401k Plan data: WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN plan

WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 401k Plan overview

Plan Name	WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN
Plan identification number	001

WELLHEALTH QUALITY CARE MEDICAL 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MEDSOURCE MANAGEMENT GROUP has sponsored the creation of one or more 401k plans.

Company Name: MEDSOURCE MANAGEMENT GROUP

Employer identification number (EIN): 272556217

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 JOSEPH JACKSON
001 2014-01-01 JOSEPH JACKSON
001 2013-01-01 JOSEPH JACKSON

Plan Statistics for WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN

401k plan membership statisitcs for WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN

Measure Date Value
2018: WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 513
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 234
Total of all active and inactive participants 2017-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 236
Number of participants with account balances 2017-01-01 271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 357
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 214
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 299
Total of all active and inactive participants 2016-01-01 513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 513
Number of participants with account balances 2016-01-01 507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 217
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 113
Total of all active and inactive participants 2015-01-01 330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 330
Number of participants with account balances 2015-01-01 299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 292
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 190
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 76
Total of all active and inactive participants 2014-01-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 266
Number of participants with account balances 2014-01-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 177
Number of other retired or separated participants entitled to future benefits 2013-01-01 88
Total of all active and inactive participants 2013-01-01 265
Total participants 2013-01-01 265
Number of participants with account balances 2013-01-01 242

Measure	Date	Value
2018: WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	513
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	234
Total of all active and inactive participants	2017-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	236
Number of participants with account balances	2017-01-01	271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	357
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	214
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	299
Total of all active and inactive participants	2016-01-01	513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	513
Number of participants with account balances	2016-01-01	507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	217
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	113
Total of all active and inactive participants	2015-01-01	330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	330
Number of participants with account balances	2015-01-01	299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	292
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	190
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	76
Total of all active and inactive participants	2014-01-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	266
Number of participants with account balances	2014-01-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	177
Number of other retired or separated participants entitled to future benefits	2013-01-01	88
Total of all active and inactive participants	2013-01-01	265
Total participants	2013-01-01	265
Number of participants with account balances	2013-01-01	242

Financial Data on WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN

Measure	Date	Value
2018 : WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-10-16	$20,525
Total of all expenses incurred	2018-10-16	$904,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-10-16	$903,093
Value of total assets at end of year	2018-10-16	$0
Value of total assets at beginning of year	2018-10-16	$883,846
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-10-16	$1,278
Total interest from all sources	2018-10-16	$2
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-10-16	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-10-16	$0
Was this plan covered by a fidelity bond	2018-10-16	No
If this is an individual account plan, was there a blackout period	2018-10-16	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-10-16	$0
Were there any nonexempt tranactions with any party-in-interest	2018-10-16	No
Administrative expenses (other) incurred	2018-10-16	$173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-10-16	No
Value of net income/loss	2018-10-16	$-883,846
Value of net assets at end of year (total assets less liabilities)	2018-10-16	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-10-16	$883,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-10-16	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-10-16	No
Were any leases to which the plan was party in default or uncollectible	2018-10-16	No
Investment advisory and management fees	2018-10-16	$1,105
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-10-16	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-10-16	$877,085
Interest earned on other investments	2018-10-16	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-10-16	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-10-16	$6,761
Net investment gain/loss from pooled separate accounts	2018-10-16	$20,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-10-16	No
Was there a failure to transmit to the plan any participant contributions	2018-10-16	Yes
Has the plan failed to provide any benefit when due under the plan	2018-10-16	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-10-16	$903,093
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	2018-10-16	No
Did the plan have assets held for investment	2018-10-16	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	2018-10-16	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-10-16	No
Opinion of an independent qualified public accountant for this plan	2018-10-16	Disclaimer
Accountancy firm name	2018-10-16	EVERS ROBINSON LTD
Accountancy firm EIN	2018-10-16	860715183
2017 : WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,154,534
Total of all expenses incurred	2017-12-31	$5,890,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$5,766,346
Expenses. Certain deemed distributions of participant loans	2017-12-31	$49,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$376,042
Value of total assets at end of year	2017-12-31	$883,846
Value of total assets at beginning of year	2017-12-31	$5,619,693
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$74,829
Total interest from all sources	2017-12-31	$4,852
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$30,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$30,598
Was this plan covered by a fidelity bond	2017-12-31	No
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	$367,472
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$114,425
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$8,570
Administrative expenses (other) incurred	2017-12-31	$46,150
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	$-4,735,847
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$883,846
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,619,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$28,679
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$877,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,392,602
Interest on participant loans	2017-12-31	$4,075
Interest earned on other investments	2017-12-31	$777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$6,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$112,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$743,042
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	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$5,766,346
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	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	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
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	EVERS ROBINSON LTD
Accountancy firm EIN	2017-12-31	860715183
2016 : WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,538,658
Total of all expenses incurred	2016-12-31	$860,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$799,825
Expenses. Certain deemed distributions of participant loans	2016-12-31	$3
Value of total corrective distributions	2016-12-31	$5,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,142,666
Value of total assets at end of year	2016-12-31	$5,619,693
Value of total assets at beginning of year	2016-12-31	$4,941,750
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$55,258
Total interest from all sources	2016-12-31	$4,245
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$104,847
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	$104,847
Was this plan covered by a fidelity bond	2016-12-31	No
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	$952,823
Participant contributions at end of year	2016-12-31	$114,425
Participant contributions at beginning of year	2016-12-31	$90,378
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$119,456
Other income not declared elsewhere	2016-12-31	$2,209
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	$677,943
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,619,693
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,941,750
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	$5,392,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,693,389
Interest on participant loans	2016-12-31	$4,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$112,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$157,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$284,691
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	Yes
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	$70,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$799,825
Contract administrator fees	2016-12-31	$55,258
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
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	EVERS ROBINSON LTD
Accountancy firm EIN	2016-12-31	860715183
2015 : WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$812,292
Total of all expenses incurred	2015-12-31	$688,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$555,643
Expenses. Certain deemed distributions of participant loans	2015-12-31	$5,704
Value of total corrective distributions	2015-12-31	$76,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$862,740
Value of total assets at end of year	2015-12-31	$4,941,750
Value of total assets at beginning of year	2015-12-31	$4,818,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$50,826
Total interest from all sources	2015-12-31	$4,156
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$215,458
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	$215,458
Administrative expenses professional fees incurred	2015-12-31	$6,018
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
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	$810,596
Participant contributions at end of year	2015-12-31	$90,378
Participant contributions at beginning of year	2015-12-31	$115,493
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$52,144
Other income not declared elsewhere	2015-12-31	$3,761
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	$123,375
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,941,750
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,818,375
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
Investment advisory and management fees	2015-12-31	$44,808
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,693,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,500,730
Interest on participant loans	2015-12-31	$4,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$157,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$202,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-273,823
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	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$555,643
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	EVERS ROBINSON LTD
Accountancy firm EIN	2015-12-31	860715183
2014 : WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$972,665
Total of all expenses incurred	2014-12-31	$361,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$300,229
Expenses. Certain deemed distributions of participant loans	2014-12-31	$4,480
Value of total corrective distributions	2014-12-31	$10,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$710,278
Value of total assets at end of year	2014-12-31	$4,818,375
Value of total assets at beginning of year	2014-12-31	$4,207,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$45,970
Total interest from all sources	2014-12-31	$5,403
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$215,950
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	$215,950
Administrative expenses professional fees incurred	2014-12-31	$5,600
Was this plan covered by a fidelity bond	2014-12-31	No
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	$717,778
Participant contributions at end of year	2014-12-31	$115,493
Participant contributions at beginning of year	2014-12-31	$148,800
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$-7,500
Other income not declared elsewhere	2014-12-31	$3,239
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	$611,295
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,818,375
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,207,080
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
Investment advisory and management fees	2014-12-31	$40,370
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,500,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,856,399
Interest on participant loans	2014-12-31	$5,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$202,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$201,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$37,795
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	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$300,229
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	EVERS ROBINSON LTD
Accountancy firm EIN	2014-12-31	860715183
2013 : WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$110,417
Total income from all sources (including contributions)	2013-12-31	$1,183,050
Total of all expenses incurred	2013-12-31	$225,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$127,203
Value of total corrective distributions	2013-12-31	$60,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$572,938
Value of total assets at end of year	2013-12-31	$4,207,080
Value of total assets at beginning of year	2013-12-31	$3,138,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$37,153
Total interest from all sources	2013-12-31	$3,536
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$61,630
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	$61,630
Administrative expenses professional fees incurred	2013-12-31	$5,047
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$250,000
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	$561,628
Participant contributions at end of year	2013-12-31	$148,800
Participant contributions at beginning of year	2013-12-31	$46,885
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$3,810
Other income not declared elsewhere	2013-12-31	$2,836
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	$957,903
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,207,080
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,138,760
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
Investment advisory and management fees	2013-12-31	$32,106
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,856,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,927,178
Interest on participant loans	2013-12-31	$3,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$201,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$164,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$542,110
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	$7,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$127,203
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	EVERS ROBINSON LTD
Accountancy firm EIN	2013-12-31	860715183

Form 5500 Responses for WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN

2018: WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: WELLHEALTH QUALITY CARE MEDICAL 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: WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: WELLHEALTH QUALITY CARE MEDICAL 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: WELLHEALTH QUALITY CARE MEDICAL 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: WELLHEALTH QUALITY CARE MEDICAL GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512035

Policy instance

Insurance contract or identification number	512035
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-10-16
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512035

Policy instance

Insurance contract or identification number	512035
Number of Individuals Covered	271
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512035-000

Policy instance

Insurance contract or identification number	512035-000
Number of Individuals Covered	507
Insurance policy start date	2016-01-01
Insurance policy end date	2016-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512035-000

Policy instance

Insurance contract or identification number	512035-000
Number of Individuals Covered	299
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512035-000

Policy instance

Insurance contract or identification number	512035-000
Number of Individuals Covered	244
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512035-000

Policy instance

Insurance contract or identification number	512035-000
Number of Individuals Covered	194
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MEDSOURCE MANAGEMENT GROUP
Employer identification number (EIN):	272556217
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)