401k Plan data: YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN plan

YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN 401k Plan overview

Plan Name	YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN
Plan identification number	002

YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
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

YUNIS, ROBERTS & BARRAU, PC has sponsored the creation of one or more 401k plans.

Company Name: YUNIS, ROBERTS & BARRAU, PC

Employer identification number (EIN): 112544278

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-09-01 LETTY ROBERTS
002 2013-09-01 LETTY ROBERTS
002 2012-09-01 LERTTY ROBERTS LERTTY ROBERTS 2014-06-23
002 2011-09-01 PERRY FRANKEL
002 2010-09-01 PERRY FRANKEL 2012-07-06
002 2007-09-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2014-09-01	LETTY ROBERTS
002	2013-09-01	LETTY ROBERTS
002	2012-09-01	LERTTY ROBERTS		LERTTY ROBERTS	2014-06-23
002	2011-09-01	PERRY FRANKEL
002	2010-09-01	PERRY FRANKEL	2012-07-06
002	2007-09-01

Plan Statistics for YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN

401k plan membership statisitcs for YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2014: YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 31
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 20
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 7
Total of all active and inactive participants 2014-09-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 27
Number of participants with account balances 2014-09-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 25
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 6
Total of all active and inactive participants 2013-09-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 31
Number of participants with account balances 2013-09-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 33
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 30
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 0
Total of all active and inactive participants 2012-09-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 30
Number of participants with account balances 2012-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 38
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 32
Number of retired or separated participants receiving benefits 2011-09-01 0
Number of other retired or separated participants entitled to future benefits 2011-09-01 8
Total of all active and inactive participants 2011-09-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 40
Number of participants with account balances 2011-09-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0

Measure	Date	Value
2014: YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	31
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	20
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	7
Total of all active and inactive participants	2014-09-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	27
Number of participants with account balances	2014-09-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	25
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	6
Total of all active and inactive participants	2013-09-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	31
Number of participants with account balances	2013-09-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	33
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	30
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	0
Total of all active and inactive participants	2012-09-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	30
Number of participants with account balances	2012-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	38
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	32
Number of retired or separated participants receiving benefits	2011-09-01	0
Number of other retired or separated participants entitled to future benefits	2011-09-01	8
Total of all active and inactive participants	2011-09-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	40
Number of participants with account balances	2011-09-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0

Financial Data on YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN

Measure	Date	Value
2015 : YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-08-31	$0
Total plan liabilities at end of year	2015-08-31	$0
Total plan liabilities at beginning of year	2015-08-31	$0
Total income from all sources	2015-08-31	$97,175
Expenses. Total of all expenses incurred	2015-08-31	$504,444
Benefits paid (including direct rollovers)	2015-08-31	$504,069
Total plan assets at end of year	2015-08-31	$4,091,116
Total plan assets at beginning of year	2015-08-31	$4,498,385
Value of fidelity bond covering the plan	2015-08-31	$500,000
Total contributions received or receivable from participants	2015-08-31	$80,471
Expenses. Other expenses not covered elsewhere	2015-08-31	$0
Contributions received from other sources (not participants or employers)	2015-08-31	$0
Other income received	2015-08-31	$16,704
Noncash contributions received	2015-08-31	$0
Net income (gross income less expenses)	2015-08-31	$-407,269
Net plan assets at end of year (total assets less liabilities)	2015-08-31	$4,091,116
Net plan assets at beginning of year (total assets less liabilities)	2015-08-31	$4,498,385
Assets. Value of participant loans	2015-08-31	$54,615
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	2015-08-31	$12,719
Total contributions received or receivable from employer(s)	2015-08-31	$0
Value of certain deemed distributions of participant loans	2015-08-31	$0
Value of corrective distributions	2015-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-08-31	$375
2014 : YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-08-31	$0
Total plan liabilities at end of year	2014-08-31	$0
Total plan liabilities at beginning of year	2014-08-31	$0
Total income from all sources	2014-08-31	$614,582
Expenses. Total of all expenses incurred	2014-08-31	$804,785
Benefits paid (including direct rollovers)	2014-08-31	$797,493
Total plan assets at end of year	2014-08-31	$4,498,385
Total plan assets at beginning of year	2014-08-31	$4,688,588
Value of fidelity bond covering the plan	2014-08-31	$500,000
Total contributions received or receivable from participants	2014-08-31	$62,826
Expenses. Other expenses not covered elsewhere	2014-08-31	$0
Contributions received from other sources (not participants or employers)	2014-08-31	$0
Other income received	2014-08-31	$546,654
Noncash contributions received	2014-08-31	$0
Net income (gross income less expenses)	2014-08-31	$-190,203
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$4,498,385
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$4,688,588
Assets. Value of participant loans	2014-08-31	$48,997
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	2014-08-31	$11,406
Total contributions received or receivable from employer(s)	2014-08-31	$5,102
Value of certain deemed distributions of participant loans	2014-08-31	$6,933
Value of corrective distributions	2014-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-08-31	$359
2013 : YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-08-31	$649,884
Expenses. Total of all expenses incurred	2013-08-31	$1,864,327
Benefits paid (including direct rollovers)	2013-08-31	$1,853,366
Total plan assets at end of year	2013-08-31	$4,688,588
Total plan assets at beginning of year	2013-08-31	$5,903,031
Value of fidelity bond covering the plan	2013-08-31	$500,000
Total contributions received or receivable from participants	2013-08-31	$127,066
Other income received	2013-08-31	$493,567
Net income (gross income less expenses)	2013-08-31	$-1,214,443
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$4,688,588
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$5,903,031
Assets. Value of participant loans	2013-08-31	$71,901
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	2013-08-31	$11,406
Total contributions received or receivable from employer(s)	2013-08-31	$29,251
Value of corrective distributions	2013-08-31	$10,784
Expenses. Administrative service providers (salaries,fees and commissions)	2013-08-31	$177
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$0
2012 : YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-08-31	$865,058
Expenses. Total of all expenses incurred	2012-08-31	$52,981
Benefits paid (including direct rollovers)	2012-08-31	$52,571
Total plan assets at end of year	2012-08-31	$5,903,031
Total plan assets at beginning of year	2012-08-31	$5,090,954
Total contributions received or receivable from participants	2012-08-31	$140,018
Other income received	2012-08-31	$686,066
Net income (gross income less expenses)	2012-08-31	$812,077
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$5,903,031
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$5,090,954
Assets. Value of participant loans	2012-08-31	$106,245
Total contributions received or receivable from employer(s)	2012-08-31	$38,974
Expenses. Administrative service providers (salaries,fees and commissions)	2012-08-31	$410
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0

Form 5500 Responses for YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN

2014: YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2007: YUNIS, ROBERTS & BARRAU, PC EMPLOYEE PROFIT SHARING PLAN 2007 form 5500 responses
2007-09-01	Type of plan entity	Single employer plan
2007-09-01	Submission has been amended	No
2007-09-01	This submission is the final filing	No
2007-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-09-01	Plan is a collectively bargained plan	No

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Company Name:	YUNIS, ROBERTS & BARRAU, PC
Employer identification number (EIN):	112544278
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)