401k Plan data: HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN plan

HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN 401k Plan overview

Plan Name	HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN
Plan identification number	004

HOLT FAMILY PRACTICE 401(K) EMPLOYEE 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.
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

HOLT FAMILY PRACTICE has sponsored the creation of one or more 401k plans.

Company Name: HOLT FAMILY PRACTICE

Employer identification number (EIN): 383030957

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2012-01-01 LINDA PULVER
004 2011-01-01 LINDA PULVER
004 2010-01-01 LINDA PULVER
004 2009-01-01 LINDA PULVER

Plan id#	Filing Submission Date	Name of Administrator
004	2012-01-01	LINDA PULVER
004	2011-01-01	LINDA PULVER
004	2010-01-01	LINDA PULVER
004	2009-01-01	LINDA PULVER

Plan Statistics for HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN

401k plan membership statisitcs for HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2012: HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 20
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 21
Number of participants with account balances 2011-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 21
Number of participants with account balances 2010-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
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 2
Total of all active and inactive participants 2009-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 24
Number of participants with account balances 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	20
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	21
Number of participants with account balances	2011-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	21
Number of participants with account balances	2010-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
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	2
Total of all active and inactive participants	2009-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	24
Number of participants with account balances	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN

Measure	Date	Value
2012 : HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$153,510
Expenses. Total of all expenses incurred	2012-12-31	$3,050,524
Benefits paid (including direct rollovers)	2012-12-31	$3,050,524
Total plan assets at end of year	2012-12-31	$0
Total plan assets at beginning of year	2012-12-31	$2,897,014
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$153,510
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-2,897,014
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,897,014
Total contributions received or receivable from employer(s)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$117,526
Expenses. Total of all expenses incurred	2011-12-31	$129,623
Benefits paid (including direct rollovers)	2011-12-31	$114,845
Total plan assets at end of year	2011-12-31	$2,897,014
Total plan assets at beginning of year	2011-12-31	$2,909,111
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$144,180
Expenses. Other expenses not covered elsewhere	2011-12-31	$14,778
Other income received	2011-12-31	$-74,827
Net income (gross income less expenses)	2011-12-31	$-12,097
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,897,014
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,909,111
Assets. Value of participant loans	2011-12-31	$12,835
Total contributions received or receivable from employer(s)	2011-12-31	$48,173
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$585,483
Expenses. Total of all expenses incurred	2010-12-31	$26,643
Benefits paid (including direct rollovers)	2010-12-31	$13,779
Total plan assets at end of year	2010-12-31	$2,909,111
Total plan assets at beginning of year	2010-12-31	$2,350,271
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$139,909
Expenses. Other expenses not covered elsewhere	2010-12-31	$12,864
Contributions received from other sources (not participants or employers)	2010-12-31	$61,029
Other income received	2010-12-31	$336,879
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$558,840
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,909,111
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,350,271
Assets. Value of participant loans	2010-12-31	$13,144
Total contributions received or receivable from employer(s)	2010-12-31	$47,666
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN

2012: HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HOLT FAMILY PRACTICE 401(K) EMPLOYEE PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HOLT FAMILY PRACTICE 401(K) EMPLOYEE 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HOLT FAMILY PRACTICE
Employer identification number (EIN):	383030957
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)