401k Plan data: TAMPA BAY HEARING AND BALANCE CENTER, P.A. 401(K) RETIREMENT PLAN plan

TAMPA BAY HEARING AND BALANCE CENTER, P.A. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	TAMPA BAY HEARING AND BALANCE CENTER, P.A. 401(K) RETIREMENT PLAN
Plan identification number	001

TAMPA BAY HEARING AND BALANCE CENTER, P.A. 401(K) RETIREMENT 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
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

TAMPA BAY HEARING AND BALANCE CENTER, P.A. has sponsored the creation of one or more 401k plans.

Company Name: TAMPA BAY HEARING AND BALANCE CENTER, P.A.

Employer identification number (EIN): 593274171

NAIC Classification: 621340
NAIC Description: Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAMPA BAY HEARING AND BALANCE CENTER, P.A. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 DR. LOREN J. BARTELS 2012-11-06
001 2011-01-01 DR. LOREN J. BARTELS 2012-05-17
001 2009-01-01 LOREN J BARTELS, MD LOREN J BARTELS, MD 2010-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	DR. LOREN J. BARTELS	2012-11-06
001	2011-01-01	DR. LOREN J. BARTELS	2012-05-17
001	2009-01-01	LOREN J BARTELS, MD		LOREN J BARTELS, MD	2010-10-06

Plan Statistics for TAMPA BAY HEARING AND BALANCE CENTER, P.A. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for TAMPA BAY HEARING AND BALANCE CENTER, P.A. 401(K) RETIREMENT PLAN

Measure Date Value
2009: TAMPA BAY HEARING AND BALANCE CENTER, P.A. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 38
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 5
Total of all active and inactive participants 2009-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 43
Number of participants with account balances 2009-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: TAMPA BAY HEARING AND BALANCE CENTER, P.A. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	38
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	5
Total of all active and inactive participants	2009-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	43
Number of participants with account balances	2009-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TAMPA BAY HEARING AND BALANCE CENTER, P.A. 401(K) RETIREMENT PLAN

Measure	Date	Value
2010 : TAMPA BAY HEARING AND BALANCE CENTER, P.A. 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$239,403
Expenses. Total of all expenses incurred	2010-12-31	$70,688
Benefits paid (including direct rollovers)	2010-12-31	$65,717
Total plan assets at end of year	2010-12-31	$953,715
Total plan assets at beginning of year	2010-12-31	$785,000
Total contributions received or receivable from participants	2010-12-31	$68,227
Other income received	2010-12-31	$44,827
Net income (gross income less expenses)	2010-12-31	$168,715
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$953,715
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$785,000
Assets. Value of participant loans	2010-12-31	$1,911
Total contributions received or receivable from employer(s)	2010-12-31	$126,349
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,971
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : TAMPA BAY HEARING AND BALANCE CENTER, P.A. 401(K) RETIREMENT 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 TAMPA BAY HEARING AND BALANCE CENTER, P.A. 401(K) RETIREMENT PLAN

2009: TAMPA BAY HEARING AND BALANCE CENTER, P.A. 401(K) RETIREMENT 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

55987

Policy instance

Insurance contract or identification number	55987
Number of Individuals Covered	30
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,907
Total amount of fees paid to insurance company	USD $702
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

Potentially related plans

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Company Name:	TAMPA BAY HEARING AND BALANCE CENTER, P.A.
Employer identification number (EIN):	593274171
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists