401k Plan data: CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN plan

CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number	002

CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

NORTH FLORIDA WOMEN'S CARE, P.A. has sponsored the creation of one or more 401k plans.

Company Name: NORTH FLORIDA WOMEN'S CARE, P.A.

Employer identification number (EIN): 592825211

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING 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
002 2018-01-01 WILLIAM HAMBSH 2019-09-25
002 2017-01-01 WILLIAM HAMBSH 2018-04-25 WILLIAM HAMBSH 2018-04-25
002 2016-01-01 WILLIAM HAMBSH 2017-07-28 WILLIAM HAMBSH 2017-07-28
002 2015-01-01 BILL HAMBSH 2016-09-14 BILL HAMBSH 2016-09-14
002 2014-01-01 WILLIAM HAMBSH 2015-07-15 WILLIAM HAMBSH 2015-07-15
002 2013-01-01 WILLIAM HAMBSH 2014-04-28 WILLIAM HAMBSH 2014-04-28
002 2012-01-01 BILL HAMBSH 2013-08-27 BILL HAMBSH 2013-08-27
002 2011-01-01 BILL HAMBSH 2013-08-27 BILL HAMBSH 2013-08-27
002 2010-01-01 WILLIAM HAMBSH 2011-07-28 WILLIAM HAMBSH 2011-07-28

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
002	2018-01-01	WILLIAM HAMBSH	2019-09-25
002	2017-01-01	WILLIAM HAMBSH	2018-04-25	WILLIAM HAMBSH	2018-04-25
002	2016-01-01	WILLIAM HAMBSH	2017-07-28	WILLIAM HAMBSH	2017-07-28
002	2015-01-01	BILL HAMBSH	2016-09-14	BILL HAMBSH	2016-09-14
002	2014-01-01	WILLIAM HAMBSH	2015-07-15	WILLIAM HAMBSH	2015-07-15
002	2013-01-01	WILLIAM HAMBSH	2014-04-28	WILLIAM HAMBSH	2014-04-28
002	2012-01-01	BILL HAMBSH	2013-08-27	BILL HAMBSH	2013-08-27
002	2011-01-01	BILL HAMBSH	2013-08-27	BILL HAMBSH	2013-08-27
002	2010-01-01	WILLIAM HAMBSH	2011-07-28	WILLIAM HAMBSH	2011-07-28

Plan Statistics for CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 85
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 25
Total of all active and inactive participants 2022-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 110
Number of participants with account balances 2022-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 81
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 24
Total of all active and inactive participants 2021-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 105
Number of participants with account balances 2021-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 14
2020: CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 89
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 20
Total of all active and inactive participants 2020-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 109
Number of participants with account balances 2020-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 102
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 17
Total of all active and inactive participants 2019-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 119
Number of participants with account balances 2019-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 24

Measure	Date	Value
2022: CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	85
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	25
Total of all active and inactive participants	2022-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	110
Number of participants with account balances	2022-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	81
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	24
Total of all active and inactive participants	2021-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	105
Number of participants with account balances	2021-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	14
2020: CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	89
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	20
Total of all active and inactive participants	2020-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	109
Number of participants with account balances	2020-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	102
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	17
Total of all active and inactive participants	2019-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	119
Number of participants with account balances	2019-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	24

Financial Data on CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-1,439,263
Total of all expenses incurred	2022-12-31	$620,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$586,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$725,405
Value of total assets at end of year	2022-12-31	$10,437,880
Value of total assets at beginning of year	2022-12-31	$12,497,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$34,602
Total interest from all sources	2022-12-31	$4,471
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$184,893
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	$184,893
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$497,719
Participant contributions at end of year	2022-12-31	$55,064
Participant contributions at beginning of year	2022-12-31	$91,472
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$47,998
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$8
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$277
Administrative expenses (other) incurred	2022-12-31	$32,484
Total non interest bearing cash at end of year	2022-12-31	$4,356
Total non interest bearing cash at beginning of year	2022-12-31	$4,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,059,955
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,437,880
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,497,835
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
Investment advisory and management fees	2022-12-31	$2,118
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,200,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,123,066
Interest on participant loans	2022-12-31	$2,999
Interest earned on other investments	2022-12-31	$1,472
Value of interest in common/collective trusts at end of year	2022-12-31	$3,734,598
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$255,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$89,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,986,450
Net investment gain or loss from common/collective trusts	2022-12-31	$-367,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$179,688
Employer contributions (assets) at end of year	2022-12-31	$187,979
Employer contributions (assets) at beginning of year	2022-12-31	$189,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$586,090
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	THOMAS HOWELL FERGUSON. PA
Accountancy firm EIN	2022-12-31	593186310
2021 : CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$2,342,501
Total of all expenses incurred	2021-12-31	$98,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$62,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$829,409
Value of total assets at end of year	2021-12-31	$12,497,835
Value of total assets at beginning of year	2021-12-31	$10,254,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$36,086
Total interest from all sources	2021-12-31	$4,510
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$220,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$220,090
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$439,448
Participant contributions at end of year	2021-12-31	$91,472
Participant contributions at beginning of year	2021-12-31	$59,006
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$22,256
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$277
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$18
Administrative expenses (other) incurred	2021-12-31	$33,798
Total non interest bearing cash at end of year	2021-12-31	$4,790
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,243,570
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,497,835
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,254,265
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
Investment advisory and management fees	2021-12-31	$2,288
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,123,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,111,201
Interest on participant loans	2021-12-31	$3,646
Interest earned on other investments	2021-12-31	$864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$89,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$84,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,288,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$367,705
Employer contributions (assets) at end of year	2021-12-31	$189,098
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$62,845
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	THOMAS HOWELL FERGUSON.PA
Accountancy firm EIN	2021-12-31	593186310
2020 : CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$2,122,566
Total of all expenses incurred	2020-12-31	$115,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$86,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$631,450
Value of total assets at end of year	2020-12-31	$10,254,265
Value of total assets at beginning of year	2020-12-31	$8,246,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$28,760
Total interest from all sources	2020-12-31	$3,205
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$182,540
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	$182,540
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$436,515
Participant contributions at end of year	2020-12-31	$59,006
Participant contributions at beginning of year	2020-12-31	$29,488
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$15,914
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$18
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$67
Administrative expenses (other) incurred	2020-12-31	$26,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,007,482
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,254,265
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,246,783
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	$2,120
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$10,111,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,198,605
Interest on participant loans	2020-12-31	$2,321
Interest earned on other investments	2020-12-31	$884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$84,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$18,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,305,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$179,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$86,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	THOMAS HOWELL FERGUSON. PA
Accountancy firm EIN	2020-12-31	593186310
2019 : CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,145,037
Total of all expenses incurred	2019-12-31	$490,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$461,534
Expenses. Certain deemed distributions of participant loans	2019-12-31	$4,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$637,521
Value of total assets at end of year	2019-12-31	$8,246,783
Value of total assets at beginning of year	2019-12-31	$6,592,689
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,283
Total interest from all sources	2019-12-31	$2,030
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$191,779
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	$191,779
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$458,677
Participant contributions at end of year	2019-12-31	$29,488
Participant contributions at beginning of year	2019-12-31	$44,542
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$67
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$23,331
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	$1,654,094
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,246,783
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,592,689
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
Investment advisory and management fees	2019-12-31	$1,952
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,198,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,545,052
Interest on participant loans	2019-12-31	$1,955
Interest earned on other investments	2019-12-31	$75
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$18,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,313,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$178,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$461,534
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	THOMAS HOWELL FERGUSON. PA
Accountancy firm EIN	2019-12-31	593186310

Form 5500 Responses for CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN

2022: CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING 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: CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING 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: CLEMENTS & ASHMORE, P.A. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

513177

Policy instance

Insurance contract or identification number	513177
Number of Individuals Covered	109
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $356
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 $356
Insurance broker organization code?	3

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

Policy contract number

513177

Policy instance

Insurance contract or identification number	513177
Number of Individuals Covered	104
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $221
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 $208
Insurance broker organization code?	3

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

Policy contract number

513177

Policy instance

Insurance contract or identification number	513177
Number of Individuals Covered	108
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $193
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 $193
Insurance broker organization code?	3

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

Policy contract number

513177

Policy instance

Insurance contract or identification number	513177
Number of Individuals Covered	118
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $12
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 $12
Insurance broker organization code?	3

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Company Name:	NORTH FLORIDA WOMEN'S CARE, P.A.
Employer identification number (EIN):	592825211
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)