401k Plan data: PULMONARY MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING PLAN plan

PULMONARY MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	PULMONARY MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING PLAN
Plan identification number	001

PULMONARY MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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 MEDICINE ASSOCIATES, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: PULMONARY MEDICINE ASSOCIATES, M.D., P.C.

Employer identification number (EIN): 431090692

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 MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 JASON A. FIESER, M.D. 2014-05-09
001 2013-01-01 JASON A. FIESER, M.D. 2014-04-24
001 2012-01-01 JASON A. FIESER, M.D.
001 2011-01-01 JASON A. FIESER, M.D.
001 2009-01-01 LARRY D. BOTTS, M.D. LARRY D. BOTTS, M.D. 2010-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	JASON A. FIESER, M.D.	2014-05-09
001	2013-01-01	JASON A. FIESER, M.D.	2014-04-24
001	2012-01-01	JASON A. FIESER, M.D.
001	2011-01-01	JASON A. FIESER, M.D.
001	2009-01-01	LARRY D. BOTTS, M.D.		LARRY D. BOTTS, M.D.	2010-07-20

Plan Statistics for PULMONARY MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for PULMONARY MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING PLAN

Measure Date Value
2012: PULMONARY MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
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 2
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: PULMONARY MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
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 5
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 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: PULMONARY MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
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 2
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: PULMONARY MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
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	2
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: PULMONARY MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
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	5
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	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: PULMONARY MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
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	2
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13
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 MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING PLAN

Measure	Date	Value
2012 : PULMONARY MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$550,456
Expenses. Total of all expenses incurred	2012-12-31	$15,204
Benefits paid (including direct rollovers)	2012-12-31	$12,511
Total plan assets at end of year	2012-12-31	$3,566,874
Total plan assets at beginning of year	2012-12-31	$3,031,622
Value of fidelity bond covering the plan	2012-12-31	$360,000
Total contributions received or receivable from participants	2012-12-31	$64,240
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,693
Other income received	2012-12-31	$364,852
Net income (gross income less expenses)	2012-12-31	$535,252
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,566,874
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,031,622
Assets. Value of participant loans	2012-12-31	$1,603
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$121,364
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PULMONARY MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$154,282
Expenses. Total of all expenses incurred	2011-12-31	$92,339
Benefits paid (including direct rollovers)	2011-12-31	$90,001
Total plan assets at end of year	2011-12-31	$3,031,622
Total plan assets at beginning of year	2011-12-31	$2,969,679
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$69,338
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,338
Other income received	2011-12-31	$-52,666
Net income (gross income less expenses)	2011-12-31	$61,943
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,031,622
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,969,679
Assets. Value of participant loans	2011-12-31	$5,393
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$24,364
Total contributions received or receivable from employer(s)	2011-12-31	$137,610
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PULMONARY MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$496,960
Expenses. Total of all expenses incurred	2010-12-31	$51,916
Benefits paid (including direct rollovers)	2010-12-31	$51,018
Total plan assets at end of year	2010-12-31	$2,969,679
Total plan assets at beginning of year	2010-12-31	$2,524,635
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$46,463
Expenses. Other expenses not covered elsewhere	2010-12-31	$898
Other income received	2010-12-31	$332,076
Net income (gross income less expenses)	2010-12-31	$445,044
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,969,679
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,524,635
Assets. Value of participant loans	2010-12-31	$8,022
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$58,032
Total contributions received or receivable from employer(s)	2010-12-31	$118,421
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PULMONARY MEDICINE ASSOCIATES, M.D., P.C. 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 MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING PLAN

2012: PULMONARY MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING 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: PULMONARY MEDICINE ASSOCIATES, M.D., P.C. PROFIT SHARING 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: PULMONARY MEDICINE ASSOCIATES, M.D., P.C. 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 MEDICINE ASSOCIATES, M.D., P.C.
Employer identification number (EIN):	431090692
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)