401k Plan data: BAKER & GILMOUR, MD PA 401(K) PROFIT SHARING PLAN & TRUST plan

BAKER & GILMOUR, MD PA 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	BAKER & GILMOUR, MD PA 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	003

BAKER & GILMOUR, MD PA 401(K) PROFIT SHARING PLAN & TRUST 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.
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

BAKER & GILMOUR, MD PA has sponsored the creation of one or more 401k plans.

Company Name: BAKER & GILMOUR, MD PA

Employer identification number (EIN): 591707328

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAKER & GILMOUR, MD PA 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01 MICHELE BUCKLEY 2020-04-23
003 2018-01-01 MICHELE BUCKLEY 2019-07-09
003 2017-01-01 MICHELE BUCKLEY 2018-06-13
003 2016-01-01 MICHELE BUCKLEY 2017-06-06
003 2015-01-01 MICHELE BUCKLEY 2016-06-21
003 2014-01-01 MICHELE BUCKLEY 2015-11-25
003 2013-01-01 MICHELE BUCKLEY
003 2012-01-01 MICHELE BUCKLEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2019-01-01	MICHELE BUCKLEY	2020-04-23
003	2018-01-01	MICHELE BUCKLEY	2019-07-09
003	2017-01-01	MICHELE BUCKLEY	2018-06-13
003	2016-01-01	MICHELE BUCKLEY	2017-06-06
003	2015-01-01	MICHELE BUCKLEY	2016-06-21
003	2014-01-01	MICHELE BUCKLEY	2015-11-25
003	2013-01-01	MICHELE BUCKLEY
003	2012-01-01	MICHELE BUCKLEY

Plan Statistics for BAKER & GILMOUR, MD PA 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for BAKER & GILMOUR, MD PA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2013: BAKER & GILMOUR, MD PA 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 38
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 37
Total of all active and inactive participants 2013-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 75
Number of participants with account balances 2013-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BAKER & GILMOUR, MD PA 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 42
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 92
Total of all active and inactive participants 2012-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 134
Number of participants with account balances 2012-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2013: BAKER & GILMOUR, MD PA 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	38
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	37
Total of all active and inactive participants	2013-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	75
Number of participants with account balances	2013-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BAKER & GILMOUR, MD PA 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	42
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	92
Total of all active and inactive participants	2012-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	134
Number of participants with account balances	2012-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on BAKER & GILMOUR, MD PA 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2013 : BAKER & GILMOUR, MD PA 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$608,460
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$5,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$4,571
Expenses. Certain deemed distributions of participant loans	2013-12-31	$1,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$270,633
Value of total assets at end of year	2013-12-31	$2,488,727
Value of total assets at beginning of year	2013-12-31	$1,886,207
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$300
Total interest from all sources	2013-12-31	$1,349
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$93,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$93,162
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$189,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$183,453
Participant contributions at end of year	2013-12-31	$4,615
Participant contributions at beginning of year	2013-12-31	$6,001
Administrative expenses (other) incurred	2013-12-31	$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$602,520
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,488,727
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,886,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,484,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,880,206
Interest on participant loans	2013-12-31	$1,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$243,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$87,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$4,571
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	JOHN S. MURK
Accountancy firm EIN	2013-12-31	272772940
2012 : BAKER & GILMOUR, MD PA 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$418,735
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$24,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,624
Expenses. Certain deemed distributions of participant loans	2012-12-31	$20,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$250,250
Value of total assets at end of year	2012-12-31	$1,886,207
Value of total assets at beginning of year	2012-12-31	$1,491,725
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$275
Total interest from all sources	2012-12-31	$938
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$47,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$47,376
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$150,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$175,574
Participant contributions at end of year	2012-12-31	$6,001
Participant contributions at beginning of year	2012-12-31	$9,039
Administrative expenses (other) incurred	2012-12-31	$275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$394,482
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,886,207
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,491,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,880,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,482,686
Interest on participant loans	2012-12-31	$938
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$120,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$74,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,624
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	JOHN S. MURK
Accountancy firm EIN	2012-12-31	272772940

Form 5500 Responses for BAKER & GILMOUR, MD PA 401(K) PROFIT SHARING PLAN & TRUST

2013: BAKER & GILMOUR, MD PA 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
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: BAKER & GILMOUR, MD PA 401(K) PROFIT SHARING PLAN & TRUST 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

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Company Name:	BAKER & GILMOUR, MD PA
Employer identification number (EIN):	591707328
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)