401k Plan data: BHAWNA BHATIA, M.D. PROFIT SHARING PLAN plan

BHAWNA BHATIA, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan Name	BHAWNA BHATIA, M.D. PROFIT SHARING PLAN
Plan identification number	001

BHAWNA BHATIA, M.D. PROFIT SHARING PLAN 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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.
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

BHAWNA BHATIA, M.D. has sponsored the creation of one or more 401k plans.

Company Name: BHAWNA BHATIA, M.D.

Employer identification number (EIN): 341246346

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BHAWNA BHATIA, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01
001 2012-01-01 BHAWNA BHATIA, M.D. 2013-05-28
001 2011-01-01 BHAWNA BHATIA, M.D.
001 2009-01-01 BHAWNA BHATIA, M.D.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2013-01-01
001	2012-01-01	BHAWNA BHATIA, M.D.	2013-05-28
001	2011-01-01	BHAWNA BHATIA, M.D.
001	2009-01-01	BHAWNA BHATIA, M.D.

Plan Statistics for BHAWNA BHATIA, M.D. PROFIT SHARING PLAN

401k plan membership statisitcs for BHAWNA BHATIA, M.D. PROFIT SHARING PLAN

Measure Date Value
2011: BHAWNA BHATIA, M.D. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 1
2009: BHAWNA BHATIA, M.D. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2011: BHAWNA BHATIA, M.D. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	1
2009: BHAWNA BHATIA, M.D. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on BHAWNA BHATIA, M.D. PROFIT SHARING PLAN

Measure	Date	Value
2011 : BHAWNA BHATIA, M.D. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$10,690
Expenses. Total of all expenses incurred	2011-12-31	$16,089
Benefits paid (including direct rollovers)	2011-12-31	$6,906
Total plan assets at end of year	2011-12-31	$811,723
Total plan assets at beginning of year	2011-12-31	$817,122
Value of fidelity bond covering the plan	2011-12-31	$100,000
Other income received	2011-12-31	$10,690
Net income (gross income less expenses)	2011-12-31	$-5,399
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$811,723
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$817,122
Total contributions received or receivable from employer(s)	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$9,183
2010 : BHAWNA BHATIA, M.D. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$59,345
Expenses. Total of all expenses incurred	2010-12-31	$8,337
Total plan assets at end of year	2010-12-31	$817,122
Total plan assets at beginning of year	2010-12-31	$766,114
Value of fidelity bond covering the plan	2010-12-31	$100,000
Other income received	2010-12-31	$54,728
Net income (gross income less expenses)	2010-12-31	$51,008
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$817,122
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$766,114
Total contributions received or receivable from employer(s)	2010-12-31	$4,617
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$8,337

Form 5500 Responses for BHAWNA BHATIA, M.D. PROFIT SHARING PLAN

2011: BHAWNA BHATIA, M.D. PROFIT SHARING PLAN 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: BHAWNA BHATIA, M.D. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BHAWNA BHATIA, M.D.
Employer identification number (EIN):	341246346
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)