401k Plan data: PENSION PLAN FOR EMPLOYEES OF SONA I DEGANN, MD, PC plan

PENSION PLAN FOR EMPLOYEES OF SONA I DEGANN, MD, PC 401k Plan overview

Plan Name	PENSION PLAN FOR EMPLOYEES OF SONA I DEGANN, MD, PC
Plan identification number	002

PENSION PLAN FOR EMPLOYEES OF SONA I DEGANN, MD, PC Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

SONA I DEGANN, MD, PC has sponsored the creation of one or more 401k plans.

Company Name: SONA I DEGANN, MD, PC

Employer identification number (EIN): 133573304

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF SONA I DEGANN, MD, PC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 A.DAVID DEGANN 2013-10-31
002 2012-01-01 A.DAVID DEGANN 2013-01-15 A.DAVID DEGANN 2013-01-15
002 2011-01-01 A.DAVID DEGANN 2012-03-28
002 2010-01-01 SONA DEGANN SONA DEGANN 2011-07-22
002 2009-01-01 SONA DEGANN SONA DEGANN 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	A.DAVID DEGANN	2013-10-31
002	2012-01-01	A.DAVID DEGANN	2013-01-15	A.DAVID DEGANN	2013-01-15
002	2011-01-01	A.DAVID DEGANN	2012-03-28
002	2010-01-01	SONA DEGANN		SONA DEGANN	2011-07-22
002	2009-01-01	SONA DEGANN		SONA DEGANN	2010-10-13

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF SONA I DEGANN, MD, PC

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF SONA I DEGANN, MD, PC

Measure Date Value
2010: PENSION PLAN FOR EMPLOYEES OF SONA I DEGANN, MD, PC 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: PENSION PLAN FOR EMPLOYEES OF SONA I DEGANN, MD, PC 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2010: PENSION PLAN FOR EMPLOYEES OF SONA I DEGANN, MD, PC 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: PENSION PLAN FOR EMPLOYEES OF SONA I DEGANN, MD, PC 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PENSION PLAN FOR EMPLOYEES OF SONA I DEGANN, MD, PC

Measure	Date	Value
2010 : PENSION PLAN FOR EMPLOYEES OF SONA I DEGANN, MD, PC 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$178,786
Expenses. Total of all expenses incurred	2010-12-31	$6,974
Total plan assets at end of year	2010-12-31	$1,072,857
Total plan assets at beginning of year	2010-12-31	$901,045
Value of fidelity bond covering the plan	2010-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$6,974
Other income received	2010-12-31	$112,986
Net income (gross income less expenses)	2010-12-31	$171,812
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,072,857
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$901,045
Total contributions received or receivable from employer(s)	2010-12-31	$65,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PENSION PLAN FOR EMPLOYEES OF SONA I DEGANN, MD, PC 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF SONA I DEGANN, MD, PC

2010: PENSION PLAN FOR EMPLOYEES OF SONA I DEGANN, MD, PC 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PENSION PLAN FOR EMPLOYEES OF SONA I DEGANN, MD, PC 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SONA I DEGANN, MD, PC
Employer identification number (EIN):	133573304
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)