401k Plan data: PULMONARY ASSOCIATES, P. C. 401 K PROFIT SHARING PLAN plan

PULMONARY ASSOCIATES, P. C. 401 K PROFIT SHARING PLAN 401k Plan overview

Plan Name	PULMONARY ASSOCIATES, P. C. 401 K PROFIT SHARING PLAN
Plan identification number	002

PULMONARY ASSOCIATES, P. C. 401 K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PULMONARY ASSOCIATES, P. C. has sponsored the creation of one or more 401k plans.

Company Name: PULMONARY ASSOCIATES, P. C.

Employer identification number (EIN): 231740946

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PULMONARY ASSOCIATES, P. C. 401 K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 STEVEN FOGEL 2014-01-14
002 2012-01-01 STEVEN FOGEL 2013-10-04
002 2011-01-01 STEVEN FOGEL 2013-10-04
002 2010-01-01 JAY KAUFFMAN
002 2009-01-01 JAY KAUFFMAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2013-01-01	STEVEN FOGEL	2014-01-14
002	2012-01-01	STEVEN FOGEL	2013-10-04
002	2011-01-01	STEVEN FOGEL	2013-10-04
002	2010-01-01	JAY KAUFFMAN
002	2009-01-01	JAY KAUFFMAN

Plan Statistics for PULMONARY ASSOCIATES, P. C. 401 K PROFIT SHARING PLAN

401k plan membership statisitcs for PULMONARY ASSOCIATES, P. C. 401 K PROFIT SHARING PLAN

Measure Date Value
2010: PULMONARY ASSOCIATES, P. C. 401 K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 35
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 6
Total of all active and inactive participants 2010-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 41
Number of participants with account balances 2010-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PULMONARY ASSOCIATES, P. C. 401 K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 26
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 6
Total of all active and inactive participants 2009-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 32
Number of participants with account balances 2009-01-01 32
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: PULMONARY ASSOCIATES, P. C. 401 K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	35
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	6
Total of all active and inactive participants	2010-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	41
Number of participants with account balances	2010-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PULMONARY ASSOCIATES, P. C. 401 K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	26
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	6
Total of all active and inactive participants	2009-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	32
Number of participants with account balances	2009-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PULMONARY ASSOCIATES, P. C. 401 K PROFIT SHARING PLAN

Measure	Date	Value
2010 : PULMONARY ASSOCIATES, P. C. 401 K PROFIT SHARING PLAN 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	$1,009,631
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$7,178,838
Total plan assets at beginning of year	2010-12-31	$6,169,207
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$243,355
Other income received	2010-12-31	$500,888
Net income (gross income less expenses)	2010-12-31	$1,009,631
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,178,838
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,169,207
Assets. Value of participant loans	2010-12-31	$34,788
Total contributions received or receivable from employer(s)	2010-12-31	$265,388
2009 : PULMONARY ASSOCIATES, P. C. 401 K PROFIT SHARING PLAN 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 PULMONARY ASSOCIATES, P. C. 401 K PROFIT SHARING PLAN

2010: PULMONARY ASSOCIATES, P. C. 401 K PROFIT SHARING PLAN 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: PULMONARY ASSOCIATES, P. C. 401 K PROFIT SHARING PLAN 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:	PULMONARY ASSOCIATES, P. C.
Employer identification number (EIN):	231740946
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)