401k Plan data: THE UROLOGY CLINIC, LTD. PROFIT SHARING PLAN plan

THE UROLOGY CLINIC, LTD. PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE UROLOGY CLINIC, LTD. PROFIT SHARING PLAN
Plan identification number	002

THE UROLOGY CLINIC, 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

THE UROLOGY CLINIC, LTD. has sponsored the creation of one or more 401k plans.

Company Name: THE UROLOGY CLINIC, LTD.

Employer identification number (EIN): 860409246

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UROLOGY CLINIC, LTD. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 BARRY L. STERN, M.D. 2020-09-02 BARRY L. STERN, M.D. 2020-09-02
002 2018-01-01 BARRY L. STERN 2019-10-01 BARRY L. STERN 2019-10-01
002 2017-01-01 BARRY STERN 2018-10-09 BARRY STERN 2018-10-09
002 2016-01-01 BARRY STERN 2017-09-15 BARRY STERN 2017-09-15
002 2015-01-01 BARRY L. STERN, M.D. 2016-08-14 BARRY L. STERN, M.D. 2016-08-14
002 2014-01-01 BARRY L. STERN 2015-04-17 BARRY L. STERN 2015-04-17
002 2013-01-01 BARRY STERN, M.D. 2014-02-21 BARRY STERN, M.D. 2014-02-21
002 2012-01-01 BARRY L. STERN 2013-07-25 BARRY L. STERN 2013-07-25
002 2011-01-01 BARRY L. STERN, M.D.
002 2009-01-01 BARRY L. STERN, M.D. BARRY L. STERN, M.D. 2010-09-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	BARRY L. STERN, M.D.	2020-09-02	BARRY L. STERN, M.D.	2020-09-02
002	2018-01-01	BARRY L. STERN	2019-10-01	BARRY L. STERN	2019-10-01
002	2017-01-01	BARRY STERN	2018-10-09	BARRY STERN	2018-10-09
002	2016-01-01	BARRY STERN	2017-09-15	BARRY STERN	2017-09-15
002	2015-01-01	BARRY L. STERN, M.D.	2016-08-14	BARRY L. STERN, M.D.	2016-08-14
002	2014-01-01	BARRY L. STERN	2015-04-17	BARRY L. STERN	2015-04-17
002	2013-01-01	BARRY STERN, M.D.	2014-02-21	BARRY STERN, M.D.	2014-02-21
002	2012-01-01	BARRY L. STERN	2013-07-25	BARRY L. STERN	2013-07-25
002	2011-01-01	BARRY L. STERN, M.D.
002	2009-01-01	BARRY L. STERN, M.D.		BARRY L. STERN, M.D.	2010-09-16

Plan Statistics for THE UROLOGY CLINIC, LTD. PROFIT SHARING PLAN

401k plan membership statisitcs for THE UROLOGY CLINIC, LTD. PROFIT SHARING PLAN

Measure Date Value
2011: THE UROLOGY CLINIC, LTD. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE UROLOGY CLINIC, LTD. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 1
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: THE UROLOGY CLINIC, LTD. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE UROLOGY CLINIC, LTD. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	1
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE UROLOGY CLINIC, LTD. PROFIT SHARING PLAN

Measure	Date	Value
2011 : THE UROLOGY CLINIC, LTD. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$271,243
Expenses. Total of all expenses incurred	2011-12-31	$24,592
Benefits paid (including direct rollovers)	2011-12-31	$24,592
Total plan assets at end of year	2011-12-31	$639,233
Total plan assets at beginning of year	2011-12-31	$392,582
Value of fidelity bond covering the plan	2011-12-31	$70,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$216,497
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$246,651
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$639,233
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$392,582
Total contributions received or receivable from employer(s)	2011-12-31	$54,746
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : THE UROLOGY CLINIC, LTD. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$161,938
Expenses. Total of all expenses incurred	2010-12-31	$323,697
Benefits paid (including direct rollovers)	2010-12-31	$323,697
Total plan assets at end of year	2010-12-31	$392,582
Total plan assets at beginning of year	2010-12-31	$554,341
Value of fidelity bond covering the plan	2010-12-31	$40,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$101,141
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-161,759
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$392,582
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$554,341
Total contributions received or receivable from employer(s)	2010-12-31	$60,797
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for THE UROLOGY CLINIC, LTD. PROFIT SHARING PLAN

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

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Company Name:	THE UROLOGY CLINIC, LTD.
Employer identification number (EIN):	860409246
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)