401k Plan data: JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN plan

JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN
Plan identification number	003

JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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.

401k Sponsoring company profile

JOSHI CLINIC, MD, PA has sponsored the creation of one or more 401k plans.

Company Name: JOSHI CLINIC, MD, PA

Employer identification number (EIN): 201681509

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01 MAHENDRA JOSHI 2018-04-26
003 2017-01-01 MAHENDRA JOSHI 2018-04-26
003 2016-01-01 MAHENDRA JOSHI 2017-02-12
003 2015-01-01 MAHENDRA JOSHI 2016-09-16
003 2014-01-01 MAHENDRA JOSHI
003 2013-01-01 MAHENDRA JOSHI MAHENDRA JOSHI 2014-07-24
003 2012-01-01 MAHENDRA JOSHI
003 2009-01-01 MAHENDRA JOSHI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2018-01-01	MAHENDRA JOSHI	2018-04-26
003	2017-01-01	MAHENDRA JOSHI	2018-04-26
003	2016-01-01	MAHENDRA JOSHI	2017-02-12
003	2015-01-01	MAHENDRA JOSHI	2016-09-16
003	2014-01-01	MAHENDRA JOSHI
003	2013-01-01	MAHENDRA JOSHI		MAHENDRA JOSHI	2014-07-24
003	2012-01-01	MAHENDRA JOSHI
003	2009-01-01	MAHENDRA JOSHI

Plan Statistics for JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 0
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2009: JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN 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 5
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 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5

Measure	Date	Value
2014: JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	0
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2009: JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN 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	5
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	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5

Financial Data on JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$6,915
Expenses. Total of all expenses incurred	2014-12-31	$12,356
Total plan assets at end of year	2014-12-31	$189,671
Total plan assets at beginning of year	2014-12-31	$195,112
Value of fidelity bond covering the plan	2014-12-31	$250,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$12,356
Other income received	2014-12-31	$6,915
Net income (gross income less expenses)	2014-12-31	$-5,441
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$189,671
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$195,112
2013 : JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$35,301
Total income from all sources	2013-12-31	$16,867
Total plan assets at end of year	2013-12-31	$195,112
Total plan assets at beginning of year	2013-12-31	$142,944
Value of fidelity bond covering the plan	2013-12-31	$250,000
Other income received	2013-12-31	$4,511
Net income (gross income less expenses)	2013-12-31	$16,867
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$195,112
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$142,944
Total contributions received or receivable from employer(s)	2013-12-31	$12,356
2012 : JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$12,452
Total plan assets at end of year	2012-12-31	$142,944
Total plan assets at beginning of year	2012-12-31	$130,492
Net income (gross income less expenses)	2012-12-31	$12,452
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$142,944
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$130,492
Total contributions received or receivable from employer(s)	2012-12-31	$12,452
2010 : JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$11,216
Total plan assets at end of year	2010-12-31	$118,232
Total plan assets at beginning of year	2010-12-31	$107,016
Net income (gross income less expenses)	2010-12-31	$11,216
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$118,232
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$107,016
Total contributions received or receivable from employer(s)	2010-12-31	$11,216

Form 5500 Responses for JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN

2014: JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2009: JOSHI CLINIC, MD, PA 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOSHI CLINIC, MD, PA
Employer identification number (EIN):	201681509
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)