401k Plan data: ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN plan

ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

ROGER A. FREEMAN, M.D. has sponsored the creation of one or more 401k plans.

Company Name: ROGER A. FREEMAN, M.D.

Employer identification number (EIN): 330691765

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 ROGER A. FREEMAN, M.D.
002 2012-01-01 ROGER A. FREEMAN, M.D.
002 2011-01-01 ROGER A. FREEMAN, M.D.
002 2009-01-01 ROGER A. FREEMAN, M.D.

Plan id#	Filing Submission Date	Name of Administrator
002	2013-01-01	ROGER A. FREEMAN, M.D.
002	2012-01-01	ROGER A. FREEMAN, M.D.
002	2011-01-01	ROGER A. FREEMAN, M.D.
002	2009-01-01	ROGER A. FREEMAN, M.D.

Plan Statistics for ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2013: ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION 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 4
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 1
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 1
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION 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 4
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 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
2013: ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION 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	4
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	1
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	1
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION 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	4
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	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 ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2013 : ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$258,541
Expenses. Total of all expenses incurred	2013-12-31	$2,329,837
Benefits paid (including direct rollovers)	2013-12-31	$2,314,154
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$2,071,296
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$83,829
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-2,071,296
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,071,296
Total contributions received or receivable from employer(s)	2013-12-31	$174,712
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$15,683
2012 : ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$127,250
Expenses. Total of all expenses incurred	2012-12-31	$47,624
Benefits paid (including direct rollovers)	2012-12-31	$36,195
Total plan assets at end of year	2012-12-31	$2,071,296
Total plan assets at beginning of year	2012-12-31	$1,991,670
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$-21,532
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$79,626
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,071,296
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,991,670
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$151,457
Assets. Value of real-estate (other than employer real property)	2012-12-31	$148,000
Total contributions received or receivable from employer(s)	2012-12-31	$148,782
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$11,429
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$126,853
Expenses. Total of all expenses incurred	2011-12-31	$10,361
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,991,670
Total plan assets at beginning of year	2011-12-31	$1,875,178
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$10,361
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-23,147
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$116,492
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,991,670
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,875,178
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$153,171
Assets. Value of real-estate (other than employer real property)	2011-12-31	$148,000
Total contributions received or receivable from employer(s)	2011-12-31	$150,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
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	$202,456
Expenses. Total of all expenses incurred	2010-12-31	$10,334
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,875,178
Total plan assets at beginning of year	2010-12-31	$1,683,056
Value of fidelity bond covering the plan	2010-12-31	$190,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$10,334
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$5,272
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$192,122
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,875,178
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,683,056
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$95,223
Assets. Value of real-estate (other than employer real property)	2010-12-31	$148,000
Total contributions received or receivable from employer(s)	2010-12-31	$197,184
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION 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 ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN

2013: ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION 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	Yes
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: ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION 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:	ROGER A. FREEMAN, M.D.
Employer identification number (EIN):	330691765
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)