AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2024 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2024 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2024-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-01-01 | $0 |
| Total income from all sources (including contributions) | 2024-01-01 | $4,082,721 |
| Total loss/gain on sale of assets | 2024-01-01 | $0 |
| Total of all expenses incurred | 2024-01-01 | $1,420,844 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-01-01 | $1,339,644 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2024-01-01 | $1,782,963 |
| Value of total assets at end of year | 2024-01-01 | $20,569,343 |
| Value of total assets at beginning of year | 2024-01-01 | $17,907,466 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-01-01 | $81,200 |
| Total interest from all sources | 2024-01-01 | $13,071 |
| Total dividends received (eg from common stock, registered investment company shares) | 2024-01-01 | $431,385 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2024-01-01 | $431,385 |
| Was this plan covered by a fidelity bond | 2024-01-01 | Yes |
| Value of fidelity bond cover | 2024-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2024-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2024-01-01 | No |
| Contributions received from participants | 2024-01-01 | $1,121,359 |
| Participant contributions at end of year | 2024-01-01 | $89,858 |
| Participant contributions at beginning of year | 2024-01-01 | $118,517 |
| Participant contributions at beginning of year | 2024-01-01 | $36,779 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2024-01-01 | $233,596 |
| Administrative expenses (other) incurred | 2024-01-01 | $19,013 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-01-01 | No |
| Value of net income/loss | 2024-01-01 | $2,661,877 |
| Value of net assets at end of year (total assets less liabilities) | 2024-01-01 | $20,569,343 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-01-01 | $17,907,466 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-01-01 | No |
| Investment advisory and management fees | 2024-01-01 | $19,013 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2024-01-01 | $18,954,648 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2024-01-01 | $16,411,152 |
| Value of interest in pooled separate accounts at end of year | 2024-01-01 | $1,104,368 |
| Value of interest in pooled separate accounts at beginning of year | 2024-01-01 | $879,215 |
| Interest on participant loans | 2024-01-01 | $6,636 |
| Interest earned on other investments | 2024-01-01 | $6,435 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2024-01-01 | $420,469 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2024-01-01 | $446,493 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2024-01-01 | $1,666,100 |
| Net investment gain/loss from pooled separate accounts | 2024-01-01 | $189,202 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2024-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2024-01-01 | No |
| Contributions received in cash from employer | 2024-01-01 | $428,008 |
| Employer contributions (assets) at beginning of year | 2024-01-01 | $15,310 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-01-01 | $1,339,644 |
| Contract administrator fees | 2024-01-01 | $43,174 |
| Did the plan have assets held for investment | 2024-01-01 | 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 | 2024-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2024-01-01 | 1 |
| Accountancy firm name | 2024-01-01 | DSR CPA AND CONSULTANTS |
| Accountancy firm EIN | 2024-01-01 | 833983879 |
| 2023 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $4,353,692 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $3,195,706 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $3,122,451 |
| Value of total corrective distributions | 2023-12-31 | $729 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,669,624 |
| Value of total assets at end of year | 2023-12-31 | $17,907,466 |
| Value of total assets at beginning of year | 2023-12-31 | $16,749,480 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $72,526 |
| Total interest from all sources | 2023-12-31 | $31,551 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $379,205 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $379,205 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,013,361 |
| Participant contributions at end of year | 2023-12-31 | $118,517 |
| Participant contributions at beginning of year | 2023-12-31 | $112,930 |
| Participant contributions at end of year | 2023-12-31 | $36,779 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $257,039 |
| Administrative expenses (other) incurred | 2023-12-31 | $17,135 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,157,986 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $17,907,466 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $16,749,480 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $17,135 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $16,411,152 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $14,447,301 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $879,215 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $643,348 |
| Interest on participant loans | 2023-12-31 | $5,575 |
| Interest earned on other investments | 2023-12-31 | $25,976 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $446,493 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $1,545,901 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $2,071,122 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $202,190 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $399,224 |
| Employer contributions (assets) at end of year | 2023-12-31 | $15,310 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $3,122,451 |
| Contract administrator fees | 2023-12-31 | $38,256 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | DSR CPA AND CONSULTANTS |
| Accountancy firm EIN | 2023-12-31 | 833983879 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $4,353,692 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $3,195,706 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $3,122,451 |
| Value of total corrective distributions | 2023-01-01 | $729 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,669,624 |
| Value of total assets at end of year | 2023-01-01 | $17,907,466 |
| Value of total assets at beginning of year | 2023-01-01 | $16,749,480 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $72,526 |
| Total interest from all sources | 2023-01-01 | $31,551 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $379,205 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $379,205 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,013,361 |
| Participant contributions at end of year | 2023-01-01 | $118,517 |
| Participant contributions at beginning of year | 2023-01-01 | $112,930 |
| Participant contributions at end of year | 2023-01-01 | $36,779 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $257,039 |
| Administrative expenses (other) incurred | 2023-01-01 | $17,135 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,157,986 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $17,907,466 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $16,749,480 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $17,135 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $16,411,152 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $14,447,301 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $879,215 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $643,348 |
| Interest on participant loans | 2023-01-01 | $5,575 |
| Interest earned on other investments | 2023-01-01 | $25,976 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $446,493 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $1,545,901 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $2,071,122 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $202,190 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $399,224 |
| Employer contributions (assets) at end of year | 2023-01-01 | $15,310 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $3,122,451 |
| Contract administrator fees | 2023-01-01 | $38,256 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | DSR CPA AND CONSULTANTS |
| Accountancy firm EIN | 2023-01-01 | 833983879 |
| 2022 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-1,523,475 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $580,832 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $510,852 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,430,884 |
| Value of total assets at end of year | 2022-12-31 | $16,749,480 |
| Value of total assets at beginning of year | 2022-12-31 | $18,853,787 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $69,980 |
| Total interest from all sources | 2022-12-31 | $30,502 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $309,874 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $309,874 |
| Administrative expenses professional fees incurred | 2022-12-31 | $16,943 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $954,194 |
| Participant contributions at end of year | 2022-12-31 | $112,930 |
| Participant contributions at beginning of year | 2022-12-31 | $151,096 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $126,506 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-2,104,307 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $16,749,480 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $18,853,787 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $16,943 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $14,447,301 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $16,236,220 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $643,348 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $863,973 |
| Interest on participant loans | 2022-12-31 | $5,545 |
| Interest earned on other investments | 2022-12-31 | $24,957 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,545,901 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,602,498 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,055,864 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-238,871 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $350,184 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $510,852 |
| Contract administrator fees | 2022-12-31 | $36,094 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | DSR CPA AND CONSULTANTS LLC |
| Accountancy firm EIN | 2022-12-31 | 833983879 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-1,523,475 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $580,832 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $510,852 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,430,884 |
| Value of total assets at end of year | 2022-01-01 | $16,749,480 |
| Value of total assets at beginning of year | 2022-01-01 | $18,853,787 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $69,980 |
| Total interest from all sources | 2022-01-01 | $30,502 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $309,874 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $309,874 |
| Administrative expenses professional fees incurred | 2022-01-01 | $16,943 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $954,194 |
| Participant contributions at end of year | 2022-01-01 | $112,930 |
| Participant contributions at beginning of year | 2022-01-01 | $151,096 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $126,506 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-2,104,307 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $16,749,480 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $18,853,787 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $16,943 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $14,447,301 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $16,236,220 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $643,348 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $863,973 |
| Interest on participant loans | 2022-01-01 | $5,545 |
| Interest earned on other investments | 2022-01-01 | $24,957 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $1,545,901 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $1,602,498 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-3,055,864 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-238,871 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $350,184 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $510,852 |
| Contract administrator fees | 2022-01-01 | $36,094 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | DSR CPA AND CONSULTANTS LLC |
| Accountancy firm EIN | 2022-01-01 | 833983879 |
| 2021 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $3,369,765 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $629,217 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $556,331 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,433,502 |
| Value of total assets at end of year | 2021-12-31 | $18,853,787 |
| Value of total assets at beginning of year | 2021-12-31 | $16,113,239 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $72,886 |
| Total interest from all sources | 2021-12-31 | $30,028 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $305,633 |
| 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 | $305,633 |
| Administrative expenses professional fees incurred | 2021-12-31 | $17,074 |
| 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 |
| Contributions received from participants | 2021-12-31 | $917,284 |
| Participant contributions at end of year | 2021-12-31 | $151,096 |
| Participant contributions at beginning of year | 2021-12-31 | $80,871 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $166,138 |
| 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 | $2,740,548 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $18,853,787 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $16,113,239 |
| 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 |
| Investment advisory and management fees | 2021-12-31 | $17,074 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $16,236,220 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $13,927,357 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $863,973 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $671,707 |
| Interest on participant loans | 2021-12-31 | $5,817 |
| Interest earned on other investments | 2021-12-31 | $24,211 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,602,498 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,433,304 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,466,673 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $133,929 |
| 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 | $350,080 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $556,331 |
| Contract administrator fees | 2021-12-31 | $38,738 |
| 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 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | DSR CPA AND CONSULTANTS LLC |
| Accountancy firm EIN | 2021-12-31 | 833983879 |
| 2020 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 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 | $3,184,967 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $355,449 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $299,163 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of total corrective distributions | 2020-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,238,562 |
| Value of total assets at end of year | 2020-12-31 | $16,113,239 |
| Value of total assets at beginning of year | 2020-12-31 | $13,283,721 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $56,286 |
| Total income from rents | 2020-12-31 | $0 |
| Total interest from all sources | 2020-12-31 | $28,456 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $213,126 |
| 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 | $213,126 |
| Administrative expenses professional fees incurred | 2020-12-31 | $13,155 |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
| Contributions received from participants | 2020-12-31 | $859,520 |
| Participant contributions at end of year | 2020-12-31 | $80,871 |
| Participant contributions at beginning of year | 2020-12-31 | $67,846 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $33,744 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
| Other income not declared elsewhere | 2020-12-31 | $0 |
| Administrative expenses (other) incurred | 2020-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
| Total non interest bearing cash at end of year | 2020-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $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 | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $2,829,518 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $16,113,239 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,283,721 |
| 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 |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
| Investment advisory and management fees | 2020-12-31 | $13,155 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $13,927,357 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $11,539,156 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $671,707 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $428,446 |
| Interest on participant loans | 2020-12-31 | $2,830 |
| Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
| Interest earned on other investments | 2020-12-31 | $25,626 |
| Income. Interest from US Government securities | 2020-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,433,304 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,248,273 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,590,169 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $114,654 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
| 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 | $345,298 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Income. Dividends from preferred stock | 2020-12-31 | $0 |
| Income. Dividends from common stock | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $299,163 |
| Contract administrator fees | 2020-12-31 | $29,976 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
| 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 |
| Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | DSR CPA AND CONSULTANTS, LLC |
| Accountancy firm EIN | 2020-12-31 | 833983879 |
| 2019 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets to this plan | 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 | $3,472,382 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $1,290,888 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,240,761 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of total corrective distributions | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,325,385 |
| Value of total assets at end of year | 2019-12-31 | $13,283,721 |
| Value of total assets at beginning of year | 2019-12-31 | $11,102,227 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $50,127 |
| Total income from rents | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $38,521 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $251,092 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $251,092 |
| Administrative expenses professional fees incurred | 2019-12-31 | $11,151 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $0 |
| Contributions received from participants | 2019-12-31 | $805,292 |
| Participant contributions at end of year | 2019-12-31 | $67,846 |
| Participant contributions at beginning of year | 2019-12-31 | $101,428 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $189,514 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
| Other income not declared elsewhere | 2019-12-31 | $0 |
| Administrative expenses (other) incurred | 2019-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
| Total non interest bearing cash at end of year | 2019-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $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 | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $2,181,494 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,283,721 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,102,227 |
| 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 |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2019-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2019-12-31 | $0 |
| Investment advisory and management fees | 2019-12-31 | $11,151 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $11,539,156 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,941,393 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $428,446 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $354,113 |
| Interest on participant loans | 2019-12-31 | $3,494 |
| Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
| Interest earned on other investments | 2019-12-31 | $35,027 |
| Income. Interest from US Government securities | 2019-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,248,273 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,705,293 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,752,912 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $104,472 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
| 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 | $330,579 |
| Employer contributions (assets) at end of year | 2019-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
| Income. Dividends from preferred stock | 2019-12-31 | $0 |
| Income. Dividends from common stock | 2019-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,240,761 |
| Contract administrator fees | 2019-12-31 | $27,825 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 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 |
| Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | DSR CPA AND CONSULTANTS, LLC |
| Accountancy firm EIN | 2019-12-31 | 833983879 |
| 2017 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT 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 | $2,916,219 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,185,883 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,166,880 |
| Total plan assets at end of year | 2017-12-31 | $11,229,940 |
| Total plan assets at beginning of year | 2017-12-31 | $9,499,604 |
| 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 | $752,979 |
| 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 | $59,109 |
| Other income received | 2017-12-31 | $1,803,610 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $1,730,336 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $11,229,940 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,499,604 |
| Assets. Value of participant loans | 2017-12-31 | $133,828 |
| 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 | $300,521 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $19,003 |
| 2016 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT 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 | $1,764,861 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $670,547 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $650,667 |
| Total plan assets at end of year | 2016-12-31 | $9,499,604 |
| Total plan assets at beginning of year | 2016-12-31 | $8,405,290 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $739,500 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $48,672 |
| Other income received | 2016-12-31 | $665,868 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $1,094,314 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $9,499,604 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,405,290 |
| Assets. Value of participant loans | 2016-12-31 | $88,616 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $310,821 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $1,221 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $18,659 |
| 2015 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT 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 | $1,132,683 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $695,914 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $678,190 |
| Total plan assets at end of year | 2015-12-31 | $8,405,290 |
| Total plan assets at beginning of year | 2015-12-31 | $7,968,521 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $662,095 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $77,966 |
| Other income received | 2015-12-31 | $127,418 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $436,769 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $8,405,290 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,968,521 |
| Assets. Value of participant loans | 2015-12-31 | $94,885 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $265,204 |
| 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 | $17,724 |
| 2014 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT 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 | $1,715,011 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $775,075 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $758,641 |
| Total plan assets at end of year | 2014-12-31 | $7,968,521 |
| Total plan assets at beginning of year | 2014-12-31 | $7,028,585 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $616,713 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $338,368 |
| Other income received | 2014-12-31 | $518,024 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $939,936 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $7,968,521 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,028,585 |
| Assets. Value of participant loans | 2014-12-31 | $113,699 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $241,906 |
| 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 | $16,434 |
| 2013 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT 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 plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $2,545,731 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,571,818 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $2,554,937 |
| Total plan assets at end of year | 2013-12-31 | $7,028,585 |
| Total plan assets at beginning of year | 2013-12-31 | $7,054,672 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $539,047 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $94,381 |
| Other income received | 2013-12-31 | $1,734,707 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $-26,087 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,028,585 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,054,672 |
| Assets. Value of participant loans | 2013-12-31 | $143,938 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $177,596 |
| 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 | $16,881 |
| 2012 : AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $463 |
| Total income from all sources | 2012-12-31 | $1,853,795 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,114,943 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $2,113,451 |
| Total plan assets at end of year | 2012-12-31 | $7,054,672 |
| Total plan assets at beginning of year | 2012-12-31 | $7,316,283 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $497,565 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $112,802 |
| Other income received | 2012-12-31 | $1,075,801 |
| Net income (gross income less expenses) | 2012-12-31 | $-261,148 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $7,054,672 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,315,820 |
| Assets. Value of participant loans | 2012-12-31 | $34,919 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $167,627 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,492 |
