TOI MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE ONCOLOGY INSTITUTE RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : THE ONCOLOGY INSTITUTE RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $6,723,873 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $2,545,217 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $2,427,237 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $11,173 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $4,257,243 |
| Value of total assets at end of year | 2023-12-31 | $16,958,931 |
| Value of total assets at beginning of year | 2023-12-31 | $12,780,275 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $106,807 |
| Total interest from all sources | 2023-12-31 | $6,344 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $22,307 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $22,307 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $2,776,501 |
| Participant contributions at end of year | 2023-12-31 | $96,528 |
| Participant contributions at beginning of year | 2023-12-31 | $39,953 |
| Participant contributions at beginning of year | 2023-12-31 | $1,065 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $205,880 |
| Other income not declared elsewhere | 2023-12-31 | $-4,305 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $4,178,656 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $16,958,931 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $12,780,275 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $2,908,711 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $12,739,155 |
| Interest on participant loans | 2023-12-31 | $6,183 |
| Interest earned on other investments | 2023-12-31 | $161 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $13,948,520 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $5,172 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $102 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,125,014 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $1,317,270 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $1,274,862 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $2,427,237 |
| Contract administrator fees | 2023-12-31 | $106,807 |
| 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 | 2023-12-31 | Yes |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | BDO USA P.C. |
| Accountancy firm EIN | 2023-12-31 | 135381590 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $6,723,873 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $2,545,217 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $2,427,237 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $11,173 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $4,257,243 |
| Value of total assets at end of year | 2023-01-01 | $16,958,931 |
| Value of total assets at beginning of year | 2023-01-01 | $12,780,275 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $106,807 |
| Total interest from all sources | 2023-01-01 | $6,344 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $22,307 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $22,307 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $2,776,501 |
| Participant contributions at end of year | 2023-01-01 | $96,528 |
| Participant contributions at beginning of year | 2023-01-01 | $39,953 |
| Participant contributions at beginning of year | 2023-01-01 | $1,065 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $205,880 |
| Other income not declared elsewhere | 2023-01-01 | $-4,305 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $4,178,656 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $16,958,931 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $12,780,275 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $2,908,711 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $12,739,155 |
| Interest on participant loans | 2023-01-01 | $6,183 |
| Interest earned on other investments | 2023-01-01 | $161 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $13,948,520 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $5,172 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $102 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,125,014 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $1,317,270 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $1,274,862 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $2,427,237 |
| Contract administrator fees | 2023-01-01 | $106,807 |
| 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 | 2023-01-01 | Yes |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | BDO USA P.C. |
| Accountancy firm EIN | 2023-01-01 | 135381590 |
| 2022 : THE ONCOLOGY INSTITUTE RETIREMENT 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 | $0 |
| 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 | $2,634,996 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $495,589 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $398,909 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,683,138 |
| Value of total assets at end of year | 2022-12-31 | $12,780,275 |
| Value of total assets at beginning of year | 2022-12-31 | $10,640,868 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $96,680 |
| Total interest from all sources | 2022-12-31 | $1,172 |
| 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 |
| Administrative expenses professional fees incurred | 2022-12-31 | $1,800 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $400,000 |
| 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 | $2,348,149 |
| Participant contributions at end of year | 2022-12-31 | $39,953 |
| Participant contributions at beginning of year | 2022-12-31 | $11,264 |
| Participant contributions at end of year | 2022-12-31 | $1,065 |
| Participant contributions at beginning of year | 2022-12-31 | $54,842 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,226,810 |
| Other income not declared elsewhere | 2022-12-31 | $1,548 |
| Administrative expenses (other) incurred | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $2,139,407 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,780,275 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,640,868 |
| 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 | $12,739,155 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $9,774,359 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $1,172 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $102 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $102 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-2,050,862 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $1,108,179 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $800,301 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $398,909 |
| Contract administrator fees | 2022-12-31 | $94,880 |
| 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 | BDO USA, P.C. |
| Accountancy firm EIN | 2022-12-31 | 135381590 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $2,634,996 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $495,589 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $398,909 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $4,683,138 |
| Value of total assets at end of year | 2022-01-01 | $12,780,275 |
| Value of total assets at beginning of year | 2022-01-01 | $10,640,868 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $96,680 |
| Total interest from all sources | 2022-01-01 | $1,172 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Administrative expenses professional fees incurred | 2022-01-01 | $1,800 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $2,348,149 |
| Participant contributions at end of year | 2022-01-01 | $39,953 |
| Participant contributions at beginning of year | 2022-01-01 | $11,264 |
| Participant contributions at end of year | 2022-01-01 | $1,065 |
| Participant contributions at beginning of year | 2022-01-01 | $54,842 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $1,226,810 |
| Other income not declared elsewhere | 2022-01-01 | $1,548 |
| Administrative expenses (other) incurred | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $2,139,407 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $12,780,275 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $10,640,868 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $12,739,155 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $9,774,359 |
| Income. Interest from loans (other than to participants) | 2022-01-01 | $1,172 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $102 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $102 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-2,050,862 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $1,108,179 |
| Employer contributions (assets) at end of year | 2022-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $800,301 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $398,909 |
| Contract administrator fees | 2022-01-01 | $94,880 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BDO USA, P.C. |
| Accountancy firm EIN | 2022-01-01 | 135381590 |
| 2021 : THE ONCOLOGY INSTITUTE RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $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 | $4,078,004 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $334,911 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $267,536 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,964,646 |
| Value of total assets at end of year | 2021-12-31 | $10,640,868 |
| Value of total assets at beginning of year | 2021-12-31 | $6,897,775 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $67,375 |
| Total interest from all sources | 2021-12-31 | $480 |
| 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 |
| Administrative expenses professional fees incurred | 2021-12-31 | $560 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,484,299 |
| Participant contributions at end of year | 2021-12-31 | $11,264 |
| Participant contributions at beginning of year | 2021-12-31 | $9,881 |
| Participant contributions at end of year | 2021-12-31 | $54,842 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $682,266 |
| Administrative expenses (other) incurred | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $3,743,093 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,640,868 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,897,775 |
| 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 | $9,774,359 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,373,453 |
| Income. Interest from loans (other than to participants) | 2021-12-31 | $480 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $102 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $102 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,112,878 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $798,081 |
| Employer contributions (assets) at end of year | 2021-12-31 | $800,301 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $514,339 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $267,536 |
| Contract administrator fees | 2021-12-31 | $66,815 |
| 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 | BDO USA LLP |
| Accountancy firm EIN | 2021-12-31 | 135381590 |
| 2020 : THE ONCOLOGY INSTITUTE RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $2,247,604 |
| Total of all expenses incurred | 2020-12-31 | $847,210 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $803,321 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,470,950 |
| Value of total assets at end of year | 2020-12-31 | $6,897,775 |
| Value of total assets at beginning of year | 2020-12-31 | $5,497,381 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $43,889 |
| Total interest from all sources | 2020-12-31 | $486 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $560 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $942,699 |
| Participant contributions at end of year | 2020-12-31 | $9,881 |
| Participant contributions at beginning of year | 2020-12-31 | $4,396 |
| Participant contributions at beginning of year | 2020-12-31 | $26,111 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $13,912 |
| Administrative expenses (other) incurred | 2020-12-31 | $43,329 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,400,394 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,897,775 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,497,381 |
| 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 | $6,373,453 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,181,008 |
| Interest on participant loans | 2020-12-31 | $486 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $102 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $102 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $776,168 |
| 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 | Yes |
| 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 | $514,339 |
| Employer contributions (assets) at end of year | 2020-12-31 | $514,339 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $285,764 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $803,321 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | BDO USA LLP |
| Accountancy firm EIN | 2020-12-31 | 135381590 |
| 2019 : THE ONCOLOGY INSTITUTE RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $1,664,146 |
| Total of all expenses incurred | 2019-12-31 | $209,628 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $172,486 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $783,292 |
| Value of total assets at end of year | 2019-12-31 | $5,497,381 |
| Value of total assets at beginning of year | 2019-12-31 | $4,042,863 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $37,142 |
| Total interest from all sources | 2019-12-31 | $101 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $290 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $494,141 |
| Participant contributions at end of year | 2019-12-31 | $4,396 |
| Participant contributions at beginning of year | 2019-12-31 | $1,007 |
| Participant contributions at end of year | 2019-12-31 | $26,111 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,387 |
| Administrative expenses (other) incurred | 2019-12-31 | $36,852 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,454,518 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,497,381 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,042,863 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,181,008 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,805,615 |
| Interest on participant loans | 2019-12-31 | $101 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $102 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $102 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $880,753 |
| 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 | Yes |
| 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 | $285,764 |
| Employer contributions (assets) at end of year | 2019-12-31 | $285,764 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $236,139 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $172,486 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | BDO USA LLP |
| Accountancy firm EIN | 2019-12-31 | 135381590 |
