401k Plan data: ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN plan

ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 401k Plan overview

Plan Name	ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN
Plan identification number	001

ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) 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. Plan covering Self-Employed individuals.

401k Sponsoring company profile

ZAVEN OSKANIAN MD has sponsored the creation of one or more 401k plans.

Company Name: ZAVEN OSKANIAN MD

Employer identification number (EIN): 382104327

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 TODD M. JOLICOEUR 2014-03-31
001 2012-01-01 TODD M. JOLICOEUR 2013-09-22
001 2011-01-01 TODD M JOLICOEUR 2012-10-03
001 2010-01-01 TODD M JOLICOEUR 2011-10-01
001 2009-01-01 TODD M. JOLICOEUR 2010-10-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2013-01-01	TODD M. JOLICOEUR	2014-03-31
001	2012-01-01	TODD M. JOLICOEUR	2013-09-22
001	2011-01-01	TODD M JOLICOEUR	2012-10-03
001	2010-01-01	TODD M JOLICOEUR	2011-10-01
001	2009-01-01	TODD M. JOLICOEUR	2010-10-09

Plan Statistics for ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN

401k plan membership statisitcs for ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN

Measure Date Value
2013: ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
Number of employers contributing to the scheme 2013-01-01 0
2012: ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1
2011: ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Total of all active and inactive participants 2011-01-01 1
Total participants 2011-01-01 1
2010: ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
Total of all active and inactive participants 2010-01-01 1
Total participants 2010-01-01 1
2009: ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Total of all active and inactive participants 2009-01-01 1
Total participants 2009-01-01 1

Measure	Date	Value
2013: ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
Number of employers contributing to the scheme	2013-01-01	0
2012: ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1
2011: ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Total of all active and inactive participants	2011-01-01	1
Total participants	2011-01-01	1
2010: ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
Total of all active and inactive participants	2010-01-01	1
Total participants	2010-01-01	1
2009: ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Total of all active and inactive participants	2009-01-01	1
Total participants	2009-01-01	1

Financial Data on ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN

Measure	Date	Value
2013 : ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$-14,160
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$2,400
Total plan assets at beginning of year	2013-12-31	$11,760
Other income received	2013-12-31	$2,400
Net income (gross income less expenses)	2013-12-31	$2,400
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$11,760
Minimum employer required contribution for this plan year	2013-12-31	$0
2012 : ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$-11,891
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$7,237
Expenses. Total of all expenses incurred	2012-12-31	$3,003
Total plan assets at end of year	2012-12-31	$11,760
Total plan assets at beginning of year	2012-12-31	$19,417
Expenses. Other expenses not covered elsewhere	2012-12-31	$3,003
Other income received	2012-12-31	$7,237
Net income (gross income less expenses)	2012-12-31	$4,234
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$11,760
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$19,417
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$-20,000
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$19,993
Expenses. Total of all expenses incurred	2011-12-31	$11,810
Total plan assets at end of year	2011-12-31	$19,417
Total plan assets at beginning of year	2011-12-31	$31,234
Expenses. Other expenses not covered elsewhere	2011-12-31	$11,810
Other income received	2011-12-31	$2
Net income (gross income less expenses)	2011-12-31	$8,183
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$19,417
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$31,234
Total contributions received or receivable from employer(s)	2011-12-31	$19,991
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$-41,600
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$23,922
Expenses. Total of all expenses incurred	2010-12-31	$10,460
Total plan assets at end of year	2010-12-31	$31,234
Total plan assets at beginning of year	2010-12-31	$59,372
Expenses. Other expenses not covered elsewhere	2010-12-31	$10,460
Other income received	2010-12-31	$2,458
Net income (gross income less expenses)	2010-12-31	$13,462
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$31,234
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$59,372
Total contributions received or receivable from employer(s)	2010-12-31	$21,464
2009 : ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 2009 401k financial data
Minimum employer required contribution for this plan year	2009-12-31	$0

Form 5500 Responses for ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN

2013: ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	This submission is the final filing	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ZAVEN OSKANIAN, M.D. MONEY PURCHASE 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
2010: ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ZAVEN OSKANIAN, M.D. MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ZAVEN OSKANIAN MD
Employer identification number (EIN):	382104327
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)