401k Plan data: WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN plan

WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN
Plan identification number	001

WILLIAM R. PAGE, M.D., INC. 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

WILLIAM R. PAGE, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM R. PAGE, M.D., INC.

Employer identification number (EIN): 330047210

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-07-01 CATHERINE PAGE CATHERINE PAGE 2014-03-19
001 2011-07-01 CATHY PAGE CATHY PAGE 2013-04-02
001 2009-07-01 CATHY PAGE CATHY PAGE 2011-04-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2012-07-01	CATHERINE PAGE	CATHERINE PAGE	2014-03-19
001	2011-07-01	CATHY PAGE	CATHY PAGE	2013-04-02
001	2009-07-01	CATHY PAGE	CATHY PAGE	2011-04-13

Plan Statistics for WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN

Measure Date Value
2012: WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 2
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 2
Number of participants with account balances 2012-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 2
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 2
Total of all active and inactive participants 2011-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 4
Number of participants with account balances 2011-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 4
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 1
Total of all active and inactive participants 2009-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 5
Number of participants with account balances 2009-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2012: WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	2
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	2
Number of participants with account balances	2012-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	2
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	2
Total of all active and inactive participants	2011-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	4
Number of participants with account balances	2011-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	4
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	1
Total of all active and inactive participants	2009-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	5
Number of participants with account balances	2009-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN

Measure	Date	Value
2013 : WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$5,235
Expenses. Total of all expenses incurred	2013-06-30	$33,798
Benefits paid (including direct rollovers)	2013-06-30	$27,169
Total plan assets at end of year	2013-06-30	$522,276
Total plan assets at beginning of year	2013-06-30	$550,839
Value of fidelity bond covering the plan	2013-06-30	$318,000
Other income received	2013-06-30	$5,235
Net income (gross income less expenses)	2013-06-30	$-28,563
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$522,276
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$550,839
Assets. Value of participant loans	2013-06-30	$34,064
Assets. Value of assets in partnership/joint-venture interests	2013-06-30	$100,000
Assets. Value of real-estate (other than employer real property)	2013-06-30	$168,614
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$6,629
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$3,902
Expenses. Total of all expenses incurred	2012-06-30	$4,255
Total plan assets at end of year	2012-06-30	$550,839
Total plan assets at beginning of year	2012-06-30	$551,192
Value of fidelity bond covering the plan	2012-06-30	$318,000
Other income received	2012-06-30	$3,902
Net income (gross income less expenses)	2012-06-30	$-353
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$550,839
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$551,192
Assets. Value of participant loans	2012-06-30	$46,848
Assets. Value of assets in partnership/joint-venture interests	2012-06-30	$100,000
Assets. Value of real-estate (other than employer real property)	2012-06-30	$165,300
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$4,255
2011 : WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$11,338
Expenses. Total of all expenses incurred	2011-06-30	$20,641
Benefits paid (including direct rollovers)	2011-06-30	$13,098
Total plan assets at end of year	2011-06-30	$551,192
Total plan assets at beginning of year	2011-06-30	$560,495
Value of fidelity bond covering the plan	2011-06-30	$318,000
Expenses. Other expenses not covered elsewhere	2011-06-30	$7,543
Other income received	2011-06-30	$1,338
Net income (gross income less expenses)	2011-06-30	$-9,303
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$551,192
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$560,495
Assets. Value of assets in partnership/joint-venture interests	2011-06-30	$100,000
Assets. Value of real-estate (other than employer real property)	2011-06-30	$162,068
Total contributions received or receivable from employer(s)	2011-06-30	$10,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN

2012: WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM R. PAGE, M.D., INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIAM R. PAGE, M.D., INC.
Employer identification number (EIN):	330047210
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)