401k Plan data: JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN plan

JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN 401k Plan overview

Plan Name	JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN
Plan identification number	002

JOHN C BARKLEY, MD PC MONEY PURCHASE 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).
Money purchase (other than target benefit)

401k Sponsoring company profile

JOHN C BARKLEY, MD, PC has sponsored the creation of one or more 401k plans.

Company Name: JOHN C BARKLEY, MD, PC

Employer identification number (EIN): 870419903

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-04-01 JOHN BARKLEY
002 2011-04-01 JOHN BARKLEY
002 2009-04-01 JOHN BARKLEY JOHN BARKLEY 2010-11-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2012-04-01	JOHN BARKLEY
002	2011-04-01	JOHN BARKLEY
002	2009-04-01	JOHN BARKLEY	JOHN BARKLEY	2010-11-01

Plan Statistics for JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN

401k plan membership statisitcs for JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN

Measure Date Value
2012: JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 2
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 0
Total of all active and inactive participants 2012-04-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 2
Number of participants with account balances 2012-04-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 0
2011: JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 2
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 0
Total of all active and inactive participants 2011-04-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
Number of employers contributing to the scheme 2011-04-01 0
2009: JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 0
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 0
Total of all active and inactive participants 2009-04-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 0
Number of participants with account balances 2009-04-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 0

Measure	Date	Value
2012: JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	2
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	0
Total of all active and inactive participants	2012-04-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	2
Number of participants with account balances	2012-04-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	0
2011: JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	2
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	0
Total of all active and inactive participants	2011-04-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
Number of employers contributing to the scheme	2011-04-01	0
2009: JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	0
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	0
Total of all active and inactive participants	2009-04-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	0
Number of participants with account balances	2009-04-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	0

Financial Data on JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN

Measure	Date	Value
2013 : JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources	2013-03-31	$-4,508
Expenses. Total of all expenses incurred	2013-03-31	$116,496
Benefits paid (including direct rollovers)	2013-03-31	$116,496
Total plan assets at end of year	2013-03-31	$19,192
Total plan assets at beginning of year	2013-03-31	$140,196
Other income received	2013-03-31	$-4,508
Net income (gross income less expenses)	2013-03-31	$-121,004
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$19,192
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$140,196
2012 : JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources	2012-03-31	$-18,820
Total plan assets at end of year	2012-03-31	$140,196
Total plan assets at beginning of year	2012-03-31	$159,016
Other income received	2012-03-31	$-18,820
Net income (gross income less expenses)	2012-03-31	$-18,820
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$140,196
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$159,016
2011 : JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources	2011-03-31	$31,168
Total plan assets at end of year	2011-03-31	$159,016
Total plan assets at beginning of year	2011-03-31	$127,848
Other income received	2011-03-31	$31,168
Net income (gross income less expenses)	2011-03-31	$31,168
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$159,016
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$127,848

Form 5500 Responses for JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN

2012: JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2009: JOHN C BARKLEY, MD PC MONEY PURCHASE PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN C BARKLEY, MD, PC
Employer identification number (EIN):	870419903
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)