401k Plan data: TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN plan

TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN
Plan identification number	001

TRAVIS PAUL, M.D., P.C. 401K 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

TRAVIS PAUL, MD, P.C. has sponsored the creation of one or more 401k plans.

Company Name: TRAVIS PAUL, MD, P.C.

Employer identification number (EIN): 582619914

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 TRAVIS PAUL 2015-07-24
001 2013-01-01 TRAVIS PAUL
001 2012-01-01 TRAVIS PAUL
001 2011-01-01 TRAVIS PAUL
001 2009-01-01 TRAVIS PAUL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2014-01-01	TRAVIS PAUL	2015-07-24
001	2013-01-01	TRAVIS PAUL
001	2012-01-01	TRAVIS PAUL
001	2011-01-01	TRAVIS PAUL
001	2009-01-01	TRAVIS PAUL

Plan Statistics for TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2013: TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
2009: TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2013: TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
2009: TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN

Measure	Date	Value
2013 : TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$99,558
Expenses. Total of all expenses incurred	2013-12-31	$2,252
Total plan assets at end of year	2013-12-31	$289,378
Total plan assets at beginning of year	2013-12-31	$192,072
Value of fidelity bond covering the plan	2013-12-31	$35,000
Total contributions received or receivable from participants	2013-12-31	$20,017
Contributions received from other sources (not participants or employers)	2013-12-31	$42,138
Other income received	2013-12-31	$37,403
Net income (gross income less expenses)	2013-12-31	$97,306
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$289,378
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$192,072
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$13,345
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,252
2012 : TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$48,249
Expenses. Total of all expenses incurred	2012-12-31	$42,138
Total plan assets at end of year	2012-12-31	$192,072
Total plan assets at beginning of year	2012-12-31	$185,961
Total contributions received or receivable from participants	2012-12-31	$9,309
Other income received	2012-12-31	$20,875
Net income (gross income less expenses)	2012-12-31	$6,111
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$192,072
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$185,961
Assets. Value of participant loans	2012-12-31	$42,139
Total contributions received or receivable from employer(s)	2012-12-31	$18,065
Value of certain deemed distributions of participant loans	2012-12-31	$42,138
2011 : TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$5,638
Expenses. Total of all expenses incurred	2011-12-31	$3,513
Total plan assets at end of year	2011-12-31	$185,961
Total plan assets at beginning of year	2011-12-31	$183,836
Total contributions received or receivable from participants	2011-12-31	$11,322
Other income received	2011-12-31	$-5,684
Net income (gross income less expenses)	2011-12-31	$2,125
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$185,961
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$183,836
Assets. Value of participant loans	2011-12-31	$42,139
Total contributions received or receivable from employer(s)	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,513
2010 : TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$25,699
Expenses. Total of all expenses incurred	2010-12-31	$3,080
Total plan assets at end of year	2010-12-31	$183,836
Total plan assets at beginning of year	2010-12-31	$161,217
Total contributions received or receivable from participants	2010-12-31	$1,044
Other income received	2010-12-31	$18,797
Net income (gross income less expenses)	2010-12-31	$22,619
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$183,836
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$161,217
Assets. Value of participant loans	2010-12-31	$42,139
Total contributions received or receivable from employer(s)	2010-12-31	$5,858
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,080
2009 : TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING 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 TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN

2013: TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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: TRAVIS PAUL, M.D., P.C. 401K 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	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: TRAVIS PAUL, M.D., P.C. 401K 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
2009: TRAVIS PAUL, M.D., P.C. 401K 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:	TRAVIS PAUL, MD, P.C.
Employer identification number (EIN):	582619914
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)