401k Plan data: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN plan

CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 401k Plan overview

Plan Name	CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN
Plan identification number	001

CROUSE MEDICAL PRACTICE, PLLC 401(K) 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CROUSE MEDICAL PRACTICE, PLLC has sponsored the creation of one or more 401k plans.

Company Name: CROUSE MEDICAL PRACTICE, PLLC

Employer identification number (EIN): 800548096

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

Additional information about CROUSE MEDICAL PRACTICE, PLLC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2010-02-16

Company Identification Number: 3912731

Legal Registered Office Address: ATT: EXECUTIVE DIRECTOR
730 SOUTH CROUSE AVENUE S 204
SYRACUSE
United States of America (USA)
13210

More information about CROUSE MEDICAL PRACTICE, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JOHN BERGEMANN 2023-10-06
001 2021-01-01 JOHN BERGEMANN 2022-10-05
001 2020-01-01 JOHN BERGEMANN 2021-10-05
001 2019-01-01
001 2018-01-01
001 2017-01-01 KEVIN RANDALL
001 2016-01-01 KEVIN RANDALL
001 2015-01-01 CARLEEN PENSERO
001 2014-01-01 DANIEL ARONSON DANIEL ARONSON 2015-10-15
001 2013-01-01 DANIEL ARONSON DANIEL ARONSON 2014-10-14
001 2012-01-01 GREGORY SCHULZ 2013-09-18 GREGORY SCHULZ 2013-09-18
001 2011-01-01 KIM DEC 2012-10-03
001 2010-10-01 KIM DEC 2011-09-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JOHN BERGEMANN	2023-10-06
001	2021-01-01	JOHN BERGEMANN	2022-10-05
001	2020-01-01	JOHN BERGEMANN	2021-10-05
001	2019-01-01
001	2018-01-01
001	2017-01-01	KEVIN RANDALL
001	2016-01-01	KEVIN RANDALL
001	2015-01-01	CARLEEN PENSERO
001	2014-01-01	DANIEL ARONSON		DANIEL ARONSON	2015-10-15
001	2013-01-01	DANIEL ARONSON		DANIEL ARONSON	2014-10-14
001	2012-01-01	GREGORY SCHULZ	2013-09-18	GREGORY SCHULZ	2013-09-18
001	2011-01-01	KIM DEC	2012-10-03
001	2010-10-01	KIM DEC	2011-09-20

Plan Statistics for CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN

401k plan membership statisitcs for CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN

Measure Date Value
2022: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 458
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 342
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 137
Total of all active and inactive participants 2022-01-01 479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 479
Number of participants with account balances 2022-01-01 458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 390
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 330
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 128
Total of all active and inactive participants 2021-01-01 458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 458
Number of participants with account balances 2021-01-01 399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 367
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 301
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 89
Total of all active and inactive participants 2020-01-01 390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 390
Number of participants with account balances 2020-01-01 322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 282
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 71
Total of all active and inactive participants 2019-01-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 353
Number of participants with account balances 2019-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 347
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 270
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 65
Total of all active and inactive participants 2018-01-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 335
Number of participants with account balances 2018-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 292
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 263
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 68
Total of all active and inactive participants 2017-01-01 331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 331
Number of participants with account balances 2017-01-01 217
2016: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 233
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 59
Total of all active and inactive participants 2016-01-01 292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 292
Number of participants with account balances 2016-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 219
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 35
Total of all active and inactive participants 2015-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 254
Number of participants with account balances 2015-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 139
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 25
Total of all active and inactive participants 2014-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 164
Number of participants with account balances 2014-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 123
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 19
Total of all active and inactive participants 2013-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 142
Number of participants with account balances 2013-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2

Measure	Date	Value
2022: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	458
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	342
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	137
Total of all active and inactive participants	2022-01-01	479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	479
Number of participants with account balances	2022-01-01	458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	390
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	330
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	128
Total of all active and inactive participants	2021-01-01	458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	458
Number of participants with account balances	2021-01-01	399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	367
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	301
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	89
Total of all active and inactive participants	2020-01-01	390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	390
Number of participants with account balances	2020-01-01	322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	282
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	71
Total of all active and inactive participants	2019-01-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	353
Number of participants with account balances	2019-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	347
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	270
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	65
Total of all active and inactive participants	2018-01-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	335
Number of participants with account balances	2018-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	292
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	263
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	68
Total of all active and inactive participants	2017-01-01	331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	331
Number of participants with account balances	2017-01-01	217
2016: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	233
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	59
Total of all active and inactive participants	2016-01-01	292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	292
Number of participants with account balances	2016-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	219
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	35
Total of all active and inactive participants	2015-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	254
Number of participants with account balances	2015-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	139
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	25
Total of all active and inactive participants	2014-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	164
Number of participants with account balances	2014-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	123
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	19
Total of all active and inactive participants	2013-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	142
Number of participants with account balances	2013-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2

Financial Data on CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN

Measure	Date	Value
2022 : CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$2,073
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	$-2,282,113
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,084,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,049,510
Expenses. Certain deemed distributions of participant loans	2022-12-31	$21,652
Value of total corrective distributions	2022-12-31	$74
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,089,667
Value of total assets at end of year	2022-12-31	$27,292,392
Value of total assets at beginning of year	2022-12-31	$32,656,832
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$13,164
Total interest from all sources	2022-12-31	$5,879
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
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,980,154
Participant contributions at end of year	2022-12-31	$101,898
Participant contributions at beginning of year	2022-12-31	$109,338
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$14,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$2,073
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	$33,847
Administrative expenses (other) incurred	2022-12-31	$13,164
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	$-5,366,513
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$27,290,319
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$32,656,832
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	$25,272,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$30,054,059
Interest on participant loans	2022-12-31	$5,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,863,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,466,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,411,506
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	$1,095,505
Employer contributions (assets) at end of year	2022-12-31	$53,844
Employer contributions (assets) at beginning of year	2022-12-31	$26,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,049,510
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	FREED MAXICK CPAS, P.C.
Accountancy firm EIN	2022-12-31	454051133
2021 : CROUSE MEDICAL PRACTICE, PLLC 401(K) 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	$7,421,632
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$991,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$951,554
Expenses. Certain deemed distributions of participant loans	2021-12-31	$29,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,112,734
Value of total assets at end of year	2021-12-31	$32,656,832
Value of total assets at beginning of year	2021-12-31	$26,226,566
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$10,313
Total interest from all sources	2021-12-31	$7,849
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	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,760,632
Participant contributions at end of year	2021-12-31	$109,338
Participant contributions at beginning of year	2021-12-31	$150,110
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$22
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$432,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$23,164
Administrative expenses (other) incurred	2021-12-31	$10,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$6,430,266
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$32,656,832
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$26,226,566
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	$30,054,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$23,901,968
Interest on participant loans	2021-12-31	$7,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,466,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,153,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,277,885
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	$919,776
Employer contributions (assets) at end of year	2021-12-31	$26,603
Employer contributions (assets) at beginning of year	2021-12-31	$21,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$951,554
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	FREED MAXICK CPAS, P.C.
Accountancy firm EIN	2021-12-31	454051133
2020 : CROUSE MEDICAL PRACTICE, PLLC 401(K) 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	$5,375,675
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$850,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$840,397
Expenses. Certain deemed distributions of participant loans	2020-12-31	$1,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,375,695
Value of total assets at end of year	2020-12-31	$26,226,566
Value of total assets at beginning of year	2020-12-31	$21,700,939
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,460
Total interest from all sources	2020-12-31	$9,268
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
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,563,369
Participant contributions at end of year	2020-12-31	$150,110
Participant contributions at beginning of year	2020-12-31	$176,415
Participant contributions at end of year	2020-12-31	$22
Participant contributions at beginning of year	2020-12-31	$732
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$31,251
Administrative expenses (other) incurred	2020-12-31	$8,460
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	$4,525,627
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$26,226,566
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$21,700,939
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	$23,901,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$19,646,817
Interest on participant loans	2020-12-31	$9,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,153,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,865,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,959,461
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	$809,701
Employer contributions (assets) at end of year	2020-12-31	$21,038
Employer contributions (assets) at beginning of year	2020-12-31	$11,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$840,397
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	FREED MAXICK CPAS, P.C.
Accountancy firm EIN	2020-12-31	454051133
2019 : CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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 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 liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,893,564
Total income from all sources (including contributions)	2019-12-31	$5,893,564
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$842,153
Total of all expenses incurred	2019-12-31	$842,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$835,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$835,841
Expenses. Certain deemed distributions of participant loans	2019-12-31	$555
Expenses. Certain deemed distributions of participant loans	2019-12-31	$555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,234,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,234,301
Value of total assets at end of year	2019-12-31	$21,700,939
Value of total assets at end of year	2019-12-31	$21,700,939
Value of total assets at beginning of year	2019-12-31	$16,649,528
Value of total assets at beginning of year	2019-12-31	$16,649,528
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,757
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,757
Total interest from all sources	2019-12-31	$9,705
Total interest from all sources	2019-12-31	$9,705
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
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	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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	$1,380,416
Contributions received from participants	2019-12-31	$1,380,416
Participant contributions at end of year	2019-12-31	$176,415
Participant contributions at end of year	2019-12-31	$176,415
Participant contributions at beginning of year	2019-12-31	$141,099
Participant contributions at beginning of year	2019-12-31	$141,099
Participant contributions at end of year	2019-12-31	$732
Participant contributions at end of year	2019-12-31	$732
Participant contributions at beginning of year	2019-12-31	$27,167
Participant contributions at beginning of year	2019-12-31	$27,167
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$143,117
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$143,117
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$28,427
Other income not declared elsewhere	2019-12-31	$28,427
Administrative expenses (other) incurred	2019-12-31	$5,757
Administrative expenses (other) incurred	2019-12-31	$5,757
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	$5,051,411
Value of net income/loss	2019-12-31	$5,051,411
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,700,939
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,700,939
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,649,528
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,649,528
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	$19,646,817
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$19,646,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,742,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,742,120
Interest on participant loans	2019-12-31	$9,705
Interest on participant loans	2019-12-31	$9,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,865,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,865,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,722,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,722,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,621,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,621,131
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	$710,768
Contributions received in cash from employer	2019-12-31	$710,768
Employer contributions (assets) at end of year	2019-12-31	$11,606
Employer contributions (assets) at end of year	2019-12-31	$11,606
Employer contributions (assets) at beginning of year	2019-12-31	$17,092
Employer contributions (assets) at beginning of year	2019-12-31	$17,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$835,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$835,841
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	FREED MAXICK CPAS, P.C.
Accountancy firm name	2019-12-31	FREED MAXICK CPAS, P.C.
Accountancy firm EIN	2019-12-31	454051133
Accountancy firm EIN	2019-12-31	454051133
2018 : CROUSE MEDICAL PRACTICE, PLLC 401(K) 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	$3,748
Total income from all sources (including contributions)	2018-12-31	$656,577
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$793,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$771,353
Expenses. Certain deemed distributions of participant loans	2018-12-31	$16,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,961,290
Value of total assets at end of year	2018-12-31	$16,649,528
Value of total assets at beginning of year	2018-12-31	$16,790,604
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$5,667
Total interest from all sources	2018-12-31	$6,225
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	$1,000,000
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	$1,344,729
Participant contributions at end of year	2018-12-31	$141,099
Participant contributions at beginning of year	2018-12-31	$58,786
Participant contributions at end of year	2018-12-31	$27,167
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$50,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$3,748
Other income not declared elsewhere	2018-12-31	$15,756
Administrative expenses (other) incurred	2018-12-31	$5,667
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	$-137,328
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$16,649,528
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$16,786,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$14,742,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$15,536,495
Interest on participant loans	2018-12-31	$6,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,722,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,190,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,326,694
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	$566,151
Employer contributions (assets) at end of year	2018-12-31	$17,092
Employer contributions (assets) at beginning of year	2018-12-31	$4,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$771,353
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	FREED MAXICK CPAS, P.C.
Accountancy firm EIN	2018-12-31	454051133
2017 : CROUSE MEDICAL PRACTICE, PLLC 401(K) 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	$3,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,270
Total income from all sources (including contributions)	2017-12-31	$4,339,939
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,108,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,092,200
Expenses. Certain deemed distributions of participant loans	2017-12-31	$11,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,051,759
Value of total assets at end of year	2017-12-31	$16,790,604
Value of total assets at beginning of year	2017-12-31	$13,556,723
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,686
Total interest from all sources	2017-12-31	$4,188
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	$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	$1,125,075
Participant contributions at end of year	2017-12-31	$58,786
Participant contributions at beginning of year	2017-12-31	$63,552
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$370,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$3,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$1,270
Other income not declared elsewhere	2017-12-31	$9,555
Administrative expenses (other) incurred	2017-12-31	$4,686
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	$3,231,403
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$16,786,856
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,555,453
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	$15,536,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$12,757,742
Interest on participant loans	2017-12-31	$4,188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,190,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$735,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,274,437
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	$556,155
Employer contributions (assets) at end of year	2017-12-31	$4,400
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,092,200
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	FREED MAXICK CPAS, P.C.
Accountancy firm EIN	2017-12-31	454051133
2016 : CROUSE MEDICAL PRACTICE, PLLC 401(K) 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	$1,270
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,270
Total income from all sources (including contributions)	2016-12-31	$3,315,437
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$400,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$389,234
Expenses. Certain deemed distributions of participant loans	2016-12-31	$7,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,350,624
Value of total assets at end of year	2016-12-31	$13,556,723
Value of total assets at beginning of year	2016-12-31	$10,641,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,962
Total interest from all sources	2016-12-31	$2,273
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	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,103,612
Participant contributions at end of year	2016-12-31	$63,552
Participant contributions at beginning of year	2016-12-31	$47,174
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$646,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$1,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$1,270
Other income not declared elsewhere	2016-12-31	$6,359
Administrative expenses (other) incurred	2016-12-31	$3,962
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	$2,915,089
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,555,453
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,640,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$12,757,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,077,581
Interest on participant loans	2016-12-31	$2,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$735,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$516,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$956,181
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	$600,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$389,234
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	FREED MAXICK CPAS, P.C.
Accountancy firm EIN	2016-12-31	454051133
2015 : CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,270
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,479,063
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,765,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,761,155
Expenses. Certain deemed distributions of participant loans	2015-12-31	$3,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,739,508
Value of total assets at end of year	2015-12-31	$10,641,634
Value of total assets at beginning of year	2015-12-31	$10,927,055
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,487
Total interest from all sources	2015-12-31	$2,657
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$801,097
Participant contributions at end of year	2015-12-31	$47,174
Participant contributions at beginning of year	2015-12-31	$62,151
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$588,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$1,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$7,785
Administrative expenses (other) incurred	2015-12-31	$1,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-286,691
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,640,364
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,927,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,077,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,876,794
Interest on participant loans	2015-12-31	$2,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$516,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$988,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-270,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$350,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,761,155
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	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	FREED MAXICK CPAS, P.C.
Accountancy firm EIN	2015-12-31	454051133
2014 : CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,124,556
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$955,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$931,673
Expenses. Certain deemed distributions of participant loans	2014-12-31	$21,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$722,971
Value of total assets at end of year	2014-12-31	$10,927,055
Value of total assets at beginning of year	2014-12-31	$10,758,429
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,359
Total interest from all sources	2014-12-31	$2,959
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$460,000
Participant contributions at end of year	2014-12-31	$62,151
Participant contributions at beginning of year	2014-12-31	$61,966
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$43,190
Other income not declared elsewhere	2014-12-31	$10,006
Administrative expenses (other) incurred	2014-12-31	$2,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$168,626
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,927,055
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$10,758,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,876,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,743,421
Interest on participant loans	2014-12-31	$2,959
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$988,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$953,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$388,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$219,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$931,673
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	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	FREED MAXICK CPAS, P.C.
Accountancy firm EIN	2014-12-31	454051133
2013 : CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,530,964
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$583,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$580,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$742,532
Value of total assets at end of year	2013-12-31	$10,758,429
Value of total assets at beginning of year	2013-12-31	$8,810,527
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,850
Total interest from all sources	2013-12-31	$7,911
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$439,295
Participant contributions at end of year	2013-12-31	$61,966
Participant contributions at beginning of year	2013-12-31	$45,455
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$95,644
Other income not declared elsewhere	2013-12-31	$9,289
Administrative expenses (other) incurred	2013-12-31	$2,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,947,902
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$10,758,429
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,810,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$9,743,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,965,869
Interest on participant loans	2013-12-31	$3,161
Interest earned on other investments	2013-12-31	$4,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$953,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$799,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,771,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$207,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$580,212
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FREED MAXICK CPAS. P.C.
Accountancy firm EIN	2013-12-31	454051133

Form 5500 Responses for CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN

2022: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
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 funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CROUSE MEDICAL PRACTICE, PLLC 401(K) 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 funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CROUSE MEDICAL PRACTICE, PLLC 401(K) 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 funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CROUSE MEDICAL PRACTICE, PLLC 401(K) 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 funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811913

Policy instance

Insurance contract or identification number	811913
Number of Individuals Covered	458
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $71,201
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $71,201
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811913

Policy instance

Insurance contract or identification number	811913
Number of Individuals Covered	399
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $73,998
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $73,998
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811913

Policy instance

Insurance contract or identification number	811913
Number of Individuals Covered	322
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $54,761
Total amount of fees paid to insurance company	USD $10,664
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $54,761
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811913

Policy instance

Insurance contract or identification number	811913
Number of Individuals Covered	258
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $47,784
Total amount of fees paid to insurance company	USD $9,288
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $47,784
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811913

Policy instance

Insurance contract or identification number	811913
Number of Individuals Covered	227
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $43,540
Total amount of fees paid to insurance company	USD $8,634
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $43,540
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811913

Policy instance

Insurance contract or identification number	811913
Number of Individuals Covered	217
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $37,967
Total amount of fees paid to insurance company	USD $7,303
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $37,967
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4
Insurance broker name	BPAS

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

875971

Policy instance

Insurance contract or identification number	875971
Number of Individuals Covered	180
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $37,440
Total amount of fees paid to insurance company	USD $5,395
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $37,440
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4
Insurance broker name	ONEIDA SAVINGS BANK

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

875971

Policy instance

Insurance contract or identification number	875971
Number of Individuals Covered	164
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $41,163
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $41,163
Insurance broker organization code?	4
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

875971

Policy instance

Insurance contract or identification number	875971
Number of Individuals Covered	106
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $45,048
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $38,609
Amount paid for insurance broker fees	0
Insurance broker organization code?	4
Insurance broker name	BENEFIT CONSULTING GROUP, INC.

Potentially related plans

CROUSE MEDICAL GROUP, PC EMPLOYEES DEFERRED SAVINGS & PROFIT SHARING PLAN AND TRUST [EIN = 161237053]

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Company Name:	CROUSE MEDICAL PRACTICE, PLLC
Employer identification number (EIN):	800548096
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2010-02-16
Company Identification Number:	3912731
Legal Registered Office Address:	ATT: EXECUTIVE DIRECTOR 730 SOUTH CROUSE AVENUE S 204 SYRACUSE United States of America (USA) 13210