401k Plan data: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II plan

WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 401k Plan overview

Plan Name	WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II
Plan identification number	002

WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

WESTCHESTER MEDICAL GROUP, P.C. D/B/A WESTMED MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name: WESTCHESTER MEDICAL GROUP, P.C. D/B/A WESTMED MEDICAL GROUP

Employer identification number (EIN): 133884168

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 ANTHONY VICEROY 2020-01-31
002 2018-01-01 ANTHONY VICEROY 2019-10-10
002 2017-01-01 ANTHONY VICEROY
002 2016-01-01 ANTHONY VICEROY
002 2015-01-01 ANTHONY VICEROY
002 2014-01-01 SIMEON SCHWARTZ
002 2013-01-01 SIMEON SCHWARTZ
002 2012-01-01 ANTHONY VICEROY
002 2011-01-01 SIMEON SCHWARTZ
002 2010-01-01 CLARK YODER
002 2009-01-01 CLARK YODER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01	ANTHONY VICEROY	2020-01-31
002	2018-01-01	ANTHONY VICEROY	2019-10-10
002	2017-01-01	ANTHONY VICEROY
002	2016-01-01	ANTHONY VICEROY
002	2015-01-01	ANTHONY VICEROY
002	2014-01-01	SIMEON SCHWARTZ
002	2013-01-01	SIMEON SCHWARTZ
002	2012-01-01	ANTHONY VICEROY
002	2011-01-01	SIMEON SCHWARTZ
002	2010-01-01	CLARK YODER
002	2009-01-01	CLARK YODER

Plan Statistics for WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II

401k plan membership statisitcs for WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II

Measure Date Value
2019: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2019 401k membership
Total participants, beginning-of-year 2019-01-01 808
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,003
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 721
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 85
Total of all active and inactive participants 2018-01-01 806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 808
Number of participants with account balances 2018-01-01 711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2017 401k membership
Total participants, beginning-of-year 2017-01-01 759
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 921
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 82
Total of all active and inactive participants 2017-01-01 1,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,003
Number of participants with account balances 2017-01-01 688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2016 401k membership
Total participants, beginning-of-year 2016-01-01 894
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 674
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 84
Total of all active and inactive participants 2016-01-01 758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 759
Number of participants with account balances 2016-01-01 697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2015 401k membership
Total participants, beginning-of-year 2015-01-01 764
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 725
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 165
Total of all active and inactive participants 2015-01-01 890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 4
Total participants 2015-01-01 894
Number of participants with account balances 2015-01-01 877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2014 401k membership
Total participants, beginning-of-year 2014-01-01 678
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 670
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 93
Total of all active and inactive participants 2014-01-01 763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 764
Number of participants with account balances 2014-01-01 571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2013 401k membership
Total participants, beginning-of-year 2013-01-01 531
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 587
Number of other retired or separated participants entitled to future benefits 2013-01-01 89
Total of all active and inactive participants 2013-01-01 676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 677
Number of participants with account balances 2013-01-01 659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2012 401k membership
Total participants, beginning-of-year 2012-01-01 426
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 486
Number of other retired or separated participants entitled to future benefits 2012-01-01 43
Total of all active and inactive participants 2012-01-01 529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 531
Number of participants with account balances 2012-01-01 478
2011: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2011 401k membership
Total participants, beginning-of-year 2011-01-01 480
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 461
Number of other retired or separated participants entitled to future benefits 2011-01-01 40
Total of all active and inactive participants 2011-01-01 501
Total participants 2011-01-01 501
Number of participants with account balances 2011-01-01 485
2010: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2010 401k membership
Total participants, beginning-of-year 2010-01-01 295
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 337
Number of other retired or separated participants entitled to future benefits 2010-01-01 19
Total of all active and inactive participants 2010-01-01 356
Total participants 2010-01-01 356
Number of participants with account balances 2010-01-01 356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 6
2009: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2009 401k membership
Total participants, beginning-of-year 2009-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 274
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 21
Total of all active and inactive participants 2009-01-01 295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 295
Number of participants with account balances 2009-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2019 401k membership
Total participants, beginning-of-year	2019-01-01	808
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,003
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	721
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	85
Total of all active and inactive participants	2018-01-01	806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	808
Number of participants with account balances	2018-01-01	711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2017 401k membership
Total participants, beginning-of-year	2017-01-01	759
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	921
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	82
Total of all active and inactive participants	2017-01-01	1,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,003
Number of participants with account balances	2017-01-01	688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2016 401k membership
Total participants, beginning-of-year	2016-01-01	894
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	674
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	84
Total of all active and inactive participants	2016-01-01	758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	759
Number of participants with account balances	2016-01-01	697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2015 401k membership
Total participants, beginning-of-year	2015-01-01	764
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	725
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	165
Total of all active and inactive participants	2015-01-01	890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	4
Total participants	2015-01-01	894
Number of participants with account balances	2015-01-01	877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2014 401k membership
Total participants, beginning-of-year	2014-01-01	678
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	670
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	93
Total of all active and inactive participants	2014-01-01	763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	764
Number of participants with account balances	2014-01-01	571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2013 401k membership
Total participants, beginning-of-year	2013-01-01	531
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	587
Number of other retired or separated participants entitled to future benefits	2013-01-01	89
Total of all active and inactive participants	2013-01-01	676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	677
Number of participants with account balances	2013-01-01	659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2012 401k membership
Total participants, beginning-of-year	2012-01-01	426
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	486
Number of other retired or separated participants entitled to future benefits	2012-01-01	43
Total of all active and inactive participants	2012-01-01	529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	531
Number of participants with account balances	2012-01-01	478
2011: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2011 401k membership
Total participants, beginning-of-year	2011-01-01	480
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	461
Number of other retired or separated participants entitled to future benefits	2011-01-01	40
Total of all active and inactive participants	2011-01-01	501
Total participants	2011-01-01	501
Number of participants with account balances	2011-01-01	485
2010: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2010 401k membership
Total participants, beginning-of-year	2010-01-01	295
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	337
Number of other retired or separated participants entitled to future benefits	2010-01-01	19
Total of all active and inactive participants	2010-01-01	356
Total participants	2010-01-01	356
Number of participants with account balances	2010-01-01	356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	6
2009: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2009 401k membership
Total participants, beginning-of-year	2009-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	274
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	21
Total of all active and inactive participants	2009-01-01	295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	295
Number of participants with account balances	2009-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II

Measure	Date	Value
2019 : WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-07-15	$0
Total transfer of assets from this plan	2019-07-15	$27,044,314
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-07-15	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-07-15	$0
Total income from all sources (including contributions)	2019-07-15	$407,981
Total loss/gain on sale of assets	2019-07-15	$0
Total of all expenses incurred	2019-07-15	$87,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-07-15	$87,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-07-15	$0
Value of total assets at end of year	2019-07-15	$0
Value of total assets at beginning of year	2019-07-15	$26,723,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-07-15	$220
Total interest from all sources	2019-07-15	$2,756
Total dividends received (eg from common stock, registered investment company shares)	2019-07-15	$16,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-07-15	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-07-15	$16,727
Was this plan covered by a fidelity bond	2019-07-15	Yes
Value of fidelity bond cover	2019-07-15	$500,000
If this is an individual account plan, was there a blackout period	2019-07-15	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-07-15	$0
Were there any nonexempt tranactions with any party-in-interest	2019-07-15	No
Participant contributions at end of year	2019-07-15	$0
Participant contributions at beginning of year	2019-07-15	$505,179
Participant contributions at end of year	2019-07-15	$0
Participant contributions at beginning of year	2019-07-15	$122,060
Assets. Other investments not covered elsewhere at end of year	2019-07-15	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-07-15	$1,610,117
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-07-15	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-07-15	$73
Other income not declared elsewhere	2019-07-15	$-269,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-07-15	No
Value of net income/loss	2019-07-15	$320,646
Value of net assets at end of year (total assets less liabilities)	2019-07-15	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-07-15	$26,723,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-07-15	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-07-15	No
Were any leases to which the plan was party in default or uncollectible	2019-07-15	No
Investment advisory and management fees	2019-07-15	$220
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-07-15	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-07-15	$19,704,534
Interest on participant loans	2019-07-15	$1,945
Value of interest in common/collective trusts at end of year	2019-07-15	$0
Value of interest in common/collective trusts at beginning of year	2019-07-15	$273,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-07-15	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-07-15	$640,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-07-15	$640,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-07-15	$811
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-07-15	$643,419
Net investment gain or loss from common/collective trusts	2019-07-15	$14,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-07-15	No
Was there a failure to transmit to the plan any participant contributions	2019-07-15	No
Has the plan failed to provide any benefit when due under the plan	2019-07-15	No
Employer contributions (assets) at end of year	2019-07-15	$0
Employer contributions (assets) at beginning of year	2019-07-15	$3,868,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-07-15	$87,115
Did the plan have assets held for investment	2019-07-15	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-07-15	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-07-15	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-07-15	Yes
Opinion of an independent qualified public accountant for this plan	2019-07-15	Disclaimer
Accountancy firm name	2019-07-15	CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN	2019-07-15	222428965
2018 : WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$2,786,815
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$4,406,688
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,951,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,869,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,581,633
Value of total assets at end of year	2018-12-31	$26,723,668
Value of total assets at beginning of year	2018-12-31	$27,055,697
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$82,149
Total interest from all sources	2018-12-31	$31,026
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,022,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,022,773
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,527,012
Participant contributions at end of year	2018-12-31	$505,179
Participant contributions at beginning of year	2018-12-31	$570,030
Participant contributions at end of year	2018-12-31	$122,060
Participant contributions at beginning of year	2018-12-31	$70,684
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$1,610,117
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$615,164
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$179,840
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$73
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$32
Other income not declared elsewhere	2018-12-31	$-69,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$2,454,786
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$26,723,668
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$27,055,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$82,149
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$19,704,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$20,832,603
Interest on participant loans	2018-12-31	$22,182
Value of interest in common/collective trusts at end of year	2018-12-31	$273,406
Value of interest in common/collective trusts at beginning of year	2018-12-31	$260,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$640,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$672,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$672,397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$8,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,136,014
Net investment gain or loss from common/collective trusts	2018-12-31	$-23,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$3,874,781
Employer contributions (assets) at end of year	2018-12-31	$3,868,138
Employer contributions (assets) at beginning of year	2018-12-31	$4,033,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,869,753
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN	2018-12-31	222428965
2017 : WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$7,956,636
Total of all expenses incurred	2017-12-31	$2,514,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,509,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,535,681
Value of total assets at end of year	2017-12-31	$27,055,697
Value of total assets at beginning of year	2017-12-31	$21,613,513
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,559
Total interest from all sources	2017-12-31	$26,102
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$818,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$818,953
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,432,996
Participant contributions at end of year	2017-12-31	$570,030
Participant contributions at beginning of year	2017-12-31	$633,145
Participant contributions at end of year	2017-12-31	$70,684
Participant contributions at beginning of year	2017-12-31	$53,972
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$615,164
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$588,186
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$68,878
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$32
Administrative expenses (other) incurred	2017-12-31	$4,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,442,184
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$27,055,697
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$21,613,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$20,832,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$15,871,980
Interest on participant loans	2017-12-31	$26,102
Value of interest in common/collective trusts at end of year	2017-12-31	$260,980
Value of interest in common/collective trusts at beginning of year	2017-12-31	$165,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$672,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$692,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$692,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,575,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$4,033,807
Employer contributions (assets) at end of year	2017-12-31	$4,033,807
Employer contributions (assets) at beginning of year	2017-12-31	$3,607,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,509,893
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN	2017-12-31	222428965
2016 : WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$285,378
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$363,364
Total income from all sources (including contributions)	2016-12-31	$6,166,778
Total of all expenses incurred	2016-12-31	$1,619,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,614,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,184,701
Value of total assets at end of year	2016-12-31	$21,613,513
Value of total assets at beginning of year	2016-12-31	$17,144,336
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,776
Total interest from all sources	2016-12-31	$25,200
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$568,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$568,101
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,400,635
Participant contributions at end of year	2016-12-31	$633,145
Participant contributions at beginning of year	2016-12-31	$593,714
Participant contributions at end of year	2016-12-31	$53,972
Participant contributions at beginning of year	2016-12-31	$63,212
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$588,186
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$599,758
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$176,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$363,364
Administrative expenses (other) incurred	2016-12-31	$4,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,547,163
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$21,613,513
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$16,780,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$15,871,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$11,761,868
Interest on participant loans	2016-12-31	$25,200
Value of interest in common/collective trusts at end of year	2016-12-31	$165,478
Value of interest in common/collective trusts at beginning of year	2016-12-31	$100,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$692,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$668,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$668,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$388,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$3,607,987
Employer contributions (assets) at end of year	2016-12-31	$3,607,987
Employer contributions (assets) at beginning of year	2016-12-31	$3,356,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,614,839
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN	2016-12-31	222428965
2015 : WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2015 401k financial data
Total transfer of assets to this plan	2015-12-31	$1,386,539
Total transfer of assets from this plan	2015-12-31	$30,408,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$363,364
Total income from all sources (including contributions)	2015-12-31	$4,918,016
Total of all expenses incurred	2015-12-31	$765,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$761,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,860,579
Value of total assets at end of year	2015-12-31	$17,144,336
Value of total assets at beginning of year	2015-12-31	$41,650,756
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,400
Total interest from all sources	2015-12-31	$9,810
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$486,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$486,607
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,359,870
Participant contributions at end of year	2015-12-31	$593,714
Participant contributions at beginning of year	2015-12-31	$463,370
Participant contributions at end of year	2015-12-31	$63,212
Participant contributions at beginning of year	2015-12-31	$130,156
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$599,758
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$139,612
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$363,364
Administrative expenses (other) incurred	2015-12-31	$4,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$4,152,035
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$16,780,972
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$41,650,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$11,761,868
Interest on participant loans	2015-12-31	$9,810
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$37,807,216
Value of interest in common/collective trusts at end of year	2015-12-31	$100,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$668,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-678,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$3,361,097
Employer contributions (assets) at end of year	2015-12-31	$3,356,791
Employer contributions (assets) at beginning of year	2015-12-31	$3,250,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$761,581
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN	2015-12-31	222428965
2014 : WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$604,238
Total income from all sources (including contributions)	2014-12-31	$9,600,823
Total of all expenses incurred	2014-12-31	$5,890,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$5,886,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$7,113,142
Value of total assets at end of year	2014-12-31	$41,650,756
Value of total assets at beginning of year	2014-12-31	$37,336,101
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,540
Total interest from all sources	2014-12-31	$18,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$3,069,329
Participant contributions at end of year	2014-12-31	$463,370
Participant contributions at beginning of year	2014-12-31	$489,786
Participant contributions at end of year	2014-12-31	$130,156
Participant contributions at beginning of year	2014-12-31	$191,289
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$793,799
Administrative expenses (other) incurred	2014-12-31	$3,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$3,710,417
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$41,650,756
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$37,336,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Interest on participant loans	2014-12-31	$18,263
Value of interest in master investment trust accounts at end of year	2014-12-31	$37,807,216
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$33,996,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$3,250,014
Employer contributions (assets) at end of year	2014-12-31	$3,250,014
Employer contributions (assets) at beginning of year	2014-12-31	$2,658,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$5,886,866
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN	2014-12-31	222428965
2013 : WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$7,804
Total income from all sources (including contributions)	2013-12-31	$10,427,671
Total of all expenses incurred	2013-12-31	$1,974,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,952,774
Expenses. Certain deemed distributions of participant loans	2013-12-31	$17,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$5,580,369
Value of total assets at end of year	2013-12-31	$37,336,101
Value of total assets at beginning of year	2013-12-31	$28,875,414
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,395
Total interest from all sources	2013-12-31	$18,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,715,676
Participant contributions at end of year	2013-12-31	$489,786
Participant contributions at beginning of year	2013-12-31	$404,196
Participant contributions at end of year	2013-12-31	$191,289
Participant contributions at beginning of year	2013-12-31	$92,402
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$13,502,159
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$126,317
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$206,281
Other income not declared elsewhere	2013-12-31	$1,644,009
Administrative expenses (other) incurred	2013-12-31	$4,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$8,452,883
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$37,336,101
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$28,875,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$19,862,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$25,266,654
Interest on participant loans	2013-12-31	$17,603
Value of interest in master investment trust accounts at end of year	2013-12-31	$33,996,614
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$25,947,720
Value of interest in common/collective trusts at end of year	2013-12-31	$245,037
Value of interest in common/collective trusts at beginning of year	2013-12-31	$88,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$386,523
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$655,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$655,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$538
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,132,954
Net investment gain or loss from common/collective trusts	2013-12-31	$52,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,658,412
Employer contributions (assets) at end of year	2013-12-31	$2,658,412
Employer contributions (assets) at beginning of year	2013-12-31	$2,241,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,952,774
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Qualified
Accountancy firm name	2013-12-31	LILLING & COMPANY LLP (SEE ATTACHED
Accountancy firm EIN	2013-12-31	133447681
2012 : WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$-489,319
Total income from all sources (including contributions)	2012-12-31	$7,412,368
Total of all expenses incurred	2012-12-31	$629,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$620,585
Expenses. Certain deemed distributions of participant loans	2012-12-31	$4,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$5,242,608
Value of total assets at end of year	2012-12-31	$28,875,414
Value of total assets at beginning of year	2012-12-31	$22,582,047
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,996
Total interest from all sources	2012-12-31	$18,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,278,616
Participant contributions at end of year	2012-12-31	$404,196
Participant contributions at beginning of year	2012-12-31	$339,137
Participant contributions at end of year	2012-12-31	$92,402
Participant contributions at beginning of year	2012-12-31	$299,705
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$126,317
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$102,699
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$679,343
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$1,163,465
Other income not declared elsewhere	2012-12-31	$8,989
Administrative expenses (other) incurred	2012-12-31	$3,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$6,782,686
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$28,875,414
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$22,582,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$1,621
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$25,266,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$17,491,893
Interest on participant loans	2012-12-31	$17,030
Value of interest in common/collective trusts at end of year	2012-12-31	$88,647
Value of interest in common/collective trusts at beginning of year	2012-12-31	$55,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$655,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$884,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$884,819
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,138,256
Net investment gain or loss from common/collective trusts	2012-12-31	$4,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,284,649
Employer contributions (assets) at end of year	2012-12-31	$2,241,232
Employer contributions (assets) at beginning of year	2012-12-31	$2,244,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$620,585
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BAND, ROSEBAUM & MARTIN, P.C.
Accountancy firm EIN	2012-12-31	133095780
2011 : WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2011 401k financial data
Total transfer of assets from this plan	2011-12-31	$1,716,990
Total income from all sources (including contributions)	2011-12-31	$4,204,418
Total of all expenses incurred	2011-12-31	$1,315,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,308,807
Expenses. Certain deemed distributions of participant loans	2011-12-31	$3,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$4,403,894
Value of total assets at end of year	2011-12-31	$22,582,047
Value of total assets at beginning of year	2011-12-31	$19,693,442
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,697
Total interest from all sources	2011-12-31	$18,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,933,776
Participant contributions at end of year	2011-12-31	$339,137
Participant contributions at beginning of year	2011-12-31	$280,571
Participant contributions at end of year	2011-12-31	$299,705
Participant contributions at beginning of year	2011-12-31	$236,785
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$102,699
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$97,123
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$225,426
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$1,163,465
Other income not declared elsewhere	2011-12-31	$-9,147
Administrative expenses (other) incurred	2011-12-31	$2,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,888,605
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$22,582,047
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$19,693,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$1,527
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$17,491,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$16,140,257
Interest on participant loans	2011-12-31	$15,232
Value of interest in master investment trust accounts at end of year	2011-12-31	$18,011,964
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$17,574,189
Value of interest in common/collective trusts at end of year	2011-12-31	$55,637
Value of interest in common/collective trusts at beginning of year	2011-12-31	$36,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$884,819
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,109,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,109,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$3,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-210,626
Net investment gain or loss from common/collective trusts	2011-12-31	$1,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,244,692
Employer contributions (assets) at end of year	2011-12-31	$2,244,692
Employer contributions (assets) at beginning of year	2011-12-31	$1,792,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,308,807
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BAND, ROSENBAUM & MARTIN, P.C.
Accountancy firm EIN	2011-12-31	133095780
2010 : WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2010 401k financial data
Total transfer of assets to this plan	2010-12-31	$1,898,624
Total income from all sources (including contributions)	2010-12-31	$4,898,121
Total of all expenses incurred	2010-12-31	$215,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$193,983
Expenses. Certain deemed distributions of participant loans	2010-12-31	$17,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,511,818
Value of total assets at end of year	2010-12-31	$19,693,442
Value of total assets at beginning of year	2010-12-31	$13,112,655
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$4,198
Total interest from all sources	2010-12-31	$14,928
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,588,575
Participant contributions at end of year	2010-12-31	$280,571
Participant contributions at beginning of year	2010-12-31	$192,716
Participant contributions at end of year	2010-12-31	$236,785
Participant contributions at beginning of year	2010-12-31	$68,155
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$97,123
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$67,120
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$130,379
Other income not declared elsewhere	2010-12-31	$15,654
Administrative expenses (other) incurred	2010-12-31	$3,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$4,682,163
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$19,693,442
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$13,112,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$1,109
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$16,140,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$11,206,988
Interest on participant loans	2010-12-31	$11,711
Value of interest in common/collective trusts at end of year	2010-12-31	$36,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,109,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$3,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,349,028
Net investment gain or loss from common/collective trusts	2010-12-31	$6,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,792,864
Employer contributions (assets) at end of year	2010-12-31	$1,792,864
Employer contributions (assets) at beginning of year	2010-12-31	$1,577,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$193,983
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BAND, ROSENBAUM & MARTIN, P.C.
Accountancy firm EIN	2010-12-31	133095780
2009 : WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II

2019: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WESTMED MEDICAL GROUP, P.C. INCENTIVE SAVINGS TRUST II 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WESTCHESTER MEDICAL GROUP, P.C. D/B/A WESTMED MEDICAL GROUP
Employer identification number (EIN):	133884168
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)