401k Plan data: PATRICIA H. PURCELL MD P. A. plan

PATRICIA H. PURCELL MD P. A. 401k Plan overview

Plan Name	PATRICIA H. PURCELL MD P. A.
Plan identification number	001

PATRICIA H. PURCELL MD P. A. Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Money purchase (other than target benefit)
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.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

PATRICIA H. PURCELL MD P. A. has sponsored the creation of one or more 401k plans.

Company Name: PATRICIA H. PURCELL MD P. A.

Employer identification number (EIN): 510253855

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATRICIA H. PURCELL MD P. A.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 PATRICIA PURCELL 2017-07-31
001 2015-01-01 PATRICIA PURCELL 2016-07-26
001 2014-01-01 PATRICIA PURCELL 2015-07-29
001 2013-01-01 PATRICIA PURCELL 2014-06-25
001 2012-10-01 PATRICIA H PURCELL MD PATRICIA H PURCELL MD 2015-11-11
001 2012-01-01 PATRICIA PURCELL 2013-07-03
001 2011-10-01 PATRICIA H PURCELL MD PATRICIA H PURCELL MD 2012-12-26
001 2011-01-01 PATRICIA PURCELL 2012-07-02
001 2010-01-01 PATRICIA PURCELL 2011-07-25
001 2009-10-01 PATRICIA H PURCELL MD PATRICIA H PURCELL MD 2011-06-30
001 2009-01-01 PATRICIA PURCELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	PATRICIA PURCELL	2017-07-31
001	2015-01-01	PATRICIA PURCELL	2016-07-26
001	2014-01-01	PATRICIA PURCELL	2015-07-29
001	2013-01-01	PATRICIA PURCELL	2014-06-25
001	2012-10-01	PATRICIA H PURCELL MD		PATRICIA H PURCELL MD	2015-11-11
001	2012-01-01	PATRICIA PURCELL	2013-07-03
001	2011-10-01	PATRICIA H PURCELL MD		PATRICIA H PURCELL MD	2012-12-26
001	2011-01-01	PATRICIA PURCELL	2012-07-02
001	2010-01-01	PATRICIA PURCELL	2011-07-25
001	2009-10-01	PATRICIA H PURCELL MD		PATRICIA H PURCELL MD	2011-06-30
001	2009-01-01	PATRICIA PURCELL

Plan Statistics for PATRICIA H. PURCELL MD P. A.

401k plan membership statisitcs for PATRICIA H. PURCELL MD P. A.

Measure Date Value
2012: PATRICIA H. PURCELL MD P. A. 2012 401k membership
Total participants, beginning-of-year 2012-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 0
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 0
Number of participants with account balances 2012-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: PATRICIA H. PURCELL MD P. A. 2011 401k membership
Total participants, beginning-of-year 2011-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 1
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 1
Total of all active and inactive participants 2011-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 2
Number of participants with account balances 2011-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2009: PATRICIA H. PURCELL MD P. A. 2009 401k membership
Total participants, beginning-of-year 2009-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 1
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 2
Total of all active and inactive participants 2009-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 3
Number of participants with account balances 2009-10-01 2
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 6
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: PATRICIA H. PURCELL MD P. A. 2012 401k membership
Total participants, beginning-of-year	2012-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	0
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	0
Number of participants with account balances	2012-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: PATRICIA H. PURCELL MD P. A. 2011 401k membership
Total participants, beginning-of-year	2011-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	1
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	1
Total of all active and inactive participants	2011-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	2
Number of participants with account balances	2011-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2009: PATRICIA H. PURCELL MD P. A. 2009 401k membership
Total participants, beginning-of-year	2009-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	1
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	2
Total of all active and inactive participants	2009-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	3
Number of participants with account balances	2009-10-01	2
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PATRICIA H. PURCELL MD P. A.

Measure	Date	Value
2013 : PATRICIA H. PURCELL MD P. A. 2013 401k financial data
Total income from all sources	2013-09-30	$20,491
Expenses. Total of all expenses incurred	2013-09-30	$360,261
Benefits paid (including direct rollovers)	2013-09-30	$357,575
Total plan assets at end of year	2013-09-30	$0
Total plan assets at beginning of year	2013-09-30	$339,770
Value of fidelity bond covering the plan	2013-09-30	$350,000
Expenses. Other expenses not covered elsewhere	2013-09-30	$2,686
Other income received	2013-09-30	$20,491
Net income (gross income less expenses)	2013-09-30	$-339,770
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$339,770
2012 : PATRICIA H. PURCELL MD P. A. 2012 401k financial data
Total income from all sources	2012-09-30	$36,635
Expenses. Total of all expenses incurred	2012-09-30	$1,642
Total plan assets at end of year	2012-09-30	$339,770
Total plan assets at beginning of year	2012-09-30	$304,777
Value of fidelity bond covering the plan	2012-09-30	$350,000
Expenses. Other expenses not covered elsewhere	2012-09-30	$1,642
Other income received	2012-09-30	$36,635
Net income (gross income less expenses)	2012-09-30	$34,993
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$339,770
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$304,777
2011 : PATRICIA H. PURCELL MD P. A. 2011 401k financial data
Total income from all sources	2011-09-30	$-24,195
Expenses. Total of all expenses incurred	2011-09-30	$4,250
Total plan assets at end of year	2011-09-30	$304,777
Total plan assets at beginning of year	2011-09-30	$333,222
Value of fidelity bond covering the plan	2011-09-30	$60,000
Expenses. Other expenses not covered elsewhere	2011-09-30	$4,250
Other income received	2011-09-30	$-24,195
Net income (gross income less expenses)	2011-09-30	$-28,445
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$304,777
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$333,222
Assets. Value of participant loans	2011-09-30	$75,031

Form 5500 Responses for PATRICIA H. PURCELL MD P. A.

2012: PATRICIA H. PURCELL MD P. A. 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	This submission is the final filing	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: PATRICIA H. PURCELL MD P. A. 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: PATRICIA H. PURCELL MD P. A. 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
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:	PATRICIA H. PURCELL MD P. A.
Employer identification number (EIN):	510253855
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)