401k Plan data: DR. DAVID POWELL 401(K) PLAN plan

DR. DAVID POWELL 401(K) PLAN 401k Plan overview

Plan Name	DR. DAVID POWELL 401(K) PLAN
Plan identification number	001

DR. DAVID POWELL 401(K) 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.
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

DR. DAVID POWELL has sponsored the creation of one or more 401k plans.

Company Name: DR. DAVID POWELL

Employer identification number (EIN): 630792387

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. DAVID POWELL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 DAVID POWELL
001 2012-01-01 DAVID POWELL
001 2011-01-01 DAVID POWELL 2012-06-28
001 2010-01-01 DAVID POWELL 2011-07-01 DAVID POWELL 2011-07-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	DAVID POWELL
001	2012-01-01	DAVID POWELL
001	2011-01-01	DAVID POWELL	2012-06-28
001	2010-01-01	DAVID POWELL	2011-07-01	DAVID POWELL	2011-07-01

Plan Statistics for DR. DAVID POWELL 401(K) PLAN

401k plan membership statisitcs for DR. DAVID POWELL 401(K) PLAN

Measure Date Value
2013: DR. DAVID POWELL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DR. DAVID POWELL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
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: DR. DAVID POWELL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DR. DAVID POWELL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on DR. DAVID POWELL 401(K) PLAN

Measure	Date	Value
2013 : DR. DAVID POWELL 401(K) PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-03-13	$500
Total income from all sources	2013-03-13	$26,606
Expenses. Total of all expenses incurred	2013-03-13	$1,009,102
Benefits paid (including direct rollovers)	2013-03-13	$1,009,102
Total plan assets at end of year	2013-03-13	$0
Total plan assets at beginning of year	2013-03-13	$982,996
Value of fidelity bond covering the plan	2013-03-13	$50,000
Other income received	2013-03-13	$26,606
Net income (gross income less expenses)	2013-03-13	$-982,496
Net plan assets at end of year (total assets less liabilities)	2013-03-13	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-03-13	$982,496
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-03-13	$0
2012 : DR. DAVID POWELL 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$500
Total income from all sources	2012-12-31	$198,073
Expenses. Total of all expenses incurred	2012-12-31	$250
Total plan assets at end of year	2012-12-31	$982,996
Total plan assets at beginning of year	2012-12-31	$784,673
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$27,089
Other income received	2012-12-31	$128,749
Net income (gross income less expenses)	2012-12-31	$197,823
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$982,496
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$784,673
Total contributions received or receivable from employer(s)	2012-12-31	$42,235
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$250

Form 5500 Responses for DR. DAVID POWELL 401(K) PLAN

2013: DR. DAVID POWELL 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: DR. DAVID POWELL 401(K) 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

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Company Name:	DR. DAVID POWELL
Employer identification number (EIN):	630792387
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)