401k Plan data: HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN plan

HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN
Plan identification number	003

HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

HUTCHINSON CLINIC, P.A. has sponsored the creation of one or more 401k plans.

Company Name: HUTCHINSON CLINIC, P.A.

Employer identification number (EIN): 480734011

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-01-01 TRACY CLARKE 2015-05-18
003 2013-01-01 MICHAEL HECK
003 2012-01-01 MICHAEL HARMS
003 2011-01-01 MIKE HARMS
003 2009-01-01 MIKE HARMS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2014-01-01	TRACY CLARKE	2015-05-18
003	2013-01-01	MICHAEL HECK
003	2012-01-01	MICHAEL HARMS
003	2011-01-01	MIKE HARMS
003	2009-01-01	MIKE HARMS

Plan Statistics for HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN

401k plan membership statisitcs for HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN

Measure Date Value
2013: HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 610
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 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 843
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 520
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 90
Total of all active and inactive participants 2012-01-01 610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 806
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 702
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 141
Total of all active and inactive participants 2011-01-01 843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 22
2009: HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 545
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 545
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 0
Total of all active and inactive participants 2009-01-01 545
Total participants 2009-01-01 545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	610
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	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	843
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	520
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	90
Total of all active and inactive participants	2012-01-01	610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	806
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	702
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	141
Total of all active and inactive participants	2011-01-01	843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	22
2009: HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	545
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	545
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	0
Total of all active and inactive participants	2009-01-01	545
Total participants	2009-01-01	545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN

Measure	Date	Value
2013 : HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$-126,716
Total unrealized appreciation/depreciation of assets	2013-12-31	$-126,716
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$181,816
Total loss/gain on sale of assets	2013-12-31	$-24,595
Total of all expenses incurred	2013-12-31	$6,334,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$6,299,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$248,824
Value of total assets at end of year	2013-12-31	$242,280
Value of total assets at beginning of year	2013-12-31	$6,394,595
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$34,411
Total interest from all sources	2013-12-31	$750
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$78,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$78,858
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$387,113
Other income not declared elsewhere	2013-12-31	$4,284
Administrative expenses (other) incurred	2013-12-31	$30,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-6,152,315
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$242,280
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,394,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$4,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,883,414
Interest earned on other investments	2013-12-31	$750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$143,456
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$124,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$124,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$248,824
Employer contributions (assets) at end of year	2013-12-31	$98,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$6,299,720
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$16,019,139
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$16,043,734
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LINDBURG VOGEL PIERCE FARIS
Accountancy firm EIN	2013-12-31	480841034
2012 : HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$-2,101,530
Total unrealized appreciation/depreciation of assets	2012-12-31	$-2,101,530
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$485,554
Total loss/gain on sale of assets	2012-12-31	$2,306,453
Total of all expenses incurred	2012-12-31	$321,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$224,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$0
Value of total assets at end of year	2012-12-31	$6,394,595
Value of total assets at beginning of year	2012-12-31	$6,230,540
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$96,754
Total interest from all sources	2012-12-31	$52,499
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$197,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$191,557
Administrative expenses professional fees incurred	2012-12-31	$84,303
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$387,113
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$2,117,705
Other income not declared elsewhere	2012-12-31	$3,743
Administrative expenses (other) incurred	2012-12-31	$5,233
Total non interest bearing cash at beginning of year	2012-12-31	$9,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$164,055
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,394,595
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,230,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$7,218
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,883,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,768,533
Interest earned on other investments	2012-12-31	$45,250
Income. Interest from corporate debt instruments	2012-12-31	$6,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$124,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$41,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$41,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$27,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Income. Dividends from preferred stock	2012-12-31	$5,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$224,745
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$293,189
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$9,943,790
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$7,637,337
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	LINDBURG VOGEL PIERCE FARIS
Accountancy firm EIN	2012-12-31	480841034
2011 : HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-198,926
Total unrealized appreciation/depreciation of assets	2011-12-31	$-198,926
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Expenses. Interest paid	2011-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$2,084,715
Total loss/gain on sale of assets	2011-12-31	$99,669
Total of all expenses incurred	2011-12-31	$57,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$57,312
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,006,384
Value of total assets at end of year	2011-12-31	$6,230,540
Value of total assets at beginning of year	2011-12-31	$4,203,637
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$500
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$116,957
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$50,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$46,169
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$2,117,705
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$1,566,710
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$500
Total non interest bearing cash at end of year	2011-12-31	$9,369
Total non interest bearing cash at beginning of year	2011-12-31	$5,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$2,026,903
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,230,540
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,203,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,768,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,174,044
Interest on participant loans	2011-12-31	$0
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$104,338
Income. Interest from US Government securities	2011-12-31	$1,125
Income. Interest from corporate debt instruments	2011-12-31	$11,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$41,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$255,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$255,231
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Asset value of US Government securities at beginning of year	2011-12-31	$98,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$10,401
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,006,384
Income. Dividends from preferred stock	2011-12-31	$494
Income. Dividends from common stock	2011-12-31	$3,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$57,312
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$293,189
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$104,360
Contract administrator fees	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$4,118,123
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$4,018,454
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	LINDBURG VOGEL PIERCE FARIS
Accountancy firm EIN	2011-12-31	480841034
2010 : HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$238,104
Total unrealized appreciation/depreciation of assets	2010-12-31	$238,104
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,227,097
Total loss/gain on sale of assets	2010-12-31	$9,715
Total of all expenses incurred	2010-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,905,871
Value of total assets at end of year	2010-12-31	$4,203,637
Value of total assets at beginning of year	2010-12-31	$1,976,540
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$73,407
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$1,566,710
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$483,265
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$5,449
Total non interest bearing cash at end of year	2010-12-31	$5,138
Total non interest bearing cash at beginning of year	2010-12-31	$597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,227,097
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,203,637
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,976,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,174,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,056,411
Interest earned on other investments	2010-12-31	$73,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$255,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$112,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$112,308
Asset value of US Government securities at end of year	2010-12-31	$98,154
Asset value of US Government securities at beginning of year	2010-12-31	$174,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,905,871
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$144,089
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$104,360
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$9,715
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LINDBURG VOGEL PIERCE FARIS
Accountancy firm EIN	2010-12-31	480841034
2009 : HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN

2013: HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT 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	No
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: HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT 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
2009: HUTCHINSON CLINIC, P.A. CASH BALANCE DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
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:	HUTCHINSON CLINIC, P.A.
Employer identification number (EIN):	480734011
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)