401k Plan data: COREMEDICAL GROUP 401(K) PLAN plan

COREMEDICAL GROUP 401(K) PLAN 401k Plan overview

Plan Name	COREMEDICAL GROUP 401(K) PLAN
Plan identification number	001

COREMEDICAL GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CMG CIT ACQUISITION, LLC has sponsored the creation of one or more 401k plans.

Company Name: CMG CIT ACQUISITION, LLC

Employer identification number (EIN): 352609950

NAIC Classification: 531190
NAIC Description: Lessors of Other Real Estate Property

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01

Plan Statistics for COREMEDICAL GROUP 401(K) PLAN

401k plan membership statisitcs for COREMEDICAL GROUP 401(K) PLAN

Measure Date Value
2023: COREMEDICAL GROUP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2,610
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1,270
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 463
Total of all active and inactive participants 2023-01-01 1,734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 1,735
Number of participants with account balances 2023-01-01 912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 154
2022: COREMEDICAL GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,009
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,278
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 236
Total of all active and inactive participants 2022-01-01 2,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 2,516
Number of participants with account balances 2022-01-01 774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 64
2021: COREMEDICAL GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,523
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,635
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 230
Total of all active and inactive participants 2021-01-01 1,866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,866
Number of participants with account balances 2021-01-01 589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 26
2020: COREMEDICAL GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,257
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,252
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 223
Total of all active and inactive participants 2020-01-01 1,475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,475
Number of participants with account balances 2020-01-01 478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 73
2019: COREMEDICAL GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,279
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 768
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 456
Total of all active and inactive participants 2019-01-01 1,224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,224
Number of participants with account balances 2019-01-01 713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 156
2018: COREMEDICAL GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,270
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 869
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 366
Total of all active and inactive participants 2018-01-01 1,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,235
Number of participants with account balances 2018-01-01 652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 165

Measure	Date	Value
2023: COREMEDICAL GROUP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2,610
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1,270
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	463
Total of all active and inactive participants	2023-01-01	1,734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	1,735
Number of participants with account balances	2023-01-01	912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	154
2022: COREMEDICAL GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,009
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,278
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	236
Total of all active and inactive participants	2022-01-01	2,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	2,516
Number of participants with account balances	2022-01-01	774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	64
2021: COREMEDICAL GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,523
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,635
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	230
Total of all active and inactive participants	2021-01-01	1,866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,866
Number of participants with account balances	2021-01-01	589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	26
2020: COREMEDICAL GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,257
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,252
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	223
Total of all active and inactive participants	2020-01-01	1,475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,475
Number of participants with account balances	2020-01-01	478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	73
2019: COREMEDICAL GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,279
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	768
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	456
Total of all active and inactive participants	2019-01-01	1,224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,224
Number of participants with account balances	2019-01-01	713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	156
2018: COREMEDICAL GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,270
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	869
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	366
Total of all active and inactive participants	2018-01-01	1,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,235
Number of participants with account balances	2018-01-01	652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	165

Financial Data on COREMEDICAL GROUP 401(K) PLAN

Measure	Date	Value
2023 : COREMEDICAL GROUP 401(K) PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$7,720,446
Total of all expenses incurred	2023-12-31	$1,931,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,805,944
Value of total corrective distributions	2023-12-31	$87,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$3,895,950
Value of total assets at end of year	2023-12-31	$25,793,879
Value of total assets at beginning of year	2023-12-31	$20,005,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$37,944
Total interest from all sources	2023-12-31	$7,558
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$454,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$454,684
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$2,932,930
Participant contributions at end of year	2023-12-31	$62,360
Participant contributions at beginning of year	2023-12-31	$85,302
Participant contributions at end of year	2023-12-31	$44,509
Participant contributions at beginning of year	2023-12-31	$34,728
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$249,759
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$139
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$5,788,826
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$25,793,879
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$20,005,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$24,993,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$0
Value of interest in pooled separate accounts at end of year	2023-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$19,790,674
Interest on participant loans	2023-12-31	$4,281
Interest earned on other investments	2023-12-31	$2,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$101,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$580,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$85,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,050,498
Net investment gain/loss from pooled separate accounts	2023-12-31	$1,311,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$713,261
Employer contributions (assets) at end of year	2023-12-31	$10,673
Employer contributions (assets) at beginning of year	2023-12-31	$8,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,805,944
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	2023-12-31	Yes
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-12-31	410746749
2022 : COREMEDICAL GROUP 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-1,310,519
Total of all expenses incurred	2022-12-31	$986,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$918,513
Value of total corrective distributions	2022-12-31	$53,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,795,569
Value of total assets at end of year	2022-12-31	$20,005,053
Value of total assets at beginning of year	2022-12-31	$22,301,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$14,048
Total interest from all sources	2022-12-31	$4,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$7,980
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	$2,854,671
Participant contributions at end of year	2022-12-31	$85,302
Participant contributions at beginning of year	2022-12-31	$109,837
Participant contributions at end of year	2022-12-31	$34,728
Participant contributions at beginning of year	2022-12-31	$31,379
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$198,278
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$170
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$200
Administrative expenses (other) incurred	2022-12-31	$6,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,296,707
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$20,005,053
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,301,760
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 pooled separate accounts at end of year	2022-12-31	$19,790,674
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$22,094,442
Interest on participant loans	2022-12-31	$4,450
Interest earned on other investments	2022-12-31	$155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$85,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$57,349
Net investment gain/loss from pooled separate accounts	2022-12-31	$-5,110,693
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	$742,620
Employer contributions (assets) at end of year	2022-12-31	$8,669
Employer contributions (assets) at beginning of year	2022-12-31	$8,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$918,513
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : COREMEDICAL GROUP 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$5,017,339
Total of all expenses incurred	2021-12-31	$2,471,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,366,357
Expenses. Certain deemed distributions of participant loans	2021-12-31	$162
Value of total corrective distributions	2021-12-31	$75,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,457,405
Value of total assets at end of year	2021-12-31	$22,301,760
Value of total assets at beginning of year	2021-12-31	$19,755,751
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$29,765
Total interest from all sources	2021-12-31	$5,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$24,890
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	$1,845,068
Participant contributions at end of year	2021-12-31	$109,837
Participant contributions at beginning of year	2021-12-31	$150,769
Participant contributions at end of year	2021-12-31	$31,379
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$182,544
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$521
Administrative expenses (other) incurred	2021-12-31	$4,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,546,009
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,301,760
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,755,751
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 pooled separate accounts at end of year	2021-12-31	$22,094,442
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$19,561,636
Interest on participant loans	2021-12-31	$5,441
Interest earned on other investments	2021-12-31	$61
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$57,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$42,825
Net investment gain/loss from pooled separate accounts	2021-12-31	$2,554,432
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	$429,793
Employer contributions (assets) at end of year	2021-12-31	$8,553
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,366,357
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : COREMEDICAL GROUP 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$5,351,940
Total of all expenses incurred	2020-12-31	$3,196,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,109,206
Value of total corrective distributions	2020-12-31	$72,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,745,334
Value of total assets at end of year	2020-12-31	$19,755,751
Value of total assets at beginning of year	2020-12-31	$17,599,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$14,769
Total interest from all sources	2020-12-31	$8,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,302,034
Participant contributions at end of year	2020-12-31	$150,769
Participant contributions at beginning of year	2020-12-31	$158,744
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$170,413
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$521
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$126
Administrative expenses (other) incurred	2020-12-31	$14,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,155,789
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,755,751
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$17,599,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$19,561,636
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$17,419,829
Interest on participant loans	2020-12-31	$8,268
Interest earned on other investments	2020-12-31	$41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$42,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$21,263
Net investment gain/loss from pooled separate accounts	2020-12-31	$3,598,297
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	$272,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,109,206
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : COREMEDICAL GROUP 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$5,635,577
Total of all expenses incurred	2019-12-31	$1,611,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,514,284
Value of total corrective distributions	2019-12-31	$90,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,350,911
Value of total assets at end of year	2019-12-31	$17,599,962
Value of total assets at beginning of year	2019-12-31	$13,575,490
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$6,034
Total interest from all sources	2019-12-31	$8,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,637,669
Participant contributions at end of year	2019-12-31	$158,744
Participant contributions at beginning of year	2019-12-31	$218,663
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$323,972
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$126
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$320
Administrative expenses (other) incurred	2019-12-31	$6,034
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	$4,024,472
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,599,962
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,575,490
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
Value of interest in pooled separate accounts at end of year	2019-12-31	$17,419,829
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$13,342,613
Interest on participant loans	2019-12-31	$8,438
Interest earned on other investments	2019-12-31	$25
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$21,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$13,894
Net investment gain/loss from pooled separate accounts	2019-12-31	$3,276,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$389,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,514,284
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BLUM SHAPIRO AND CO PC
Accountancy firm EIN	2019-12-31	061009205
2018 : COREMEDICAL GROUP 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,144,923
Total of all expenses incurred	2018-12-31	$2,103,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,970,108
Value of total corrective distributions	2018-12-31	$126,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,245,201
Value of total assets at end of year	2018-12-31	$13,575,490
Value of total assets at beginning of year	2018-12-31	$14,533,879
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,295
Total interest from all sources	2018-12-31	$6,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,599,168
Participant contributions at end of year	2018-12-31	$218,663
Participant contributions at beginning of year	2018-12-31	$153,608
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$223,544
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$320
Administrative expenses (other) incurred	2018-12-31	$6,295
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	$-958,389
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,575,490
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,533,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$13,342,613
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$14,372,990
Interest on participant loans	2018-12-31	$6,848
Interest earned on other investments	2018-12-31	$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$13,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$7,281
Net investment gain/loss from pooled separate accounts	2018-12-31	$-1,107,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$422,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,970,108
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BLUM SHAPIRO AND CO PC
Accountancy firm EIN	2018-12-31	061009205

Form 5500 Responses for COREMEDICAL GROUP 401(K) PLAN

2023: COREMEDICAL GROUP 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: COREMEDICAL GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COREMEDICAL GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COREMEDICAL GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COREMEDICAL GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COREMEDICAL GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

981307

Policy instance

Insurance contract or identification number	981307
Number of Individuals Covered	912
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $41,962
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

981307

Policy instance

Insurance contract or identification number	981307
Number of Individuals Covered	774
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $49,833
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
Commission paid to Insurance Broker	USD $49,833
Insurance broker organization code?	3

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

Policy contract number

981307

Policy instance

Insurance contract or identification number	981307
Number of Individuals Covered	589
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $52,962
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
Commission paid to Insurance Broker	USD $52,962
Insurance broker organization code?	3

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

Policy contract number

981307

Policy instance

Insurance contract or identification number	981307
Number of Individuals Covered	478
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $43,142
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
Commission paid to Insurance Broker	USD $43,142
Insurance broker organization code?	3

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

Policy contract number

981307

Policy instance

Insurance contract or identification number	981307
Number of Individuals Covered	713
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $39,448
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
Commission paid to Insurance Broker	USD $39,448
Insurance broker organization code?	3

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

Policy contract number

981307

Policy instance

Insurance contract or identification number	981307
Number of Individuals Covered	652
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $36,047
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
Commission paid to Insurance Broker	USD $36,047
Insurance broker organization code?	3

Potentially related plans

COREMEDICAL GROUP EMPLOYEE WELFARE BENEFIT PLAN [EIN = 020511910]

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Company Name:	CMG CIT ACQUISITION, LLC
Employer identification number (EIN):	352609950
NAIC Classification:	531190
NAIC Description:	Lessors of Other Real Estate Property