401k Plan data: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN plan

MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN
Plan identification number	001

MSO COLORADO, LLC. RETIREMENT SAVINGS 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.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

MSO COLORADO, LLC has sponsored the creation of one or more 401k plans.

Company Name: MSO COLORADO, LLC

Employer identification number (EIN): 201142500

NAIC Classification: 621340
NAIC Description: Offices of Physical, Occupational and Speech Therapists, and Audiologists

Additional information about MSO COLORADO, LLC

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2004-05-20

Company Identification Number: 20041184347

Legal Registered Office Address: 7951 E Maplewood Ave Ste 225

Greenwood Village
United States of America (USA)
80111

More information about MSO COLORADO, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 AMY OLIN
001 2016-01-01 LACEE ACKERMAN
001 2015-01-01 LACEE ACKERMAN
001 2014-01-01 LACEE ACKERMAN
001 2013-01-01 JULIE FLOBECK
001 2012-01-01 MICHELLE SHROYER
001 2011-01-01 MICHELLE SHROYER 2012-07-30
001 2010-01-01 MARIA HOWARD 2011-06-23

Plan Statistics for MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN

Measure Date Value
2023: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 32
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 21
Total of all active and inactive participants 2023-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 53
Number of participants with account balances 2023-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 32
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 22
Total of all active and inactive participants 2022-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 54
Number of participants with account balances 2022-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 28
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 23
Total of all active and inactive participants 2021-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 51
Number of participants with account balances 2021-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 36
Number of other retired or separated participants entitled to future benefits 2020-01-01 29
Total of all active and inactive participants 2020-01-01 65
Total participants 2020-01-01 65
Number of participants with account balances 2020-01-01 47
2019: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 28
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 29
Total of all active and inactive participants 2019-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 57
Number of participants with account balances 2019-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 28
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 25
Total of all active and inactive participants 2018-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 53
Number of participants with account balances 2018-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 36
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 25
Total of all active and inactive participants 2017-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 61
Number of participants with account balances 2017-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 39
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 26
Total of all active and inactive participants 2016-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 65
Number of participants with account balances 2016-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 44
Number of other retired or separated participants entitled to future benefits 2015-01-01 29
Total of all active and inactive participants 2015-01-01 73
Total participants 2015-01-01 73
Number of participants with account balances 2015-01-01 58
2014: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 71
Number of other retired or separated participants entitled to future benefits 2014-01-01 22
Total of all active and inactive participants 2014-01-01 93
Total participants 2014-01-01 93
Number of participants with account balances 2014-01-01 66
2013: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 54
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 21
Total of all active and inactive participants 2013-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 75
Number of participants with account balances 2013-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 61
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 22
Total of all active and inactive participants 2012-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 83
Number of participants with account balances 2012-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2023: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	32
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	21
Total of all active and inactive participants	2023-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	53
Number of participants with account balances	2023-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	32
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	22
Total of all active and inactive participants	2022-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	54
Number of participants with account balances	2022-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	28
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	23
Total of all active and inactive participants	2021-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	51
Number of participants with account balances	2021-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	36
Number of other retired or separated participants entitled to future benefits	2020-01-01	29
Total of all active and inactive participants	2020-01-01	65
Total participants	2020-01-01	65
Number of participants with account balances	2020-01-01	47
2019: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	28
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	29
Total of all active and inactive participants	2019-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	57
Number of participants with account balances	2019-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	28
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	25
Total of all active and inactive participants	2018-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	53
Number of participants with account balances	2018-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	36
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	25
Total of all active and inactive participants	2017-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	61
Number of participants with account balances	2017-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	39
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	26
Total of all active and inactive participants	2016-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	65
Number of participants with account balances	2016-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	44
Number of other retired or separated participants entitled to future benefits	2015-01-01	29
Total of all active and inactive participants	2015-01-01	73
Total participants	2015-01-01	73
Number of participants with account balances	2015-01-01	58
2014: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	71
Number of other retired or separated participants entitled to future benefits	2014-01-01	22
Total of all active and inactive participants	2014-01-01	93
Total participants	2014-01-01	93
Number of participants with account balances	2014-01-01	66
2013: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	54
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	21
Total of all active and inactive participants	2013-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	75
Number of participants with account balances	2013-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	61
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	22
Total of all active and inactive participants	2012-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	83
Number of participants with account balances	2012-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN

Measure	Date	Value
2023 : MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,294,771
Expenses. Total of all expenses incurred	2023-12-31	$1,434,305
Benefits paid (including direct rollovers)	2023-12-31	$1,410,307
Total plan assets at end of year	2023-12-31	$6,251,401
Total plan assets at beginning of year	2023-12-31	$6,390,935
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$279,836
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$827,315
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$-139,534
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,251,401
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$6,390,935
Assets. Value of participant loans	2023-12-31	$54,811
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$187,620
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$23,998
2022 : MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-810,015
Expenses. Total of all expenses incurred	2022-12-31	$189,048
Benefits paid (including direct rollovers)	2022-12-31	$159,869
Total plan assets at end of year	2022-12-31	$6,390,935
Total plan assets at beginning of year	2022-12-31	$7,389,998
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$242,897
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,214,556
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-999,063
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,390,935
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$7,389,998
Assets. Value of participant loans	2022-12-31	$59,352
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$161,644
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$29,179
2021 : MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,192,554
Expenses. Total of all expenses incurred	2021-12-31	$728,117
Benefits paid (including direct rollovers)	2021-12-31	$691,554
Total plan assets at end of year	2021-12-31	$7,389,998
Total plan assets at beginning of year	2021-12-31	$6,925,561
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$217,231
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$845,159
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$464,437
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$7,389,998
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,925,561
Assets. Value of participant loans	2021-12-31	$47,986
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$130,164
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$36,563
2020 : MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$999,986
Expenses. Total of all expenses incurred	2020-12-31	$1,439,378
Benefits paid (including direct rollovers)	2020-12-31	$1,414,940
Total plan assets at end of year	2020-12-31	$6,925,561
Total plan assets at beginning of year	2020-12-31	$7,364,953
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$232,732
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$625,736
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-439,392
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,925,561
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,364,953
Assets. Value of participant loans	2020-12-31	$72,749
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$141,518
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$24,438
2019 : MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,648,649
Expenses. Total of all expenses incurred	2019-12-31	$228,558
Benefits paid (including direct rollovers)	2019-12-31	$199,927
Total plan assets at end of year	2019-12-31	$7,364,953
Total plan assets at beginning of year	2019-12-31	$5,944,862
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$255,073
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,236,718
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,420,091
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,364,953
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,944,862
Assets. Value of participant loans	2019-12-31	$119,520
Total contributions received or receivable from employer(s)	2019-12-31	$156,858
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$28,631
2018 : MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$117,597
Expenses. Total of all expenses incurred	2018-12-31	$99,152
Benefits paid (including direct rollovers)	2018-12-31	$90,747
Total plan assets at end of year	2018-12-31	$5,944,862
Total plan assets at beginning of year	2018-12-31	$5,926,417
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$242,085
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$2,338
Other income received	2018-12-31	$-284,860
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$18,445
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,944,862
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,926,417
Assets. Value of participant loans	2018-12-31	$143,783
Total contributions received or receivable from employer(s)	2018-12-31	$158,034
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$8,405
2017 : MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,232,032
Expenses. Total of all expenses incurred	2017-12-31	$785,330
Benefits paid (including direct rollovers)	2017-12-31	$791,175
Total plan assets at end of year	2017-12-31	$5,926,417
Total plan assets at beginning of year	2017-12-31	$5,479,715
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$254,572
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$804,058
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$446,702
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,926,417
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,479,715
Assets. Value of participant loans	2017-12-31	$105,332
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$173,402
Value of certain deemed distributions of participant loans	2017-12-31	$-6,433
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$588
2016 : MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$839,382
Expenses. Total of all expenses incurred	2016-12-31	$313,488
Benefits paid (including direct rollovers)	2016-12-31	$306,549
Total plan assets at end of year	2016-12-31	$5,479,715
Total plan assets at beginning of year	2016-12-31	$4,953,821
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$227,857
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$451,614
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$525,894
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,479,715
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,953,821
Assets. Value of participant loans	2016-12-31	$107,587
Total contributions received or receivable from employer(s)	2016-12-31	$159,911
Value of certain deemed distributions of participant loans	2016-12-31	$6,433
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$506
2015 : MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$308,849
Expenses. Total of all expenses incurred	2015-12-31	$1,086,573
Benefits paid (including direct rollovers)	2015-12-31	$1,086,017
Total plan assets at end of year	2015-12-31	$4,953,821
Total plan assets at beginning of year	2015-12-31	$5,731,545
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$236,992
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-92,929
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-777,724
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,953,821
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,731,545
Assets. Value of participant loans	2015-12-31	$95,129
Total contributions received or receivable from employer(s)	2015-12-31	$164,786
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$556
2014 : MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$754,144
Expenses. Total of all expenses incurred	2014-12-31	$334,495
Benefits paid (including direct rollovers)	2014-12-31	$333,726
Total plan assets at end of year	2014-12-31	$5,731,545
Total plan assets at beginning of year	2014-12-31	$5,311,896
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$301,302
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$247,175
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$419,649
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,731,545
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,311,896
Assets. Value of participant loans	2014-12-31	$133,050
Total contributions received or receivable from employer(s)	2014-12-31	$205,667
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$769
2013 : MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,296,201
Expenses. Total of all expenses incurred	2013-12-31	$252,363
Benefits paid (including direct rollovers)	2013-12-31	$251,663
Total plan assets at end of year	2013-12-31	$5,311,896
Total plan assets at beginning of year	2013-12-31	$4,268,058
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$286,544
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$150,690
Other income received	2013-12-31	$659,520
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,043,838
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,311,896
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,268,058
Assets. Value of participant loans	2013-12-31	$134,765
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$199,447
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$700
2012 : MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$912,079
Expenses. Total of all expenses incurred	2012-12-31	$733,255
Benefits paid (including direct rollovers)	2012-12-31	$731,498
Total plan assets at end of year	2012-12-31	$4,268,058
Total plan assets at beginning of year	2012-12-31	$4,089,234
Value of fidelity bond covering the plan	2012-12-31	$450,000
Total contributions received or receivable from participants	2012-12-31	$314,225
Contributions received from other sources (not participants or employers)	2012-12-31	$16,225
Other income received	2012-12-31	$366,257
Net income (gross income less expenses)	2012-12-31	$178,824
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,268,058
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,089,234
Assets. Value of participant loans	2012-12-31	$116,948
Total contributions received or receivable from employer(s)	2012-12-31	$215,372
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,757
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN

2023: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 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: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MSO COLORADO, LLC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

930044-01

Policy instance

Insurance contract or identification number	930044-01
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-09-03
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

930044-01

Policy instance

Insurance contract or identification number	930044-01
Number of Individuals Covered	4
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,850
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,850
Insurance broker organization code?	3
Insurance broker name	GEORGE FIELDS

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Company Name:	MSO COLORADO, LLC
Employer identification number (EIN):	201142500
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2004-05-20
Company Identification Number:	20041184347
Legal Registered Office Address:	7951 E Maplewood Ave Ste 225 Greenwood Village United States of America (USA) 80111