401k Plan data: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN plan

TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	TODD J LEWIS MD PC 401K PROFIT SHARING PLAN
Plan identification number	001

TODD J LEWIS MD PC 401K 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TODD J. LEWIS MD PC has sponsored the creation of one or more 401k plans.

Company Name: TODD J. LEWIS MD PC

Employer identification number (EIN): 470858720

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TODD J LEWIS MD PC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 TODD J LEWIS MD TODD J LEWIS MD 2016-06-29
001 2014-01-01 TODD J LEWIS MD TODD J LEWIS MD 2015-10-15
001 2013-01-01 TODD J LEWIS MD TODD J LEWIS MD 2014-09-23
001 2012-01-01 TODD J LEWIS MD TODD J LEWIS MD 2013-07-02
001 2011-01-01 TODD J LEWIS MD TODD J LEWIS MD 2012-05-29
001 2010-01-01 TODD J LEWIS MD TODD J LEWIS MD 2011-07-01
001 2009-01-01 TODD J LEWIS MD TODD J LEWIS MD 2010-07-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	TODD J LEWIS MD	TODD J LEWIS MD	2016-06-29
001	2014-01-01	TODD J LEWIS MD	TODD J LEWIS MD	2015-10-15
001	2013-01-01	TODD J LEWIS MD	TODD J LEWIS MD	2014-09-23
001	2012-01-01	TODD J LEWIS MD	TODD J LEWIS MD	2013-07-02
001	2011-01-01	TODD J LEWIS MD	TODD J LEWIS MD	2012-05-29
001	2010-01-01	TODD J LEWIS MD	TODD J LEWIS MD	2011-07-01
001	2009-01-01	TODD J LEWIS MD	TODD J LEWIS MD	2010-07-12

Plan Statistics for TODD J LEWIS MD PC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for TODD J LEWIS MD PC 401K PROFIT SHARING PLAN

Measure Date Value
2015: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Number of employers contributing to the scheme 2015-01-01 2
2014: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Number of employers contributing to the scheme 2014-01-01 2
2013: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 1
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Number of employers contributing to the scheme 2013-01-01 2
2012: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 7
Number of employers contributing to the scheme 2012-01-01 2
2011: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Number of employers contributing to the scheme 2011-01-01 2
2010: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
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 1
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
Number of employers contributing to the scheme 2010-01-01 2
2009: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Number of employers contributing to the scheme 2009-01-01 2

Measure	Date	Value
2015: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Number of employers contributing to the scheme	2015-01-01	2
2014: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Number of employers contributing to the scheme	2014-01-01	2
2013: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	1
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Number of employers contributing to the scheme	2013-01-01	2
2012: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	7
Number of employers contributing to the scheme	2012-01-01	2
2011: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Number of employers contributing to the scheme	2011-01-01	2
2010: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
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	1
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
Number of employers contributing to the scheme	2010-01-01	2
2009: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Number of employers contributing to the scheme	2009-01-01	2

Financial Data on TODD J LEWIS MD PC 401K PROFIT SHARING PLAN

Measure	Date	Value
2015 : TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-15,663
Expenses. Total of all expenses incurred	2015-12-31	$1,005,204
Benefits paid (including direct rollovers)	2015-12-31	$1,005,204
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$1,020,867
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$7,935
Other income received	2015-12-31	$-35,161
Net income (gross income less expenses)	2015-12-31	$-1,020,867
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,020,867
Total contributions received or receivable from employer(s)	2015-12-31	$11,563
2014 : TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$107,166
Total plan assets at end of year	2014-12-31	$1,020,867
Total plan assets at beginning of year	2014-12-31	$913,701
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$30,356
Other income received	2014-12-31	$58,584
Net income (gross income less expenses)	2014-12-31	$107,166
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,020,867
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$913,701
Total contributions received or receivable from employer(s)	2014-12-31	$18,226
2013 : TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$195,005
Total plan assets at end of year	2013-12-31	$913,701
Total plan assets at beginning of year	2013-12-31	$718,696
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$37,976
Other income received	2013-12-31	$138,246
Net income (gross income less expenses)	2013-12-31	$195,005
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$913,701
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$718,696
Total contributions received or receivable from employer(s)	2013-12-31	$18,783
2012 : TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$121,763
Total plan assets at end of year	2012-12-31	$718,696
Total plan assets at beginning of year	2012-12-31	$596,933
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$38,076
Other income received	2012-12-31	$64,959
Net income (gross income less expenses)	2012-12-31	$121,763
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$718,696
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$596,933
Total contributions received or receivable from employer(s)	2012-12-31	$18,728
2011 : TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$69,213
Total plan assets at end of year	2011-12-31	$596,933
Total plan assets at beginning of year	2011-12-31	$527,720
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$35,295
Other income received	2011-12-31	$15,350
Net income (gross income less expenses)	2011-12-31	$69,213
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$596,933
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$527,720
Total contributions received or receivable from employer(s)	2011-12-31	$18,568
2010 : TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$330,710
Total plan assets at end of year	2010-12-31	$527,720
Total plan assets at beginning of year	2010-12-31	$197,010
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$39,658
Contributions received from other sources (not participants or employers)	2010-12-31	$238,737
Other income received	2010-12-31	$34,921
Net income (gross income less expenses)	2010-12-31	$330,710
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$527,720
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$197,010
Total contributions received or receivable from employer(s)	2010-12-31	$17,394

Form 5500 Responses for TODD J LEWIS MD PC 401K PROFIT SHARING PLAN

2015: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TODD J LEWIS MD PC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TODD J. LEWIS MD PC
Employer identification number (EIN):	470858720
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)