01261
Number of participants with account balances2016-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01184
Total number of active participants reported on line 7a of the Form 55002015-01-01181
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01204
Number of participants with account balances2015-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01156
Total number of active participants reported on line 7a of the Form 55002014-01-01166
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01184
Number of participants with account balances2014-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01176
Total number of active participants reported on line 7a of the Form 55002013-01-01137
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01154
Number of participants with account balances2013-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01173
Total number of active participants reported on line 7a of the Form 55002012-01-01140
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01176
Number of participants with account balances2012-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01157
Total number of active participants reported on line 7a of the Form 55002011-01-01144
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01173
Number of participants with account balances2011-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01158
Total number of active participants reported on line 7a of the Form 55002010-01-01140
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01156
Number of participants with account balances2010-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01141
Total number of active participants reported on line 7a of the Form 55002009-01-01135
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01155
Number of participants with account balances2009-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN

Measure Date Value
2023 : CENTER FOR PRIMARY CARE, P.C. 401(K) 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$14,847,046
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,633,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,633,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,719,223
Value of total assets at end of year2023-12-31$73,170,335
Value of total assets at beginning of year2023-12-31$60,956,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$50
Total interest from all sources2023-12-31$32,092
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,014,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,014,731
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$1,848,606
Participant contributions at end of year2023-12-31$706,693
Participant contributions at beginning of year2023-12-31$562,164
Participant contributions at end of year2023-12-31$2,271
Participant contributions at beginning of year2023-12-31$39,381
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$281,755
Other income not declared elsewhere2023-12-31$7,032
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$12,213,694
Value of net assets at end of year (total assets less liabilities)2023-12-31$73,170,335
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$60,956,641
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$62,477,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$50,789,302
Interest on participant loans2023-12-31$32,092
Value of interest in common/collective trusts at end of year2023-12-31$9,981,144
Value of interest in common/collective trusts at beginning of year2023-12-31$9,503,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$8,675,386
Net investment gain or loss from common/collective trusts2023-12-31$398,582
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 contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,588,862
Employer contributions (assets) at end of year2023-12-31$2,554
Employer contributions (assets) at beginning of year2023-12-31$62,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,633,302
Contract administrator fees2023-12-31$50
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 plan2023-12-31Unqualified
Accountancy firm name2023-12-31SEROTTA MADDOCKS EVANS & CO, CPAS
Accountancy firm EIN2023-12-31581107697
2022 : CENTER FOR PRIMARY CARE, P.C. 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-6,643,507
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,078,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,144,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,430,473
Value of total assets at end of year2022-12-31$60,956,641
Value of total assets at beginning of year2022-12-31$70,678,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$-65,856
Total interest from all sources2022-12-31$21,277
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$751,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$751,229
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$1,311,072
Participant contributions at end of year2022-12-31$562,164
Participant contributions at beginning of year2022-12-31$581,098
Participant contributions at end of year2022-12-31$39,381
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$69,981
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$47,786
Other income not declared elsewhere2022-12-31$12,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,722,233
Value of net assets at end of year (total assets less liabilities)2022-12-31$60,956,641
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$70,678,874
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$50,789,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$60,424,069
Interest on participant loans2022-12-31$21,277
Value of interest in common/collective trusts at end of year2022-12-31$9,503,191
Value of interest in common/collective trusts at beginning of year2022-12-31$9,673,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,241,909
Net investment gain or loss from common/collective trusts2022-12-31$-616,893
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,049,420
Employer contributions (assets) at end of year2022-12-31$62,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,096,796
Contract administrator fees2022-12-31$-65,856
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31SEROTTA MADDOCKS AND EVANS, CPA
Accountancy firm EIN2022-12-31581107697
2021 : CENTER FOR PRIMARY CARE, P.C. 401(K) 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$12,617,751
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,096,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,003,285
Expenses. Certain deemed distributions of participant loans2021-12-31$27,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,711,386
Value of total assets at end of year2021-12-31$70,678,874
Value of total assets at beginning of year2021-12-31$64,157,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$65,856
Total interest from all sources2021-12-31$29,043
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$685,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$685,182
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$1,197,212
Participant contributions at end of year2021-12-31$581,098
Participant contributions at beginning of year2021-12-31$669,641
Participant contributions at beginning of year2021-12-31$18,734
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$608,849
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$142
Other income not declared elsewhere2021-12-31$7,236
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$6,521,301
Value of net assets at end of year (total assets less liabilities)2021-12-31$70,678,874
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$64,157,573
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$60,424,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$54,670,212
Interest on participant loans2021-12-31$29,043
Value of interest in common/collective trusts at end of year2021-12-31$9,673,707
Value of interest in common/collective trusts at beginning of year2021-12-31$8,751,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,184,206
Net investment gain or loss from common/collective trusts2021-12-31$698
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,905,325
Employer contributions (assets) at beginning of year2021-12-31$47,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,003,143
Contract administrator fees2021-12-31$65,856
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31SEROTTA MADDOCKS AND EVANS, CPA
Accountancy firm EIN2021-12-31581107697
2020 : CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$11,092,731
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,777,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,776,323
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,276,616
Value of total assets at end of year2020-12-31$64,157,573
Value of total assets at beginning of year2020-12-31$56,842,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$860
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$35,447
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$676,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$676,701
Administrative expenses professional fees incurred2020-12-31$0
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 period2020-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,291,249
Participant contributions at end of year2020-12-31$669,641
Participant contributions at beginning of year2020-12-31$771,534
Participant contributions at end of year2020-12-31$18,734
Participant contributions at beginning of year2020-12-31$15,225
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$88,186
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$15,621
Administrative expenses (other) incurred2020-12-31$860
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$7,315,548
Value of net assets at end of year (total assets less liabilities)2020-12-31$64,157,573
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$56,842,025
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$54,670,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$52,584,925
Interest on participant loans2020-12-31$35,447
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$8,751,163
Value of interest in common/collective trusts at beginning of year2020-12-31$3,439,476
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,629,713
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$458,633
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,897,181
Employer contributions (assets) at end of year2020-12-31$47,823
Employer contributions (assets) at beginning of year2020-12-31$28,268
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,776,323
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SEROTTA MADDOCKS EVANS & CO., CPAS
Accountancy firm EIN2020-12-31581107697
2019 : CENTER FOR PRIMARY CARE, P.C. 401(K) 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 income from all sources (including contributions)2019-12-31$13,891,391
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,413,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,398,945
Expenses. Certain deemed distributions of participant loans2019-12-31$13,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,212,324
Value of total assets at end of year2019-12-31$56,842,025
Value of total assets at beginning of year2019-12-31$46,363,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$680
Total interest from all sources2019-12-31$36,728
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,736,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$9,736,917
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$1,282,491
Participant contributions at end of year2019-12-31$771,534
Participant contributions at beginning of year2019-12-31$672,514
Participant contributions at end of year2019-12-31$15,225
Participant contributions at beginning of year2019-12-31$5,405
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,597
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,920
Other income not declared elsewhere2019-12-31$69
Administrative expenses (other) incurred2019-12-31$680
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,478,085
Value of net assets at end of year (total assets less liabilities)2019-12-31$56,842,025
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$46,363,940
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 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$52,584,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,190,625
Interest on participant loans2019-12-31$36,728
Value of interest in common/collective trusts at end of year2019-12-31$3,439,476
Value of interest in common/collective trusts at beginning of year2019-12-31$3,483,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$823,924
Net investment gain or loss from common/collective trusts2019-12-31$81,429
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,929,833
Employer contributions (assets) at end of year2019-12-31$28,268
Employer contributions (assets) at beginning of year2019-12-31$9,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,398,945
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SEROTTA MADDOCKS EVANS & CO. CPAS
Accountancy firm EIN2019-12-31581107697
2018 : CENTER FOR PRIMARY CARE, P.C. 401(K) 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$2,698
Total income from all sources (including contributions)2018-12-31$1,228,449
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$622,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$619,522
Value of total corrective distributions2018-12-31$2,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,018,157
Value of total assets at end of year2018-12-31$46,363,940
Value of total assets at beginning of year2018-12-31$45,761,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$480
Total interest from all sources2018-12-31$27,980
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$680,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$680,533
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$1,122,763
Participant contributions at end of year2018-12-31$672,514
Participant contributions at beginning of year2018-12-31$658,669
Participant contributions at end of year2018-12-31$5,405
Participant contributions at beginning of year2018-12-31$71,303
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$14,932
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,698
Other income not declared elsewhere2018-12-31$126
Administrative expenses (other) incurred2018-12-31$480
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$605,556
Value of net assets at end of year (total assets less liabilities)2018-12-31$46,363,940
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$45,758,384
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$42,190,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$42,570,330
Interest on participant loans2018-12-31$27,980
Value of interest in common/collective trusts at end of year2018-12-31$3,483,299
Value of interest in common/collective trusts at beginning of year2018-12-31$2,382,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,555,530
Net investment gain or loss from common/collective trusts2018-12-31$57,183
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$1,880,462
Employer contributions (assets) at end of year2018-12-31$9,177
Employer contributions (assets) at beginning of year2018-12-31$78,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$619,522
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 name2018-12-31SEROTA MADDOCKES EVANS & CO., SPAS
Accountancy firm EIN2018-12-31581107697
2017 : CENTER FOR PRIMARY CARE, P.C. 401(K) 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$2,698
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,190
Total income from all sources (including contributions)2017-12-31$9,984,789
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$831,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$828,319
Value of total corrective distributions2017-12-31$2,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,930,293
Value of total assets at end of year2017-12-31$45,761,082
Value of total assets at beginning of year2017-12-31$36,607,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$500
Total interest from all sources2017-12-31$21,169
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$576,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$576,849
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$1,063,905
Participant contributions at end of year2017-12-31$658,669
Participant contributions at beginning of year2017-12-31$546,980
Participant contributions at end of year2017-12-31$71,303
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$229,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,190
Administrative expenses (other) incurred2017-12-31$500
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,153,355
Value of net assets at end of year (total assets less liabilities)2017-12-31$45,758,384
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,605,029
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$42,570,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$33,643,363
Interest on participant loans2017-12-31$21,169
Value of interest in common/collective trusts at end of year2017-12-31$2,382,337
Value of interest in common/collective trusts at beginning of year2017-12-31$2,416,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,413,021
Net investment gain or loss from common/collective trusts2017-12-31$43,457
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$1,636,625
Employer contributions (assets) at end of year2017-12-31$78,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$828,319
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 name2017-12-31SEROTTA MADDOCKES EVANS & CO., SPAS
Accountancy firm EIN2017-12-31581107697
2016 : CENTER FOR PRIMARY CARE, P.C. 401(K) 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$2,190
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$5,768,592
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$769,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$767,688
Value of total corrective distributions2016-12-31$2,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,841,238
Value of total assets at end of year2016-12-31$36,607,219
Value of total assets at beginning of year2016-12-31$31,606,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40
Total interest from all sources2016-12-31$17,814
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$448,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$448,955
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$987,648
Participant contributions at end of year2016-12-31$546,980
Participant contributions at beginning of year2016-12-31$523,754
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,171,871
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$27
Administrative expenses (other) incurred2016-12-31$40
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,998,804
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,605,029
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,606,225
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$33,643,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,609,505
Interest on participant loans2016-12-31$17,814
Value of interest in common/collective trusts at end of year2016-12-31$2,416,876
Value of interest in common/collective trusts at beginning of year2016-12-31$1,472,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$427,165
Net investment gain or loss from common/collective trusts2016-12-31$33,393
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$1,681,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$767,688
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 name2016-12-31SEROTTA MADDOCKES EVANS & CO., SPAS
Accountancy firm EIN2016-12-31581107697
2015 : CENTER FOR PRIMARY CARE, P.C. 401(K) 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$3,433,019
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$696,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$696,829
Value of total corrective distributions2015-12-31$125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,632,252
Value of total assets at end of year2015-12-31$31,606,225
Value of total assets at beginning of year2015-12-31$28,870,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$16,352
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$411,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$411,705
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$798,632
Participant contributions at end of year2015-12-31$523,754
Participant contributions at beginning of year2015-12-31$506,057
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$400,886
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$1,007
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$2,736,065
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,606,225
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$28,870,160
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$29,609,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,363,096
Interest on participant loans2015-12-31$16,352
Value of interest in common/collective trusts at end of year2015-12-31$1,472,966
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$362,974
Net investment gain or loss from common/collective trusts2015-12-31$9,736
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$1,432,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$696,829
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 name2015-12-31SEROTTA MADDOCKES EVANS & CO., SPAS
Accountancy firm EIN2015-12-31581107697
2014 : CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,444,331
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$606,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$625,049
Expenses. Certain deemed distributions of participant loans2014-12-31$-18,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,021,247
Value of total assets at end of year2014-12-31$28,870,160
Value of total assets at beginning of year2014-12-31$24,032,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$273
Total interest from all sources2014-12-31$11,076
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,936,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,936,780
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$678,157
Participant contributions at end of year2014-12-31$506,057
Participant contributions at beginning of year2014-12-31$214,208
Other income not declared elsewhere2014-12-31$363
Administrative expenses (other) incurred2014-12-31$273
Total non interest bearing cash at end of year2014-12-31$1,007
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,837,707
Value of net assets at end of year (total assets less liabilities)2014-12-31$28,870,160
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,032,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$28,363,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,818,245
Interest on participant loans2014-12-31$11,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,474,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,343,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$625,049
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SEROTTA MADDOCKS EVANS & CO., CPAS
Accountancy firm EIN2014-12-31581107697
2013 : CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,598,462
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,085,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,091,291
Expenses. Certain deemed distributions of participant loans2013-12-31$-6,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,841,957
Value of total assets at end of year2013-12-31$24,032,453
Value of total assets at beginning of year2013-12-31$18,519,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$396
Total interest from all sources2013-12-31$7,540
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,108,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,108,572
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$628,882
Participant contributions at end of year2013-12-31$214,208
Participant contributions at beginning of year2013-12-31$229,715
Other income not declared elsewhere2013-12-31$6
Administrative expenses (other) incurred2013-12-31$396
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,512,791
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,032,453
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,519,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,818,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,289,947
Interest on participant loans2013-12-31$7,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,640,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,213,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,091,291
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$2,169,973
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,169,973
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SEROTTA MADDOCKS EVANS & CO., CPAS
Accountancy firm EIN2013-12-31581107697
2012 : CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1
Total unrealized appreciation/depreciation of assets2012-12-31$1
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,996,787
Total loss/gain on sale of assets2012-12-31$69
Total of all expenses incurred2012-12-31$206,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$156,082
Expenses. Certain deemed distributions of participant loans2012-12-31$46,519
Value of total corrective distributions2012-12-31$2,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,647,930
Value of total assets at end of year2012-12-31$18,519,662
Value of total assets at beginning of year2012-12-31$14,729,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,180
Total interest from all sources2012-12-31$7,172
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$615,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$615,468
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$529,611
Participant contributions at end of year2012-12-31$229,715
Participant contributions at beginning of year2012-12-31$254,320
Other income not declared elsewhere2012-12-31$-1
Administrative expenses (other) incurred2012-12-31$1,180
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,790,284
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,519,662
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,729,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,289,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,284,778
Interest on participant loans2012-12-31$7,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,190,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,190,148
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,726,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,118,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$156,082
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$315,856
Aggregate carrying amount (costs) on sale of assets2012-12-31$315,787
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SEROTTA MADDOCKS EVANS & CO., CPAS
Accountancy firm EIN2012-12-31581107697
2011 : CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,510,838
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$126,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$124,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,613,667
Value of total assets at end of year2011-12-31$14,729,378
Value of total assets at beginning of year2011-12-31$13,344,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,503
Total interest from all sources2011-12-31$8,715
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$239,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$239,266
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$539,693
Participant contributions at end of year2011-12-31$254,320
Participant contributions at beginning of year2011-12-31$190,161
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,061
Other income not declared elsewhere2011-12-31$15,572
Administrative expenses (other) incurred2011-12-31$1,503
Total non interest bearing cash at end of year2011-12-31$132
Total non interest bearing cash at beginning of year2011-12-31$2,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,384,719
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,729,378
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,344,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,284,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,417,817
Interest on participant loans2011-12-31$8,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,190,148
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$734,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$734,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-366,382
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,067,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$124,616
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SEROTTA MADDOCKS EVANS & CO., CPAS
Accountancy firm EIN2011-12-31581107697
2010 : CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,081,601
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$114,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$114,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,621,570
Value of total assets at end of year2010-12-31$13,344,659
Value of total assets at beginning of year2010-12-31$10,377,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$166
Total interest from all sources2010-12-31$8,436
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$185,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$185,400
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$554,837
Participant contributions at end of year2010-12-31$190,161
Participant contributions at beginning of year2010-12-31$157,846
Other income not declared elsewhere2010-12-31$7,955
Administrative expenses (other) incurred2010-12-31$166
Total non interest bearing cash at end of year2010-12-31$2,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,967,254
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,344,659
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,377,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,417,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,911,419
Interest on participant loans2010-12-31$7,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$734,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$308,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$308,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,258,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,066,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$114,181
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SEROTTA MADDOCKS EVANS & CO., CPAS
Accountancy firm EIN2010-12-31581107697
2009 : CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN

2023: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
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: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: CENTER FOR PRIMARY CARE, P.C. 401(K) 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: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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: CENTER FOR PRIMARY CARE, P.C. 401(K) 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: CENTER FOR PRIMARY CARE, P.C. 401(K) 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: CENTER FOR PRIMARY CARE, P.C. 401(K) 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
2014: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CENTER FOR PRIMARY CARE, P.C. 401(K) 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: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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: CENTER FOR PRIMARY CARE, P.C. 401(K) 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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