401k Plan data: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN plan

NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN 401k Plan overview

Plan Name	NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN
Plan identification number	001

NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. has sponsored the creation of one or more 401k plans.

Company Name: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C.

Employer identification number (EIN): 611141697

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT 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 STEPHEN J. KEIRAN, JR. 2022-10-16 STEPHEN J. KEIRAN, JR. 2022-10-16
001 2020-01-01 STEPHEN J. KEIRAN, JR. 2021-10-13 STEPHEN J. KEIRAN, JR. 2021-10-13
001 2019-01-01 STEPHEN J. KEIRAN, JR. 2020-10-11 STEPHEN J. KEIRAN, JR. 2020-10-11
001 2018-01-01 STEPHEN J. KEIRAN, JR. 2019-10-13 STEPHEN J. KEIRAN, JR. 2019-10-13
001 2018-01-01 STEPHEN J. KEIRAN, JR. 2019-10-13 STEPHEN J. KEIRAN, JR. 2019-10-13
001 2017-01-01
001 2016-01-01
001 2015-01-01 CORINA MANNING 2016-06-13 CORINA MANNING 2016-06-13
001 2014-01-01 CORINA MANNING 2015-07-20 CORINA MANNING 2015-07-20
001 2013-01-01 CORINA MANNING 2014-07-07 CORINA MANNING 2014-07-07
001 2012-01-01 CORINA MANNING 2013-09-27 CORINA MANNING 2013-09-27
001 2011-01-01 CORINA MANNING 2012-10-10 CORINA MANNING 2012-10-10
001 2010-01-01 CORINA MANNING 2012-10-10 CORINA MANNING 2012-10-10

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	STEPHEN J. KEIRAN, JR.	2022-10-16	STEPHEN J. KEIRAN, JR.	2022-10-16
001	2020-01-01	STEPHEN J. KEIRAN, JR.	2021-10-13	STEPHEN J. KEIRAN, JR.	2021-10-13
001	2019-01-01	STEPHEN J. KEIRAN, JR.	2020-10-11	STEPHEN J. KEIRAN, JR.	2020-10-11
001	2018-01-01	STEPHEN J. KEIRAN, JR.	2019-10-13	STEPHEN J. KEIRAN, JR.	2019-10-13
001	2018-01-01	STEPHEN J. KEIRAN, JR.	2019-10-13	STEPHEN J. KEIRAN, JR.	2019-10-13
001	2017-01-01
001	2016-01-01
001	2015-01-01	CORINA MANNING	2016-06-13	CORINA MANNING	2016-06-13
001	2014-01-01	CORINA MANNING	2015-07-20	CORINA MANNING	2015-07-20
001	2013-01-01	CORINA MANNING	2014-07-07	CORINA MANNING	2014-07-07
001	2012-01-01	CORINA MANNING	2013-09-27	CORINA MANNING	2013-09-27
001	2011-01-01	CORINA MANNING	2012-10-10	CORINA MANNING	2012-10-10
001	2010-01-01	CORINA MANNING	2012-10-10	CORINA MANNING	2012-10-10

Plan Statistics for NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN

401k plan membership statisitcs for NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN

Measure Date Value
2022: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 84
Number of other retired or separated participants entitled to future benefits 2022-01-01 43
Total of all active and inactive participants 2022-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 127
Number of participants with account balances 2022-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 12
2021: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 87
Number of retired or separated participants receiving benefits 2021-01-01 28
Number of other retired or separated participants entitled to future benefits 2021-01-01 105
Total of all active and inactive participants 2021-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 220
Number of participants with account balances 2021-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 51
2020: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 75
Number of retired or separated participants receiving benefits 2020-01-01 42
Number of other retired or separated participants entitled to future benefits 2020-01-01 90
Total of all active and inactive participants 2020-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 207
Number of participants with account balances 2020-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 25
2019: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 66
Number of retired or separated participants receiving benefits 2019-01-01 37
Number of other retired or separated participants entitled to future benefits 2019-01-01 85
Total of all active and inactive participants 2019-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 188
Number of participants with account balances 2019-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 34
2018: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 50
Number of retired or separated participants receiving benefits 2018-01-01 33
Number of other retired or separated participants entitled to future benefits 2018-01-01 71
Total of all active and inactive participants 2018-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 154
Number of participants with account balances 2018-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 37
2017: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 71
Number of retired or separated participants receiving benefits 2017-01-01 19
Number of other retired or separated participants entitled to future benefits 2017-01-01 52
Total of all active and inactive participants 2017-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 142
Number of participants with account balances 2017-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 19

Measure	Date	Value
2022: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	84
Number of other retired or separated participants entitled to future benefits	2022-01-01	43
Total of all active and inactive participants	2022-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	127
Number of participants with account balances	2022-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	12
2021: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	87
Number of retired or separated participants receiving benefits	2021-01-01	28
Number of other retired or separated participants entitled to future benefits	2021-01-01	105
Total of all active and inactive participants	2021-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	220
Number of participants with account balances	2021-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	51
2020: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	75
Number of retired or separated participants receiving benefits	2020-01-01	42
Number of other retired or separated participants entitled to future benefits	2020-01-01	90
Total of all active and inactive participants	2020-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	207
Number of participants with account balances	2020-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	25
2019: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	66
Number of retired or separated participants receiving benefits	2019-01-01	37
Number of other retired or separated participants entitled to future benefits	2019-01-01	85
Total of all active and inactive participants	2019-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	188
Number of participants with account balances	2019-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	34
2018: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	50
Number of retired or separated participants receiving benefits	2018-01-01	33
Number of other retired or separated participants entitled to future benefits	2018-01-01	71
Total of all active and inactive participants	2018-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	154
Number of participants with account balances	2018-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	37
2017: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	71
Number of retired or separated participants receiving benefits	2017-01-01	19
Number of other retired or separated participants entitled to future benefits	2017-01-01	52
Total of all active and inactive participants	2017-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	142
Number of participants with account balances	2017-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	19

Financial Data on NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN

Measure	Date	Value
2022 : NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$8,258
Total income from all sources (including contributions)	2022-12-31	$-1,998,982
Total of all expenses incurred	2022-12-31	$3,452,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,388,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,498,657
Value of total assets at end of year	2022-12-31	$20,648,567
Value of total assets at beginning of year	2022-12-31	$26,108,114
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$64,196
Total interest from all sources	2022-12-31	$267
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$337,261
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	$337,261
Administrative expenses professional fees incurred	2022-12-31	$64,196
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	$631,135
Participant contributions at end of year	2022-12-31	$2,470
Participant contributions at beginning of year	2022-12-31	$9,896
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$238,719
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$242,729
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$45,742
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$426
Liabilities. Value of operating payables at beginning of year	2022-12-31	$7,832
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	$-5,451,289
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$20,648,567
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$26,099,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$17,622,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$25,088,013
Interest on participant loans	2022-12-31	$267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$62,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$62,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,963,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,835,167
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	$821,780
Employer contributions (assets) at end of year	2022-12-31	$821,780
Employer contributions (assets) at beginning of year	2022-12-31	$705,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,388,111
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
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	LOUIS T ROTH & CO, PLLC
Accountancy firm EIN	2022-12-31	610480236
2021 : NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT 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	$8,258
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$486
Total income from all sources (including contributions)	2021-12-31	$4,599,060
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,219,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,147,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,398,226
Value of total assets at end of year	2021-12-31	$26,108,114
Value of total assets at beginning of year	2021-12-31	$22,720,486
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$71,458
Total interest from all sources	2021-12-31	$907
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$739,851
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	$739,851
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$557,542
Participant contributions at end of year	2021-12-31	$9,896
Participant contributions at beginning of year	2021-12-31	$24,032
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$242,729
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$135,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$486
Liabilities. Value of operating payables at end of year	2021-12-31	$7,832
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	$3,379,856
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$26,099,856
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$22,720,000
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	$51,418
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$25,088,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$21,975,622
Interest on participant loans	2021-12-31	$907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$62,301
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$2,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$2,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,460,076
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	$705,175
Employer contributions (assets) at end of year	2021-12-31	$705,175
Employer contributions (assets) at beginning of year	2021-12-31	$718,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,147,746
Contract administrator fees	2021-12-31	$20,040
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	LOUIS T. ROTH & CO., PLLC
Accountancy firm EIN	2021-12-31	610480236
2020 : NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT 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	$486
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	$3,701,800
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$856,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$790,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,076,827
Value of total assets at end of year	2020-12-31	$22,720,486
Value of total assets at beginning of year	2020-12-31	$19,874,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$66,033
Total interest from all sources	2020-12-31	$990
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$423,029
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	$423,029
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$490,004
Participant contributions at end of year	2020-12-31	$24,032
Participant contributions at beginning of year	2020-12-31	$13,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$486
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	$2,845,504
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$22,720,000
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,874,496
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	$42,186
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$21,975,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$18,445,005
Interest on participant loans	2020-12-31	$990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$2,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$722,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$722,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,200,954
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	$586,823
Employer contributions (assets) at end of year	2020-12-31	$718,245
Employer contributions (assets) at beginning of year	2020-12-31	$693,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$790,263
Contract administrator fees	2020-12-31	$23,847
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	LOUIS T. ROTH & CO., PLLC
Accountancy firm EIN	2020-12-31	610480236
2019 : NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT 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	$4,304,097
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,494,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,416,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,347,095
Value of total assets at end of year	2019-12-31	$19,874,496
Value of total assets at beginning of year	2019-12-31	$17,065,240
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$77,876
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$472,750
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	$472,750
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$451,212
Participant contributions at end of year	2019-12-31	$13,663
Participant contributions at beginning of year	2019-12-31	$26,652
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$202,201
Other income not declared elsewhere	2019-12-31	$2,484,252
Administrative expenses (other) incurred	2019-12-31	$13,144
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	$2,809,256
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,874,496
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,065,240
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	$39,157
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$18,445,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$16,348,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$722,146
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	$693,682
Employer contributions (assets) at end of year	2019-12-31	$693,682
Employer contributions (assets) at beginning of year	2019-12-31	$689,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,416,965
Contract administrator fees	2019-12-31	$25,575
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	LOUIS T. ROTH & CO., PLLC
Accountancy firm EIN	2019-12-31	610480236
2018 : NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT 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	$6,734
Total income from all sources (including contributions)	2018-12-31	$-149,931
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,294,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,239,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,133,054
Value of total assets at end of year	2018-12-31	$17,065,240
Value of total assets at beginning of year	2018-12-31	$21,516,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$54,424
Total interest from all sources	2018-12-31	$10,083
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$536,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$536,544
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$422,613
Participant contributions at end of year	2018-12-31	$26,652
Participant contributions at beginning of year	2018-12-31	$159,906
Participant contributions at beginning of year	2018-12-31	$32,529
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$20,591
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$2,011
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,340
Liabilities. Value of operating payables at beginning of year	2018-12-31	$5,394
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	$-4,444,248
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$17,065,240
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$21,509,488
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
Investment advisory and management fees	2018-12-31	$39,859
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$16,348,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$20,511,575
Interest on participant loans	2018-12-31	$2,978
Interest earned on other investments	2018-12-31	$7,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,829,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$689,850
Employer contributions (assets) at end of year	2018-12-31	$689,850
Employer contributions (assets) at beginning of year	2018-12-31	$810,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,239,893
Contract administrator fees	2018-12-31	$14,565
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	LOUIS T. ROTH & CO., PLLC
Accountancy firm EIN	2018-12-31	610480236
2017 : NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT 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	$6,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$381
Total income from all sources (including contributions)	2017-12-31	$4,537,051
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$525,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$462,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,863,280
Value of total assets at end of year	2017-12-31	$21,516,222
Value of total assets at beginning of year	2017-12-31	$17,498,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$62,827
Total interest from all sources	2017-12-31	$10,685
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
Administrative expenses professional fees incurred	2017-12-31	$62,827
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$578,941
Participant contributions at end of year	2017-12-31	$159,906
Participant contributions at beginning of year	2017-12-31	$200,771
Participant contributions at end of year	2017-12-31	$32,529
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$474,138
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$2,011
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$2,933
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$1,340
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$381
Liabilities. Value of operating payables at end of year	2017-12-31	$5,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,011,437
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$21,509,488
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$17,498,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$20,511,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$17,010,351
Interest on participant loans	2017-12-31	$10,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,663,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$810,201
Employer contributions (assets) at end of year	2017-12-31	$810,201
Employer contributions (assets) at beginning of year	2017-12-31	$284,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$462,787
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	LOUIS T. ROTH & CO., PLLC
Accountancy firm EIN	2017-12-31	610480236

Form 5500 Responses for NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN

2022: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C. RETIREMENT 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

89733700087

Policy instance

Insurance contract or identification number	89733700087
Total amount of commissions paid to insurance broker	USD $9
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9
Amount paid for insurance broker fees	0
Insurance broker organization code?	4

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Company Name:	NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P.S.C.
Employer identification number (EIN):	611141697
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)