401k Plan data: TOTAL ACCESS URGENT CARE 401(K) plan

TOTAL ACCESS URGENT CARE 401(K) 401k Plan overview

Plan Name	TOTAL ACCESS URGENT CARE 401(K)
Plan identification number	001

TOTAL ACCESS URGENT CARE 401(K) Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TOTAL ACCESS URGENT CARE, P.C has sponsored the creation of one or more 401k plans.

Company Name: TOTAL ACCESS URGENT CARE, P.C

Employer identification number (EIN): 261393906

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOTAL ACCESS URGENT CARE 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01 CHERYL BOWNESS CHERYL BOWNESS 2019-07-15
001 2017-01-01 KEVIN HAWK KEVIN HAWK 2018-07-03
001 2016-01-01 KEVIN HAWK KEVIN HAWK 2017-07-18
001 2015-01-01 KEVIN HAWK 2016-06-28
001 2014-01-01 KEVIN HAWK 2015-09-28
001 2013-01-01 KEVIN HAWK 2014-09-16
001 2012-01-01 KEVIN S. HAWK 2013-08-06
001 2011-01-01 MATTHEW BRUCKEL 2012-09-10
001 2010-01-01 SABRINA JUNG 2011-09-22 MATTHEW BRUCKEL 2011-09-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01	CHERYL BOWNESS		CHERYL BOWNESS	2019-07-15
001	2017-01-01	KEVIN HAWK		KEVIN HAWK	2018-07-03
001	2016-01-01	KEVIN HAWK		KEVIN HAWK	2017-07-18
001	2015-01-01	KEVIN HAWK	2016-06-28
001	2014-01-01	KEVIN HAWK	2015-09-28
001	2013-01-01	KEVIN HAWK	2014-09-16
001	2012-01-01	KEVIN S. HAWK	2013-08-06
001	2011-01-01	MATTHEW BRUCKEL	2012-09-10
001	2010-01-01	SABRINA JUNG	2011-09-22	MATTHEW BRUCKEL	2011-09-22

Plan Statistics for TOTAL ACCESS URGENT CARE 401(K)

401k plan membership statisitcs for TOTAL ACCESS URGENT CARE 401(K)

Measure Date Value
2020: TOTAL ACCESS URGENT CARE 401(K) 2020 401k membership
Total participants, beginning-of-year 2020-01-01 445
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 400
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 60
Total of all active and inactive participants 2020-01-01 460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 462
Number of participants with account balances 2020-01-01 458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 29
2019: TOTAL ACCESS URGENT CARE 401(K) 2019 401k membership
Total participants, beginning-of-year 2019-01-01 348
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 378
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 32
Total of all active and inactive participants 2019-01-01 412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 412
Number of participants with account balances 2019-01-01 404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 15
2018: TOTAL ACCESS URGENT CARE 401(K) 2018 401k membership
Total participants, beginning-of-year 2018-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 296
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 35
Total of all active and inactive participants 2018-01-01 331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 331
Number of participants with account balances 2018-01-01 323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 46
2017: TOTAL ACCESS URGENT CARE 401(K) 2017 401k membership
Total participants, beginning-of-year 2017-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 229
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 24
Total of all active and inactive participants 2017-01-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 253
Number of participants with account balances 2017-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 41
2016: TOTAL ACCESS URGENT CARE 401(K) 2016 401k membership
Total participants, beginning-of-year 2016-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 164
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 30
Total of all active and inactive participants 2016-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 194
Number of participants with account balances 2016-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 32

Measure	Date	Value
2020: TOTAL ACCESS URGENT CARE 401(K) 2020 401k membership
Total participants, beginning-of-year	2020-01-01	445
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	400
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	60
Total of all active and inactive participants	2020-01-01	460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	462
Number of participants with account balances	2020-01-01	458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	29
2019: TOTAL ACCESS URGENT CARE 401(K) 2019 401k membership
Total participants, beginning-of-year	2019-01-01	348
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	378
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	32
Total of all active and inactive participants	2019-01-01	412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	412
Number of participants with account balances	2019-01-01	404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	15
2018: TOTAL ACCESS URGENT CARE 401(K) 2018 401k membership
Total participants, beginning-of-year	2018-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	296
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	35
Total of all active and inactive participants	2018-01-01	331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	331
Number of participants with account balances	2018-01-01	323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	46
2017: TOTAL ACCESS URGENT CARE 401(K) 2017 401k membership
Total participants, beginning-of-year	2017-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	229
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	24
Total of all active and inactive participants	2017-01-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	253
Number of participants with account balances	2017-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	41
2016: TOTAL ACCESS URGENT CARE 401(K) 2016 401k membership
Total participants, beginning-of-year	2016-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	164
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	30
Total of all active and inactive participants	2016-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	194
Number of participants with account balances	2016-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	32

Financial Data on TOTAL ACCESS URGENT CARE 401(K)

Measure	Date	Value
2020 : TOTAL ACCESS URGENT CARE 401(K) 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,286,041
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$670,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$552,004
Value of total corrective distributions	2020-12-31	$33,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,988,651
Value of total assets at end of year	2020-12-31	$11,331,384
Value of total assets at beginning of year	2020-12-31	$7,716,208
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$85,025
Total interest from all sources	2020-12-31	$1,346
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$210,118
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	$210,118
Administrative expenses professional fees incurred	2020-12-31	$7,692
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
Contributions received from participants	2020-12-31	$1,817,901
Participant contributions at end of year	2020-12-31	$21,816
Participant contributions at beginning of year	2020-12-31	$18,274
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$561
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$497
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$18,942
Other income not declared elsewhere	2020-12-31	$177
Administrative expenses (other) incurred	2020-12-31	$2,488
Total non interest bearing cash at end of year	2020-12-31	$81,379
Total non interest bearing cash at beginning of year	2020-12-31	$61,879
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	$3,615,176
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,331,384
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,716,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$21,712
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,196,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,617,152
Interest on participant loans	2020-12-31	$1,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$30,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$18,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$18,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$121
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,085,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,151,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$552,004
Contract administrator fees	2020-12-31	$53,133
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : TOTAL ACCESS URGENT CARE 401(K) 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,641,730
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$511,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$400,197
Value of total corrective distributions	2019-12-31	$32,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,534,457
Value of total assets at end of year	2019-12-31	$7,716,208
Value of total assets at beginning of year	2019-12-31	$5,585,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$78,441
Total interest from all sources	2019-12-31	$327
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$7,750
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
Contributions received from participants	2019-12-31	$1,534,457
Participant contributions at end of year	2019-12-31	$18,274
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$497
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$61,879
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	$2,130,445
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,716,208
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,585,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$17,789
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,617,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,735,749
Interest on participant loans	2019-12-31	$259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$18,406
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$68
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,106,946
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	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$850,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$400,197
Contract administrator fees	2019-12-31	$52,902
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
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	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : TOTAL ACCESS URGENT CARE 401(K) 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$6,234
Total income from all sources (including contributions)	2018-12-31	$1,929,591
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$352,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$312,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,153,243
Value of total assets at end of year	2018-12-31	$5,585,763
Value of total assets at beginning of year	2018-12-31	$4,014,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$39,613
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$-223,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$-223,652
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,133,373
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$12,512
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$169,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$139
Administrative expenses (other) incurred	2018-12-31	$1,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,577,281
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,585,763
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,008,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$37,877
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,735,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,417,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$850,014
Employer contributions (assets) at end of year	2018-12-31	$850,014
Employer contributions (assets) at beginning of year	2018-12-31	$584,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$312,697
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$6,095
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : TOTAL ACCESS URGENT CARE 401(K) 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$6,234
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$19,719
Total income from all sources (including contributions)	2017-12-31	$1,853,936
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$628,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$594,645
Value of total corrective distributions	2017-12-31	$6,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,385,382
Value of total assets at end of year	2017-12-31	$4,014,716
Value of total assets at beginning of year	2017-12-31	$2,802,722
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$26,989
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$96,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$96,446
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$410,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$779,158
Participant contributions at end of year	2017-12-31	$12,512
Participant contributions at beginning of year	2017-12-31	$7,186
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$21,856
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$2,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$9
Administrative expenses (other) incurred	2017-12-31	$3,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,225,479
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,008,482
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,783,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$23,145
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,417,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,443,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$372,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$584,368
Employer contributions (assets) at end of year	2017-12-31	$584,368
Employer contributions (assets) at beginning of year	2017-12-31	$350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$594,645
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$6,095
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$19,710
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : TOTAL ACCESS URGENT CARE 401(K) 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$19,719
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,021,366
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$111,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$74,673
Value of total corrective distributions	2016-12-31	$19,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$851,847
Value of total assets at end of year	2016-12-31	$2,802,722
Value of total assets at beginning of year	2016-12-31	$1,872,805
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$16,785
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$52,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$52,943
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$285,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$501,847
Participant contributions at end of year	2016-12-31	$7,186
Participant contributions at beginning of year	2016-12-31	$5,755
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$2,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$9
Administrative expenses (other) incurred	2016-12-31	$2,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$910,198
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,783,003
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,872,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$14,755
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,443,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,656,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$116,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$350,000
Employer contributions (assets) at end of year	2016-12-31	$350,000
Employer contributions (assets) at beginning of year	2016-12-31	$210,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$74,673
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$19,710
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2016-12-31	410746749

Form 5500 Responses for TOTAL ACCESS URGENT CARE 401(K)

2020: TOTAL ACCESS URGENT CARE 401(K) 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TOTAL ACCESS URGENT CARE 401(K) 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: TOTAL ACCESS URGENT CARE 401(K) 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: TOTAL ACCESS URGENT CARE 401(K) 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	This return/report is a short plan year return/report (less than 12 months)	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: TOTAL ACCESS URGENT CARE 401(K) 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

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Company Name:	TOTAL ACCESS URGENT CARE, P.C
Employer identification number (EIN):	261393906
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)