401k Plan data: SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT plan

SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 401k Plan overview

Plan Name	SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT
Plan identification number	001

SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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 NEUROPSYCHOLOGY ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWEST NEUROPSYCHOLOGY ASSOCIATES, PC

Employer identification number (EIN): 043689483

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 NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 DON RADAKOVICH
001 2011-01-01 DON RADAKOVICH
001 2009-01-01 SUSAN PURDY

Plan Statistics for SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT

401k plan membership statisitcs for SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT

Measure Date Value
2015: SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
2013: SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
2012: SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
2011: SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 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 8
Total of all active and inactive participants 2011-01-01 8
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
2009: SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Total of all active and inactive participants 2009-01-01 8
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8

Measure	Date	Value
2015: SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
2013: SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
2012: SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
2011: SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 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	8
Total of all active and inactive participants	2011-01-01	8
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
2009: SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Total of all active and inactive participants	2009-01-01	8
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8

Financial Data on SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT

Measure	Date	Value
2015 : SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2015 401k financial data
Total income from all sources	2015-12-31	$955
Expenses. Total of all expenses incurred	2015-12-31	$29,101
Benefits paid (including direct rollovers)	2015-12-31	$29,101
Total plan assets at beginning of year	2015-12-31	$28,146
Other income received	2015-12-31	$955
Net income (gross income less expenses)	2015-12-31	$-28,146
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$28,146
2014 : SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2014 401k financial data
Total income from all sources	2014-12-31	$3,692
Expenses. Total of all expenses incurred	2014-12-31	$137,103
Benefits paid (including direct rollovers)	2014-12-31	$137,103
Total plan assets at end of year	2014-12-31	$28,146
Total plan assets at beginning of year	2014-12-31	$161,557
Other income received	2014-12-31	$3,692
Net income (gross income less expenses)	2014-12-31	$-133,411
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$28,146
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$161,557
2013 : SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2013 401k financial data
Total income from all sources	2013-12-31	$41,951
Expenses. Total of all expenses incurred	2013-12-31	$158,790
Benefits paid (including direct rollovers)	2013-12-31	$158,790
Total plan assets at end of year	2013-12-31	$161,557
Total plan assets at beginning of year	2013-12-31	$278,396
Other income received	2013-12-31	$41,951
Net income (gross income less expenses)	2013-12-31	$-116,839
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$161,557
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$278,396
2012 : SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2012 401k financial data
Total income from all sources	2012-12-31	$39,051
Expenses. Total of all expenses incurred	2012-12-31	$103,001
Benefits paid (including direct rollovers)	2012-12-31	$103,001
Total plan assets at end of year	2012-12-31	$278,396
Total plan assets at beginning of year	2012-12-31	$342,346
Other income received	2012-12-31	$39,051
Net income (gross income less expenses)	2012-12-31	$-63,950
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$278,396
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$342,346
2011 : SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2011 401k financial data
Total income from all sources	2011-12-31	$-23,757
Expenses. Total of all expenses incurred	2011-12-31	$2,724
Benefits paid (including direct rollovers)	2011-12-31	$2,724
Total plan assets at end of year	2011-12-31	$342,346
Total plan assets at beginning of year	2011-12-31	$368,827
Other income received	2011-12-31	$-23,757
Net income (gross income less expenses)	2011-12-31	$-26,481
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$342,346
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$368,827
2010 : SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2010 401k financial data
Total income from all sources	2010-12-31	$44,891
Expenses. Total of all expenses incurred	2010-12-31	$60
Total plan assets at end of year	2010-12-31	$368,827
Total plan assets at beginning of year	2010-12-31	$323,996
Other income received	2010-12-31	$44,891
Net income (gross income less expenses)	2010-12-31	$44,831
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$368,827
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$323,996
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$60
2009 : SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2009 401k financial data
Total income from all sources	2009-12-31	$77,547
Expenses. Total of all expenses incurred	2009-12-31	$1,554
Benefits paid (including direct rollovers)	2009-12-31	$1,492
Total plan assets at end of year	2009-12-31	$323,996
Total plan assets at beginning of year	2009-12-31	$248,003
Expenses. Other expenses not covered elsewhere	2009-12-31	$62
Other income received	2009-12-31	$77,547
Net income (gross income less expenses)	2009-12-31	$75,993
Net plan assets at end of year (total assets less liabilities)	2009-12-31	$323,996
Net plan assets at beginning of year (total assets less liabilities)	2009-12-31	$248,003
2008 : SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2008 401k financial data
Total income from all sources	2008-12-31	$-100,534
Expenses. Total of all expenses incurred	2008-12-31	$67
Total plan assets at end of year	2008-12-31	$248,003
Total plan assets at beginning of year	2008-12-31	$348,604
Total contributions received or receivable from participants	2008-12-31	$45,437
Other income received	2008-12-31	$-145,971
Net income (gross income less expenses)	2008-12-31	$-100,601
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$248,003
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$348,604
Total contributions received or receivable from employer(s)	2008-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$67

Form 5500 Responses for SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT

2015: SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHWEST NEUROPSYCHOLOGY ASSOC., P.C. P/S PLAN AND TRUST AGREEMENT 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:	SOUTHWEST NEUROPSYCHOLOGY ASSOCIATES, PC
Employer identification number (EIN):	043689483
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)