401k Plan data: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN plan

ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 401k Plan overview

Plan Name	ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN
Plan identification number	002

ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ASSOCIATED ANESTHESIOLOGISTS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ASSOCIATED ANESTHESIOLOGISTS, P.C.

Employer identification number (EIN): 421008717

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-04-01 TYLER KERR 2024-01-15
002 2021-04-01
002 2021-04-01
002 2020-04-01 WILLIAM DAVIS 2021-10-19 WILLIAM DAVIS 2021-10-19
002 2019-04-01 WILLIAM DAVIS 2020-12-16 WILLIAM DAVIS 2020-12-16
002 2018-04-01 WILLIAM DAVIS 2019-12-20 WILLIAM DAVIS 2019-12-20
002 2017-04-01
002 2016-04-01
002 2016-04-01 WILLIAM DAVIS 2018-12-21
002 2015-04-01
002 2014-04-01
002 2013-04-01
002 2012-04-01 WILLIAM DAVIS WILLIAM DAVIS 2013-10-29
002 2011-04-01 WILLIAM DAVIS WILLIAM DAVIS 2013-10-28
002 2010-04-01 WILLIAM DAVIS WILLIAM DAVIS 2012-01-12
002 2009-04-01 WILLIAM DAVIS WILLIAM DAVIS 2010-10-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-04-01	TYLER KERR	2024-01-15
002	2021-04-01
002	2021-04-01
002	2020-04-01	WILLIAM DAVIS	2021-10-19	WILLIAM DAVIS	2021-10-19
002	2019-04-01	WILLIAM DAVIS	2020-12-16	WILLIAM DAVIS	2020-12-16
002	2018-04-01	WILLIAM DAVIS	2019-12-20	WILLIAM DAVIS	2019-12-20
002	2017-04-01
002	2016-04-01
002	2016-04-01	WILLIAM DAVIS	2018-12-21
002	2015-04-01
002	2014-04-01
002	2013-04-01
002	2012-04-01	WILLIAM DAVIS		WILLIAM DAVIS	2013-10-29
002	2011-04-01	WILLIAM DAVIS		WILLIAM DAVIS	2013-10-28
002	2010-04-01	WILLIAM DAVIS		WILLIAM DAVIS	2012-01-12
002	2009-04-01	WILLIAM DAVIS		WILLIAM DAVIS	2010-10-21

Plan Statistics for ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN

401k plan membership statisitcs for ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN

Measure Date Value
2020: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 69
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 52
Number of retired or separated participants receiving benefits 2020-04-01 0
Number of other retired or separated participants entitled to future benefits 2020-04-01 15
Total of all active and inactive participants 2020-04-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 67
Number of participants with account balances 2020-04-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 0
2019: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 67
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 60
Number of retired or separated participants receiving benefits 2019-04-01 0
Number of other retired or separated participants entitled to future benefits 2019-04-01 9
Total of all active and inactive participants 2019-04-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 69
Number of participants with account balances 2019-04-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 0
2018: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 69
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 60
Number of retired or separated participants receiving benefits 2018-04-01 0
Number of other retired or separated participants entitled to future benefits 2018-04-01 7
Total of all active and inactive participants 2018-04-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 67
Number of participants with account balances 2018-04-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 0
2017: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 65
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 60
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 9
Total of all active and inactive participants 2017-04-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 69
Number of participants with account balances 2017-04-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 0
2016: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 63
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 58
Number of retired or separated participants receiving benefits 2016-04-01 0
Number of other retired or separated participants entitled to future benefits 2016-04-01 7
Total of all active and inactive participants 2016-04-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 65
Number of participants with account balances 2016-04-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 0
2015: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 56
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 53
Number of retired or separated participants receiving benefits 2015-04-01 0
Number of other retired or separated participants entitled to future benefits 2015-04-01 9
Total of all active and inactive participants 2015-04-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 62
Number of participants with account balances 2015-04-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 1
2014: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 54
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 50
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 6
Total of all active and inactive participants 2014-04-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 56
Number of participants with account balances 2014-04-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 0
2013: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 53
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 50
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 4
Total of all active and inactive participants 2013-04-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 54
Number of participants with account balances 2013-04-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 54
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 48
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 5
Total of all active and inactive participants 2012-04-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 53
Number of participants with account balances 2012-04-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 0
2011: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 54
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 49
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 5
Total of all active and inactive participants 2011-04-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 54
Number of participants with account balances 2011-04-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2010: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-04-01 53
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 50
Number of retired or separated participants receiving benefits 2010-04-01 0
Number of other retired or separated participants entitled to future benefits 2010-04-01 4
Total of all active and inactive participants 2010-04-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 0
Total participants 2010-04-01 54
Number of participants with account balances 2010-04-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 0
2009: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 51
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 48
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 5
Total of all active and inactive participants 2009-04-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 53
Number of participants with account balances 2009-04-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 0

Measure	Date	Value
2020: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	69
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	52
Number of retired or separated participants receiving benefits	2020-04-01	0
Number of other retired or separated participants entitled to future benefits	2020-04-01	15
Total of all active and inactive participants	2020-04-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	67
Number of participants with account balances	2020-04-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	0
2019: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	67
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	60
Number of retired or separated participants receiving benefits	2019-04-01	0
Number of other retired or separated participants entitled to future benefits	2019-04-01	9
Total of all active and inactive participants	2019-04-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	69
Number of participants with account balances	2019-04-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	0
2018: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	69
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	60
Number of retired or separated participants receiving benefits	2018-04-01	0
Number of other retired or separated participants entitled to future benefits	2018-04-01	7
Total of all active and inactive participants	2018-04-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	67
Number of participants with account balances	2018-04-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	0
2017: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	65
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	60
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	9
Total of all active and inactive participants	2017-04-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	69
Number of participants with account balances	2017-04-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	0
2016: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	63
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	58
Number of retired or separated participants receiving benefits	2016-04-01	0
Number of other retired or separated participants entitled to future benefits	2016-04-01	7
Total of all active and inactive participants	2016-04-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	65
Number of participants with account balances	2016-04-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	0
2015: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	56
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	53
Number of retired or separated participants receiving benefits	2015-04-01	0
Number of other retired or separated participants entitled to future benefits	2015-04-01	9
Total of all active and inactive participants	2015-04-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	62
Number of participants with account balances	2015-04-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	1
2014: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	54
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	50
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	6
Total of all active and inactive participants	2014-04-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	56
Number of participants with account balances	2014-04-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	0
2013: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	53
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	50
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	4
Total of all active and inactive participants	2013-04-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	54
Number of participants with account balances	2013-04-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	54
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	48
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	5
Total of all active and inactive participants	2012-04-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	53
Number of participants with account balances	2012-04-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	0
2011: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	54
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	49
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	5
Total of all active and inactive participants	2011-04-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	54
Number of participants with account balances	2011-04-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2010: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-04-01	53
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	50
Number of retired or separated participants receiving benefits	2010-04-01	0
Number of other retired or separated participants entitled to future benefits	2010-04-01	4
Total of all active and inactive participants	2010-04-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	0
Total participants	2010-04-01	54
Number of participants with account balances	2010-04-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	0
2009: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	51
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	48
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	5
Total of all active and inactive participants	2009-04-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	53
Number of participants with account balances	2009-04-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	0

Financial Data on ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN

Measure	Date	Value
2021 : ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-03-31	$21,322,400
Expenses. Total of all expenses incurred	2021-03-31	$8,523,272
Benefits paid (including direct rollovers)	2021-03-31	$8,417,272
Total plan assets at end of year	2021-03-31	$57,145,396
Total plan assets at beginning of year	2021-03-31	$44,346,268
Value of fidelity bond covering the plan	2021-03-31	$500,000
Total contributions received or receivable from participants	2021-03-31	$593,349
Contributions received from other sources (not participants or employers)	2021-03-31	$169,016
Other income received	2021-03-31	$18,343,168
Net income (gross income less expenses)	2021-03-31	$12,799,128
Net plan assets at end of year (total assets less liabilities)	2021-03-31	$57,145,396
Net plan assets at beginning of year (total assets less liabilities)	2021-03-31	$44,346,268
Assets. Value of participant loans	2021-03-31	$743
Assets. Value of real-estate (other than employer real property)	2021-03-31	$822,000
Total contributions received or receivable from employer(s)	2021-03-31	$2,216,867
Expenses. Administrative service providers (salaries,fees and commissions)	2021-03-31	$106,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-03-31	$0
2020 : ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-03-31	$-1,245,401
Expenses. Total of all expenses incurred	2020-03-31	$16,290,806
Benefits paid (including direct rollovers)	2020-03-31	$16,174,980
Total plan assets at end of year	2020-03-31	$44,346,268
Total plan assets at beginning of year	2020-03-31	$61,882,475
Value of fidelity bond covering the plan	2020-03-31	$500,000
Total contributions received or receivable from participants	2020-03-31	$585,510
Contributions received from other sources (not participants or employers)	2020-03-31	$22,585
Other income received	2020-03-31	$-4,015,842
Net income (gross income less expenses)	2020-03-31	$-17,536,207
Net plan assets at end of year (total assets less liabilities)	2020-03-31	$44,346,268
Net plan assets at beginning of year (total assets less liabilities)	2020-03-31	$61,882,475
Assets. Value of participant loans	2020-03-31	$10,395
Assets. Value of real-estate (other than employer real property)	2020-03-31	$487,721
Total contributions received or receivable from employer(s)	2020-03-31	$2,162,346
Expenses. Administrative service providers (salaries,fees and commissions)	2020-03-31	$115,826
2019 : ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-03-31	$5,048,254
Expenses. Total of all expenses incurred	2019-03-31	$927,771
Benefits paid (including direct rollovers)	2019-03-31	$814,476
Total plan assets at end of year	2019-03-31	$61,882,475
Total plan assets at beginning of year	2019-03-31	$57,761,992
Value of fidelity bond covering the plan	2019-03-31	$500,000
Total contributions received or receivable from participants	2019-03-31	$560,059
Contributions received from other sources (not participants or employers)	2019-03-31	$66,721
Other income received	2019-03-31	$2,339,902
Net income (gross income less expenses)	2019-03-31	$4,120,483
Net plan assets at end of year (total assets less liabilities)	2019-03-31	$61,882,475
Net plan assets at beginning of year (total assets less liabilities)	2019-03-31	$57,761,992
Assets. Value of participant loans	2019-03-31	$55,033
Assets. Value of real-estate (other than employer real property)	2019-03-31	$487,721
Total contributions received or receivable from employer(s)	2019-03-31	$2,081,572
Expenses. Administrative service providers (salaries,fees and commissions)	2019-03-31	$113,295
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-03-31	$0
2018 : ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-03-31	$7,717,698
Expenses. Total of all expenses incurred	2018-03-31	$448,109
Benefits paid (including direct rollovers)	2018-03-31	$341,088
Total plan assets at end of year	2018-03-31	$57,761,992
Total plan assets at beginning of year	2018-03-31	$50,492,403
Value of fidelity bond covering the plan	2018-03-31	$500,000
Total contributions received or receivable from participants	2018-03-31	$515,275
Contributions received from other sources (not participants or employers)	2018-03-31	$232,165
Other income received	2018-03-31	$4,995,678
Net income (gross income less expenses)	2018-03-31	$7,269,589
Net plan assets at end of year (total assets less liabilities)	2018-03-31	$57,761,992
Net plan assets at beginning of year (total assets less liabilities)	2018-03-31	$50,492,403
Assets. Value of participant loans	2018-03-31	$58,443
Assets. Value of real-estate (other than employer real property)	2018-03-31	$511,221
Total contributions received or receivable from employer(s)	2018-03-31	$1,974,580
Expenses. Administrative service providers (salaries,fees and commissions)	2018-03-31	$107,021
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-03-31	$0
2017 : ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-03-31	$7,693,974
Expenses. Total of all expenses incurred	2017-03-31	$114,061
Benefits paid (including direct rollovers)	2017-03-31	$57,306
Total plan assets at end of year	2017-03-31	$50,202,800
Total plan assets at beginning of year	2017-03-31	$42,622,887
Value of fidelity bond covering the plan	2017-03-31	$500,000
Total contributions received or receivable from participants	2017-03-31	$521,532
Contributions received from other sources (not participants or employers)	2017-03-31	$26,730
Other income received	2017-03-31	$5,288,767
Net income (gross income less expenses)	2017-03-31	$7,579,913
Net plan assets at end of year (total assets less liabilities)	2017-03-31	$50,202,800
Net plan assets at beginning of year (total assets less liabilities)	2017-03-31	$42,622,887
Assets. Value of participant loans	2017-03-31	$23,970
Assets. Value of real-estate (other than employer real property)	2017-03-31	$474,544
Total contributions received or receivable from employer(s)	2017-03-31	$1,856,945
Expenses. Administrative service providers (salaries,fees and commissions)	2017-03-31	$56,755
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-03-31	$0
2016 : ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-03-31	$1,251,028
Expenses. Total of all expenses incurred	2016-03-31	$1,418,693
Benefits paid (including direct rollovers)	2016-03-31	$1,346,004
Total plan assets at end of year	2016-03-31	$42,622,887
Total plan assets at beginning of year	2016-03-31	$42,790,552
Value of fidelity bond covering the plan	2016-03-31	$500,000
Total contributions received or receivable from participants	2016-03-31	$482,827
Contributions received from other sources (not participants or employers)	2016-03-31	$3,620
Other income received	2016-03-31	$-1,040,954
Net income (gross income less expenses)	2016-03-31	$-167,665
Net plan assets at end of year (total assets less liabilities)	2016-03-31	$42,622,887
Net plan assets at beginning of year (total assets less liabilities)	2016-03-31	$42,790,552
Assets. Value of participant loans	2016-03-31	$37,583
Assets. Value of real-estate (other than employer real property)	2016-03-31	$490,784
Total contributions received or receivable from employer(s)	2016-03-31	$1,805,535
Value of certain deemed distributions of participant loans	2016-03-31	$2,576
Expenses. Administrative service providers (salaries,fees and commissions)	2016-03-31	$70,113
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-03-31	$0
2015 : ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-03-31	$4,301,987
Expenses. Total of all expenses incurred	2015-03-31	$4,529,468
Benefits paid (including direct rollovers)	2015-03-31	$4,444,044
Total plan assets at end of year	2015-03-31	$42,790,552
Total plan assets at beginning of year	2015-03-31	$43,018,033
Value of fidelity bond covering the plan	2015-03-31	$500,000
Total contributions received or receivable from participants	2015-03-31	$519,768
Contributions received from other sources (not participants or employers)	2015-03-31	$152,450
Other income received	2015-03-31	$1,923,290
Net income (gross income less expenses)	2015-03-31	$-227,481
Net plan assets at end of year (total assets less liabilities)	2015-03-31	$42,790,552
Net plan assets at beginning of year (total assets less liabilities)	2015-03-31	$43,018,033
Assets. Value of participant loans	2015-03-31	$34,181
Assets. Value of real-estate (other than employer real property)	2015-03-31	$527,912
Total contributions received or receivable from employer(s)	2015-03-31	$1,706,479
Expenses. Administrative service providers (salaries,fees and commissions)	2015-03-31	$85,424
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-03-31	$0
2014 : ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-03-31	$6,477,253
Expenses. Total of all expenses incurred	2014-03-31	$965,541
Benefits paid (including direct rollovers)	2014-03-31	$888,262
Total plan assets at end of year	2014-03-31	$43,018,033
Total plan assets at beginning of year	2014-03-31	$37,506,321
Value of fidelity bond covering the plan	2014-03-31	$500,000
Total contributions received or receivable from participants	2014-03-31	$464,825
Contributions received from other sources (not participants or employers)	2014-03-31	$46,507
Other income received	2014-03-31	$4,329,889
Net income (gross income less expenses)	2014-03-31	$5,511,712
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$43,018,033
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$37,506,321
Assets. Value of participant loans	2014-03-31	$44,986
Assets. Value of real-estate (other than employer real property)	2014-03-31	$628,824
Total contributions received or receivable from employer(s)	2014-03-31	$1,636,032
Expenses. Administrative service providers (salaries,fees and commissions)	2014-03-31	$77,279
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-03-31	$0
2013 : ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-03-31	$6,039,398
Expenses. Total of all expenses incurred	2013-03-31	$6,916,649
Benefits paid (including direct rollovers)	2013-03-31	$6,841,776
Total plan assets at end of year	2013-03-31	$37,506,321
Total plan assets at beginning of year	2013-03-31	$38,383,572
Value of fidelity bond covering the plan	2013-03-31	$500,000
Total contributions received or receivable from participants	2013-03-31	$455,713
Contributions received from other sources (not participants or employers)	2013-03-31	$24,611
Other income received	2013-03-31	$3,936,397
Net income (gross income less expenses)	2013-03-31	$-877,251
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$37,506,321
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$38,383,572
Assets. Value of real-estate (other than employer real property)	2013-03-31	$596,344
Total contributions received or receivable from employer(s)	2013-03-31	$1,622,677
Expenses. Administrative service providers (salaries,fees and commissions)	2013-03-31	$74,873
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-03-31	$0
2012 : ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-03-31	$3,832,674
Expenses. Total of all expenses incurred	2012-03-31	$2,564,992
Benefits paid (including direct rollovers)	2012-03-31	$2,499,273
Total plan assets at end of year	2012-03-31	$38,333,528
Total plan assets at beginning of year	2012-03-31	$37,065,846
Value of fidelity bond covering the plan	2012-03-31	$500,000
Total contributions received or receivable from participants	2012-03-31	$441,190
Other income received	2012-03-31	$1,791,109
Net income (gross income less expenses)	2012-03-31	$1,267,682
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$38,333,528
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$37,065,846
Assets. Value of real-estate (other than employer real property)	2012-03-31	$2,691,917
Total contributions received or receivable from employer(s)	2012-03-31	$1,600,375
Value of certain deemed distributions of participant loans	2012-03-31	$65,719
Expenses. Administrative service providers (salaries,fees and commissions)	2012-03-31	$65,719
2011 : ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-03-31	$6,165,397
Expenses. Total of all expenses incurred	2011-03-31	$3,486,959
Benefits paid (including direct rollovers)	2011-03-31	$3,486,959
Total plan assets at end of year	2011-03-31	$37,065,846
Total plan assets at beginning of year	2011-03-31	$34,387,408
Value of fidelity bond covering the plan	2011-03-31	$500,000
Total contributions received or receivable from participants	2011-03-31	$388,927
Other income received	2011-03-31	$4,180,781
Net income (gross income less expenses)	2011-03-31	$2,678,438
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$37,065,846
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$34,387,408
Assets. Value of real-estate (other than employer real property)	2011-03-31	$1,980,676
Total contributions received or receivable from employer(s)	2011-03-31	$1,595,689
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0
2010 : ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-03-31	$0

Form 5500 Responses for ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN

2020: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Submission has been amended	No
2020-04-01	This submission is the final filing	No
2020-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Submission has been amended	No
2019-04-01	This submission is the final filing	No
2019-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-04-01	Plan is a collectively bargained plan	No
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Submission has been amended	No
2018-04-01	This submission is the final filing	No
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-04-01	Plan is a collectively bargained plan	No
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Insurance	Yes
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement – Insurance	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	Yes
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2010: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	No
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan is a collectively bargained plan	No
2010-04-01	Plan funding arrangement – Insurance	Yes
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement – Insurance	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes
2009: ASSOCIATED ANESTHESIOLOGISTS, P.C. 401(K) PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Insurance	Yes
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement – Insurance	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

23033

Policy instance

Insurance contract or identification number	23033
Number of Individuals Covered	1
Insurance policy start date	2012-04-01
Insurance policy end date	2013-03-31
Total amount of commissions paid to insurance broker	USD $6
Total amount of fees paid to insurance company	USD $193
Are there contracts with allocated funds for individual policies?	Yes
Commission paid to Insurance Broker	USD $5
Amount paid for insurance broker fees	193
Additional information about fees paid to insurance broker	PERSISTENCY FEES & OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	KEITH ERHARD

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

57776

Policy instance

Insurance contract or identification number	57776
Number of Individuals Covered	1
Insurance policy start date	2010-04-01
Insurance policy end date	2011-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

23033

Policy instance

Insurance contract or identification number	23033
Number of Individuals Covered	1
Insurance policy start date	2010-04-01
Insurance policy end date	2011-03-31
Total amount of commissions paid to insurance broker	USD $4
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

T392

Policy instance

Insurance contract or identification number	T392
Number of Individuals Covered	0
Insurance policy start date	2010-04-01
Insurance policy end date	2011-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes

Potentially related plans

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Company Name:	ASSOCIATED ANESTHESIOLOGISTS, P.C.
Employer identification number (EIN):	421008717
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)