401k Plan data: MECKLENBURG PULMONARY SPECIALISTS 401(K) PLAN plan

MECKLENBURG PULMONARY SPECIALISTS 401(K) PLAN 401k Plan overview

Plan Name	MECKLENBURG PULMONARY SPECIALISTS 401(K) PLAN
Plan identification number	001

MECKLENBURG PULMONARY SPECIALISTS 401(K) 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.
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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MECKLENBURG PULMONARY SPECIALISTS has sponsored the creation of one or more 401k plans.

Company Name: MECKLENBURG PULMONARY SPECIALISTS

Employer identification number (EIN): 562251491

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MECKLENBURG PULMONARY SPECIALISTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 CARL SMART
001 2010-01-01 CARL SMART
001 2009-01-01 CARL SMART CARL SMART 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	CARL SMART
001	2010-01-01	CARL SMART
001	2009-01-01	CARL SMART	CARL SMART	2010-10-14

Plan Statistics for MECKLENBURG PULMONARY SPECIALISTS 401(K) PLAN

401k plan membership statisitcs for MECKLENBURG PULMONARY SPECIALISTS 401(K) PLAN

Measure Date Value
2011: MECKLENBURG PULMONARY SPECIALISTS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MECKLENBURG PULMONARY SPECIALISTS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
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 0
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MECKLENBURG PULMONARY SPECIALISTS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3

Measure	Date	Value
2011: MECKLENBURG PULMONARY SPECIALISTS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MECKLENBURG PULMONARY SPECIALISTS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
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	0
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MECKLENBURG PULMONARY SPECIALISTS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3

Financial Data on MECKLENBURG PULMONARY SPECIALISTS 401(K) PLAN

Measure	Date	Value
2012 : MECKLENBURG PULMONARY SPECIALISTS 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-03-31	$49
Expenses. Total of all expenses incurred	2012-03-31	$6,778
Benefits paid (including direct rollovers)	2012-03-31	$6,778
Total plan assets at end of year	2012-03-31	$0
Total plan assets at beginning of year	2012-03-31	$6,729
Value of fidelity bond covering the plan	2012-03-31	$10,000
Other income received	2012-03-31	$49
Net income (gross income less expenses)	2012-03-31	$-6,729
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$6,729
2011 : MECKLENBURG PULMONARY SPECIALISTS 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-2,144
Expenses. Total of all expenses incurred	2011-12-31	$132,892
Benefits paid (including direct rollovers)	2011-12-31	$132,760
Total plan assets at end of year	2011-12-31	$6,729
Total plan assets at beginning of year	2011-12-31	$141,765
Value of fidelity bond covering the plan	2011-12-31	$10,000
Other income received	2011-12-31	$-2,144
Net income (gross income less expenses)	2011-12-31	$-135,036
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,729
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$141,765
Assets. Value of participant loans	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$132
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MECKLENBURG PULMONARY SPECIALISTS 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$8,338
Expenses. Total of all expenses incurred	2010-12-31	$121
Total plan assets at end of year	2010-12-31	$141,765
Total plan assets at beginning of year	2010-12-31	$133,548
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$577
Expenses. Other expenses not covered elsewhere	2010-12-31	$34
Other income received	2010-12-31	$7,069
Net income (gross income less expenses)	2010-12-31	$8,217
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$141,765
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$133,548
Assets. Value of participant loans	2010-12-31	$59,750
Total contributions received or receivable from employer(s)	2010-12-31	$692
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$87

Form 5500 Responses for MECKLENBURG PULMONARY SPECIALISTS 401(K) PLAN

2011: MECKLENBURG PULMONARY SPECIALISTS 401(K) 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 – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: MECKLENBURG PULMONARY SPECIALISTS 401(K) 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 – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: MECKLENBURG PULMONARY SPECIALISTS 401(K) 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 – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	MECKLENBURG PULMONARY SPECIALISTS
Employer identification number (EIN):	562251491
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners