401k Plan data: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN plan

OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN
Plan identification number	001

OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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

OXFORD FAMILY PRACTICE, P.C. has sponsored the creation of one or more 401k plans.

Company Name: OXFORD FAMILY PRACTICE, P.C.

Employer identification number (EIN): 630880320

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 VANCE G. MOORE
001 2011-01-01 VANCE G. MOORE
001 2010-01-01 VANCE G. MOORE
001 2009-01-01 VANCE G. MOORE

Plan Statistics for OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN

Measure Date Value
2015: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 18
Number of retired or separated participants receiving benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 20
Total participants 2015-01-01 20
Number of participants with account balances 2015-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 17
Number of retired or separated participants receiving benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 18
Total participants 2014-01-01 18
Number of participants with account balances 2014-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 18
Number of retired or separated participants receiving benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 22
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 22
2012: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
Total of all active and inactive participants 2012-01-01 19
Total participants 2012-01-01 19
Number of participants with account balances 2012-01-01 19
2011: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
Total of all active and inactive participants 2011-01-01 19
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 19
2010: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19
Total of all active and inactive participants 2010-01-01 19
Total participants 2010-01-01 19
Number of participants with account balances 2010-01-01 19
2009: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 19
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 22
Total participants 2009-01-01 22
Number of participants with account balances 2009-01-01 15

Measure	Date	Value
2015: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	18
Number of retired or separated participants receiving benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	20
Total participants	2015-01-01	20
Number of participants with account balances	2015-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	17
Number of retired or separated participants receiving benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	18
Total participants	2014-01-01	18
Number of participants with account balances	2014-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	18
Number of retired or separated participants receiving benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	22
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	22
2012: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
Total of all active and inactive participants	2012-01-01	19
Total participants	2012-01-01	19
Number of participants with account balances	2012-01-01	19
2011: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
Total of all active and inactive participants	2011-01-01	19
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	19
2010: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19
Total of all active and inactive participants	2010-01-01	19
Total participants	2010-01-01	19
Number of participants with account balances	2010-01-01	19
2009: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	19
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	22
Total participants	2009-01-01	22
Number of participants with account balances	2009-01-01	15

Financial Data on OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2015 : OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$49,055
Expenses. Total of all expenses incurred	2015-12-31	$34,585
Benefits paid (including direct rollovers)	2015-12-31	$25,428
Total plan assets at end of year	2015-12-31	$4,128,204
Total plan assets at beginning of year	2015-12-31	$4,113,734
Value of fidelity bond covering the plan	2015-12-31	$400,000
Total contributions received or receivable from participants	2015-12-31	$5,534
Other income received	2015-12-31	$-48,484
Net income (gross income less expenses)	2015-12-31	$14,470
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,128,204
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,113,734
Total contributions received or receivable from employer(s)	2015-12-31	$92,005
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$9,157
2014 : OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$276,292
Expenses. Total of all expenses incurred	2014-12-31	$33,251
Benefits paid (including direct rollovers)	2014-12-31	$18,254
Total plan assets at end of year	2014-12-31	$4,113,734
Total plan assets at beginning of year	2014-12-31	$3,870,693
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$9,995
Other income received	2014-12-31	$136,844
Net income (gross income less expenses)	2014-12-31	$243,041
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,113,734
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,870,693
Total contributions received or receivable from employer(s)	2014-12-31	$129,453
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$14,997
2013 : OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$412,899
Expenses. Total of all expenses incurred	2013-12-31	$14,955
Benefits paid (including direct rollovers)	2013-12-31	$4,523
Total plan assets at end of year	2013-12-31	$3,916,693
Total plan assets at beginning of year	2013-12-31	$3,518,749
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$13,794
Other income received	2013-12-31	$227,287
Net income (gross income less expenses)	2013-12-31	$397,944
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,916,693
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,518,749
Total contributions received or receivable from employer(s)	2013-12-31	$171,818
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$10,432
2012 : OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$374,644
Expenses. Total of all expenses incurred	2012-12-31	$196,829
Benefits paid (including direct rollovers)	2012-12-31	$188,436
Total plan assets at end of year	2012-12-31	$3,518,749
Total plan assets at beginning of year	2012-12-31	$3,340,934
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$15,134
Other income received	2012-12-31	$185,679
Net income (gross income less expenses)	2012-12-31	$177,815
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,518,749
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,340,934
Total contributions received or receivable from employer(s)	2012-12-31	$173,831
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$8,393
2011 : OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$243,876
Expenses. Total of all expenses incurred	2011-12-31	$31,765
Benefits paid (including direct rollovers)	2011-12-31	$31,765
Total plan assets at end of year	2011-12-31	$3,340,934
Total plan assets at beginning of year	2011-12-31	$3,128,823
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$14,187
Other income received	2011-12-31	$110,286
Net income (gross income less expenses)	2011-12-31	$212,111
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,340,934
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,128,823
Total contributions received or receivable from employer(s)	2011-12-31	$119,403
2010 : OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$449,614
Expenses. Total of all expenses incurred	2010-12-31	$22,952
Benefits paid (including direct rollovers)	2010-12-31	$5,827
Total plan assets at end of year	2010-12-31	$3,128,823
Total plan assets at beginning of year	2010-12-31	$2,702,161
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$4,939
Other income received	2010-12-31	$275,592
Net income (gross income less expenses)	2010-12-31	$426,662
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,128,823
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,702,161
Total contributions received or receivable from employer(s)	2010-12-31	$169,083
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$17,125

Form 5500 Responses for OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN

2015: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OXFORD FAMILY PRACTICE, P.C. 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	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: OXFORD FAMILY PRACTICE, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103867

Policy instance

Insurance contract or identification number	103867
Number of Individuals Covered	20
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $12,746
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,746
Insurance broker organization code?	7
Insurance broker name	CLARK FINANCIAL ADVISORS

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103867

Policy instance

Insurance contract or identification number	103867
Number of Individuals Covered	18
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $15,875
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,875
Insurance broker organization code?	7
Insurance broker name	CLARK FINANCIAL ADVISORS

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103867

Policy instance

Insurance contract or identification number	103867
Number of Individuals Covered	20
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $15,834
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,834
Insurance broker organization code?	7
Insurance broker name	CLARK FINANCIAL ADVISORS

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Company Name:	OXFORD FAMILY PRACTICE, P.C.
Employer identification number (EIN):	630880320
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	VANCE G. MOORE
001	2011-01-01	VANCE G. MOORE
001	2010-01-01	VANCE G. MOORE
001	2009-01-01	VANCE G. MOORE