401k Plan data: CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST plan

CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST
Plan identification number	001

CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST 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

CHARLES LOEWE, MD, PA has sponsored the creation of one or more 401k plans.

Company Name: CHARLES LOEWE, MD, PA

Employer identification number (EIN): 262048211

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 CHARLES J. LOEWE, M.D. CHARLES J. LOEWE, M.D. 2013-10-01
001 2011-01-01 CHARLES J. LOEWE, M.D. CHARLES J. LOEWE, M.D. 2012-07-27
001 2010-01-01 CHARLES J. LOEWE, M.D. CHARLES J. LOEWE, M.D. 2011-09-19
001 2009-11-01 CHARLES J. LOEWE, M.D. CHARLES J. LOEWE, M.D. 2010-09-28

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	CHARLES J. LOEWE, M.D.	CHARLES J. LOEWE, M.D.	2013-10-01
001	2011-01-01	CHARLES J. LOEWE, M.D.	CHARLES J. LOEWE, M.D.	2012-07-27
001	2010-01-01	CHARLES J. LOEWE, M.D.	CHARLES J. LOEWE, M.D.	2011-09-19
001	2009-11-01	CHARLES J. LOEWE, M.D.	CHARLES J. LOEWE, M.D.	2010-09-28

Plan Statistics for CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2012: CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 16
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
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 2
Total of all active and inactive participants 2010-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 8
2009: CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-11-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 0
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 0
Total of all active and inactive participants 2009-11-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 0

Measure	Date	Value
2012: CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	16
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
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	2
Total of all active and inactive participants	2010-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	8
2009: CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-11-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	0
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	0
Total of all active and inactive participants	2009-11-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	0

Financial Data on CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2012 : CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$7,862
Expenses. Total of all expenses incurred	2012-12-31	$691,064
Benefits paid (including direct rollovers)	2012-12-31	$677,955
Total plan assets at end of year	2012-12-31	$0
Total plan assets at beginning of year	2012-12-31	$683,202
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$153
Other income received	2012-12-31	$7,709
Net income (gross income less expenses)	2012-12-31	$-683,202
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$683,202
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$13,109
2011 : CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-111,445
Expenses. Total of all expenses incurred	2011-12-31	$12,574
Total plan assets at end of year	2011-12-31	$683,202
Total plan assets at beginning of year	2011-12-31	$807,221
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$1,958
Other income received	2011-12-31	$-113,403
Net income (gross income less expenses)	2011-12-31	$-124,019
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$683,202
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$807,221
Assets. Value of participant loans	2011-12-31	$47,728
Value of certain deemed distributions of participant loans	2011-12-31	$5,083
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$7,491
2010 : CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$809,283
Expenses. Total of all expenses incurred	2010-12-31	$2,062
Total plan assets at end of year	2010-12-31	$807,221
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$24,655
Contributions received from other sources (not participants or employers)	2010-12-31	$813,821
Other income received	2010-12-31	$-41,520
Net income (gross income less expenses)	2010-12-31	$807,221
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$807,221
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Assets. Value of participant loans	2010-12-31	$4,548
Total contributions received or receivable from employer(s)	2010-12-31	$12,327
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,062

Form 5500 Responses for CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST

2012: CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	This submission is the final filing	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CHARLES LOEWE, MD, PA SAFE-HARBOR 401K PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-11-01	Type of plan entity	Mulitple employer plan
2009-11-01	First time form 5500 has been submitted	Yes
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHARLES LOEWE, MD, PA
Employer identification number (EIN):	262048211
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)