401k Plan data: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN plan

CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN
Plan identification number	001

CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAROLINAS PATHOLOGY GROUP, P.A. has sponsored the creation of one or more 401k plans.

Company Name: CAROLINAS PATHOLOGY GROUP, P.A.

Employer identification number (EIN): 560986500

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CHAD LIVASY
001 2016-01-01 CHAD LIVASY
001 2015-01-01 CHAD LIVASY
001 2015-01-01 CHAD LIVASY
001 2015-01-01 CHAD LIVASY
001 2015-01-01 CHAD LIVASY
001 2015-01-01
001 2014-01-01 F. MACK SEXTON
001 2013-01-01 F. MACK SEXTON
001 2012-01-01 F. MACK SEXTON
001 2011-01-01 F. MACK SEXTON
001 2009-01-01 EDWARD H. LIPFORD, III
001 2009-01-01 F. MACK SEXTON

Plan Statistics for CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN

Measure Date Value
2022: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 110
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 30
Total of all active and inactive participants 2022-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 140
Number of participants with account balances 2022-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 109
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 27
Total of all active and inactive participants 2021-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 136
Number of participants with account balances 2021-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 123
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 20
Total of all active and inactive participants 2020-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 143
Number of participants with account balances 2020-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 115
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 22
Total of all active and inactive participants 2019-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 137
Number of participants with account balances 2019-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 106
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 17
Total of all active and inactive participants 2018-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 123
Number of participants with account balances 2018-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 131
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 34
Total of all active and inactive participants 2017-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 165
Number of participants with account balances 2017-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7
2016: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 115
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 51
Total of all active and inactive participants 2016-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 167
Number of participants with account balances 2016-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 115
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 46
Total of all active and inactive participants 2015-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 161
Number of participants with account balances 2015-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 48
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 58
Number of participants with account balances 2014-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 42
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 50
Number of participants with account balances 2013-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 40
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 47
Number of participants with account balances 2012-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 40
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 50
Number of participants with account balances 2011-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 38
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 44
Number of participants with account balances 2009-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	110
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	30
Total of all active and inactive participants	2022-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	140
Number of participants with account balances	2022-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	109
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	27
Total of all active and inactive participants	2021-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	136
Number of participants with account balances	2021-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	123
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	20
Total of all active and inactive participants	2020-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	143
Number of participants with account balances	2020-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	115
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	22
Total of all active and inactive participants	2019-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	137
Number of participants with account balances	2019-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	106
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	17
Total of all active and inactive participants	2018-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	123
Number of participants with account balances	2018-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	131
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	34
Total of all active and inactive participants	2017-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	165
Number of participants with account balances	2017-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7
2016: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	115
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	51
Total of all active and inactive participants	2016-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	167
Number of participants with account balances	2016-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	115
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	46
Total of all active and inactive participants	2015-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	161
Number of participants with account balances	2015-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	48
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	58
Number of participants with account balances	2014-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	42
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	50
Number of participants with account balances	2013-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	40
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	47
Number of participants with account balances	2012-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	40
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	50
Number of participants with account balances	2011-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	38
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	44
Number of participants with account balances	2009-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN

Measure	Date	Value
2022 : CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-768,987
Total unrealized appreciation/depreciation of assets	2022-12-31	$-768,987
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,614,593
Total loss/gain on sale of assets	2022-12-31	$-36,386
Total of all expenses incurred	2022-12-31	$4,664,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,459,867
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,401,846
Value of total assets at end of year	2022-12-31	$38,534,535
Value of total assets at beginning of year	2022-12-31	$46,813,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$204,208
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$86,941
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,242,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,143,043
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$947,689
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Participant contributions at end of year	2022-12-31	$39,625
Participant contributions at beginning of year	2022-12-31	$27,021
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$22,554,090
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$28,658,088
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$8,642
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$21,483
Administrative expenses (other) incurred	2022-12-31	$18,163
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$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	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-8,278,668
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$38,534,535
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$46,813,203
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
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$134,041
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$14,170,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$16,333,855
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$18
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$57,816
Income. Interest from US Government securities	2022-12-31	$6,763
Income. Interest from corporate debt instruments	2022-12-31	$21,191
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
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	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,153
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$739,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$750,917
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,562,157
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
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
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$1,445,515
Employer contributions (assets) at end of year	2022-12-31	$1,030,455
Employer contributions (assets) at beginning of year	2022-12-31	$1,043,322
Income. Dividends from preferred stock	2022-12-31	$9,382
Income. Dividends from common stock	2022-12-31	$90,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,459,867
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$52,004
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
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
Aggregate proceeds on sale of assets	2022-12-31	$1,286,460
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$1,322,846
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$784,909
Total unrealized appreciation/depreciation of assets	2021-12-31	$784,909
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$8,238,340
Total loss/gain on sale of assets	2021-12-31	$61,117
Total of all expenses incurred	2021-12-31	$819,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$636,771
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,475,699
Value of total assets at end of year	2021-12-31	$46,813,203
Value of total assets at beginning of year	2021-12-31	$39,394,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$183,140
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$47,088
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,726,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,632,434
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$911,843
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Participant contributions at end of year	2021-12-31	$27,021
Participant contributions at beginning of year	2021-12-31	$14,389
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$28,658,088
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$24,059,613
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$100,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$22,432
Administrative expenses (other) incurred	2021-12-31	$11,876
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$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	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$7,418,429
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$46,813,203
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$39,394,774
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
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$133,415
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$16,333,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,505,662
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$0
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$9,019
Income. Interest from US Government securities	2021-12-31	$7,399
Income. Interest from corporate debt instruments	2021-12-31	$29,888
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$782
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$750,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$707,938
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,120,336
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$1,463,856
Employer contributions (assets) at end of year	2021-12-31	$1,043,322
Employer contributions (assets) at beginning of year	2021-12-31	$1,107,172
Income. Dividends from preferred stock	2021-12-31	$17,332
Income. Dividends from common stock	2021-12-31	$76,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$636,771
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$37,849
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
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
Aggregate proceeds on sale of assets	2021-12-31	$1,727,983
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$1,666,866
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$569,252
Total unrealized appreciation/depreciation of assets	2020-12-31	$569,252
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$60,412
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$6,685,329
Total loss/gain on sale of assets	2020-12-31	$-117,722
Total of all expenses incurred	2020-12-31	$3,546,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,334,095
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,482,409
Value of total assets at end of year	2020-12-31	$39,394,774
Value of total assets at beginning of year	2020-12-31	$36,316,107
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$212,155
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$58,101
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,088,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,002,852
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$298,211
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$953,048
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$14,389
Participant contributions at beginning of year	2020-12-31	$60,719
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$24,059,613
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$60,412
Other income not declared elsewhere	2020-12-31	$39,743
Administrative expenses (other) incurred	2020-12-31	$4,023
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$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	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$3,139,079
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$39,394,774
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$36,255,695
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
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$268,257
Investment advisory and management fees	2020-12-31	$116,177
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$13,505,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$28,715,325
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	$0
Interest on participant loans	2020-12-31	$0
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$4,052
Income. Interest from US Government securities	2020-12-31	$18,305
Income. Interest from corporate debt instruments	2020-12-31	$34,776
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$607,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$607,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$968
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$707,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,238,755
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$713,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,564,739
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$1,529,361
Employer contributions (assets) at end of year	2020-12-31	$1,107,172
Employer contributions (assets) at beginning of year	2020-12-31	$1,067,560
Income. Dividends from preferred stock	2020-12-31	$19,604
Income. Dividends from common stock	2020-12-31	$66,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,334,095
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$116,824
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$692,581
Contract administrator fees	2020-12-31	$91,955
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$2,536,285
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$2,179,700
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$2,297,422
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$600,118
Total unrealized appreciation/depreciation of assets	2019-12-31	$600,118
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$60,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$8,144,403
Total loss/gain on sale of assets	2019-12-31	$110,166
Total of all expenses incurred	2019-12-31	$503,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$340,899
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,441,272
Value of total assets at end of year	2019-12-31	$36,316,107
Value of total assets at beginning of year	2019-12-31	$28,615,257
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$163,066
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$77,643
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,211,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,125,037
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$298,211
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$166,473
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
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	$937,468
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$258
Participant contributions at end of year	2019-12-31	$60,719
Participant contributions at beginning of year	2019-12-31	$81,875
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,283
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$60,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$4,904
Administrative expenses (other) incurred	2019-12-31	$1,250
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$9,383
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
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$7,640,438
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$36,255,695
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$28,615,257
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
Assets. partnership/joint venture interests at end of year	2019-12-31	$268,257
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$250,896
Investment advisory and management fees	2019-12-31	$127,260
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$28,715,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$21,410,090
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$2
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$7,156
Income. Interest from US Government securities	2019-12-31	$17,706
Income. Interest from corporate debt instruments	2019-12-31	$46,504
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$607,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,400,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,400,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$6,275
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,238,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$648,369
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Asset value of US Government securities at end of year	2019-12-31	$713,750
Asset value of US Government securities at beginning of year	2019-12-31	$611,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,698,964
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Value of employer real property at end of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$1,501,521
Employer contributions (assets) at end of year	2019-12-31	$1,067,560
Employer contributions (assets) at beginning of year	2019-12-31	$1,056,690
Income. Dividends from preferred stock	2019-12-31	$14,457
Income. Dividends from common stock	2019-12-31	$71,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$340,899
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$116,824
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$692,581
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$1,030,031
Contract administrator fees	2019-12-31	$34,556
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$2,536,285
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$1,948,461
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$2,015,736
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$1,905,570
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-667,443
Total unrealized appreciation/depreciation of assets	2018-12-31	$-667,443
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$416,435
Total loss/gain on sale of assets	2018-12-31	$5,194
Total of all expenses incurred	2018-12-31	$3,030,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,848,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,382,317
Value of total assets at end of year	2018-12-31	$28,615,257
Value of total assets at beginning of year	2018-12-31	$31,229,493
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$182,172
Total interest from all sources	2018-12-31	$75,274
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,379,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,228,538
Administrative expenses professional fees incurred	2018-12-31	$297
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$166,473
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$159,935
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$875,263
Participant contributions at end of year	2018-12-31	$258
Participant contributions at beginning of year	2018-12-31	$1,096
Participant contributions at end of year	2018-12-31	$81,875
Participant contributions at beginning of year	2018-12-31	$72,000
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$97,390
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$153
Other income not declared elsewhere	2018-12-31	$222,195
Total non interest bearing cash at end of year	2018-12-31	$9,383
Total non interest bearing cash at beginning of year	2018-12-31	$12,022
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	$-2,614,236
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$28,615,257
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$31,229,493
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
Assets. partnership/joint venture interests at end of year	2018-12-31	$250,896
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$234,830
Investment advisory and management fees	2018-12-31	$127,671
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$21,410,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$20,688,498
Interest on participant loans	2018-12-31	$30
Interest earned on other investments	2018-12-31	$12,863
Income. Interest from US Government securities	2018-12-31	$2,674
Income. Interest from corporate debt instruments	2018-12-31	$52,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,400,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,234,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,234,535
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$6,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$648,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$728,450
Asset value of US Government securities at end of year	2018-12-31	$611,882
Asset value of US Government securities at beginning of year	2018-12-31	$169,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,980,343
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	$1,506,901
Employer contributions (assets) at end of year	2018-12-31	$1,056,690
Employer contributions (assets) at beginning of year	2018-12-31	$986,521
Income. Dividends from preferred stock	2018-12-31	$12,463
Income. Dividends from common stock	2018-12-31	$138,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,848,499
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$1,030,031
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$1,068,089
Contract administrator fees	2018-12-31	$54,204
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$1,948,461
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$5,776,977
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
Aggregate proceeds on sale of assets	2018-12-31	$2,399,750
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$2,394,556
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$748,544
Total unrealized appreciation/depreciation of assets	2017-12-31	$748,544
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	$0
Total income from all sources (including contributions)	2017-12-31	$7,204,858
Total loss/gain on sale of assets	2017-12-31	$85,546
Total of all expenses incurred	2017-12-31	$3,364,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,182,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,065,786
Value of total assets at end of year	2017-12-31	$31,229,493
Value of total assets at beginning of year	2017-12-31	$27,388,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$182,090
Total interest from all sources	2017-12-31	$78,165
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,115,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$961,612
Administrative expenses professional fees incurred	2017-12-31	$9,393
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$159,935
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$182,861
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	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	$782,903
Participant contributions at end of year	2017-12-31	$1,096
Participant contributions at beginning of year	2017-12-31	$2,565
Participant contributions at end of year	2017-12-31	$72,000
Participant contributions at beginning of year	2017-12-31	$93,133
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$97,390
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$1,218,788
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$914,368
Other income not declared elsewhere	2017-12-31	$-99,423
Total non interest bearing cash at end of year	2017-12-31	$12,022
Total non interest bearing cash at beginning of year	2017-12-31	$10,445
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	$3,840,565
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$31,229,493
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$27,388,928
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
Assets. partnership/joint venture interests at end of year	2017-12-31	$234,830
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$136,777
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$20,688,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$19,109,711
Interest on participant loans	2017-12-31	$83
Interest earned on other investments	2017-12-31	$22,411
Income. Interest from US Government securities	2017-12-31	$668
Income. Interest from corporate debt instruments	2017-12-31	$52,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,234,535
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$302,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$302,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$728,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$34,532
Asset value of US Government securities at end of year	2017-12-31	$169,150
Asset value of US Government securities at beginning of year	2017-12-31	$46,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,210,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,368,515
Employer contributions (assets) at end of year	2017-12-31	$986,521
Employer contributions (assets) at beginning of year	2017-12-31	$864,369
Income. Dividends from preferred stock	2017-12-31	$11,192
Income. Dividends from common stock	2017-12-31	$142,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,182,203
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$15,137
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$1,068,089
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$815,581
Contract administrator fees	2017-12-31	$35,920
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$5,776,977
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$4,693,557
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
Aggregate proceeds on sale of assets	2017-12-31	$1,995,486
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$1,909,940
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	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$327,904
Total unrealized appreciation/depreciation of assets	2016-12-31	$327,904
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,444,317
Total loss/gain on sale of assets	2016-12-31	$2,147,148
Total of all expenses incurred	2016-12-31	$2,424,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,289,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,644,920
Value of total assets at end of year	2016-12-31	$27,388,928
Value of total assets at beginning of year	2016-12-31	$28,369,165
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$135,346
Total interest from all sources	2016-12-31	$94,262
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$921,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$739,258
Administrative expenses professional fees incurred	2016-12-31	$11,050
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$182,861
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$63,421
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$657,861
Participant contributions at end of year	2016-12-31	$2,565
Participant contributions at beginning of year	2016-12-31	$7,770
Participant contributions at end of year	2016-12-31	$93,133
Participant contributions at beginning of year	2016-12-31	$49,369
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$1,218,788
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$1,307,835
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$3,069
Other income not declared elsewhere	2016-12-31	$-3,183,037
Total non interest bearing cash at end of year	2016-12-31	$10,445
Total non interest bearing cash at beginning of year	2016-12-31	$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	2016-12-31	No
Value of net income/loss	2016-12-31	$-980,237
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$27,388,928
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$28,369,165
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
Investment advisory and management fees	2016-12-31	$124,296
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$19,109,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$20,003,184
Interest on participant loans	2016-12-31	$250
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$40,727
Income. Interest from US Government securities	2016-12-31	$983
Income. Interest from corporate debt instruments	2016-12-31	$51,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$302,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$282,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$282,110
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$1,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$34,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$40,395
Asset value of US Government securities at end of year	2016-12-31	$46,186
Asset value of US Government securities at beginning of year	2016-12-31	$65,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$-508,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$983,990
Employer contributions (assets) at end of year	2016-12-31	$864,369
Employer contributions (assets) at beginning of year	2016-12-31	$1,073,104
Income. Dividends from preferred stock	2016-12-31	$10,441
Income. Dividends from common stock	2016-12-31	$171,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,289,208
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$15,137
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$103,885
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$815,581
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$715,010
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$4,693,557
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$4,657,329
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
Aggregate proceeds on sale of assets	2016-12-31	$1,093,489
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$-1,053,659
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	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$945,762
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
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	$1,385,518
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,479,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,478,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,737,065
Value of total assets at end of year	2015-12-31	$27,969,145
Value of total assets at beginning of year	2015-12-31	$27,117,757
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,449
Total interest from all sources	2015-12-31	$134
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$703,279
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$63,421
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
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	$790,884
Participant contributions at end of year	2015-12-31	$7,770
Participant contributions at beginning of year	2015-12-31	$0
Participant contributions at end of year	2015-12-31	$65,869
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$1,307,835
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$78,545
Other income not declared elsewhere	2015-12-31	$538,603
Total non interest bearing cash at end of year	2015-12-31	$4,517
Total non interest bearing cash 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	$-94,374
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$27,969,145
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$27,117,757
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	$21,692,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$27,117,757
Interest on participant loans	2015-12-31	$54
Interest earned on other investments	2015-12-31	$80
Income. Interest from US Government securities	2015-12-31	$976
Income. Interest from corporate debt instruments	2015-12-31	$44,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$628,076
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$40,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$65,753
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-351,681
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	$946,181
Employer contributions (assets) at end of year	2015-12-31	$122,460
Employer contributions (assets) at beginning of year	2015-12-31	$0
Income. Dividends from preferred stock	2015-12-31	$10,995
Income. Dividends from common stock	2015-12-31	$145,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,478,443
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$103,885
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$715,010
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$1,449
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$4,459,341
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	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	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$4,258,006
Expenses. Total of all expenses incurred	2014-12-31	$1,811,050
Benefits paid (including direct rollovers)	2014-12-31	$1,706,125
Total plan assets at end of year	2014-12-31	$27,117,757
Total plan assets at beginning of year	2014-12-31	$24,670,801
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$61,800
Other income received	2014-12-31	$2,358,856
Net income (gross income less expenses)	2014-12-31	$2,446,956
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$27,117,757
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$24,670,801
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$239,534
Total contributions received or receivable from employer(s)	2014-12-31	$1,837,350
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$104,925
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$4,736,522
Expenses. Total of all expenses incurred	2013-12-31	$158,359
Benefits paid (including direct rollovers)	2013-12-31	$30,201
Total plan assets at end of year	2013-12-31	$24,670,801
Total plan assets at beginning of year	2013-12-31	$20,092,638
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$53,500
Expenses. Other expenses not covered elsewhere	2013-12-31	$128,158
Other income received	2013-12-31	$2,966,901
Net income (gross income less expenses)	2013-12-31	$4,578,163
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$24,670,801
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$20,092,638
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$440,178
Total contributions received or receivable from employer(s)	2013-12-31	$1,716,121
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$3,351,470
Expenses. Total of all expenses incurred	2012-12-31	$160,847
Benefits paid (including direct rollovers)	2012-12-31	$80,290
Total plan assets at end of year	2012-12-31	$20,092,638
Total plan assets at beginning of year	2012-12-31	$16,902,015
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$71,500
Expenses. Other expenses not covered elsewhere	2012-12-31	$80,557
Other income received	2012-12-31	$1,651,851
Net income (gross income less expenses)	2012-12-31	$3,190,623
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$20,092,638
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$16,902,015
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$453,651
Total contributions received or receivable from employer(s)	2012-12-31	$1,628,119
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,192,575
Expenses. Total of all expenses incurred	2011-12-31	$2,715,128
Benefits paid (including direct rollovers)	2011-12-31	$2,637,230
Total plan assets at end of year	2011-12-31	$16,902,015
Total plan assets at beginning of year	2011-12-31	$18,424,568
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$74,300
Expenses. Other expenses not covered elsewhere	2011-12-31	$6,590
Other income received	2011-12-31	$-426,185
Net income (gross income less expenses)	2011-12-31	$-1,522,553
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$16,902,015
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$18,424,568
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$453,590
Total contributions received or receivable from employer(s)	2011-12-31	$1,544,460
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$71,308
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$3,129,119
Expenses. Total of all expenses incurred	2010-12-31	$687,438
Benefits paid (including direct rollovers)	2010-12-31	$606,558
Total plan assets at end of year	2010-12-31	$18,424,568
Total plan assets at beginning of year	2010-12-31	$15,982,887
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$73,322
Expenses. Other expenses not covered elsewhere	2010-12-31	$80,880
Other income received	2010-12-31	$1,536,394
Net income (gross income less expenses)	2010-12-31	$2,441,681
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$18,424,568
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$15,982,887
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$486,005
Total contributions received or receivable from employer(s)	2010-12-31	$1,519,403
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN

2022: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CAROLINAS PATHOLOGY GROUP P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

K00166

Policy instance

Insurance contract or identification number	K00166
Number of Individuals Covered	6
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

K00166

Policy instance

Insurance contract or identification number	K00166
Number of Individuals Covered	6
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

K00166

Policy instance

Insurance contract or identification number	K00166
Number of Individuals Covered	5
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

K00166

Policy instance

Insurance contract or identification number	K00166
Number of Individuals Covered	5
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

K00166

Policy instance

Insurance contract or identification number	K00166
Number of Individuals Covered	8
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

K00166

Policy instance

Insurance contract or identification number	K00166
Number of Individuals Covered	153
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

K00166

Policy instance

Insurance contract or identification number	K00166
Number of Individuals Covered	157
Insurance policy start date	2015-07-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VR09006385

Policy instance

Insurance contract or identification number	VR09006385
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,247
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,247
Insurance broker organization code?	3
Insurance broker name	SAXONY SECURITIES, INC.

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

17308050

Policy instance

Insurance contract or identification number	17308050
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4
Welfare Benefit Premiums Paid to Carrier	USD $6,590
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
Insurance broker organization code?	3
Insurance broker name	FINANCIAL MANAGEMENT GROUP, INC.

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

Policy contract number

96641

Policy instance

Insurance contract or identification number	96641
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $315
Total amount of fees paid to insurance company	USD $594
Welfare Benefit Premiums Paid to Carrier	USD $26,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $157
Amount paid for insurance broker fees	570
Additional information about fees paid to insurance broker	SERVICING FEE
Insurance broker organization code?	3
Insurance broker name	RICHARD WORRELL LLC

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VR09006385

Policy instance

Insurance contract or identification number	VR09006385
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Welfare Benefit Premiums Paid to Carrier	USD $23,965
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	SAXONY SECURITIES, INC.

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VR09006385

Policy instance

Insurance contract or identification number	VR09006385
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,630
Are there contracts with allocated funds for individual policies?	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 $2,630
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	SAXONY SECURITIES, INC.

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VR09006385

Policy instance

Insurance contract or identification number	VR09006385
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VR09006385

Policy instance

Insurance contract or identification number	VR09006385
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,568
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

17308050

Policy instance

Insurance contract or identification number	17308050
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $153
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CAROLINAS PATHOLOGY GROUP, P.A.
Employer identification number (EIN):	560986500
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)