401k Plan data: AARA 401(K) PLAN plan

AARA 401(K) PLAN 401k Plan overview

Plan Name	AARA 401(K) PLAN
Plan identification number	001

AARA 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

FLORIDA ARTHRITIS AND RHEUMATOLOGY ASSOCIATES, LLC DBA AARA has sponsored the creation of one or more 401k plans.

Company Name: FLORIDA ARTHRITIS AND RHEUMATOLOGY ASSOCIATES, LLC DBA AARA

Employer identification number (EIN): 462817349

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

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 YOSHIHIRO BARREIRINHAS 2023-09-13
001 2021-01-01 YOSHIHIRO BARREIRINHAS 2022-10-04
001 2020-01-01 YOSHIHIRO BARREIRINHAS 2021-10-01
001 2019-01-01 YOSHIHIRO BARREIRINHAS 2020-10-15
001 2019-01-01 YOSHIHIRO BARREIRINHAS 2020-10-05
001 2018-01-01 YOSHIHIRO BARREIRINHAS 2019-07-14
001 2017-01-01
001 2016-01-01
001 2015-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	YOSHIHIRO BARREIRINHAS	2023-09-13
001	2021-01-01	YOSHIHIRO BARREIRINHAS	2022-10-04
001	2020-01-01	YOSHIHIRO BARREIRINHAS	2021-10-01
001	2019-01-01	YOSHIHIRO BARREIRINHAS	2020-10-15
001	2019-01-01	YOSHIHIRO BARREIRINHAS	2020-10-05
001	2018-01-01	YOSHIHIRO BARREIRINHAS	2019-07-14
001	2017-01-01
001	2016-01-01
001	2015-10-01

Plan Statistics for AARA 401(K) PLAN

401k plan membership statisitcs for AARA 401(K) PLAN

Measure Date Value
2022: AARA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 844
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 708
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 66
Total of all active and inactive participants 2022-01-01 776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 776
Number of participants with account balances 2022-01-01 349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: AARA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 653
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 813
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 31
Total of all active and inactive participants 2021-01-01 844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 844
Number of participants with account balances 2021-01-01 311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AARA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 445
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 609
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 43
Total of all active and inactive participants 2020-01-01 653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 653
Number of participants with account balances 2020-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AARA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 376
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 363
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 78
Total of all active and inactive participants 2019-01-01 442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 442
Number of participants with account balances 2019-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AARA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 312
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 349
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 26
Total of all active and inactive participants 2018-01-01 375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 375
Number of participants with account balances 2018-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AARA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 284
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 283
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 26
Total of all active and inactive participants 2017-01-01 312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 312
Number of participants with account balances 2017-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AARA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 266
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 284
Number of participants with account balances 2016-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: AARA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 260
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 237
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 4
Total of all active and inactive participants 2015-10-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 241
Number of participants with account balances 2015-10-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0

Measure	Date	Value
2022: AARA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	844
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	708
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	66
Total of all active and inactive participants	2022-01-01	776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	776
Number of participants with account balances	2022-01-01	349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: AARA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	653
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	813
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	31
Total of all active and inactive participants	2021-01-01	844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	844
Number of participants with account balances	2021-01-01	311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AARA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	445
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	609
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	43
Total of all active and inactive participants	2020-01-01	653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	653
Number of participants with account balances	2020-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AARA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	376
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	363
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	78
Total of all active and inactive participants	2019-01-01	442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	442
Number of participants with account balances	2019-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AARA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	312
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	349
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	26
Total of all active and inactive participants	2018-01-01	375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	375
Number of participants with account balances	2018-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AARA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	284
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	283
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	26
Total of all active and inactive participants	2017-01-01	312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	312
Number of participants with account balances	2017-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AARA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	266
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	284
Number of participants with account balances	2016-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: AARA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	260
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	237
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	4
Total of all active and inactive participants	2015-10-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	241
Number of participants with account balances	2015-10-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0

Financial Data on AARA 401(K) PLAN

Measure	Date	Value
2022 : AARA 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$898,717
Total of all expenses incurred	2022-12-31	$1,439,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,350,261
Expenses. Certain deemed distributions of participant loans	2022-12-31	$951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,075,607
Value of total assets at end of year	2022-12-31	$20,076,973
Value of total assets at beginning of year	2022-12-31	$20,617,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$87,834
Total interest from all sources	2022-12-31	$7,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
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	$2,890,133
Participant contributions at end of year	2022-12-31	$181,057
Participant contributions at beginning of year	2022-12-31	$152,660
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$208,210
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	$-540,329
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$20,076,973
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$20,617,302
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	$19,212,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$19,778,700
Interest on participant loans	2022-12-31	$8,211
Interest earned on other investments	2022-12-31	$-313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,378
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$683,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$684,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,184,812
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	$977,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,350,261
Contract administrator fees	2022-12-31	$87,834
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	TEMPLETON & COMPANY
Accountancy firm EIN	2022-12-31	141918990
2021 : AARA 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$7,892,070
Total of all expenses incurred	2021-12-31	$659,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$553,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,115,359
Value of total assets at end of year	2021-12-31	$20,617,302
Value of total assets at beginning of year	2021-12-31	$13,384,546
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$105,582
Total interest from all sources	2021-12-31	$7,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
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	$2,538,275
Participant contributions at end of year	2021-12-31	$152,660
Participant contributions at beginning of year	2021-12-31	$123,257
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$193,343
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,747,615
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	$7,232,756
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$20,617,302
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$13,384,546
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	$19,778,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,389,902
Interest on participant loans	2021-12-31	$7,900
Interest earned on other investments	2021-12-31	$22
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$684,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$644,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,768,789
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	Yes
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	$829,469
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$31,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$553,732
Contract administrator fees	2021-12-31	$105,582
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	Disclaimer
Accountancy firm name	2021-12-31	TEMPLETON & COMPANY, LLC
Accountancy firm EIN	2021-12-31	141918990
2020 : AARA 401(K) PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$244
Total income from all sources (including contributions)	2020-12-31	$4,777,910
Total of all expenses incurred	2020-12-31	$678,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$613,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,080,462
Value of total assets at end of year	2020-12-31	$13,384,546
Value of total assets at beginning of year	2020-12-31	$9,285,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$64,523
Total interest from all sources	2020-12-31	$9,241
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	$2,049,019
Participant contributions at end of year	2020-12-31	$123,257
Participant contributions at beginning of year	2020-12-31	$110,305
Participant contributions at end of year	2020-12-31	$193,343
Participant contributions at beginning of year	2020-12-31	$95,650
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$409,912
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$244
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	$4,099,455
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$13,384,546
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,285,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$12,389,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$8,524,633
Interest on participant loans	2020-12-31	$8,737
Interest earned on other investments	2020-12-31	$504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$644,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$525,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,688,207
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	Yes
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	$621,531
Employer contributions (assets) at end of year	2020-12-31	$31,931
Employer contributions (assets) at beginning of year	2020-12-31	$28,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$613,932
Contract administrator fees	2020-12-31	$64,523
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	TEMPLETON & COMPANY, LLC
Accountancy firm EIN	2020-12-31	135792468
2019 : AARA 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$244
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	$3,345,915
Total of all expenses incurred	2019-12-31	$316,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$294,783
Expenses. Certain deemed distributions of participant loans	2019-12-31	$7
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,031,872
Value of total assets at end of year	2019-12-31	$9,285,335
Value of total assets at beginning of year	2019-12-31	$6,256,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$22,179
Total interest from all sources	2019-12-31	$7,328
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	$1,439,932
Participant contributions at end of year	2019-12-31	$110,305
Participant contributions at beginning of year	2019-12-31	$72,642
Participant contributions at end of year	2019-12-31	$95,650
Participant contributions at beginning of year	2019-12-31	$104,371
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$140,388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) 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	$3,028,946
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,285,091
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,256,145
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	$8,524,633
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,602,065
Interest on participant loans	2019-12-31	$6,801
Interest earned on other investments	2019-12-31	$527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,170
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$525,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$450,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,306,715
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	$451,552
Employer contributions (assets) at end of year	2019-12-31	$28,096
Employer contributions (assets) at beginning of year	2019-12-31	$25,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$294,783
Contract administrator fees	2019-12-31	$22,179
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	TEMPLETON & COMPANY, LLC
Accountancy firm EIN	2019-12-31	135792468
2018 : AARA 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,387,476
Total of all expenses incurred	2018-12-31	$173,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$168,086
Expenses. Certain deemed distributions of participant loans	2018-12-31	$2,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,781,213
Value of total assets at end of year	2018-12-31	$6,256,145
Value of total assets at beginning of year	2018-12-31	$5,041,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,667
Total interest from all sources	2018-12-31	$3,607
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	$121,527
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	$1,022,356
Participant contributions at end of year	2018-12-31	$72,642
Participant contributions at beginning of year	2018-12-31	$40,247
Participant contributions at end of year	2018-12-31	$104,371
Participant contributions at beginning of year	2018-12-31	$39,072
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$422,232
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	$1,214,346
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,256,145
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,041,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,953,765
Value of interest in pooled separate accounts at end of year	2018-12-31	$5,602,065
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$3,426
Interest earned on other investments	2018-12-31	$181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$450,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-397,344
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	$336,625
Employer contributions (assets) at end of year	2018-12-31	$25,654
Employer contributions (assets) at beginning of year	2018-12-31	$8,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$168,086
Contract administrator fees	2018-12-31	$2,667
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	TEMPLETON & COMPANY, LLC
Accountancy firm EIN	2018-12-31	135792468
2017 : AARA 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$501
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,200
Total income from all sources (including contributions)	2017-12-31	$1,832,719
Total of all expenses incurred	2017-12-31	$159,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$156,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,254,209
Value of total assets at end of year	2017-12-31	$5,041,799
Value of total assets at beginning of year	2017-12-31	$3,370,890
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,292
Total interest from all sources	2017-12-31	$2,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$121,527
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$758,148
Participant contributions at end of year	2017-12-31	$40,247
Participant contributions at beginning of year	2017-12-31	$16,537
Participant contributions at end of year	2017-12-31	$39,072
Participant contributions at beginning of year	2017-12-31	$83,502
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$198,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$3,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,673,608
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,041,799
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,367,690
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	$4,953,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,247,316
Interest on participant loans	2017-12-31	$2,203
Interest earned on other investments	2017-12-31	$287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$576,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$297,488
Employer contributions (assets) at end of year	2017-12-31	$8,239
Employer contributions (assets) at beginning of year	2017-12-31	$23,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$156,819
Contract administrator fees	2017-12-31	$2,292
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	TEMPLETON & COMPANY, LLC
Accountancy firm EIN	2017-12-31	135792468
2016 : AARA 401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$100
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$3,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,130
Total income from all sources (including contributions)	2016-12-31	$2,281,628
Total of all expenses incurred	2016-12-31	$166,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$165,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,042,438
Value of total assets at end of year	2016-12-31	$3,370,890
Value of total assets at beginning of year	2016-12-31	$1,253,658
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$685
Total interest from all sources	2016-12-31	$449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$121,527
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	$761,657
Participant contributions at end of year	2016-12-31	$16,537
Participant contributions at beginning of year	2016-12-31	$13,479
Participant contributions at end of year	2016-12-31	$83,502
Participant contributions at beginning of year	2016-12-31	$29,408
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$991,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$3,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$1,130
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	$2,115,062
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,367,690
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,252,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,247,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,201,564
Interest on participant loans	2016-12-31	$673
Interest earned on other investments	2016-12-31	$-224
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$222
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$238,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$289,686
Employer contributions (assets) at end of year	2016-12-31	$23,535
Employer contributions (assets) at beginning of year	2016-12-31	$8,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$165,881
Contract administrator fees	2016-12-31	$685
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	TO BE DETERMINED LLC
Accountancy firm EIN	2016-12-31	135792468
2015 : AARA 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan	2015-12-31	$222
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,252,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,266,240
Value of total assets at end of year	2015-12-31	$1,253,658
Value of total assets at beginning of year	2015-12-31	$0
Total interest from all sources	2015-12-31	$91
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$187,588
Participant contributions at end of year	2015-12-31	$13,479
Participant contributions at beginning of year	2015-12-31	$0
Participant contributions at end of year	2015-12-31	$29,408
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,023,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$1,130
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$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	2015-12-31	No
Value of net income/loss	2015-12-31	$1,252,306
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,252,528
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,201,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$91
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-14,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$54,981
Employer contributions (assets) at end of year	2015-12-31	$8,985
Employer contributions (assets) at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No

Form 5500 Responses for AARA 401(K) PLAN

2022: AARA 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: AARA 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: AARA 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: AARA 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
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: AARA 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AARA 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AARA 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AARA 401(K) PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	First time form 5500 has been submitted	Yes
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

836902

Policy instance

Insurance contract or identification number	836902
Insurance policy start date	2022-01-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $4,750
Total amount of fees paid to insurance company	USD $0
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 $4,750
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

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

Policy contract number

756457-01

Policy instance

Insurance contract or identification number	756457-01
Number of Individuals Covered	349
Insurance policy start date	2022-06-18
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

836902

Policy instance

Insurance contract or identification number	836902
Number of Individuals Covered	310
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $5,225
Total amount of fees paid to insurance company	USD $0
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 $5,225
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

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

Policy contract number

836902

Policy instance

Insurance contract or identification number	836902
Number of Individuals Covered	252
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $15,277
Total amount of fees paid to insurance company	USD $0
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 $10,591
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

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

Policy contract number

836902

Policy instance

Insurance contract or identification number	836902
Number of Individuals Covered	203
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $30,800
Total amount of fees paid to insurance company	USD $620
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $27,306
Amount paid for insurance broker fees	620
Additional information about fees paid to insurance broker	COMMISSIONS AND FEES
Insurance broker organization code?	3

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

Policy contract number

836902

Policy instance

Insurance contract or identification number	836902
Number of Individuals Covered	165
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $31,021
Total amount of fees paid to insurance company	USD $2,166
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,121
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

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

Policy contract number

836902

Policy instance

Insurance contract or identification number	836902
Number of Individuals Covered	148
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $27,313
Total amount of fees paid to insurance company	USD $1,465
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $24,830
Amount paid for insurance broker fees	1465
Additional information about fees paid to insurance broker	COMMISSIONS AND SALES/MARKETING FEES
Insurance broker organization code?	3
Insurance broker name	THE PENSION STUDIO

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Company Name:	FLORIDA ARTHRITIS AND RHEUMATOLOGY ASSOCIATES, LLC DBA AARA
Employer identification number (EIN):	462817349
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)