401k Plan data: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN plan

CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 401k Plan overview

Plan Name	CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN
Plan identification number	002

CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A.

Employer identification number (EIN): 561335864

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01 GLEN PORTWOOD 2020-10-13
002 2018-01-01 GLEN PORTWOOD 2019-10-15
002 2017-01-01
002 2016-01-01
002 2016-01-01 GERALD FLOUHOUSE 2017-10-16
002 2016-01-01 GERALD FLOUHOUSE 2017-10-16
002 2015-01-01 JOHN ONSON
002 2014-01-01 JOHN
002 2013-01-01 JOHN ONSON
002 2012-01-01 GRETCHEN R WILLIAMSON GRETCHEN R WILLIAMSON 2013-07-30
002 2011-01-01 SANDRA MILLER
002 2009-01-01 TRACY K BROWN PRESTON P PURDUM 2010-08-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01	GLEN PORTWOOD	2020-10-13
002	2018-01-01	GLEN PORTWOOD	2019-10-15
002	2017-01-01
002	2016-01-01
002	2016-01-01	GERALD FLOUHOUSE	2017-10-16
002	2016-01-01	GERALD FLOUHOUSE	2017-10-16
002	2015-01-01	JOHN ONSON
002	2014-01-01	JOHN
002	2013-01-01	JOHN ONSON
002	2012-01-01	GRETCHEN R WILLIAMSON		GRETCHEN R WILLIAMSON	2013-07-30
002	2011-01-01	SANDRA MILLER
002	2009-01-01	TRACY K BROWN		PRESTON P PURDUM	2010-08-02

Plan Statistics for CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN

401k plan membership statisitcs for CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN

Measure Date Value
2022: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 87
Number of retired or separated participants receiving benefits 2022-01-01 9
Number of other retired or separated participants entitled to future benefits 2022-01-01 32
Total of all active and inactive participants 2022-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 128
Number of participants with account balances 2022-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 17
2021: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 103
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 101
Total of all active and inactive participants 2021-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 204
Number of participants with account balances 2021-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 14
2020: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 102
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 23
Total of all active and inactive participants 2020-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 128
Number of participants with account balances 2020-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 91
Number of retired or separated participants receiving benefits 2019-01-01 10
Number of other retired or separated participants entitled to future benefits 2019-01-01 17
Total of all active and inactive participants 2019-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 118
Number of participants with account balances 2019-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 21
2018: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 105
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 37
Total of all active and inactive participants 2018-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 142
Number of participants with account balances 2018-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 111
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 27
Total of all active and inactive participants 2017-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 138
Number of participants with account balances 2017-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13
2016: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 103
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 6
Total of all active and inactive participants 2016-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 109
Number of participants with account balances 2016-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 94
Number of other retired or separated participants entitled to future benefits 2015-01-01 44
Total of all active and inactive participants 2015-01-01 138
Total participants 2015-01-01 138
Number of participants with account balances 2015-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2014: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 96
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 38
Total of all active and inactive participants 2014-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 134
Number of participants with account balances 2014-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 15
2013: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 106
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 21
Total of all active and inactive participants 2013-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 127
Number of participants with account balances 2013-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 103
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 18
Total of all active and inactive participants 2012-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 121
Number of participants with account balances 2012-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 9
2011: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 112
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 42
Total of all active and inactive participants 2011-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 154
Number of participants with account balances 2011-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 9
2009: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 114
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 40
Total of all active and inactive participants 2009-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 154
Number of participants with account balances 2009-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 19

Measure	Date	Value
2022: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	87
Number of retired or separated participants receiving benefits	2022-01-01	9
Number of other retired or separated participants entitled to future benefits	2022-01-01	32
Total of all active and inactive participants	2022-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	128
Number of participants with account balances	2022-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	17
2021: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	103
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	101
Total of all active and inactive participants	2021-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	204
Number of participants with account balances	2021-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	14
2020: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	102
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	23
Total of all active and inactive participants	2020-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	128
Number of participants with account balances	2020-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	91
Number of retired or separated participants receiving benefits	2019-01-01	10
Number of other retired or separated participants entitled to future benefits	2019-01-01	17
Total of all active and inactive participants	2019-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	118
Number of participants with account balances	2019-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	21
2018: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	105
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	37
Total of all active and inactive participants	2018-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	142
Number of participants with account balances	2018-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	111
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	27
Total of all active and inactive participants	2017-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	138
Number of participants with account balances	2017-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13
2016: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	103
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	6
Total of all active and inactive participants	2016-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	109
Number of participants with account balances	2016-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	94
Number of other retired or separated participants entitled to future benefits	2015-01-01	44
Total of all active and inactive participants	2015-01-01	138
Total participants	2015-01-01	138
Number of participants with account balances	2015-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2014: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	96
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	38
Total of all active and inactive participants	2014-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	134
Number of participants with account balances	2014-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	15
2013: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	106
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	21
Total of all active and inactive participants	2013-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	127
Number of participants with account balances	2013-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	103
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	18
Total of all active and inactive participants	2012-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	121
Number of participants with account balances	2012-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	9
2011: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	112
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	42
Total of all active and inactive participants	2011-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	154
Number of participants with account balances	2011-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	9
2009: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	114
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	40
Total of all active and inactive participants	2009-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	154
Number of participants with account balances	2009-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	19

Financial Data on CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN

Measure	Date	Value
2022 : CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-4,035,999
Total of all expenses incurred	2022-12-31	$603,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$518,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,368,707
Value of total assets at end of year	2022-12-31	$32,927,498
Value of total assets at beginning of year	2022-12-31	$37,567,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$85,134
Total interest from all sources	2022-12-31	$7,230
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
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	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$565,260
Participant contributions at end of year	2022-12-31	$139,738
Participant contributions at beginning of year	2022-12-31	$144,994
Participant contributions at end of year	2022-12-31	$3,938
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$19,476
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
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
Value of net income/loss	2022-12-31	$-4,639,658
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$32,927,498
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$37,567,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,272,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,812,506
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,555,039
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$4,905,470
Interest on participant loans	2022-12-31	$7,230
Value of interest in common/collective trusts at end of year	2022-12-31	$19,957,924
Value of interest in common/collective trusts at beginning of year	2022-12-31	$23,199,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$998,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$504,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,411,936
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	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$783,971
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$518,525
Contract administrator fees	2022-12-31	$85,134
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PRICE KUBECKA, PLLC
Accountancy firm EIN	2022-12-31	752783674
2021 : CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$7,028,314
Total of all expenses incurred	2021-12-31	$276,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$163,916
Expenses. Certain deemed distributions of participant loans	2021-12-31	$24,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,386,302
Value of total assets at end of year	2021-12-31	$37,567,156
Value of total assets at beginning of year	2021-12-31	$30,814,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$87,362
Total interest from all sources	2021-12-31	$7,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$574,371
Participant contributions at end of year	2021-12-31	$144,994
Participant contributions at beginning of year	2021-12-31	$137,950
Participant contributions at end of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,148,668
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Total non interest bearing cash at end 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
Value of net income/loss	2021-12-31	$6,752,250
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$37,567,156
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$30,814,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,812,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,837,362
Value of interest in pooled separate accounts at end of year	2021-12-31	$4,905,470
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,215,583
Interest on participant loans	2021-12-31	$7,786
Value of interest in common/collective trusts at end of year	2021-12-31	$23,199,414
Value of interest in common/collective trusts at beginning of year	2021-12-31	$21,136,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$504,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$487,029
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,634,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$663,263
Employer contributions (assets) at end of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$163,916
Contract administrator fees	2021-12-31	$87,362
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PRICEKUBECKA, PLLC
Accountancy firm EIN	2021-12-31	752783674
2020 : CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$4,808,941
Total of all expenses incurred	2020-12-31	$1,494,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,412,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$943,661
Value of total assets at end of year	2020-12-31	$30,814,906
Value of total assets at beginning of year	2020-12-31	$27,500,362
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$82,232
Total interest from all sources	2020-12-31	$9,983
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$75,115
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	$75,115
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$556,190
Participant contributions at end of year	2020-12-31	$137,950
Participant contributions at beginning of year	2020-12-31	$165,295
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$8,497
Other income not declared elsewhere	2020-12-31	$42
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,314,544
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$30,814,906
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$27,500,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$82,232
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,837,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,121,853
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,215,583
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,070,193
Interest on participant loans	2020-12-31	$9,983
Value of interest in common/collective trusts at end of year	2020-12-31	$21,136,982
Value of interest in common/collective trusts at beginning of year	2020-12-31	$19,209,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$487,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$933,685
Net investment gain/loss from pooled separate accounts	2020-12-31	$3,780,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$378,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,412,165
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	GREERWALKER, LLP
Accountancy firm EIN	2020-12-31	561434747
2019 : CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,772,221
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,721,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,585,756
Expenses. Certain deemed distributions of participant loans	2019-12-31	$67,365
Value of total corrective distributions	2019-12-31	$387
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$899,387
Value of total assets at end of year	2019-12-31	$27,500,362
Value of total assets at beginning of year	2019-12-31	$24,450,048
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$68,399
Total interest from all sources	2019-12-31	$10,399
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$77,896
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	$77,896
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$621,291
Participant contributions at end of year	2019-12-31	$165,295
Participant contributions at beginning of year	2019-12-31	$240,989
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$278,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,050,314
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$27,500,362
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$24,450,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,121,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,569,512
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,070,193
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,328,285
Interest on participant loans	2019-12-31	$10,399
Value of interest in common/collective trusts at end of year	2019-12-31	$19,209,336
Value of interest in common/collective trusts at beginning of year	2019-12-31	$17,722,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$933,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$588,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,784,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,585,756
Contract administrator fees	2019-12-31	$68,399
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GREERWALKER,LLP
Accountancy firm EIN	2019-12-31	561434747
2018 : CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-462,337
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,342,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,261,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,217,588
Value of total assets at end of year	2018-12-31	$24,450,048
Value of total assets at beginning of year	2018-12-31	$27,254,487
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$81,050
Total interest from all sources	2018-12-31	$24,774
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$78,493
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	$78,493
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$484,644
Participant contributions at end of year	2018-12-31	$240,989
Participant contributions at beginning of year	2018-12-31	$221,822
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$17,580
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	$-2,804,439
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$24,450,048
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$27,254,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,569,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,722,677
Value of interest in pooled separate accounts at end of year	2018-12-31	$3,328,285
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,194,926
Interest on participant loans	2018-12-31	$10,695
Interest earned on other investments	2018-12-31	$14,079
Value of interest in common/collective trusts at end of year	2018-12-31	$17,722,991
Value of interest in common/collective trusts at beginning of year	2018-12-31	$20,289,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$588,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$825,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-230,724
Net investment gain/loss from pooled separate accounts	2018-12-31	$-212,879
Net investment gain or loss from common/collective trusts	2018-12-31	$-1,339,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$715,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,261,052
Contract administrator fees	2018-12-31	$81,050
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GREERWALKER,LLP
Accountancy firm EIN	2018-12-31	561434747
2017 : CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$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	$5,150,826
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$335,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$258,760
Expenses. Certain deemed distributions of participant loans	2017-12-31	$4,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,474,259
Value of total assets at end of year	2017-12-31	$27,254,487
Value of total assets at beginning of year	2017-12-31	$22,439,586
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$72,380
Total interest from all sources	2017-12-31	$20,331
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$60,632
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	$60,632
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	$447,629
Participant contributions at end of year	2017-12-31	$221,822
Participant contributions at beginning of year	2017-12-31	$133,363
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$12,169
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	$4,814,901
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$27,254,487
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$22,439,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,722,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,134,227
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,194,926
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,625,745
Interest on participant loans	2017-12-31	$7,133
Interest earned on other investments	2017-12-31	$13,198
Value of interest in common/collective trusts at end of year	2017-12-31	$20,289,368
Value of interest in common/collective trusts at beginning of year	2017-12-31	$17,037,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$825,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$508,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$298,039
Net investment gain/loss from pooled separate accounts	2017-12-31	$557,466
Net investment gain or loss from common/collective trusts	2017-12-31	$2,740,099
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	$1,014,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$258,760
Contract administrator fees	2017-12-31	$72,380
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GREERWALKER,LLP
Accountancy firm EIN	2017-12-31	561434747
2016 : CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$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	$2,539,314
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$570,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$520,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,086,130
Value of total assets at end of year	2016-12-31	$22,439,586
Value of total assets at beginning of year	2016-12-31	$20,470,993
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$50,422
Total interest from all sources	2016-12-31	$-13,868
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$66,259
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	$66,259
Administrative expenses professional fees incurred	2016-12-31	$2,662
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	$409,230
Participant contributions at end of year	2016-12-31	$133,363
Participant contributions at beginning of year	2016-12-31	$132,112
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,017
Administrative expenses (other) incurred	2016-12-31	$2,954
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	$1,968,593
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$22,439,586
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$20,470,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,134,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,625,745
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$19,115,067
Interest on participant loans	2016-12-31	$5,488
Interest earned on other investments	2016-12-31	$-19,356
Value of interest in common/collective trusts at end of year	2016-12-31	$17,037,442
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$508,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,223,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,274,017
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$675,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$520,299
Contract administrator fees	2016-12-31	$44,806
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GREERWALKER,LLP
Accountancy firm EIN	2016-12-31	561434747
2015 : CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2015 401k financial data
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	$946,912
Total of all expenses incurred	2015-12-31	$543,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$528,031
Expenses. Certain deemed distributions of participant loans	2015-12-31	$10,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,078,710
Value of total assets at end of year	2015-12-31	$20,470,993
Value of total assets at beginning of year	2015-12-31	$20,067,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,457
Total interest from all sources	2015-12-31	$4,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$2,920
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	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$338,678
Participant contributions at end of year	2015-12-31	$132,112
Participant contributions at beginning of year	2015-12-31	$55,695
Participant contributions at beginning of year	2015-12-31	$50,980
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	$76,602
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$19,128
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
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	$403,267
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$20,470,993
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$20,067,726
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
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$2,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$0
Value of interest in pooled separate accounts at end of year	2015-12-31	$19,115,067
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$19,056,697
Interest on participant loans	2015-12-31	$4,468
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
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
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,223,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$900,352
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from pooled separate accounts	2015-12-31	$-155,394
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
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Assets. Value of employer real property at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$663,430
Employer contributions (assets) at beginning of year	2015-12-31	$4,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$528,031
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
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	GREENWALKER LLP
Accountancy firm EIN	2015-12-31	561434747
2014 : CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,244,690
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$922,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$903,403
Expenses. Certain deemed distributions of participant loans	2014-12-31	$10,941
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,123,512
Value of total assets at end of year	2014-12-31	$20,067,726
Value of total assets at beginning of year	2014-12-31	$18,745,301
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$7,921
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$3,016
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$0
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$3,250
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$403,342
Participant contributions at end of year	2014-12-31	$55,695
Participant contributions at beginning of year	2014-12-31	$106,840
Participant contributions at end of year	2014-12-31	$50,980
Participant contributions at beginning of year	2014-12-31	$77,013
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$3,366
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$16,255
Administrative expenses (other) incurred	2014-12-31	$0
Liabilities. Value of operating payables at end of year	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$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	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$1,322,425
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$20,067,726
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$18,745,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$4,671
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest in pooled separate accounts at end of year	2014-12-31	$19,056,697
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$17,462,524
Interest on participant loans	2014-12-31	$3,016
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$900,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,073,885
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,101,907
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Assets. Value of employer real property at end of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$716,804
Employer contributions (assets) at end of year	2014-12-31	$4,002
Employer contributions (assets) at beginning of year	2014-12-31	$25,039
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$903,403
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Contract administrator fees	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GREERWALKER LLP
Accountancy firm EIN	2014-12-31	561434747
2013 : CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$4,417,424
Total of all expenses incurred	2013-12-31	$511,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$488,740
Expenses. Certain deemed distributions of participant loans	2013-12-31	$2,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,057,236
Value of total assets at end of year	2013-12-31	$18,745,301
Value of total assets at beginning of year	2013-12-31	$14,839,063
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$20,359
Total interest from all sources	2013-12-31	$4,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$3,834
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$427,229
Participant contributions at end of year	2013-12-31	$106,840
Participant contributions at beginning of year	2013-12-31	$83,021
Participant contributions at end of year	2013-12-31	$77,013
Other income not declared elsewhere	2013-12-31	$16,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,906,238
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$18,745,301
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$14,839,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$16,525
Value of interest in pooled separate accounts at end of year	2013-12-31	$17,462,524
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$13,796,807
Interest on participant loans	2013-12-31	$4,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,073,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$957,549
Net investment gain/loss from pooled separate accounts	2013-12-31	$3,338,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$630,007
Employer contributions (assets) at end of year	2013-12-31	$25,039
Employer contributions (assets) at beginning of year	2013-12-31	$1,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$488,740
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GREERWALKER
Accountancy firm EIN	2013-12-31	561434747
2012 : CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,723,043
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,177,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,158,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,011,327
Value of total assets at end of year	2012-12-31	$14,839,063
Value of total assets at beginning of year	2012-12-31	$13,293,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$18,732
Total interest from all sources	2012-12-31	$3,615
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$4,699
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$404,264
Participant contributions at end of year	2012-12-31	$83,021
Participant contributions at beginning of year	2012-12-31	$94,007
Other income not declared elsewhere	2012-12-31	$24,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,545,377
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$14,839,063
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$13,293,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$14,033
Value of interest in pooled separate accounts at end of year	2012-12-31	$13,796,807
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$11,604,346
Interest on participant loans	2012-12-31	$3,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$957,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,594,425
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,683,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$607,063
Employer contributions (assets) at end of year	2012-12-31	$1,686
Employer contributions (assets) at beginning of year	2012-12-31	$908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,158,934
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GREERWALKER
Accountancy firm EIN	2012-12-31	561434747
2011 : CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$521,412
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$403,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$386,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,059,611
Value of total assets at end of year	2011-12-31	$13,293,686
Value of total assets at beginning of year	2011-12-31	$13,175,550
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$16,747
Total interest from all sources	2011-12-31	$4,539
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$3,452
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$429,487
Participant contributions at end of year	2011-12-31	$94,007
Participant contributions at beginning of year	2011-12-31	$107,779
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$16,813
Other income not declared elsewhere	2011-12-31	$36,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$118,136
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$13,293,686
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$13,175,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$13,295
Value of interest in pooled separate accounts at end of year	2011-12-31	$11,604,346
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$11,749,669
Interest on participant loans	2011-12-31	$4,539
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,594,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,277,403
Net investment gain/loss from pooled separate accounts	2011-12-31	$-579,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$613,311
Employer contributions (assets) at end of year	2011-12-31	$908
Employer contributions (assets) at beginning of year	2011-12-31	$40,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$386,529
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GREER & WALKER
Accountancy firm EIN	2011-12-31	561434747
2010 : CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,615,225
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$415,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$396,664
Expenses. Certain deemed distributions of participant loans	2010-12-31	$1,425
Value of total corrective distributions	2010-12-31	$2,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,125,194
Value of total assets at end of year	2010-12-31	$13,175,550
Value of total assets at beginning of year	2010-12-31	$10,976,009
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$15,261
Total interest from all sources	2010-12-31	$6,196
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$3,028
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$433,051
Participant contributions at end of year	2010-12-31	$107,779
Participant contributions at beginning of year	2010-12-31	$91,464
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$124
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$20,170
Other income not declared elsewhere	2010-12-31	$30,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,199,541
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$13,175,550
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,976,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$12,233
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,898,579
Value of interest in pooled separate accounts at end of year	2010-12-31	$11,749,669
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$6,163,073
Interest on participant loans	2010-12-31	$6,117
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,822,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$79
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,277,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,453,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$671,973
Employer contributions (assets) at end of year	2010-12-31	$40,699
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$396,664
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	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	GREER & WALKER
Accountancy firm EIN	2010-12-31	561434747

Form 5500 Responses for CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN

2022: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K 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: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K 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: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K 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: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
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: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K 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: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K 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: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
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: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
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: CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	131
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $376
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	376
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

812847

Policy instance

Insurance contract or identification number	812847
Number of Individuals Covered	131
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,043
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2043
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	211
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of fees paid to insurance company	USD $248
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	248
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

812847

Policy instance

Insurance contract or identification number	812847
Number of Individuals Covered	211
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of fees paid to insurance company	USD $2,666
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2666
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	133
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of fees paid to insurance company	USD $312
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	312
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

812847

Policy instance

Insurance contract or identification number	812847
Number of Individuals Covered	133
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of fees paid to insurance company	USD $2,065
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2065
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	119
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,187
Total amount of fees paid to insurance company	USD $346
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
Commission paid to Insurance Broker	USD $1,187
Insurance broker organization code?	3
Amount paid for insurance broker fees	346
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

812847

Policy instance

Insurance contract or identification number	812847
Number of Individuals Covered	119
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $6,602
Total amount of fees paid to insurance company	USD $1,866
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
Commission paid to Insurance Broker	USD $6,602
Insurance broker organization code?	3
Amount paid for insurance broker fees	1866
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	142
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,663
Total amount of fees paid to insurance company	USD $416
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
Commission paid to Insurance Broker	USD $1,663
Insurance broker organization code?	3
Amount paid for insurance broker fees	416
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

812847

Policy instance

Insurance contract or identification number	812847
Number of Individuals Covered	142
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $6,741
Total amount of fees paid to insurance company	USD $1,686
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
Commission paid to Insurance Broker	USD $6,741
Insurance broker organization code?	3
Amount paid for insurance broker fees	1686
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	138
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,473
Total amount of fees paid to insurance company	USD $368
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
Commission paid to Insurance Broker	USD $1,219
Insurance broker organization code?	3
Amount paid for insurance broker fees	368
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	YETT III, HARRY C.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

812847

Policy instance

Insurance contract or identification number	812847
Number of Individuals Covered	138
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $5,797
Total amount of fees paid to insurance company	USD $1,949
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
Commission paid to Insurance Broker	USD $4,485
Insurance broker organization code?	3
Amount paid for insurance broker fees	1949
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	YETT III, HARRY C.

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600689-000

Policy instance

Insurance contract or identification number	600689-000
Number of Individuals Covered	140
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $13,589
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,589
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC.

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600689-000

Policy instance

Insurance contract or identification number	600689-000
Number of Individuals Covered	130
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $53,597
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $53,597
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC.

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600689-000

Policy instance

Insurance contract or identification number	600689-000
Number of Individuals Covered	133
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $46,069
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $46,069
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC.

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600689-000

Policy instance

Insurance contract or identification number	600689-000
Number of Individuals Covered	121
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $40,116
Total amount of fees paid to insurance company	USD $0
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
Commission paid to Insurance Broker	USD $40,116
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC.

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600689-000

Policy instance

Insurance contract or identification number	600689-000
Number of Individuals Covered	154
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $30,539
Total amount of fees paid to insurance company	USD $0
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

803439

Policy instance

Insurance contract or identification number	803439
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
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?	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?	No
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600689-000

Policy instance

Insurance contract or identification number	600689-000
Number of Individuals Covered	143
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $61,238
Total amount of fees paid to insurance company	USD $0
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
Commission paid to Insurance Broker	USD $61,238
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC.

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Company Name:	CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A.
Employer identification number (EIN):	561335864
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)