401k Plan data: WESTMED MEDICAL GROUP PROFIT SHARING PLAN plan

WESTMED MEDICAL GROUP PROFIT SHARING PLAN 401k Plan overview

Plan Name	WESTMED MEDICAL GROUP PROFIT SHARING PLAN
Plan identification number	006

WESTMED MEDICAL GROUP PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

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 PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2022-01-01 ANTHONY VICEROY 2023-03-23 ANTHONY VICEROY 2023-03-23
006 2021-01-01 ANTHONY VICEROY 2022-10-11
006 2020-01-01 ANTHONY VICEROY 2021-10-13
006 2019-01-01 ANTHONY VICEROY 2020-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
006	2022-01-01	ANTHONY VICEROY	2023-03-23	ANTHONY VICEROY	2023-03-23
006	2021-01-01	ANTHONY VICEROY	2022-10-11
006	2020-01-01	ANTHONY VICEROY	2021-10-13
006	2019-01-01	ANTHONY VICEROY	2020-10-13

Plan Statistics for WESTMED MEDICAL GROUP PROFIT SHARING PLAN

401k plan membership statisitcs for WESTMED MEDICAL GROUP PROFIT SHARING PLAN

Measure Date Value
2022: WESTMED MEDICAL GROUP PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 773
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WESTMED MEDICAL GROUP PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 941
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 633
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 128
Total of all active and inactive participants 2021-01-01 766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 769
Number of participants with account balances 2021-01-01 665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 20
2020: WESTMED MEDICAL GROUP PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 852
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 695
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 114
Total of all active and inactive participants 2020-01-01 809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 811
Number of participants with account balances 2020-01-01 623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 14
2019: WESTMED MEDICAL GROUP PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 695
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 634
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 68
Total of all active and inactive participants 2019-01-01 702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 703
Number of participants with account balances 2019-01-01 653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: WESTMED MEDICAL GROUP PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	773
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WESTMED MEDICAL GROUP PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	941
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	633
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	128
Total of all active and inactive participants	2021-01-01	766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	769
Number of participants with account balances	2021-01-01	665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	20
2020: WESTMED MEDICAL GROUP PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	852
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	695
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	114
Total of all active and inactive participants	2020-01-01	809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	811
Number of participants with account balances	2020-01-01	623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	14
2019: WESTMED MEDICAL GROUP PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	695
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	634
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	68
Total of all active and inactive participants	2019-01-01	702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	703
Number of participants with account balances	2019-01-01	653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on WESTMED MEDICAL GROUP PROFIT SHARING PLAN

Measure	Date	Value
2022 : WESTMED MEDICAL GROUP PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-08-31	$0
Total transfer of assets from this plan	2022-08-31	$4,136,852
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total income from all sources (including contributions)	2022-08-31	$-294,000
Total loss/gain on sale of assets	2022-08-31	$0
Total of all expenses incurred	2022-08-31	$208,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$208,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$312,720
Value of total assets at end of year	2022-08-31	$0
Value of total assets at beginning of year	2022-08-31	$4,639,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$425
Total interest from all sources	2022-08-31	$220
Total dividends received (eg from common stock, registered investment company shares)	2022-08-31	$21,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-08-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-08-31	$21,225
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$500,000
If this is an individual account plan, was there a blackout period	2022-08-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Participant contributions at end of year	2022-08-31	$0
Participant contributions at beginning of year	2022-08-31	$8,034
Administrative expenses (other) incurred	2022-08-31	$425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Value of net income/loss	2022-08-31	$-502,756
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$4,639,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-08-31	$2,935,351
Interest on participant loans	2022-08-31	$139
Interest earned on other investments	2022-08-31	$74
Value of interest in common/collective trusts at end of year	2022-08-31	$0
Value of interest in common/collective trusts at beginning of year	2022-08-31	$6,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-08-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-08-31	$3,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-08-31	$3,466
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-08-31	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-08-31	$-628,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	No
Was there a failure to transmit to the plan any participant contributions	2022-08-31	No
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Contributions received in cash from employer	2022-08-31	$312,720
Employer contributions (assets) at end of year	2022-08-31	$0
Employer contributions (assets) at beginning of year	2022-08-31	$1,686,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$208,331
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-08-31	Yes
Did the plan have assets held for investment	2022-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2022-08-31	Unqualified
Accountancy firm name	2022-08-31	CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN	2022-08-31	222428965
2021 : WESTMED MEDICAL GROUP PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$1,482
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,808,586
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$291,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$290,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,686,319
Value of total assets at end of year	2021-12-31	$4,639,608
Value of total assets at beginning of year	2021-12-31	$3,120,781
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$350
Total interest from all sources	2021-12-31	$68
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$130,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$130,922
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Participant contributions at end of year	2021-12-31	$8,034
Participant contributions at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$1,662
Administrative expenses (other) incurred	2021-12-31	$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,517,345
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,639,608
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,120,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,935,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,559,566
Interest on participant loans	2021-12-31	$67
Value of interest in common/collective trusts at end of year	2021-12-31	$6,438
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$3,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-10,443
Net investment gain or loss from common/collective trusts	2021-12-31	$58
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,686,319
Employer contributions (assets) at end of year	2021-12-31	$1,686,319
Employer contributions (assets) at beginning of year	2021-12-31	$1,561,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$290,891
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$225
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$225
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN	2021-12-31	222428965
2020 : WESTMED MEDICAL GROUP PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,649,089
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$47,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$47,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,561,215
Value of total assets at end of year	2020-12-31	$3,120,781
Value of total assets at beginning of year	2020-12-31	$1,518,859
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$150
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$42,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$42,270
Administrative expenses professional fees incurred	2020-12-31	$150
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Other income not declared elsewhere	2020-12-31	$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,601,922
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,120,781
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,518,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,559,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$45,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,561,215
Employer contributions (assets) at end of year	2020-12-31	$1,561,215
Employer contributions (assets) at beginning of year	2020-12-31	$1,518,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$47,017
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN	2020-12-31	222428965
2019 : WESTMED MEDICAL GROUP PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,518,859
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,518,859
Value of total assets at end of year	2019-12-31	$1,518,859
Value of total assets at beginning of year	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,518,859
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,518,859
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,518,859
Employer contributions (assets) at end of year	2019-12-31	$1,518,859
Employer contributions (assets) at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN	2019-12-31	222428965

Form 5500 Responses for WESTMED MEDICAL GROUP PROFIT SHARING PLAN

2022: WESTMED MEDICAL GROUP PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WESTMED MEDICAL GROUP PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WESTMED MEDICAL GROUP PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WESTMED MEDICAL GROUP PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	First time form 5500 has been submitted	Yes
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	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)