401k Plan data: WILLIAM JOEL PAULE, M.D. 401K PROFIT SHARING PLAN & TRUST plan

WILLIAM JOEL PAULE, M.D. 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	WILLIAM JOEL PAULE, M.D. 401K PROFIT SHARING PLAN & TRUST
Plan identification number	001

WILLIAM JOEL PAULE, M.D. 401K PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

WILLIAM JOEL PAULE, M.D., A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM JOEL PAULE, M.D., A PROFESSIONAL CORPORATION

Employer identification number (EIN): 912117784

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM JOEL PAULE, M.D. 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 LAURIE PAULE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	LAURIE PAULE

Plan Statistics for WILLIAM JOEL PAULE, M.D. 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for WILLIAM JOEL PAULE, M.D. 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2011: WILLIAM JOEL PAULE, M.D. 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
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 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2011: WILLIAM JOEL PAULE, M.D. 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
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	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on WILLIAM JOEL PAULE, M.D. 401K PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2011 : WILLIAM JOEL PAULE, M.D. 401K PROFIT SHARING PLAN & TRUST 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	$8,664
Expenses. Total of all expenses incurred	2011-12-31	$38,728
Benefits paid (including direct rollovers)	2011-12-31	$38,607
Total plan assets at end of year	2011-12-31	$0
Total plan assets at beginning of year	2011-12-31	$30,064
Value of fidelity bond covering the plan	2011-12-31	$20,000
Total contributions received or receivable from participants	2011-12-31	$6,208
Expenses. Other expenses not covered elsewhere	2011-12-31	$121
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-2,846
Net income (gross income less expenses)	2011-12-31	$-30,064
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$30,064
Total contributions received or receivable from employer(s)	2011-12-31	$5,302
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0

Form 5500 Responses for WILLIAM JOEL PAULE, M.D. 401K PROFIT SHARING PLAN & TRUST

2011: WILLIAM JOEL PAULE, M.D. 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	WILLIAM JOEL PAULE, M.D., A PROFESSIONAL CORPORATION
Employer identification number (EIN):	912117784