401k Plan data: ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN plan

ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN
Plan identification number	001

ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

ANNADEL MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: ANNADEL MEDICAL GROUP, INC.

Employer identification number (EIN): 300500119

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DEBORAH BRITT 2023-08-11
001 2021-01-01 DEBORAH BRITT 2022-09-15 DEBORAH BRITT 2022-09-15
001 2020-01-01 DEBORAH BRITT 2021-10-07
001 2019-01-01 DEBORAH BRITT 2020-10-09 DEBORAH BRITT 2020-10-09
001 2018-01-01 DEBORAH BRITT 2019-08-22 DEBORAH BRITT 2019-08-22
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 DAVID SMITH 2015-10-09
001 2013-01-01 DAVID SMITH 2014-09-26
001 2012-01-01 DAVID SMITH 2013-10-01
001 2011-01-01 DAVID SMITH 2012-09-27
001 2010-01-01 DAVID SMITH 2011-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DEBORAH BRITT	2023-08-11
001	2021-01-01	DEBORAH BRITT	2022-09-15	DEBORAH BRITT	2022-09-15
001	2020-01-01	DEBORAH BRITT	2021-10-07
001	2019-01-01	DEBORAH BRITT	2020-10-09	DEBORAH BRITT	2020-10-09
001	2018-01-01	DEBORAH BRITT	2019-08-22	DEBORAH BRITT	2019-08-22
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	DAVID SMITH	2015-10-09
001	2013-01-01	DAVID SMITH	2014-09-26
001	2012-01-01	DAVID SMITH	2013-10-01
001	2011-01-01	DAVID SMITH	2012-09-27
001	2010-01-01	DAVID SMITH	2011-10-10

Plan Statistics for ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN

401k plan membership statisitcs for ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN

Measure Date Value
2022: ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 12
Number of other retired or separated participants entitled to future benefits 2022-01-01 220
Total of all active and inactive participants 2022-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 232
Number of participants with account balances 2022-01-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ANNADEL MEDICAL GROUP 401K PROFIT SHARING 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 2021-01-01 205
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 43
Total of all active and inactive participants 2021-01-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 250
Number of participants with account balances 2021-01-01 249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 196
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 41
Total of all active and inactive participants 2020-01-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 238
Number of participants with account balances 2020-01-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 168
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 39
Total of all active and inactive participants 2019-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 207
Number of participants with account balances 2019-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 171
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 32
Total of all active and inactive participants 2018-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 204
Number of participants with account balances 2018-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 158
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 22
Total of all active and inactive participants 2017-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 181
Number of participants with account balances 2017-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 143
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 22
Total of all active and inactive participants 2016-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 165
Number of participants with account balances 2016-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	12
Number of other retired or separated participants entitled to future benefits	2022-01-01	220
Total of all active and inactive participants	2022-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	232
Number of participants with account balances	2022-01-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ANNADEL MEDICAL GROUP 401K PROFIT SHARING 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	205
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	43
Total of all active and inactive participants	2021-01-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	250
Number of participants with account balances	2021-01-01	249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	196
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	41
Total of all active and inactive participants	2020-01-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	238
Number of participants with account balances	2020-01-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	168
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	39
Total of all active and inactive participants	2019-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	207
Number of participants with account balances	2019-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	171
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	32
Total of all active and inactive participants	2018-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	204
Number of participants with account balances	2018-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	158
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	22
Total of all active and inactive participants	2017-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	181
Number of participants with account balances	2017-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	143
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	22
Total of all active and inactive participants	2016-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	165
Number of participants with account balances	2016-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN

Measure	Date	Value
2022 : ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,803,737
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$9,462,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$9,358,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,576,609
Value of total assets at end of year	2022-12-31	$53,368,249
Value of total assets at beginning of year	2022-12-31	$66,634,884
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$104,164
Total interest from all sources	2022-12-31	$6,825
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,895,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,895,337
Administrative expenses professional fees incurred	2022-12-31	$104,164
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,911,046
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$184,467
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$93,623
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$10,964
Total non interest bearing cash at end of year	2022-12-31	$709,481
Total non interest bearing cash at beginning of year	2022-12-31	$1,804,874
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	$-13,266,635
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$53,368,249
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$66,634,884
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$43,024,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$52,874,631
Interest on participant loans	2022-12-31	$6,660
Interest earned on other investments	2022-12-31	$165
Value of interest in common/collective trusts at end of year	2022-12-31	$8,310,207
Value of interest in common/collective trusts at beginning of year	2022-12-31	$9,620,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$198,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$32,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$32,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-12,282,508
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	$4,654,599
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$240,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$9,358,734
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$1,125,558
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$1,784,235
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	LANCE, SOLL & LUNGHARD, LLP
Accountancy firm EIN	2022-12-31	952700123
2021 : ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$16,618,893
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,442,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,388,113
Expenses. Certain deemed distributions of participant loans	2021-12-31	$12,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$9,611,821
Value of total assets at end of year	2021-12-31	$66,634,884
Value of total assets at beginning of year	2021-12-31	$54,458,544
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$41,953
Total interest from all sources	2021-12-31	$12,980
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,461,623
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	$2,461,623
Administrative expenses professional fees incurred	2021-12-31	$41,953
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,093,018
Participant contributions at end of year	2021-12-31	$184,467
Participant contributions at beginning of year	2021-12-31	$227,639
Participant contributions at end of year	2021-12-31	$93,623
Participant contributions at beginning of year	2021-12-31	$86,030
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,014,818
Other income not declared elsewhere	2021-12-31	$2,776
Total non interest bearing cash at end of year	2021-12-31	$1,804,874
Total non interest bearing cash at beginning of year	2021-12-31	$1,561,619
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	$12,176,340
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$66,634,884
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$54,458,544
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$52,874,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$50,652,975
Interest on participant loans	2021-12-31	$12,930
Interest earned on other investments	2021-12-31	$50
Value of interest in common/collective trusts at end of year	2021-12-31	$9,620,865
Value of interest in common/collective trusts at beginning of year	2021-12-31	$787,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$32,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$72,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$72,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,529,693
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	$5,503,985
Employer contributions (assets) at end of year	2021-12-31	$240,074
Employer contributions (assets) at beginning of year	2021-12-31	$152,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,388,113
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$1,784,235
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$918,063
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	LANCE, SOLL & LUNGHARD, LLP
Accountancy firm EIN	2021-12-31	952700123
2020 : ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$398,258
Total unrealized appreciation/depreciation of assets	2020-12-31	$398,258
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$15,447,504
Total loss/gain on sale of assets	2020-12-31	$-38,427
Total of all expenses incurred	2020-12-31	$2,696,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,688,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$8,395,905
Value of total assets at end of year	2020-12-31	$54,458,544
Value of total assets at beginning of year	2020-12-31	$41,707,903
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,007
Total interest from all sources	2020-12-31	$12,798
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,688,752
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	$1,683,047
Administrative expenses professional fees incurred	2020-12-31	$1,138
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,532,655
Participant contributions at end of year	2020-12-31	$227,639
Participant contributions at beginning of year	2020-12-31	$129,533
Participant contributions at end of year	2020-12-31	$86,030
Participant contributions at beginning of year	2020-12-31	$66,269
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,042,826
Administrative expenses (other) incurred	2020-12-31	$42
Total non interest bearing cash at end of year	2020-12-31	$1,561,619
Total non interest bearing cash at beginning of year	2020-12-31	$1,643,104
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	$12,750,641
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$54,458,544
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$41,707,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$6,827
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$50,652,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$38,870,784
Interest on participant loans	2020-12-31	$11,670
Interest earned on other investments	2020-12-31	$34
Value of interest in common/collective trusts at end of year	2020-12-31	$787,238
Value of interest in common/collective trusts at beginning of year	2020-12-31	$715,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$72,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$71,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$71,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,990,218
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	$4,820,424
Employer contributions (assets) at end of year	2020-12-31	$152,886
Employer contributions (assets) at beginning of year	2020-12-31	$69,254
Income. Dividends from common stock	2020-12-31	$5,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,688,856
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$918,063
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$141,273
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$1,072,055
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$1,110,482
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LANCE, SOLL & LUNGHARD, LLP
Accountancy firm EIN	2020-12-31	952700123
2019 : ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$65,670
Total unrealized appreciation/depreciation of assets	2019-12-31	$65,670
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$18,315,379
Total loss/gain on sale of assets	2019-12-31	$4,220
Total of all expenses incurred	2019-12-31	$3,554,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,434,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$12,072,740
Value of total assets at end of year	2019-12-31	$41,707,903
Value of total assets at beginning of year	2019-12-31	$26,946,611
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$119,346
Total interest from all sources	2019-12-31	$9,687
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,489,463
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	$1,488,203
Administrative expenses professional fees incurred	2019-12-31	$97,679
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,414,338
Participant contributions at end of year	2019-12-31	$129,533
Participant contributions at beginning of year	2019-12-31	$111,148
Participant contributions at end of year	2019-12-31	$66,269
Participant contributions at beginning of year	2019-12-31	$84,898
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,336,320
Other income not declared elsewhere	2019-12-31	$27,020
Total non interest bearing cash at end of year	2019-12-31	$1,643,104
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$14,761,292
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$41,707,903
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$26,946,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$21,667
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$38,870,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$26,245,998
Interest on participant loans	2019-12-31	$9,457
Value of interest in common/collective trusts at end of year	2019-12-31	$715,906
Value of interest in common/collective trusts at beginning of year	2019-12-31	$363,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$71,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$230
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,646,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$4,322,082
Employer contributions (assets) at end of year	2019-12-31	$69,254
Employer contributions (assets) at beginning of year	2019-12-31	$141,161
Income. Dividends from common stock	2019-12-31	$1,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,434,741
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$141,273
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$177,529
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$173,309
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LANCE, SOLL & LUNGHARD, LLP
Accountancy firm EIN	2019-12-31	952700123
2018 : ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$26,725
Total income from all sources (including contributions)	2018-12-31	$4,801,187
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,359,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,268,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,218,826
Value of total assets at end of year	2018-12-31	$26,946,611
Value of total assets at beginning of year	2018-12-31	$23,531,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$90,384
Total interest from all sources	2018-12-31	$10,252
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,147,806
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	$1,147,806
Administrative expenses professional fees incurred	2018-12-31	$76,599
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,221,407
Participant contributions at end of year	2018-12-31	$111,148
Participant contributions at beginning of year	2018-12-31	$163,702
Participant contributions at end of year	2018-12-31	$84,898
Participant contributions at beginning of year	2018-12-31	$86,292
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$131,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$26,725
Other income not declared elsewhere	2018-12-31	$32,427
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	$3,442,116
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$26,946,611
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$23,504,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$13,785
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$26,245,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$22,711,425
Interest on participant loans	2018-12-31	$10,252
Value of interest in common/collective trusts at end of year	2018-12-31	$363,406
Value of interest in common/collective trusts at beginning of year	2018-12-31	$369,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,608,124
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	$3,865,491
Employer contributions (assets) at end of year	2018-12-31	$141,161
Employer contributions (assets) at beginning of year	2018-12-31	$200,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,268,687
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	LANCE, SOLL & LUNGHARD, LLP
Accountancy firm EIN	2018-12-31	952700123
2017 : ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$26,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$33,952
Total income from all sources (including contributions)	2017-12-31	$8,859,309
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$892,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$852,354
Value of total corrective distributions	2017-12-31	$12,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,220,899
Value of total assets at end of year	2017-12-31	$23,531,220
Value of total assets at beginning of year	2017-12-31	$15,571,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$27,852
Total interest from all sources	2017-12-31	$6,972
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$577,950
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	$577,950
Administrative expenses professional fees incurred	2017-12-31	$27,852
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
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	$1,978,194
Participant contributions at end of year	2017-12-31	$163,702
Participant contributions at beginning of year	2017-12-31	$50,000
Participant contributions at end of year	2017-12-31	$86,292
Participant contributions at beginning of year	2017-12-31	$91,620
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$998,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$26,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$33,952
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	$7,966,985
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$23,504,495
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$15,537,510
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	$22,711,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$14,947,722
Interest on participant loans	2017-12-31	$6,256
Interest earned on other investments	2017-12-31	$716
Value of interest in common/collective trusts at end of year	2017-12-31	$369,682
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$331,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,336,548
Net investment gain/loss from pooled separate accounts	2017-12-31	$716,940
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
Contributions received in cash from employer	2017-12-31	$3,244,120
Employer contributions (assets) at end of year	2017-12-31	$200,119
Employer contributions (assets) at beginning of year	2017-12-31	$151,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$852,354
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	Yes
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	LANCE, SOLL & LUNGHARD, LLP
Accountancy firm EIN	2017-12-31	952700123
2016 : ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$33,952
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$6,167,115
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,913,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,906,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,226,356
Value of total assets at end of year	2016-12-31	$15,571,462
Value of total assets at beginning of year	2016-12-31	$11,283,708
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,400
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$6,400
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
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	$1,749,242
Participant contributions at end of year	2016-12-31	$50,000
Participant contributions at beginning of year	2016-12-31	$0
Participant contributions at end of year	2016-12-31	$91,620
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$668,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$33,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$1,151
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	$4,253,802
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$15,537,510
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,283,708
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 pooled separate accounts at end of year	2016-12-31	$14,947,722
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$11,202,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$331,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$53,828
Net investment gain/loss from pooled separate accounts	2016-12-31	$939,608
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	$2,808,904
Employer contributions (assets) at end of year	2016-12-31	$151,089
Employer contributions (assets) at beginning of year	2016-12-31	$27,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,906,913
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	ELLS CPAS & BUSINESS ADVISORS
Accountancy firm EIN	2016-12-31	952771605

Form 5500 Responses for ANNADEL MEDICAL GROUP 401K PROFIT SHARING PLAN

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

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G36749

Policy instance

Insurance contract or identification number	G36749
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ANNADEL MEDICAL GROUP, INC.
Employer identification number (EIN):	300500119
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)