401k Plan data: SUITE 800 PARTNERSHIP EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST plan

SUITE 800 PARTNERSHIP EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	SUITE 800 PARTNERSHIP EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST
Plan identification number	003

SUITE 800 PARTNERSHIP EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

SUITE 800 PARTNERSHIP C/O CARNOW AND ASSOCIATES, LTD. has sponsored the creation of one or more 401k plans.

Company Name: SUITE 800 PARTNERSHIP C/O CARNOW AND ASSOCIATES, LTD.

Employer identification number (EIN): 362980838

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUITE 800 PARTNERSHIP EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-01-01 JACK LENOX
003 2012-01-01 JACK LENOX M.D. 2013-10-08
003 2011-01-01 JACK LENOX M.D. 2012-09-11 JACK LENOX M.D. 2012-09-11
003 2010-01-01 JAY LENOX 2011-04-01 JAY LENOX 2011-04-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2013-01-01	JACK LENOX
003	2012-01-01	JACK LENOX M.D.	2013-10-08
003	2011-01-01	JACK LENOX M.D.	2012-09-11	JACK LENOX M.D.	2012-09-11
003	2010-01-01	JAY LENOX	2011-04-01	JAY LENOX	2011-04-01

Plan Statistics for SUITE 800 PARTNERSHIP EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST

401k plan membership statisitcs for SUITE 800 PARTNERSHIP EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST

Measure Date Value
2013: SUITE 800 PARTNERSHIP EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 20
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1

Measure	Date	Value
2013: SUITE 800 PARTNERSHIP EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	20
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1

Financial Data on SUITE 800 PARTNERSHIP EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST

Measure	Date	Value
2013 : SUITE 800 PARTNERSHIP EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$602,673
Expenses. Total of all expenses incurred	2013-12-31	$7,686
Total plan assets at end of year	2013-12-31	$4,712,516
Total plan assets at beginning of year	2013-12-31	$4,117,529
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$100,044
Other income received	2013-12-31	$406,801
Net income (gross income less expenses)	2013-12-31	$594,987
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,712,516
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,117,529
Assets. Value of participant loans	2013-12-31	$10,855
Total contributions received or receivable from employer(s)	2013-12-31	$95,828
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$7,686

Form 5500 Responses for SUITE 800 PARTNERSHIP EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST

2013: SUITE 800 PARTNERSHIP EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SUITE 800 PARTNERSHIP C/O CARNOW AND ASSOCIATES, LTD.
Employer identification number (EIN):	362980838
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)