401k Plan data: SOUTHWEST MEDICAL GROUP 401(K) PROFIT SHARING PLAN plan

SOUTHWEST MEDICAL GROUP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SOUTHWEST MEDICAL GROUP 401(K) PROFIT SHARING PLAN
Plan identification number	001

SOUTHWEST MEDICAL GROUP 401(K) 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Health (other than dental or vision)
Life insurance
Dental
Vision
Temporary disability (accident and sickness)
Long-term disability cover

401k Sponsoring company profile

SOUTHWEST WASHINGTON MEDICAL GROUP, P.S. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWEST WASHINGTON MEDICAL GROUP, P.S.

Employer identification number (EIN): 260656038

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

Additional information about SOUTHWEST WASHINGTON MEDICAL GROUP, P.S.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 2007-08-03

Company Identification Number: 602749920

Legal Registered Office Address: 1115 SE 164TH AVENUE

VANCOUVER
United States of America (USA)
98683

More information about SOUTHWEST WASHINGTON MEDICAL GROUP, P.S.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 CHERYL ANDERSON
001 2011-01-01 CHERYL ANDERSON
001 2009-01-01 CHERYL ANDERSON
001 2009-01-01 CHERYL ANDERSON

Plan id#	Filing Submission Date	Name of Administrator
001	2012-01-01	CHERYL ANDERSON
001	2011-01-01	CHERYL ANDERSON
001	2009-01-01	CHERYL ANDERSON
001	2009-01-01	CHERYL ANDERSON

Plan Statistics for SOUTHWEST MEDICAL GROUP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHWEST MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: SOUTHWEST MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 360
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 274
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 64
Total of all active and inactive participants 2012-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 340
Number of participants with account balances 2012-01-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: SOUTHWEST MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 359
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 286
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 71
Total of all active and inactive participants 2011-01-01 358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 360
Number of participants with account balances 2011-01-01 294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: SOUTHWEST MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 296
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 41
Total of all active and inactive participants 2009-01-01 337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 338
Number of participants with account balances 2009-01-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2012: SOUTHWEST MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	360
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	274
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	64
Total of all active and inactive participants	2012-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	340
Number of participants with account balances	2012-01-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: SOUTHWEST MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	359
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	286
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	71
Total of all active and inactive participants	2011-01-01	358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	360
Number of participants with account balances	2011-01-01	294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: SOUTHWEST MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	296
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	41
Total of all active and inactive participants	2009-01-01	337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	338
Number of participants with account balances	2009-01-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on SOUTHWEST MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2012 : SOUTHWEST MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$4,228,617
Total of all expenses incurred	2012-12-31	$2,164,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,157,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,527,598
Value of total assets at end of year	2012-12-31	$15,298,588
Value of total assets at beginning of year	2012-12-31	$13,234,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$7,354
Total interest from all sources	2012-12-31	$16
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$267,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$267,795
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,431,203
Participant contributions at end of year	2012-12-31	$22,426
Participant contributions at beginning of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$119,699
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$84,604
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$344,607
Other income not declared elsewhere	2012-12-31	$8,913
Administrative expenses (other) incurred	2012-12-31	$7,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,063,956
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$15,298,588
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$13,234,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$14,911,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$12,941,676
Value of interest in pooled separate accounts at end of year	2012-12-31	$176,469
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$157,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$46,522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$50,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$50,625
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,422,266
Net investment gain/loss from pooled separate accounts	2012-12-31	$2,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$751,788
Employer contributions (assets) at end of year	2012-12-31	$21,601
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,157,307
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2012-12-31	910189318
2011 : SOUTHWEST MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$2,022,152
Total of all expenses incurred	2011-12-31	$646,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$645,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,400,755
Value of total assets at end of year	2011-12-31	$13,234,632
Value of total assets at beginning of year	2011-12-31	$11,859,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$605
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$199,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$199,769
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,586,059
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$84,604
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$19,671
Other income not declared elsewhere	2011-12-31	$84,666
Administrative expenses (other) incurred	2011-12-31	$605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,375,552
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$13,234,632
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$11,859,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$12,941,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$11,728,010
Value of interest in pooled separate accounts at end of year	2011-12-31	$157,727
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$86,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$50,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$44,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$44,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-665,454
Net investment gain/loss from pooled separate accounts	2011-12-31	$2,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$795,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$645,995
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2011-12-31	910189318
2010 : SOUTHWEST MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$4,758,081
Total of all expenses incurred	2010-12-31	$510,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$510,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,440,770
Value of total assets at end of year	2010-12-31	$11,859,080
Value of total assets at beginning of year	2010-12-31	$7,611,696
Total interest from all sources	2010-12-31	$54
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$200,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$200,223
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,632,695
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$967,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$4,247,384
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$11,859,080
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,611,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$11,728,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$7,533,062
Value of interest in pooled separate accounts at end of year	2010-12-31	$86,311
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$38,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$44,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$40,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$40,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$54
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,114,852
Net investment gain/loss from pooled separate accounts	2010-12-31	$2,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$840,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$510,697
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2010-12-31	910189318

Form 5500 Responses for SOUTHWEST MEDICAL GROUP 401(K) PROFIT SHARING PLAN

2012: SOUTHWEST MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTHWEST MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHWEST MEDICAL GROUP 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTHWEST WASHINGTON MEDICAL GROUP, P.S.
Employer identification number (EIN):	260656038
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	2007-08-03
Company Identification Number:	602749920
Legal Registered Office Address:	1115 SE 164TH AVENUE VANCOUVER United States of America (USA) 98683