RICHARD LEE AVERITTE, JR., PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AFFILIATED DERMATOLOGY 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : AFFILIATED DERMATOLOGY 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,999,644 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $925,299 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $877,906 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $8,705 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,100,665 |
| Value of total assets at end of year | 2023-12-31 | $6,315,569 |
| Value of total assets at beginning of year | 2023-12-31 | $5,241,224 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $38,688 |
| Total interest from all sources | 2023-12-31 | $7,127 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $622,378 |
| Participant contributions at end of year | 2023-12-31 | $100,186 |
| Participant contributions at beginning of year | 2023-12-31 | $97,362 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $40,052 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,074,345 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $6,315,569 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,241,224 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $22,665 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $5,742,660 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $4,875,340 |
| Interest on participant loans | 2023-12-31 | $7,127 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $452,649 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $236,326 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $891,852 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $438,235 |
| Employer contributions (assets) at end of year | 2023-12-31 | $20,074 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $32,196 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $877,906 |
| Contract administrator fees | 2023-12-31 | $12,822 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | CLIFTONLARSONALLEN, LLP |
| Accountancy firm EIN | 2023-12-31 | 410746749 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,999,644 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $925,299 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $877,906 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $8,705 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,100,665 |
| Value of total assets at end of year | 2023-01-01 | $6,315,569 |
| Value of total assets at beginning of year | 2023-01-01 | $5,241,224 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $38,688 |
| Total interest from all sources | 2023-01-01 | $7,127 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $622,378 |
| Participant contributions at end of year | 2023-01-01 | $100,186 |
| Participant contributions at beginning of year | 2023-01-01 | $97,362 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $40,052 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,074,345 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $6,315,569 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $5,241,224 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $22,665 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $5,742,660 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $4,875,340 |
| Interest on participant loans | 2023-01-01 | $7,127 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $452,649 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $236,326 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $891,852 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $438,235 |
| Employer contributions (assets) at end of year | 2023-01-01 | $20,074 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $32,196 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $877,906 |
| Contract administrator fees | 2023-01-01 | $12,822 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | CLIFTONLARSONALLEN, LLP |
| Accountancy firm EIN | 2023-01-01 | 410746749 |
| 2022 : AFFILIATED DERMATOLOGY 401(K) PLAN 2022 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $141,836 |
| Total of all expenses incurred | 2022-12-31 | $728,351 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $700,147 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $989,649 |
| Value of total assets at end of year | 2022-12-31 | $5,241,224 |
| Value of total assets at beginning of year | 2022-12-31 | $5,827,739 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $28,204 |
| Total interest from all sources | 2022-12-31 | $2,427 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $573,238 |
| Participant contributions at end of year | 2022-12-31 | $97,362 |
| Participant contributions at beginning of year | 2022-12-31 | $12,887 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $8,848 |
| Other income not declared elsewhere | 2022-12-31 | $1,073 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-586,515 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,241,224 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,827,739 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $19,041 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,875,340 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,962,216 |
| Interest on participant loans | 2022-12-31 | $2,427 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $236,326 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $52,636 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-851,313 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $407,563 |
| Employer contributions (assets) at end of year | 2022-12-31 | $32,196 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $800,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $700,147 |
| Contract administrator fees | 2022-12-31 | $9,163 |
| 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 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN, LLP |
| Accountancy firm EIN | 2022-12-31 | 410746749 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $141,836 |
| Total of all expenses incurred | 2022-01-01 | $728,351 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $700,147 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $989,649 |
| Value of total assets at end of year | 2022-01-01 | $5,241,224 |
| Value of total assets at beginning of year | 2022-01-01 | $5,827,739 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $28,204 |
| Total interest from all sources | 2022-01-01 | $2,427 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $573,238 |
| Participant contributions at end of year | 2022-01-01 | $97,362 |
| Participant contributions at beginning of year | 2022-01-01 | $12,887 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $8,848 |
| Other income not declared elsewhere | 2022-01-01 | $1,073 |
| Liabilities. Value of operating payables at beginning of year | 2022-01-01 | $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 | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-586,515 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $5,241,224 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $5,827,739 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $19,041 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $4,875,340 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $4,962,216 |
| Interest on participant loans | 2022-01-01 | $2,427 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $236,326 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $52,636 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-851,313 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $407,563 |
| Employer contributions (assets) at end of year | 2022-01-01 | $32,196 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $800,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $700,147 |
| Contract administrator fees | 2022-01-01 | $9,163 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2022-01-01 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | CLIFTONLARSONALLEN, LLP |
| Accountancy firm EIN | 2022-01-01 | 410746749 |
| 2021 : AFFILIATED DERMATOLOGY 401(K) PLAN 2021 401k financial data |
|---|
| 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 | $2,417,208 |
| Total of all expenses incurred | 2021-12-31 | $202,186 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $183,490 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,806,244 |
| Value of total assets at end of year | 2021-12-31 | $5,827,739 |
| Value of total assets at beginning of year | 2021-12-31 | $3,612,717 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $18,696 |
| Total interest from all sources | 2021-12-31 | $399 |
| 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 | $362,000 |
| 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 | $509,709 |
| Participant contributions at end of year | 2021-12-31 | $12,887 |
| Participant contributions at beginning of year | 2021-12-31 | $9,888 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $185,000 |
| Other income not declared elsewhere | 2021-12-31 | $14,975 |
| Administrative expenses (other) incurred | 2021-12-31 | $14,975 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
| 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 | $2,215,022 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,827,739 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,612,717 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $4,962,216 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,067,904 |
| Interest on participant loans | 2021-12-31 | $399 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $52,636 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $34,925 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $595,590 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $1,111,535 |
| Employer contributions (assets) at end of year | 2021-12-31 | $800,000 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $500,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $183,490 |
| Contract administrator fees | 2021-12-31 | $3,721 |
| 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 |
| Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
| Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN, LLP |
| Accountancy firm EIN | 2021-12-31 | 410746749 |
| 2020 : AFFILIATED DERMATOLOGY 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $1,652,490 |
| Total of all expenses incurred | 2020-12-31 | $267,559 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $264,291 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,273,177 |
| Value of total assets at end of year | 2020-12-31 | $3,612,717 |
| Value of total assets at beginning of year | 2020-12-31 | $2,227,786 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,268 |
| Total interest from all sources | 2020-12-31 | $614 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $100,000 |
| 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 | $376,285 |
| Participant contributions at end of year | 2020-12-31 | $9,888 |
| Participant contributions at beginning of year | 2020-12-31 | $11,546 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,318 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,384,931 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,612,717 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,227,786 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,067,904 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,190,565 |
| Interest on participant loans | 2020-12-31 | $614 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $34,925 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $25,675 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $378,699 |
| 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 | $893,574 |
| Employer contributions (assets) at end of year | 2020-12-31 | $500,000 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $264,291 |
| Contract administrator fees | 2020-12-31 | $3,268 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN, LLP |
| Accountancy firm EIN | 2020-12-31 | 410746749 |
| 2019 : AFFILIATED DERMATOLOGY 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $1,337,133 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,337,133 |
| Total of all expenses incurred | 2019-12-31 | $110,824 |
| Total of all expenses incurred | 2019-12-31 | $110,824 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $107,871 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $107,871 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,029,030 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,029,030 |
| Value of total assets at end of year | 2019-12-31 | $2,227,786 |
| Value of total assets at end of year | 2019-12-31 | $2,227,786 |
| Value of total assets at beginning of year | 2019-12-31 | $1,001,477 |
| Value of total assets at beginning of year | 2019-12-31 | $1,001,477 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,953 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,953 |
| Total interest from all sources | 2019-12-31 | $237 |
| Total interest from all sources | 2019-12-31 | $237 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $100,000 |
| Value of fidelity bond cover | 2019-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $458,249 |
| Contributions received from participants | 2019-12-31 | $458,249 |
| Participant contributions at end of year | 2019-12-31 | $11,546 |
| Participant contributions at end of year | 2019-12-31 | $11,546 |
| Participant contributions at beginning of year | 2019-12-31 | $1,900 |
| Participant contributions at beginning of year | 2019-12-31 | $1,900 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $14,882 |
| Participant contributions at beginning of year | 2019-12-31 | $14,882 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $193,119 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $193,119 |
| Total non interest bearing cash at end of year | 2019-12-31 | $0 |
| Total non interest bearing cash at end of year | 2019-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $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 | 2019-12-31 | No |
| 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 | $1,226,309 |
| Value of net income/loss | 2019-12-31 | $1,226,309 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,227,786 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,227,786 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,001,477 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,001,477 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| 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 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 |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,190,565 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,190,565 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $956,827 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $956,827 |
| Interest on participant loans | 2019-12-31 | $237 |
| Interest on participant loans | 2019-12-31 | $237 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $25,675 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $25,675 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $2,794 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $2,794 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $307,866 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $307,866 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| 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 |
| 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 |
| 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 | $377,662 |
| Contributions received in cash from employer | 2019-12-31 | $377,662 |
| Employer contributions (assets) at end of year | 2019-12-31 | $0 |
| Employer contributions (assets) at end of year | 2019-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $25,074 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $25,074 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $107,871 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $107,871 |
| Contract administrator fees | 2019-12-31 | $2,953 |
| Contract administrator fees | 2019-12-31 | $2,953 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| 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 |
| 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 |
| 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 |
| 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 |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN, LLP |
| Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN, LLP |
| Accountancy firm EIN | 2019-12-31 | 410746749 |
| Accountancy firm EIN | 2019-12-31 | 410746749 |
