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

WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 401k Plan overview

Plan Name	WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST
Plan identification number	003

WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01 ANTHONY VICEROY 2020-01-31
003 2018-01-01 ANTHONY VICEROY 2019-10-10
003 2017-01-01 ANTHONY VICEROY
003 2016-01-01 ANTHONY VICEROY
003 2015-01-01 ANTHONY VICEROY
003 2014-01-01 SIMEON SCHWARTZ
003 2013-01-01 SIMEON SCHWARTZ
003 2012-01-01 ANTHONY VICEROY
003 2011-01-01 CLARK YODER 2012-10-15
003 2010-01-01 CLARK YODER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2019-01-01	ANTHONY VICEROY	2020-01-31
003	2018-01-01	ANTHONY VICEROY	2019-10-10
003	2017-01-01	ANTHONY VICEROY
003	2016-01-01	ANTHONY VICEROY
003	2015-01-01	ANTHONY VICEROY
003	2014-01-01	SIMEON SCHWARTZ
003	2013-01-01	SIMEON SCHWARTZ
003	2012-01-01	ANTHONY VICEROY
003	2011-01-01	CLARK YODER	2012-10-15
003	2010-01-01	CLARK YODER

Plan Statistics for WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST

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

Measure Date Value
2019: WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 713
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 647
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 655
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 58
Total of all active and inactive participants 2018-01-01 713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 713
Number of participants with account balances 2018-01-01 468
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 732
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 590
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 57
Total of all active and inactive participants 2017-01-01 647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 647
Number of participants with account balances 2017-01-01 536
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 505
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 705
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 27
Total of all active and inactive participants 2016-01-01 732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 732
Number of participants with account balances 2016-01-01 313
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 391
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 491
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 14
Total of all active and inactive participants 2015-01-01 505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 505
Number of participants with account balances 2015-01-01 174
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 332
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 379
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 12
Total of all active and inactive participants 2014-01-01 391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 391
Number of participants with account balances 2014-01-01 137
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 324
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 332
Total participants 2013-01-01 332
Number of participants with account balances 2013-01-01 130
2012: WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 96
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 101
Total participants 2012-01-01 101
Number of participants with account balances 2012-01-01 60
2010: WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 59
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 63
Total participants 2010-01-01 63
Number of participants with account balances 2010-01-01 63

Measure	Date	Value
2019: WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	713
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	647
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	655
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	58
Total of all active and inactive participants	2018-01-01	713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	713
Number of participants with account balances	2018-01-01	468
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	732
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	590
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	57
Total of all active and inactive participants	2017-01-01	647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	647
Number of participants with account balances	2017-01-01	536
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	505
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	705
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	27
Total of all active and inactive participants	2016-01-01	732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	732
Number of participants with account balances	2016-01-01	313
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	391
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	491
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	14
Total of all active and inactive participants	2015-01-01	505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	505
Number of participants with account balances	2015-01-01	174
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	332
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	379
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	12
Total of all active and inactive participants	2014-01-01	391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	391
Number of participants with account balances	2014-01-01	137
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	324
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	332
Total participants	2013-01-01	332
Number of participants with account balances	2013-01-01	130
2012: WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	96
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	101
Total participants	2012-01-01	101
Number of participants with account balances	2012-01-01	60
2010: WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	59
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	63
Total participants	2010-01-01	63
Number of participants with account balances	2010-01-01	63

Financial Data on WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST

Measure	Date	Value
2019 : WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-07-15	$0
Total transfer of assets from this plan	2019-07-15	$11,291,064
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	$993,720
Total loss/gain on sale of assets	2019-07-15	$0
Total of all expenses incurred	2019-07-15	$16,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-07-15	$16,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-07-15	$592,719
Value of total assets at end of year	2019-07-15	$0
Value of total assets at beginning of year	2019-07-15	$10,313,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-07-15	$100
Total interest from all sources	2019-07-15	$870
Total dividends received (eg from common stock, registered investment company shares)	2019-07-15	$6,283
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	$6,283
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	$193,400
Participant contributions at end of year	2019-07-15	$0
Participant contributions at beginning of year	2019-07-15	$154,343
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	$281,586
Income. Received or receivable in cash from other sources (including rollovers)	2019-07-15	$592,719
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	$11
Other income not declared elsewhere	2019-07-15	$8,730
Total non interest bearing cash at end of year	2019-07-15	$0
Total non interest bearing cash at beginning of year	2019-07-15	$0
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	$977,229
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	$10,313,835
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	$100
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	$9,404,844
Interest on participant loans	2019-07-15	$738
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	$64,350
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	$104,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-07-15	$104,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-07-15	$132
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-07-15	$380,393
Net investment gain or loss from common/collective trusts	2019-07-15	$4,725
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	$111,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-07-15	$16,391
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$862,946
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	$1,764,192
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$488,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$482,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,332,652
Value of total assets at end of year	2018-12-31	$10,313,835
Value of total assets at beginning of year	2018-12-31	$9,901,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,034
Total interest from all sources	2018-12-31	$8,248
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$476,990
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	$476,990
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	$1,944,259
Participant contributions at end of year	2018-12-31	$193,400
Participant contributions at beginning of year	2018-12-31	$99,407
Participant contributions at end of year	2018-12-31	$154,343
Participant contributions at beginning of year	2018-12-31	$218,133
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$281,586
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$28
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$277,248
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$11
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$2
Other income not declared elsewhere	2018-12-31	$-13,804
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,275,446
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,313,835
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,901,335
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	$6,034
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,404,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,263,430
Income. Interest from loans (other than to participants)	2018-12-31	$6,918
Value of interest in common/collective trusts at end of year	2018-12-31	$64,350
Value of interest in common/collective trusts at beginning of year	2018-12-31	$68,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$104,156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$183,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$183,815
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,032,092
Net investment gain or loss from common/collective trusts	2018-12-31	$-7,802
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	$111,145
Employer contributions (assets) at end of year	2018-12-31	$111,145
Employer contributions (assets) at beginning of year	2018-12-31	$68,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$482,712
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$4,850,806
Total of all expenses incurred	2017-12-31	$182,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$180,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,929,242
Value of total assets at end of year	2017-12-31	$9,901,335
Value of total assets at beginning of year	2017-12-31	$5,233,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,738
Total interest from all sources	2017-12-31	$1,473
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$329,532
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	$329,532
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	$2,242,633
Participant contributions at end of year	2017-12-31	$99,407
Participant contributions at beginning of year	2017-12-31	$14,004
Participant contributions at end of year	2017-12-31	$218,133
Participant contributions at beginning of year	2017-12-31	$248,618
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$28
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$612,223
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,617,314
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$2
Administrative expenses (other) incurred	2017-12-31	$1,738
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	$4,668,126
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,901,335
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,233,209
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	$9,263,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,752,986
Interest on participant loans	2017-12-31	$1,473
Value of interest in common/collective trusts at end of year	2017-12-31	$68,225
Value of interest in common/collective trusts at beginning of year	2017-12-31	$28,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$183,815
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$135,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$135,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$590,559
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	$69,295
Employer contributions (assets) at end of year	2017-12-31	$68,295
Employer contributions (assets) at beginning of year	2017-12-31	$441,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$180,942
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2016 401k financial data
Total transfer of assets from this plan	2016-12-31	$416,251
Total income from all sources (including contributions)	2016-12-31	$2,557,130
Total of all expenses incurred	2016-12-31	$209,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$207,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,308,481
Value of total assets at end of year	2016-12-31	$5,233,209
Value of total assets at beginning of year	2016-12-31	$3,302,326
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,294
Total interest from all sources	2016-12-31	$819
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$124,429
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	$124,429
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	$1,489,693
Participant contributions at end of year	2016-12-31	$14,004
Participant contributions at beginning of year	2016-12-31	$24,285
Participant contributions at end of year	2016-12-31	$248,618
Participant contributions at beginning of year	2016-12-31	$100,357
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$612,223
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$545,542
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$377,542
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$494,845
Administrative expenses (other) incurred	2016-12-31	$2,294
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	$2,347,134
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,233,209
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,302,326
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	$3,752,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,919,949
Interest on participant loans	2016-12-31	$819
Value of interest in common/collective trusts at end of year	2016-12-31	$28,349
Value of interest in common/collective trusts at beginning of year	2016-12-31	$8,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$135,783
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$129,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$129,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$123,401
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	$441,246
Employer contributions (assets) at end of year	2016-12-31	$441,246
Employer contributions (assets) at beginning of year	2016-12-31	$78,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$207,702
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2015 401k financial data
Total transfer of assets to this plan	2015-12-31	$1,232,734
Total transfer of assets from this plan	2015-12-31	$3,289,712
Total income from all sources (including contributions)	2015-12-31	$1,506,427
Total of all expenses incurred	2015-12-31	$235,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$235,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,145,699
Value of total assets at end of year	2015-12-31	$3,302,326
Value of total assets at beginning of year	2015-12-31	$4,088,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$250
Total interest from all sources	2015-12-31	$425
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$79,818
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	$79,818
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	$721,005
Participant contributions at end of year	2015-12-31	$24,285
Participant contributions at beginning of year	2015-12-31	$22,310
Participant contributions at end of year	2015-12-31	$100,357
Participant contributions at beginning of year	2015-12-31	$117,475
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$545,542
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$345,974
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$494,845
Administrative expenses (other) incurred	2015-12-31	$250
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	$1,271,123
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,302,326
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,088,181
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	$1,919,949
Interest on participant loans	2015-12-31	$425
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$3,871,816
Value of interest in common/collective trusts at end of year	2015-12-31	$8,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$129,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$260,474
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	$78,720
Employer contributions (assets) at end of year	2015-12-31	$78,720
Employer contributions (assets) at beginning of year	2015-12-31	$76,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$235,054
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2014 401k financial data
Total transfer of assets from this plan	2014-12-31	$253,171
Total income from all sources (including contributions)	2014-12-31	$2,403,861
Total of all expenses incurred	2014-12-31	$492,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$492,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,195,427
Value of total assets at end of year	2014-12-31	$4,088,181
Value of total assets at beginning of year	2014-12-31	$2,429,648
Total interest from all sources	2014-12-31	$329
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	$892,894
Participant contributions at end of year	2014-12-31	$22,310
Participant contributions at end of year	2014-12-31	$117,475
Participant contributions at beginning of year	2014-12-31	$128,383
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,225,953
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	$1,911,704
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,088,181
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,429,648
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	$329
Value of interest in master investment trust accounts at end of year	2014-12-31	$3,871,816
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$2,224,628
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
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	$76,580
Employer contributions (assets) at end of year	2014-12-31	$76,580
Employer contributions (assets) at beginning of year	2014-12-31	$76,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$492,157
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2013 401k financial data
Total transfer of assets from this plan	2013-12-31	$180,113
Total income from all sources (including contributions)	2013-12-31	$1,508,971
Total of all expenses incurred	2013-12-31	$209,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$209,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,248,111
Value of total assets at end of year	2013-12-31	$2,428,528
Value of total assets at beginning of year	2013-12-31	$1,309,362
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$141
Total interest from all sources	2013-12-31	$95
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	$790,398
Participant contributions at end of year	2013-12-31	$128,383
Participant contributions at beginning of year	2013-12-31	$105,823
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$457,992
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$381,076
Other income not declared elsewhere	2013-12-31	$75,104
Administrative expenses (other) incurred	2013-12-31	$141
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	$1,299,279
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,428,528
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,309,362
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	$1,688,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,131,326
Value of interest in master investment trust accounts at end of year	2013-12-31	$2,224,628
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$1,255,929
Value of interest in common/collective trusts at end of year	2013-12-31	$7,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$69,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$27,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$27,517
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$95
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$184,066
Net investment gain or loss from common/collective trusts	2013-12-31	$1,595
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	$76,637
Employer contributions (assets) at end of year	2013-12-31	$76,637
Employer contributions (assets) at beginning of year	2013-12-31	$44,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$209,551
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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$-1,210,574
Total income from all sources (including contributions)	2012-12-31	$850,044
Total of all expenses incurred	2012-12-31	$91,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$91,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$755,228
Value of total assets at end of year	2012-12-31	$1,309,362
Value of total assets at beginning of year	2012-12-31	$1,761,251
Total interest from all sources	2012-12-31	$33
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	$632,940
Participant contributions at end of year	2012-12-31	$105,823
Participant contributions at beginning of year	2012-12-31	$130,850
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$77,592
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$692,118
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	$758,685
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,309,362
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,761,251
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,131,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$849,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$27,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$28,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$28,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$33
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$94,783
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	$44,696
Employer contributions (assets) at end of year	2012-12-31	$44,696
Employer contributions (assets) at beginning of year	2012-12-31	$60,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$91,359
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, ROSENBAUM & MARTIN, P.C.
Accountancy firm EIN	2012-12-31	133095780
2010 : WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2010 401k financial data
Total transfer of assets to this plan	2010-12-31	$56,911
Total income from all sources (including contributions)	2010-12-31	$654,954
Total of all expenses incurred	2010-12-31	$25,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$25,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$568,963
Value of total assets at end of year	2010-12-31	$1,301,219
Value of total assets at beginning of year	2010-12-31	$614,830
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$93
Total interest from all sources	2010-12-31	$158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
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	$425,115
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$5,884
Participant contributions at end of year	2010-12-31	$92,202
Participant contributions at beginning of year	2010-12-31	$35,664
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$112,321
Administrative expenses (other) incurred	2010-12-31	$93
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	$629,478
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,301,219
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$614,830
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,152,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$573,282
Interest on participant loans	2010-12-31	$84
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$24,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$74
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$85,833
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	$31,527
Employer contributions (assets) at end of year	2010-12-31	$31,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$25,383
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

Form 5500 Responses for WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST

2019: WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 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. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 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
2010: WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 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

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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)