401k Plan data: EMERITO F. URETA, M.D. LTD., PENSION PLAN plan

EMERITO F. URETA, M.D. LTD., PENSION PLAN 401k Plan overview

Plan Name	EMERITO F. URETA, M.D. LTD., PENSION PLAN
Plan identification number	001

EMERITO F. URETA, M.D. LTD., PENSION PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) 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.

401k Sponsoring company profile

EMERITO F. URETA, M.D. LTD., PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name: EMERITO F. URETA, M.D. LTD., PENSION PLAN

Employer identification number (EIN): 371079975

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERITO F. URETA, M.D. LTD., PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-04-01
001 2014-04-01
001 2013-04-01
001 2012-04-01 EMERITO URETA
001 2011-04-01 EMERITO URETA
001 2009-04-01 EMERITO URETA
001 2009-04-01 EMERITO URETA

Plan Statistics for EMERITO F. URETA, M.D. LTD., PENSION PLAN

401k plan membership statisitcs for EMERITO F. URETA, M.D. LTD., PENSION PLAN

Measure Date Value
2015: EMERITO F. URETA, M.D. LTD., PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 1
Total of all active and inactive participants 2015-04-01 1
Total participants 2015-04-01 1
Number of participants with account balances 2015-04-01 1
2014: EMERITO F. URETA, M.D. LTD., PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 1
Total of all active and inactive participants 2014-04-01 1
Total participants 2014-04-01 1
Number of participants with account balances 2014-04-01 1
2013: EMERITO F. URETA, M.D. LTD., PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 3
Total of all active and inactive participants 2013-04-01 3
Total participants 2013-04-01 3
Number of participants with account balances 2013-04-01 3
2012: EMERITO F. URETA, M.D. LTD., PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 3
Total of all active and inactive participants 2012-04-01 3
Total participants 2012-04-01 3
Number of participants with account balances 2012-04-01 3
2011: EMERITO F. URETA, M.D. LTD., PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 3
Total of all active and inactive participants 2011-04-01 3
Total participants 2011-04-01 3
Number of participants with account balances 2011-04-01 3
2009: EMERITO F. URETA, M.D. LTD., PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 3
Total of all active and inactive participants 2009-04-01 3
Total participants 2009-04-01 3
Number of participants with account balances 2009-04-01 3

Measure	Date	Value
2015: EMERITO F. URETA, M.D. LTD., PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	1
Total of all active and inactive participants	2015-04-01	1
Total participants	2015-04-01	1
Number of participants with account balances	2015-04-01	1
2014: EMERITO F. URETA, M.D. LTD., PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	1
Total of all active and inactive participants	2014-04-01	1
Total participants	2014-04-01	1
Number of participants with account balances	2014-04-01	1
2013: EMERITO F. URETA, M.D. LTD., PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	3
Total of all active and inactive participants	2013-04-01	3
Total participants	2013-04-01	3
Number of participants with account balances	2013-04-01	3
2012: EMERITO F. URETA, M.D. LTD., PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	3
Total of all active and inactive participants	2012-04-01	3
Total participants	2012-04-01	3
Number of participants with account balances	2012-04-01	3
2011: EMERITO F. URETA, M.D. LTD., PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	3
Total of all active and inactive participants	2011-04-01	3
Total participants	2011-04-01	3
Number of participants with account balances	2011-04-01	3
2009: EMERITO F. URETA, M.D. LTD., PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	3
Total of all active and inactive participants	2009-04-01	3
Total participants	2009-04-01	3
Number of participants with account balances	2009-04-01	3

Financial Data on EMERITO F. URETA, M.D. LTD., PENSION PLAN

Measure	Date	Value
2016 : EMERITO F. URETA, M.D. LTD., PENSION PLAN 2016 401k financial data
Total income from all sources	2016-03-31	$58,833
Expenses. Total of all expenses incurred	2016-03-31	$192,434
Benefits paid (including direct rollovers)	2016-03-31	$177,839
Total plan assets at end of year	2016-03-31	$3,431,529
Total plan assets at beginning of year	2016-03-31	$3,565,130
Other income received	2016-03-31	$57,333
Net income (gross income less expenses)	2016-03-31	$-133,601
Net plan assets at end of year (total assets less liabilities)	2016-03-31	$3,431,529
Net plan assets at beginning of year (total assets less liabilities)	2016-03-31	$3,565,130
Total contributions received or receivable from employer(s)	2016-03-31	$1,500
Expenses. Administrative service providers (salaries,fees and commissions)	2016-03-31	$14,595
Funding deficiency by the employer to the plan for this plan year	2016-03-31	$0
Minimum employer required contribution for this plan year	2016-03-31	$1,500
Amount contributed by the employer to the plan for this plan year	2016-03-31	$1,500
2015 : EMERITO F. URETA, M.D. LTD., PENSION PLAN 2015 401k financial data
Total income from all sources	2015-03-31	$308,592
Expenses. Total of all expenses incurred	2015-03-31	$453,453
Benefits paid (including direct rollovers)	2015-03-31	$437,302
Total plan assets at end of year	2015-03-31	$3,565,130
Total plan assets at beginning of year	2015-03-31	$3,709,991
Other income received	2015-03-31	$292,598
Net income (gross income less expenses)	2015-03-31	$-144,861
Net plan assets at end of year (total assets less liabilities)	2015-03-31	$3,565,130
Net plan assets at beginning of year (total assets less liabilities)	2015-03-31	$3,709,991
Total contributions received or receivable from employer(s)	2015-03-31	$15,994
Expenses. Administrative service providers (salaries,fees and commissions)	2015-03-31	$16,151
Funding deficiency by the employer to the plan for this plan year	2015-03-31	$0
Minimum employer required contribution for this plan year	2015-03-31	$15,994
Amount contributed by the employer to the plan for this plan year	2015-03-31	$15,994
2014 : EMERITO F. URETA, M.D. LTD., PENSION PLAN 2014 401k financial data
Total income from all sources	2014-03-31	$366,402
Expenses. Total of all expenses incurred	2014-03-31	$294,906
Benefits paid (including direct rollovers)	2014-03-31	$280,000
Total plan assets at end of year	2014-03-31	$3,709,991
Total plan assets at beginning of year	2014-03-31	$3,638,495
Other income received	2014-03-31	$336,035
Net income (gross income less expenses)	2014-03-31	$71,496
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$3,709,991
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$3,638,495
Total contributions received or receivable from employer(s)	2014-03-31	$30,367
Expenses. Administrative service providers (salaries,fees and commissions)	2014-03-31	$14,906
Funding deficiency by the employer to the plan for this plan year	2014-03-31	$0
Minimum employer required contribution for this plan year	2014-03-31	$30,367
Amount contributed by the employer to the plan for this plan year	2014-03-31	$30,367
2013 : EMERITO F. URETA, M.D. LTD., PENSION PLAN 2013 401k financial data
Total income from all sources	2013-03-31	$254,209
Expenses. Total of all expenses incurred	2013-03-31	$13,970
Total plan assets at end of year	2013-03-31	$3,638,495
Total plan assets at beginning of year	2013-03-31	$3,398,256
Other income received	2013-03-31	$217,420
Net income (gross income less expenses)	2013-03-31	$240,239
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$3,638,495
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$3,398,256
Total contributions received or receivable from employer(s)	2013-03-31	$36,789
Expenses. Administrative service providers (salaries,fees and commissions)	2013-03-31	$13,970
Funding deficiency by the employer to the plan for this plan year	2013-03-31	$0
Minimum employer required contribution for this plan year	2013-03-31	$39,272
Amount contributed by the employer to the plan for this plan year	2013-03-31	$39,272
2012 : EMERITO F. URETA, M.D. LTD., PENSION PLAN 2012 401k financial data
Total income from all sources	2012-03-31	$234,340
Expenses. Total of all expenses incurred	2012-03-31	$10,469
Total plan assets at end of year	2012-03-31	$3,398,256
Total plan assets at beginning of year	2012-03-31	$3,174,385
Value of fidelity bond covering the plan	2012-03-31	$20,000
Other income received	2012-03-31	$192,723
Net income (gross income less expenses)	2012-03-31	$223,871
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$3,398,256
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$3,174,385
Total contributions received or receivable from employer(s)	2012-03-31	$41,617
Expenses. Administrative service providers (salaries,fees and commissions)	2012-03-31	$10,469
Funding deficiency by the employer to the plan for this plan year	2012-03-31	$0
Minimum employer required contribution for this plan year	2012-03-31	$41,617
Amount contributed by the employer to the plan for this plan year	2012-03-31	$41,617
2011 : EMERITO F. URETA, M.D. LTD., PENSION PLAN 2011 401k financial data
Total income from all sources	2011-03-31	$303,831
Expenses. Total of all expenses incurred	2011-03-31	$5,452
Total plan assets at end of year	2011-03-31	$3,174,385
Total plan assets at beginning of year	2011-03-31	$2,876,006
Value of fidelity bond covering the plan	2011-03-31	$20,000
Other income received	2011-03-31	$262,976
Net income (gross income less expenses)	2011-03-31	$298,379
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$3,174,385
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$2,876,006
Total contributions received or receivable from employer(s)	2011-03-31	$40,855
Expenses. Administrative service providers (salaries,fees and commissions)	2011-03-31	$5,452
Funding deficiency by the employer to the plan for this plan year	2011-03-31	$0
Minimum employer required contribution for this plan year	2011-03-31	$40,855
Amount contributed by the employer to the plan for this plan year	2011-03-31	$40,855
2010 : EMERITO F. URETA, M.D. LTD., PENSION PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-03-31	$0
Minimum employer required contribution for this plan year	2010-03-31	$42,526
Amount contributed by the employer to the plan for this plan year	2010-03-31	$42,526

Form 5500 Responses for EMERITO F. URETA, M.D. LTD., PENSION PLAN

2015: EMERITO F. URETA, M.D. LTD., PENSION PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: EMERITO F. URETA, M.D. LTD., PENSION PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: EMERITO F. URETA, M.D. LTD., PENSION PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Mulitple employer plan
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: EMERITO F. URETA, M.D. LTD., PENSION PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: EMERITO F. URETA, M.D. LTD., PENSION PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2009: EMERITO F. URETA, M.D. LTD., PENSION PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	Yes
2009-04-01	This submission is the final filing	No
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EMERITO F. URETA, M.D. LTD., PENSION PLAN
Employer identification number (EIN):	371079975
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)