401k Plan data: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN plan

PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) 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
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. has sponsored the creation of one or more 401k plans.

Company Name: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C.

Employer identification number (EIN): 860904524

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 BOBBI MURRIETA
001 2015-01-01 THOMAS ROTKIS
001 2014-01-01 THOMAS ROTKIS
001 2013-01-01 THOMAS ROTKIS THOMAS ROTKIS 2014-10-13
001 2012-01-01 THOMAS ROTKIS
001 2011-01-01 THOMAS ROTKIS
001 2010-01-01 THOMAS ROTKIS
001 2009-01-01 THOMAS ROTKIS
001 2007-01-01 THOMAS ROTKIS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	BOBBI MURRIETA
001	2015-01-01	THOMAS ROTKIS
001	2014-01-01	THOMAS ROTKIS
001	2013-01-01	THOMAS ROTKIS	THOMAS ROTKIS	2014-10-13
001	2012-01-01	THOMAS ROTKIS
001	2011-01-01	THOMAS ROTKIS
001	2010-01-01	THOMAS ROTKIS
001	2009-01-01	THOMAS ROTKIS
001	2007-01-01	THOMAS ROTKIS

Plan Statistics for PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2015: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 20
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 28
Number of participants with account balances 2015-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 23
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 29
Number of participants with account balances 2014-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 21
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 6
Total of all active and inactive participants 2013-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 27
Number of participants with account balances 2013-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 26
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 4
Total of all active and inactive participants 2012-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 30
Number of participants with account balances 2012-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 28
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 2
Total of all active and inactive participants 2011-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 30
Number of participants with account balances 2011-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 28
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 30
Number of participants with account balances 2010-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 25
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 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 26
Number of participants with account balances 2009-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1
2007: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 20
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 0
Total of all active and inactive participants 2007-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 20
Number of participants with account balances 2007-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2017: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2015: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	20
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	28
Number of participants with account balances	2015-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	23
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	29
Number of participants with account balances	2014-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	21
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	6
Total of all active and inactive participants	2013-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	27
Number of participants with account balances	2013-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	26
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	4
Total of all active and inactive participants	2012-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	30
Number of participants with account balances	2012-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	28
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	2
Total of all active and inactive participants	2011-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	30
Number of participants with account balances	2011-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	28
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	30
Number of participants with account balances	2010-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	25
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	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	26
Number of participants with account balances	2009-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1
2007: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	20
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	0
Total of all active and inactive participants	2007-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	20
Number of participants with account balances	2007-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2017 : PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-14	$-3,875,712
Total plan liabilities at end of year	2017-12-14	$0
Total plan liabilities at beginning of year	2017-12-14	$0
Total income from all sources	2017-12-14	$575,344
Expenses. Total of all expenses incurred	2017-12-14	$31,777
Benefits paid (including direct rollovers)	2017-12-14	$25,967
Total plan assets at end of year	2017-12-14	$0
Total plan assets at beginning of year	2017-12-14	$3,332,145
Value of fidelity bond covering the plan	2017-12-14	$500,000
Total contributions received or receivable from participants	2017-12-14	$0
Expenses. Other expenses not covered elsewhere	2017-12-14	$0
Contributions received from other sources (not participants or employers)	2017-12-14	$0
Other income received	2017-12-14	$575,344
Noncash contributions received	2017-12-14	$0
Net income (gross income less expenses)	2017-12-14	$543,567
Net plan assets at end of year (total assets less liabilities)	2017-12-14	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-14	$3,332,145
Assets. Value of participant loans	2017-12-14	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-14	$0
Total contributions received or receivable from employer(s)	2017-12-14	$0
Value of certain deemed distributions of participant loans	2017-12-14	$930
Value of corrective distributions	2017-12-14	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-14	$4,880
2015 : PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$421,629
Expenses. Total of all expenses incurred	2015-12-31	$275,083
Benefits paid (including direct rollovers)	2015-12-31	$250,305
Total plan assets at end of year	2015-12-31	$3,618,706
Total plan assets at beginning of year	2015-12-31	$3,472,160
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$147,966
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-1
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$146,546
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,618,706
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,472,160
Assets. Value of participant loans	2015-12-31	$41,349
Total contributions received or receivable from employer(s)	2015-12-31	$273,664
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$19,563
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,215
2014 : PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$556,447
Expenses. Total of all expenses incurred	2014-12-31	$117,303
Benefits paid (including direct rollovers)	2014-12-31	$112,428
Total plan assets at end of year	2014-12-31	$3,472,160
Total plan assets at beginning of year	2014-12-31	$3,033,016
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$155,786
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$148,625
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$439,144
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,472,160
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,033,016
Assets. Value of participant loans	2014-12-31	$56,757
Total contributions received or receivable from employer(s)	2014-12-31	$252,036
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,875
2013 : PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$930,091
Expenses. Total of all expenses incurred	2013-12-31	$405,762
Benefits paid (including direct rollovers)	2013-12-31	$400,097
Total plan assets at end of year	2013-12-31	$3,033,016
Total plan assets at beginning of year	2013-12-31	$2,508,687
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$165,439
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$535,120
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$524,329
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,033,016
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,508,687
Assets. Value of participant loans	2013-12-31	$74,050
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$229,532
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,665
2012 : PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$742,310
Expenses. Total of all expenses incurred	2012-12-31	$437,826
Benefits paid (including direct rollovers)	2012-12-31	$432,261
Total plan assets at end of year	2012-12-31	$2,508,687
Total plan assets at beginning of year	2012-12-31	$2,204,203
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$138,756
Other income received	2012-12-31	$298,876
Net income (gross income less expenses)	2012-12-31	$304,484
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,508,687
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,204,203
Assets. Value of participant loans	2012-12-31	$26,727
Total contributions received or receivable from employer(s)	2012-12-31	$304,678
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,565
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$383,754
Expenses. Total of all expenses incurred	2011-12-31	$217,148
Benefits paid (including direct rollovers)	2011-12-31	$212,783
Total plan assets at end of year	2011-12-31	$2,204,203
Total plan assets at beginning of year	2011-12-31	$2,037,597
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$35,032
Other income received	2011-12-31	$-66,586
Net income (gross income less expenses)	2011-12-31	$166,606
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,204,203
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,037,597
Assets. Value of participant loans	2011-12-31	$32,939
Total contributions received or receivable from employer(s)	2011-12-31	$415,308
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,365
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$569,564
Expenses. Total of all expenses incurred	2010-12-31	$55,347
Benefits paid (including direct rollovers)	2010-12-31	$54,173
Total plan assets at end of year	2010-12-31	$2,037,597
Total plan assets at beginning of year	2010-12-31	$1,523,380
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$28,214
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	$158,184
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$514,217
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,037,597
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,523,380
Assets. Value of participant loans	2010-12-31	$41,172
Total contributions received or receivable from employer(s)	2010-12-31	$383,166
Value of certain deemed distributions of participant loans	2010-12-31	$334
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$840
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING 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
2008 : PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2008 401k financial data
Transfers to/from the plan	2008-12-31	$1,262,524
Total income from all sources	2008-12-31	$16,046
Expenses. Total of all expenses incurred	2008-12-31	$313,166
Benefits paid (including direct rollovers)	2008-12-31	$299,132
Total plan assets at end of year	2008-12-31	$975,620
Total plan assets at beginning of year	2008-12-31	$10,216
Value of fidelity bond covering the plan	2008-12-31	$150,000
Total contributions received or receivable from participants	2008-12-31	$16,271
Other income received	2008-12-31	$-253,034
Net income (gross income less expenses)	2008-12-31	$-297,120
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$975,620
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$10,216
Total contributions received or receivable from employer(s)	2008-12-31	$252,809
Value of certain deemed distributions of participant loans	2008-12-31	$12,934
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$1,100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0
2007 : PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0

Form 5500 Responses for PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN

2017: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2015: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING 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	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: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C. 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PULMONARY ASSOCIATES OF SOUTHERN AZ, P.C.
Employer identification number (EIN):	860904524
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)