401k Plan data: CARROLL HEALTH GROUP 401(K) PLAN plan

CARROLL HEALTH GROUP 401(K) PLAN 401k Plan overview

Plan Name	CARROLL HEALTH GROUP 401(K) PLAN
Plan identification number	001

CARROLL HEALTH GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARROLL COUNTY MED-SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: CARROLL COUNTY MED-SERVICES, INC.

Employer identification number (EIN): 271956453

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARROLL HEALTH GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TRACEY MCLAUGHLIN
001 2016-01-01 MEAGAN ENRIQUE
001 2016-01-01 LORI TURNER
001 2015-01-01 MEAGAN ENRIQUE
001 2014-01-01 MEAGAN ENRIQUE
001 2013-01-01 MEAGAN ENRIQUE
001 2012-01-01 MEAGAN ENRIQUE
001 2011-01-01 MARGARET ENRIQUE MARGARET ENRIQUE 2012-10-14

Plan Statistics for CARROLL HEALTH GROUP 401(K) PLAN

401k plan membership statisitcs for CARROLL HEALTH GROUP 401(K) PLAN

Measure Date Value
2022: CARROLL HEALTH GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 256
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 164
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 99
Total of all active and inactive participants 2022-01-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 267
Number of participants with account balances 2022-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: CARROLL HEALTH GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 161
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 93
Total of all active and inactive participants 2021-01-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 256
Number of participants with account balances 2021-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: CARROLL HEALTH GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 145
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 95
Total of all active and inactive participants 2020-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 241
Number of participants with account balances 2020-01-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: CARROLL HEALTH GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 140
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 82
Total of all active and inactive participants 2019-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 224
Number of participants with account balances 2019-01-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: CARROLL HEALTH GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 145
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 93
Total of all active and inactive participants 2018-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 240
Number of participants with account balances 2018-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: CARROLL HEALTH GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 316
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 156
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 82
Total of all active and inactive participants 2017-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 239
Number of participants with account balances 2017-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: CARROLL HEALTH GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 302
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 51
Total of all active and inactive participants 2016-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 52
Number of participants with account balances 2016-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: CARROLL HEALTH GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 320
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 260
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 41
Total of all active and inactive participants 2015-01-01 302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 302
Number of participants with account balances 2015-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 19
2014: CARROLL HEALTH GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 261
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 302
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 17
Total of all active and inactive participants 2014-01-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 320
Number of participants with account balances 2014-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 12
2013: CARROLL HEALTH GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 256
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 261
Number of participants with account balances 2013-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: CARROLL HEALTH GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 197
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 201
Number of participants with account balances 2012-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: CARROLL HEALTH GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 137
Number of retired or separated participants receiving benefits 2011-01-01 19
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 156
Number of participants with account balances 2011-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: CARROLL HEALTH GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	256
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	164
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	99
Total of all active and inactive participants	2022-01-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	267
Number of participants with account balances	2022-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: CARROLL HEALTH GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	161
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	93
Total of all active and inactive participants	2021-01-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	256
Number of participants with account balances	2021-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: CARROLL HEALTH GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	145
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	95
Total of all active and inactive participants	2020-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	241
Number of participants with account balances	2020-01-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: CARROLL HEALTH GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	140
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	82
Total of all active and inactive participants	2019-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	224
Number of participants with account balances	2019-01-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: CARROLL HEALTH GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	145
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	93
Total of all active and inactive participants	2018-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	240
Number of participants with account balances	2018-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: CARROLL HEALTH GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	316
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	156
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	82
Total of all active and inactive participants	2017-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	239
Number of participants with account balances	2017-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: CARROLL HEALTH GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	302
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	51
Total of all active and inactive participants	2016-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	52
Number of participants with account balances	2016-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: CARROLL HEALTH GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	320
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	260
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	41
Total of all active and inactive participants	2015-01-01	302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	302
Number of participants with account balances	2015-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	19
2014: CARROLL HEALTH GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	261
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	302
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	17
Total of all active and inactive participants	2014-01-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	320
Number of participants with account balances	2014-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	12
2013: CARROLL HEALTH GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	256
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	261
Number of participants with account balances	2013-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: CARROLL HEALTH GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	197
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	201
Number of participants with account balances	2012-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: CARROLL HEALTH GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	137
Number of retired or separated participants receiving benefits	2011-01-01	19
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	156
Number of participants with account balances	2011-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on CARROLL HEALTH GROUP 401(K) PLAN

Measure	Date	Value
2022 : CARROLL HEALTH GROUP 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-1,206,293
Total of all expenses incurred	2022-12-31	$527,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$503,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,502,313
Value of total assets at end of year	2022-12-31	$13,604,601
Value of total assets at beginning of year	2022-12-31	$15,337,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$23,212
Total interest from all sources	2022-12-31	$8,379
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$275,125
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	$275,125
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$100,000
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	$912,280
Participant contributions at end of year	2022-12-31	$84,494
Participant contributions at beginning of year	2022-12-31	$72,824
Participant contributions at end of year	2022-12-31	$18,100
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$488,211
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$297
Administrative expenses (other) incurred	2022-12-31	$20,557
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	$-1,733,340
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,604,601
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,337,941
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	$2,655
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$13,300,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,046,645
Interest on participant loans	2022-12-31	$4,000
Interest earned on other investments	2022-12-31	$4,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$198,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$218,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,992,110
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	$101,822
Employer contributions (assets) at end of year	2022-12-31	$2,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$503,835
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
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	WEYRICH,CRONIN,SORRA, CHTD
Accountancy firm EIN	2022-12-31	814643077
2021 : CARROLL HEALTH GROUP 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$3,161,387
Total of all expenses incurred	2021-12-31	$446,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$318,018
Value of total corrective distributions	2021-12-31	$109,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,114,377
Value of total assets at end of year	2021-12-31	$15,337,941
Value of total assets at beginning of year	2021-12-31	$12,622,860
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$18,821
Total interest from all sources	2021-12-31	$7,011
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$327,361
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	$327,361
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$100,000
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	$946,167
Participant contributions at end of year	2021-12-31	$72,824
Participant contributions at beginning of year	2021-12-31	$71,624
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$62,084
Administrative expenses (other) incurred	2021-12-31	$16,847
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	$2,715,081
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,337,941
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,622,860
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	$1,974
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,046,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,388,592
Interest on participant loans	2021-12-31	$3,402
Interest earned on other investments	2021-12-31	$3,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$218,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$162,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,712,638
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	$106,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$318,018
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
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	WEYRICH, CRONIN & SORRA, CHTD
Accountancy firm EIN	2021-12-31	814643077
2020 : CARROLL HEALTH GROUP 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$2,667,646
Total of all expenses incurred	2020-12-31	$322,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$307,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$975,356
Value of total assets at end of year	2020-12-31	$12,622,860
Value of total assets at beginning of year	2020-12-31	$10,277,579
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$14,492
Total interest from all sources	2020-12-31	$8,580
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$214,843
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	$214,843
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$100,000
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	$857,227
Participant contributions at end of year	2020-12-31	$71,624
Participant contributions at beginning of year	2020-12-31	$103,531
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$18,614
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	$302
Administrative expenses (other) incurred	2020-12-31	$14,492
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	$2,345,281
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,622,860
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,277,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$12,388,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,996,306
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$4,799
Interest earned on other investments	2020-12-31	$3,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$162,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$172,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,468,867
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	$99,515
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$4,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$307,873
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
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	WEYRICH, CRONIN & SORRA, CHTD
Accountancy firm EIN	2020-12-31	814643077
2019 : CARROLL HEALTH GROUP 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$3,355,167
Total income from all sources (including contributions)	2019-12-31	$3,355,167
Total of all expenses incurred	2019-12-31	$623,003
Total of all expenses incurred	2019-12-31	$623,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$608,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$608,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,387,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,387,339
Value of total assets at end of year	2019-12-31	$10,277,579
Value of total assets at end of year	2019-12-31	$10,277,579
Value of total assets at beginning of year	2019-12-31	$7,545,415
Value of total assets at beginning of year	2019-12-31	$7,545,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,776
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,776
Total interest from all sources	2019-12-31	$5,574
Total interest from all sources	2019-12-31	$5,574
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$209,078
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$209,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$209,078
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$209,078
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$100,000
Value of fidelity bond cover	2019-12-31	$100,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$731,189
Contributions received from participants	2019-12-31	$731,189
Participant contributions at end of year	2019-12-31	$103,531
Participant contributions at end of year	2019-12-31	$103,531
Participant contributions at beginning of year	2019-12-31	$50,491
Participant contributions at beginning of year	2019-12-31	$50,491
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$478,668
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$478,668
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$302
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$46
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$46
Administrative expenses (other) incurred	2019-12-31	$14,776
Administrative expenses (other) incurred	2019-12-31	$14,776
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
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	$2,732,164
Value of net income/loss	2019-12-31	$2,732,164
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,277,579
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,277,579
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,545,415
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,545,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,996,306
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,996,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,386,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,386,723
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$39,988
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$39,988
Interest on participant loans	2019-12-31	$3,283
Interest on participant loans	2019-12-31	$3,283
Interest earned on other investments	2019-12-31	$2,291
Interest earned on other investments	2019-12-31	$2,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$172,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$172,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$68,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$68,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,752,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,752,863
Net investment gain/loss from pooled separate accounts	2019-12-31	$313
Net investment gain/loss from pooled separate accounts	2019-12-31	$313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
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
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	$177,482
Contributions received in cash from employer	2019-12-31	$177,482
Employer contributions (assets) at end of year	2019-12-31	$4,580
Employer contributions (assets) at end of year	2019-12-31	$4,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$608,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$608,227
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WEYRICH, CRONIN & SORRA, CHTD
Accountancy firm name	2019-12-31	WEYRICH, CRONIN & SORRA, CHTD
Accountancy firm EIN	2019-12-31	814643077
Accountancy firm EIN	2019-12-31	814643077
2018 : CARROLL HEALTH GROUP 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$274,841
Total of all expenses incurred	2018-12-31	$798,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$790,092
Expenses. Certain deemed distributions of participant loans	2018-12-31	$1,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$853,879
Value of total assets at end of year	2018-12-31	$7,545,415
Value of total assets at beginning of year	2018-12-31	$8,068,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,418
Total interest from all sources	2018-12-31	$3,133
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$170,997
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	$170,997
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$100,000
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	$727,842
Participant contributions at end of year	2018-12-31	$50,491
Participant contributions at beginning of year	2018-12-31	$49,043
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$10,221
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$46
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$52
Administrative expenses (other) incurred	2018-12-31	$6,418
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	$-523,313
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,545,415
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,068,728
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,386,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,928,182
Value of interest in pooled separate accounts at end of year	2018-12-31	$39,988
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$36,223
Interest on participant loans	2018-12-31	$2,517
Interest earned on other investments	2018-12-31	$616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$68,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$55,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-753,652
Net investment gain/loss from pooled separate accounts	2018-12-31	$484
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	Yes
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	$115,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$790,092
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
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	WEYRICH, CRONIN & SORRA, CHTD
Accountancy firm EIN	2018-12-31	814643077
2017 : CARROLL HEALTH GROUP 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,268,580
Total of all expenses incurred	2017-12-31	$687,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$653,348
Expenses. Certain deemed distributions of participant loans	2017-12-31	$27,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,004,491
Value of total assets at end of year	2017-12-31	$8,068,728
Value of total assets at beginning of year	2017-12-31	$6,487,412
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,019
Total interest from all sources	2017-12-31	$2,669
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$156,138
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	$156,138
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$100,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$866,146
Participant contributions at end of year	2017-12-31	$49,043
Participant contributions at beginning of year	2017-12-31	$75,760
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$47,445
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$52
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$318
Administrative expenses (other) incurred	2017-12-31	$6,019
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	$1,581,316
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,068,728
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,487,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,928,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,308,773
Value of interest in pooled separate accounts at end of year	2017-12-31	$36,223
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$49,699
Interest on participant loans	2017-12-31	$2,135
Interest earned on other investments	2017-12-31	$534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$55,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$52,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,104,884
Net investment gain/loss from pooled separate accounts	2017-12-31	$398
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	$90,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$653,348
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
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	WEYRICH, CRONIN & SORRA, CHTD.
Accountancy firm EIN	2017-12-31	814643077
2016 : CARROLL HEALTH GROUP 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,466,881
Total of all expenses incurred	2016-12-31	$534,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$529,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$991,603
Value of total assets at end of year	2016-12-31	$6,487,412
Value of total assets at beginning of year	2016-12-31	$5,554,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,969
Total interest from all sources	2016-12-31	$2,710
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$107,842
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	$107,842
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$100,000
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	$873,919
Participant contributions at end of year	2016-12-31	$75,760
Participant contributions at beginning of year	2016-12-31	$59,955
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$7,140
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$318
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$28
Administrative expenses (other) incurred	2016-12-31	$4,969
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	$932,843
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,487,412
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,554,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,308,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,400,042
Value of interest in pooled separate accounts at end of year	2016-12-31	$49,699
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$66,272
Interest on participant loans	2016-12-31	$2,287
Interest earned on other investments	2016-12-31	$423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$52,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$28,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$364,050
Net investment gain/loss from pooled separate accounts	2016-12-31	$676
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	$110,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$529,069
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
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	WEYRICH, CRONIN & SORRA, CHTD.
Accountancy firm EIN	2016-12-31	521162023
2015 : CARROLL HEALTH GROUP 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,112,759
Total of all expenses incurred	2015-12-31	$571,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$568,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,121,479
Value of total assets at end of year	2015-12-31	$5,554,569
Value of total assets at beginning of year	2015-12-31	$5,013,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,353
Total interest from all sources	2015-12-31	$2,506
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$100,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$100,652
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$100,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$868,728
Participant contributions at end of year	2015-12-31	$59,955
Participant contributions at beginning of year	2015-12-31	$42,100
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$100,823
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$28
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$18
Administrative expenses (other) incurred	2015-12-31	$3,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$541,068
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,554,569
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,013,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,400,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,822,913
Value of interest in pooled separate accounts at end of year	2015-12-31	$66,272
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$142,744
Interest on participant loans	2015-12-31	$2,363
Interest earned on other investments	2015-12-31	$143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$28,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$5,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-59,914
Net investment gain/loss from pooled separate accounts	2015-12-31	$-51,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$151,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$568,338
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ELLIN & TUCKER, CHARTERED
Accountancy firm EIN	2015-12-31	520959934
2014 : CARROLL HEALTH GROUP 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,239,658
Total of all expenses incurred	2014-12-31	$797,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$796,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$915,634
Value of total assets at end of year	2014-12-31	$5,013,501
Value of total assets at beginning of year	2014-12-31	$4,571,710
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,584
Total interest from all sources	2014-12-31	$1,379
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$100,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$100,883
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$100,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$751,534
Participant contributions at end of year	2014-12-31	$42,100
Participant contributions at beginning of year	2014-12-31	$36,523
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$55,645
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$18
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$16
Administrative expenses (other) incurred	2014-12-31	$1,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$441,791
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,013,501
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,571,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,822,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,448,764
Value of interest in pooled separate accounts at end of year	2014-12-31	$142,744
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$85,599
Interest on participant loans	2014-12-31	$1,348
Interest earned on other investments	2014-12-31	$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$5,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$808
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$220,660
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$108,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$796,283
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ELLIN & TUCKER, CHARTERED
Accountancy firm EIN	2014-12-31	520959934
2013 : CARROLL HEALTH GROUP 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,567,535
Total of all expenses incurred	2013-12-31	$198,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$125,844
Value of total corrective distributions	2013-12-31	$72,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$782,407
Value of total assets at end of year	2013-12-31	$4,571,710
Value of total assets at beginning of year	2013-12-31	$3,202,459
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$325
Total interest from all sources	2013-12-31	$1,653
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$70,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$70,019
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$100,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$628,074
Participant contributions at end of year	2013-12-31	$36,523
Participant contributions at beginning of year	2013-12-31	$45,993
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$63,586
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$16
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$39
Administrative expenses (other) incurred	2013-12-31	$325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,369,251
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,571,710
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,202,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,448,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,086,333
Value of interest in pooled separate accounts at end of year	2013-12-31	$85,599
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$69,928
Interest on participant loans	2013-12-31	$1,646
Interest earned on other investments	2013-12-31	$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$166
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$712,542
Net investment gain/loss from pooled separate accounts	2013-12-31	$914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$90,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$125,844
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ELLIN & TUCKER, CHARTERED
Accountancy firm EIN	2013-12-31	520959934
2012 : CARROLL HEALTH GROUP 401(K) PLAN 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$7,260
Total income from all sources (including contributions)	2012-12-31	$2,111,385
Total of all expenses incurred	2012-12-31	$152,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$140,668
Value of total corrective distributions	2012-12-31	$11,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,925,451
Value of total assets at end of year	2012-12-31	$3,202,459
Value of total assets at beginning of year	2012-12-31	$1,235,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$225
Total interest from all sources	2012-12-31	$1,376
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$62,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$62,810
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$100,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$453,006
Participant contributions at end of year	2012-12-31	$45,993
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,420,952
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$39
Administrative expenses (other) incurred	2012-12-31	$225
Total non interest bearing cash at beginning of year	2012-12-31	$1,235,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,959,233
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,202,459
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,235,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,086,333
Value of interest in pooled separate accounts at end of year	2012-12-31	$69,928
Interest on participant loans	2012-12-31	$1,375
Interest earned on other investments	2012-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$166
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$121,490
Net investment gain/loss from pooled separate accounts	2012-12-31	$258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$51,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$140,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ELLIN & TUCKER, CHARTERED
Accountancy firm EIN	2012-12-31	052095934
2011 : CARROLL HEALTH GROUP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$251,071
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$118,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$100,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$284,982
Value of total assets at end of year	2011-12-31	$1,235,966
Value of total assets at beginning of year	2011-12-31	$1,103,870
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$18,711
Total interest from all sources	2011-12-31	$424
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$100,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$269,468
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$4,942
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$15,472
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$15,514
Total non interest bearing cash at end of year	2011-12-31	$1,235,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$132,096
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,235,966
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,103,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,083,456
Interest on participant loans	2011-12-31	$424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$-34,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$100,264
Contract administrator fees	2011-12-31	$18,711
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ELLIN & TUCKER, CHARTERED
Accountancy firm EIN	2011-12-31	052095934

Form 5500 Responses for CARROLL HEALTH GROUP 401(K) PLAN

2022: CARROLL HEALTH GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CARROLL HEALTH GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CARROLL HEALTH GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CARROLL HEALTH GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CARROLL HEALTH GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CARROLL HEALTH GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CARROLL HEALTH GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CARROLL HEALTH GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CARROLL HEALTH GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CARROLL HEALTH GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CARROLL HEALTH GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CARROLL HEALTH GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TT069234

Policy instance

Insurance contract or identification number	TT069234
Number of Individuals Covered	235
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080463

Policy instance

Insurance contract or identification number	TT080463
Number of Individuals Covered	235
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TT069234

Policy instance

Insurance contract or identification number	TT069234
Number of Individuals Covered	235
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080463

Policy instance

Insurance contract or identification number	TT080463
Number of Individuals Covered	235
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TT069234

Policy instance

Insurance contract or identification number	TT069234
Number of Individuals Covered	241
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080463

Policy instance

Insurance contract or identification number	TT080463
Number of Individuals Covered	241
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TT069234

Policy instance

Insurance contract or identification number	TT069234
Number of Individuals Covered	224
Insurance policy start date	2019-05-14
Insurance policy end date	2019-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080463

Policy instance

Insurance contract or identification number	TT080463
Number of Individuals Covered	224
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080463

Policy instance

Insurance contract or identification number	TT080463
Number of Individuals Covered	226
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080463

Policy instance

Insurance contract or identification number	TT080463
Number of Individuals Covered	239
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080463

Policy instance

Insurance contract or identification number	TT080463
Number of Individuals Covered	198
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080463

Policy instance

Insurance contract or identification number	TT080463
Number of Individuals Covered	180
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080463

Policy instance

Insurance contract or identification number	TT080463
Number of Individuals Covered	148
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080463

Policy instance

Insurance contract or identification number	TT080463
Number of Individuals Covered	116
Insurance policy start date	2012-01-17
Insurance policy end date	2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

48873

Policy instance

Insurance contract or identification number	48873
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $8,786
Total amount of fees paid to insurance company	USD $1,258
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CARROLL COUNTY MED-SERVICES, INC.
Employer identification number (EIN):	271956453
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)