401k Plan data: SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN plan

SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 401k Plan overview

Plan Name	SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN
Plan identification number	001

SOUTHWEST HEALTH, LTD. 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
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

SOUTHWEST HEALTH, LTD. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWEST HEALTH, LTD.

Employer identification number (EIN): 860288194

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-07-01 ARTHUR J MOLLEN 2015-11-17 ARTHUR J MOLLEN 2015-11-17
001 2014-07-01 ARTHUR MOLLEN ARTHUR MOLLEN 2015-08-10
001 2013-07-01 ART MOLLEN ART MOLLEN 2014-12-08
001 2012-07-01 DR. ART MOLLEN DR. ART MOLLEN 2013-12-17
001 2011-07-01 ARTHUR J. MOLLEN ARTHUR J. MOLLEN 2013-01-04
001 2010-07-01 ARTHUR MOLLEN ARTHUR MOLLEN 2011-11-29
001 2009-07-01 ARTHUR MOLLEN ARTHUR MOLLEN 2011-02-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-07-01	ARTHUR J MOLLEN	2015-11-17	ARTHUR J MOLLEN	2015-11-17
001	2014-07-01	ARTHUR MOLLEN		ARTHUR MOLLEN	2015-08-10
001	2013-07-01	ART MOLLEN		ART MOLLEN	2014-12-08
001	2012-07-01	DR. ART MOLLEN		DR. ART MOLLEN	2013-12-17
001	2011-07-01	ARTHUR J. MOLLEN		ARTHUR J. MOLLEN	2013-01-04
001	2010-07-01	ARTHUR MOLLEN		ARTHUR MOLLEN	2011-11-29
001	2009-07-01	ARTHUR MOLLEN		ARTHUR MOLLEN	2011-02-16

Plan Statistics for SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN

Measure Date Value
2014: SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 0
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 3
Total of all active and inactive participants 2014-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 3
Number of participants with account balances 2014-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 12
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 1
Total of all active and inactive participants 2013-07-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 13
Number of participants with account balances 2013-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 10
Number of retired or separated participants receiving benefits 2012-07-01 2
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 12
Total participants 2012-07-01 12
Number of participants with account balances 2012-07-01 3
2011: SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 8
Number of retired or separated participants receiving benefits 2011-07-01 2
Total of all active and inactive participants 2011-07-01 10
Total participants 2011-07-01 10
Number of participants with account balances 2011-07-01 4
2010: SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 16
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 8
Number of retired or separated participants receiving benefits 2010-07-01 3
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 11
Number of participants with account balances 2010-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 1
2009: SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 7
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 6
Total of all active and inactive participants 2009-07-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 13
Number of participants with account balances 2009-07-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 2

Measure	Date	Value
2014: SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	0
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	3
Total of all active and inactive participants	2014-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	3
Number of participants with account balances	2014-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	12
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	1
Total of all active and inactive participants	2013-07-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	13
Number of participants with account balances	2013-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	10
Number of retired or separated participants receiving benefits	2012-07-01	2
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	12
Total participants	2012-07-01	12
Number of participants with account balances	2012-07-01	3
2011: SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	8
Number of retired or separated participants receiving benefits	2011-07-01	2
Total of all active and inactive participants	2011-07-01	10
Total participants	2011-07-01	10
Number of participants with account balances	2011-07-01	4
2010: SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	16
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	8
Number of retired or separated participants receiving benefits	2010-07-01	3
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	11
Number of participants with account balances	2010-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	1
2009: SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	7
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	6
Total of all active and inactive participants	2009-07-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	13
Number of participants with account balances	2009-07-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	2

Financial Data on SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN

Measure	Date	Value
2015 : SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-06-30	$1,250
Total income from all sources	2015-06-30	$-138,513
Expenses. Total of all expenses incurred	2015-06-30	$0
Total plan assets at end of year	2015-06-30	$1,500,000
Total plan assets at beginning of year	2015-06-30	$1,639,763
Value of fidelity bond covering the plan	2015-06-30	$500,000
Other income received	2015-06-30	$-138,513
Net income (gross income less expenses)	2015-06-30	$-138,513
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$1,500,000
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$1,638,513
Assets. Value of assets in partnership/joint-venture interests	2015-06-30	$0
2014 : SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-06-30	$1,250
Total income from all sources	2014-06-30	$143,477
Expenses. Total of all expenses incurred	2014-06-30	$6,242
Total plan assets at end of year	2014-06-30	$1,639,763
Total plan assets at beginning of year	2014-06-30	$1,501,278
Value of fidelity bond covering the plan	2014-06-30	$500,000
Total contributions received or receivable from participants	2014-06-30	$0
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$143,477
Net income (gross income less expenses)	2014-06-30	$137,235
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$1,638,513
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$1,501,278
Assets. Value of assets in partnership/joint-venture interests	2014-06-30	$144,946
Total contributions received or receivable from employer(s)	2014-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$6,242
2013 : SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$561,144
Expenses. Total of all expenses incurred	2013-06-30	$23,850
Benefits paid (including direct rollovers)	2013-06-30	$5,895
Total plan assets at end of year	2013-06-30	$1,501,278
Total plan assets at beginning of year	2013-06-30	$963,984
Value of fidelity bond covering the plan	2013-06-30	$500,000
Expenses. Other expenses not covered elsewhere	2013-06-30	$127
Other income received	2013-06-30	$561,144
Net income (gross income less expenses)	2013-06-30	$537,294
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$1,501,278
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$963,984
Assets. Value of assets in partnership/joint-venture interests	2013-06-30	$158,675
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$17,828
2012 : SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$-166,763
Expenses. Total of all expenses incurred	2012-06-30	$20,117
Benefits paid (including direct rollovers)	2012-06-30	$3,781
Total plan assets at end of year	2012-06-30	$963,984
Total plan assets at beginning of year	2012-06-30	$1,150,864
Value of fidelity bond covering the plan	2012-06-30	$500,000
Expenses. Other expenses not covered elsewhere	2012-06-30	$90
Other income received	2012-06-30	$-166,763
Net income (gross income less expenses)	2012-06-30	$-186,880
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$963,984
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$1,150,864
Assets. Value of assets in partnership/joint-venture interests	2012-06-30	$176,733
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$16,246
2011 : SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$-267,542
Expenses. Total of all expenses incurred	2011-06-30	$45,378
Benefits paid (including direct rollovers)	2011-06-30	$24,542
Total plan assets at end of year	2011-06-30	$1,150,864
Total plan assets at beginning of year	2011-06-30	$1,463,784
Value of fidelity bond covering the plan	2011-06-30	$500,000
Total contributions received or receivable from participants	2011-06-30	$0
Expenses. Other expenses not covered elsewhere	2011-06-30	$39
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$-267,542
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$-312,920
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$1,150,864
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,463,784
Assets. Value of assets in partnership/joint-venture interests	2011-06-30	$187,975
Total contributions received or receivable from employer(s)	2011-06-30	$0
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$20,797

Form 5500 Responses for SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN

2014: SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	Yes
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHWEST HEALTH, LTD. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTHWEST HEALTH, LTD.
Employer identification number (EIN):	860288194
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)