401k Plan data: AVALON SURGICAL, P.C. PROFIT SHARING PLAN plan

AVALON SURGICAL, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	AVALON SURGICAL, P.C. PROFIT SHARING PLAN
Plan identification number	001

AVALON SURGICAL, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

AVALON SURGICAL, P.C. has sponsored the creation of one or more 401k plans.

Company Name: AVALON SURGICAL, P.C.

Employer identification number (EIN): 630789637

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVALON SURGICAL, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-02-01 DAVID P. MCKINLEY, M.D. 2014-03-29
001 2012-06-01 DAVID P. MCKINLEY, M.D.
001 2011-06-01 DAVID P. MCKINLEY, M.D.
001 2010-06-01 DAVID P. MCKINLEY, M.D.
001 2009-06-01 DAVID P. MCKINLEY, M.D.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2013-02-01	DAVID P. MCKINLEY, M.D.	2014-03-29
001	2012-06-01	DAVID P. MCKINLEY, M.D.
001	2011-06-01	DAVID P. MCKINLEY, M.D.
001	2010-06-01	DAVID P. MCKINLEY, M.D.
001	2009-06-01	DAVID P. MCKINLEY, M.D.

Plan Statistics for AVALON SURGICAL, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for AVALON SURGICAL, P.C. PROFIT SHARING PLAN

Measure Date Value
2012: AVALON SURGICAL, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 3
Number of retired or separated participants receiving benefits 2012-06-01 0
Number of other retired or separated participants entitled to future benefits 2012-06-01 0
Total of all active and inactive participants 2012-06-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 3
Number of participants with account balances 2012-06-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 0
2011: AVALON SURGICAL, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 3
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 0
Total of all active and inactive participants 2011-06-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 3
Number of participants with account balances 2011-06-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 0
2010: AVALON SURGICAL, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-06-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 3
Number of retired or separated participants receiving benefits 2010-06-01 0
Number of other retired or separated participants entitled to future benefits 2010-06-01 1
Total of all active and inactive participants 2010-06-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 0
Total participants 2010-06-01 4
Number of participants with account balances 2010-06-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 1
2009: AVALON SURGICAL, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 4
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 0
Total of all active and inactive participants 2009-06-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 4
Number of participants with account balances 2009-06-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 0

Measure	Date	Value
2012: AVALON SURGICAL, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	3
Number of retired or separated participants receiving benefits	2012-06-01	0
Number of other retired or separated participants entitled to future benefits	2012-06-01	0
Total of all active and inactive participants	2012-06-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	3
Number of participants with account balances	2012-06-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	0
2011: AVALON SURGICAL, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	3
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	0
Total of all active and inactive participants	2011-06-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	3
Number of participants with account balances	2011-06-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	0
2010: AVALON SURGICAL, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-06-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	3
Number of retired or separated participants receiving benefits	2010-06-01	0
Number of other retired or separated participants entitled to future benefits	2010-06-01	1
Total of all active and inactive participants	2010-06-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	0
Total participants	2010-06-01	4
Number of participants with account balances	2010-06-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	1
2009: AVALON SURGICAL, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	4
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	0
Total of all active and inactive participants	2009-06-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	4
Number of participants with account balances	2009-06-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	0

Financial Data on AVALON SURGICAL, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2013 : AVALON SURGICAL, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-01-31	$233,954
Expenses. Total of all expenses incurred	2013-01-31	$0
Total plan assets at end of year	2013-01-31	$2,206,209
Total plan assets at beginning of year	2013-01-31	$1,972,255
Value of fidelity bond covering the plan	2013-01-31	$300,000
Total contributions received or receivable from participants	2013-01-31	$15,300
Other income received	2013-01-31	$211,794
Net income (gross income less expenses)	2013-01-31	$233,954
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$2,206,209
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$1,972,255
Total contributions received or receivable from employer(s)	2013-01-31	$6,860
2012 : AVALON SURGICAL, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-05-31	$61,426
Expenses. Total of all expenses incurred	2012-05-31	$501,643
Benefits paid (including direct rollovers)	2012-05-31	$501,643
Total plan assets at end of year	2012-05-31	$1,972,255
Total plan assets at beginning of year	2012-05-31	$2,412,472
Value of fidelity bond covering the plan	2012-05-31	$300,000
Total contributions received or receivable from participants	2012-05-31	$26,500
Other income received	2012-05-31	$-5,234
Net income (gross income less expenses)	2012-05-31	$-440,217
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$1,972,255
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$2,412,472
Total contributions received or receivable from employer(s)	2012-05-31	$40,160
2011 : AVALON SURGICAL, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-05-31	$486,920
Expenses. Total of all expenses incurred	2011-05-31	$0
Total plan assets at end of year	2011-05-31	$2,412,472
Total plan assets at beginning of year	2011-05-31	$1,925,552
Value of fidelity bond covering the plan	2011-05-31	$300,000
Total contributions received or receivable from participants	2011-05-31	$22,350
Other income received	2011-05-31	$412,420
Net income (gross income less expenses)	2011-05-31	$486,920
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$2,412,472
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$1,925,552
Total contributions received or receivable from employer(s)	2011-05-31	$52,150

Form 5500 Responses for AVALON SURGICAL, P.C. PROFIT SHARING PLAN

2012: AVALON SURGICAL, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: AVALON SURGICAL, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: AVALON SURGICAL, P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Submission has been amended	No
2010-06-01	This submission is the final filing	No
2010-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-06-01	Plan is a collectively bargained plan	No
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: AVALON SURGICAL, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AVALON SURGICAL, P.C.
Employer identification number (EIN):	630789637
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)