401k Plan data: PALMS MEDICAL GROUP 401K PLAN plan

PALMS MEDICAL GROUP 401K PLAN 401k Plan overview

Plan Name	PALMS MEDICAL GROUP 401K PLAN
Plan identification number	001

PALMS MEDICAL GROUP 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

TRENTON MEDICAL CENTER, INC. DBA PALMS MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name: TRENTON MEDICAL CENTER, INC. DBA PALMS MEDICAL GROUP

Employer identification number (EIN): 592871302

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

Additional information about TRENTON MEDICAL CENTER, INC. DBA PALMS MEDICAL GROUP

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1988-01-14

Company Identification Number: N24356

Legal Registered Office Address: 23343 NW CR 236

High Springs

32643

More information about TRENTON MEDICAL CENTER, INC. DBA PALMS MEDICAL GROUP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALMS MEDICAL GROUP 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 TIFFANY BODIFORD 2022-10-17 TIFFANY BODIFORD 2022-10-17
001 2020-01-01 TIFFANY BODIFORD 2021-10-15 TIFFANY BODIFORD 2021-10-15
001 2019-01-01 ANITA RIELS 2020-10-14 ANITA RIELS 2020-10-14
001 2018-01-01 TIFFANY BODIFORD 2019-10-07 TIFFANY BODIFORD 2019-10-07
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 TIFFANY TURNER 2015-10-02
001 2013-01-01 TIFFANY TURNER 2014-06-02
001 2012-01-01 MATTHEW BARBER 2013-07-29
001 2011-01-01 MATTHEW BARBER 2012-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	TIFFANY BODIFORD	2022-10-17	TIFFANY BODIFORD	2022-10-17
001	2020-01-01	TIFFANY BODIFORD	2021-10-15	TIFFANY BODIFORD	2021-10-15
001	2019-01-01	ANITA RIELS	2020-10-14	ANITA RIELS	2020-10-14
001	2018-01-01	TIFFANY BODIFORD	2019-10-07	TIFFANY BODIFORD	2019-10-07
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	TIFFANY TURNER	2015-10-02
001	2013-01-01	TIFFANY TURNER	2014-06-02
001	2012-01-01	MATTHEW BARBER	2013-07-29
001	2011-01-01	MATTHEW BARBER	2012-07-27

Plan Statistics for PALMS MEDICAL GROUP 401K PLAN

401k plan membership statisitcs for PALMS MEDICAL GROUP 401K PLAN

Measure Date Value
2022: PALMS MEDICAL GROUP 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 311
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 241
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 98
Total of all active and inactive participants 2022-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 339
Number of participants with account balances 2022-01-01 339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: PALMS MEDICAL GROUP 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 199
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 112
Total of all active and inactive participants 2021-01-01 311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 311
Number of participants with account balances 2021-01-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 21
2020: PALMS MEDICAL GROUP 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 261
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 227
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 78
Total of all active and inactive participants 2020-01-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 305
Number of participants with account balances 2020-01-01 261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PALMS MEDICAL GROUP 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 132
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 98
Total of all active and inactive participants 2019-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 230
Number of participants with account balances 2019-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PALMS MEDICAL GROUP 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 111
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 98
Total of all active and inactive participants 2018-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 209
Number of participants with account balances 2018-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PALMS MEDICAL GROUP 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 125
Total of all active and inactive participants 2017-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 131
Number of participants with account balances 2017-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: PALMS MEDICAL GROUP 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 151
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 14
Total of all active and inactive participants 2016-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 165
Number of participants with account balances 2016-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3

Measure	Date	Value
2022: PALMS MEDICAL GROUP 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	311
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	241
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	98
Total of all active and inactive participants	2022-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	339
Number of participants with account balances	2022-01-01	339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: PALMS MEDICAL GROUP 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	199
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	112
Total of all active and inactive participants	2021-01-01	311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	311
Number of participants with account balances	2021-01-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	21
2020: PALMS MEDICAL GROUP 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	261
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	227
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	78
Total of all active and inactive participants	2020-01-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	305
Number of participants with account balances	2020-01-01	261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PALMS MEDICAL GROUP 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	132
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	98
Total of all active and inactive participants	2019-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	230
Number of participants with account balances	2019-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PALMS MEDICAL GROUP 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	111
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	98
Total of all active and inactive participants	2018-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	209
Number of participants with account balances	2018-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PALMS MEDICAL GROUP 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	125
Total of all active and inactive participants	2017-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	131
Number of participants with account balances	2017-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: PALMS MEDICAL GROUP 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	151
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	14
Total of all active and inactive participants	2016-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	165
Number of participants with account balances	2016-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3

Financial Data on PALMS MEDICAL GROUP 401K PLAN

Measure	Date	Value
2022 : PALMS MEDICAL GROUP 401K PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$149,997
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$973,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$936,755
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,701,283
Value of total assets at end of year	2022-12-31	$9,821,972
Value of total assets at beginning of year	2022-12-31	$10,645,697
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$36,967
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$2,104
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
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$986,084
Participant contributions at end of year	2022-12-31	$11,709
Participant contributions at beginning of year	2022-12-31	$0
Participant contributions at end of year	2022-12-31	$44,342
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$0
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-823,725
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,821,972
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,645,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$17,364
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,449,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$10,594,709
Interest on participant loans	2022-12-31	$194
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$1,910
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$250,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$50,988
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,553,390
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$715,199
Employer contributions (assets) at end of year	2022-12-31	$65,857
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$936,755
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$19,603
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	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	Yes
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	VALENTI, RACKLEY & ASSOCIATES, LLC
Accountancy firm EIN	2022-12-31	201879393
2021 : PALMS MEDICAL GROUP 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,556,913
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$541,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$511,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,330,646
Value of total assets at end of year	2021-12-31	$10,645,697
Value of total assets at beginning of year	2021-12-31	$8,629,861
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$29,568
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$787,382
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$12,878
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	$2,015,836
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,645,697
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,629,861
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 pooled separate accounts at end of year	2021-12-31	$10,594,709
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$8,586,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$50,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$43,014
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,226,267
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	$530,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$511,509
Contract administrator fees	2021-12-31	$29,568
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	VALENTI, RACKLEY & ASSOCIATES, LLC
Accountancy firm EIN	2021-12-31	201879393
2020 : PALMS MEDICAL GROUP 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,263,232
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$209,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$186,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,160,042
Value of total assets at end of year	2020-12-31	$8,629,861
Value of total assets at beginning of year	2020-12-31	$6,575,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$22,357
Total interest from all sources	2020-12-31	$707
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$960
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$680,076
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$50,074
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	$2,054,137
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,629,861
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,575,724
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	$21,397
Value of interest in pooled separate accounts at end of year	2020-12-31	$8,586,847
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$6,530,733
Interest earned on other investments	2020-12-31	$707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$43,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$44,991
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,102,483
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	$429,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$186,738
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	Unqualified
Accountancy firm name	2020-12-31	VALENTI, RACKLEY & ASSOCIATES, LLC
Accountancy firm EIN	2020-12-31	201879393
2019 : PALMS MEDICAL GROUP 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	$2,073,035
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$294,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$273,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$994,289
Value of total assets at end of year	2019-12-31	$6,575,724
Value of total assets at beginning of year	2019-12-31	$4,796,745
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$20,882
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$643
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	$643
Administrative expenses professional fees incurred	2019-12-31	$20,882
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$108,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$576,303
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$27,190
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	$1,778,979
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,575,724
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,796,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$6,530,733
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,767,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$44,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$29,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$29,534
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,078,103
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	$390,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$273,174
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	POWELL & JONES, CPAS
Accountancy firm EIN	2019-12-31	592145410
2018 : PALMS MEDICAL GROUP 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	$829,854
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$241,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$224,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,151,062
Value of total assets at end of year	2018-12-31	$4,796,745
Value of total assets at beginning of year	2018-12-31	$4,208,741
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$17,079
Total interest from all sources	2018-12-31	$-321,208
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$108,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$488,110
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$25,113
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	$588,004
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,796,745
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,208,741
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 pooled separate accounts at end of year	2018-12-31	$4,767,211
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$4,183,966
Interest earned on other investments	2018-12-31	$-321,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$29,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$24,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$24,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$637,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$224,771
Contract administrator fees	2018-12-31	$17,079
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	2018-12-31	No
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	POWELL & JONES, CPAS
Accountancy firm EIN	2018-12-31	592145410
2017 : PALMS MEDICAL GROUP 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	$1,359,565
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$109,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$93,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$777,914
Value of total assets at end of year	2017-12-31	$4,208,741
Value of total assets at beginning of year	2017-12-31	$2,958,825
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$16,238
Total interest from all sources	2017-12-31	$581,651
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$108,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$439,203
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$35,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,249,916
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,208,741
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,958,825
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 pooled separate accounts at end of year	2017-12-31	$4,183,966
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,936,388
Interest earned on other investments	2017-12-31	$581,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$24,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$22,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$22,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$303,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$93,411
Contract administrator fees	2017-12-31	$16,238
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	2017-12-31	No
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	POWELL & JONES, CPAS
Accountancy firm EIN	2017-12-31	592145410
2016 : PALMS MEDICAL GROUP 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	$1,283,524
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$137,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$131,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,097,969
Value of total assets at end of year	2016-12-31	$2,958,825
Value of total assets at beginning of year	2016-12-31	$1,812,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,468
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$108,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$389,105
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$449,742
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	$1,146,171
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,958,825
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,812,654
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 pooled separate accounts at end of year	2016-12-31	$2,936,388
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,780,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$22,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$32,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$32,561
Net investment gain/loss from pooled separate accounts	2016-12-31	$185,555
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	$259,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$131,885
Contract administrator fees	2016-12-31	$5,468
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	2016-12-31	No
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	POWELL & JONES, CPAS
Accountancy firm EIN	2016-12-31	592145410

Form 5500 Responses for PALMS MEDICAL GROUP 401K PLAN

2022: PALMS MEDICAL GROUP 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PALMS MEDICAL GROUP 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: PALMS MEDICAL GROUP 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: PALMS MEDICAL GROUP 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 benefit arrangement – Insurance	Yes
2018: PALMS MEDICAL GROUP 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 benefit arrangement – Insurance	Yes
2017: PALMS MEDICAL GROUP 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 benefit arrangement – Insurance	Yes
2016: PALMS MEDICAL GROUP 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

G50606

Policy instance

Insurance contract or identification number	G50606
Number of Individuals Covered	339
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP29435

Policy instance

Insurance contract or identification number	GP29435
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $13,050
Total amount of fees paid to insurance company	USD $2,610
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?	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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,050
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP29435

Policy instance

Insurance contract or identification number	GP29435
Number of Individuals Covered	330
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $23,441
Total amount of fees paid to insurance company	USD $4,688
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?	Yes
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP VAR ANNUITY WITH GUARANTEED FUND
Amount paid for insurance broker fees	4688
Additional information about fees paid to insurance broker	ONGOING ADMINISTRATION
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $23,441

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP29435

Policy instance

Insurance contract or identification number	GP29435
Number of Individuals Covered	288
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $16,532
Total amount of fees paid to insurance company	USD $3,306
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?	Yes
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP VAR ANNUITY W/ GUAR FUND
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	3306
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker organization code?	5

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

29435

Policy instance

Insurance contract or identification number	29435
Number of Individuals Covered	268
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $13,363
Total amount of fees paid to insurance company	USD $2,684
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
Amount paid for insurance broker fees	2684
Additional information about fees paid to insurance broker	TPA
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $13,363

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP 29435

Policy instance

Insurance contract or identification number	GP 29435
Number of Individuals Covered	198
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $11,149
Total amount of fees paid to insurance company	USD $2,080
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?	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
Commission paid to Insurance Broker	USD $11,149
Insurance broker organization code?	4
Amount paid for insurance broker fees	2080

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP 29435

Policy instance

Insurance contract or identification number	GP 29435
Number of Individuals Covered	170
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $7,535
Total amount of fees paid to insurance company	USD $1,769
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?	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
Amount paid for insurance broker fees	1769
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $7,535
Insurance broker name	PINNACLE PLANNING GROUP INC

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Company Name:	TRENTON MEDICAL CENTER, INC. DBA PALMS MEDICAL GROUP
Employer identification number (EIN):	592871302
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1988-01-14
Company Identification Number:	N24356
Legal Registered Office Address:	23343 NW CR 236 High Springs 32643