401k Plan data: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN plan

LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 401k Plan overview

Plan Name	LINDALE MEDICAL CLINIC PROFIT SHARING PLAN
Plan identification number	001

LINDALE MEDICAL CLINIC 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
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

LINDALE MEDICAL CLINIC PA INC. has sponsored the creation of one or more 401k plans.

Company Name: LINDALE MEDICAL CLINIC PA INC.

Employer identification number (EIN): 752392098

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINDALE MEDICAL CLINIC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DONNA M. HAND 2023-08-18
001 2022-01-01 DONNA M. HAND 2023-08-16
001 2021-01-01 DONNA M. HAND 2022-03-15
001 2020-01-01 DONNA M. HAND 2021-10-08
001 2019-01-01 DONNA M. HAND 2020-10-14
001 2018-01-01 DONNA M. HAND 2019-09-27
001 2017-01-01 DONNA M. HAND 2018-07-19
001 2016-01-01 DONNA M. HAND
001 2015-01-01 DONNA M. HAND
001 2014-01-01 DONNA M. HAND
001 2013-01-01 DONNA M. HAND
001 2012-01-01 DONNA M. HAND
001 2011-01-01 DONNA M. HAND
001 2010-01-01 DONNA M. HAND
001 2009-01-01 DONNA M. HAND

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	DONNA M. HAND	2023-08-18
001	2022-01-01	DONNA M. HAND	2023-08-16
001	2021-01-01	DONNA M. HAND	2022-03-15
001	2020-01-01	DONNA M. HAND	2021-10-08
001	2019-01-01	DONNA M. HAND	2020-10-14
001	2018-01-01	DONNA M. HAND	2019-09-27
001	2017-01-01	DONNA M. HAND	2018-07-19
001	2016-01-01	DONNA M. HAND
001	2015-01-01	DONNA M. HAND
001	2014-01-01	DONNA M. HAND
001	2013-01-01	DONNA M. HAND
001	2012-01-01	DONNA M. HAND
001	2011-01-01	DONNA M. HAND
001	2010-01-01	DONNA M. HAND
001	2009-01-01	DONNA M. HAND

Plan Statistics for LINDALE MEDICAL CLINIC PROFIT SHARING PLAN

401k plan membership statisitcs for LINDALE MEDICAL CLINIC PROFIT SHARING PLAN

Measure Date Value
2016: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 14
Total participants 2013-01-01 14
Number of participants with account balances 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: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 2
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 14
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
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 2
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 10
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 12
Number of participants with account balances 2010-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	14
Total participants	2013-01-01	14
Number of participants with account balances	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: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	2
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	14
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
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	2
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	10
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	12
Number of participants with account balances	2010-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LINDALE MEDICAL CLINIC PROFIT SHARING PLAN

Measure	Date	Value
2016 : LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$19,020
Expenses. Total of all expenses incurred	2016-12-31	$40,566
Benefits paid (including direct rollovers)	2016-12-31	$40,566
Total plan assets at end of year	2016-12-31	$826,687
Total plan assets at beginning of year	2016-12-31	$848,233
Value of fidelity bond covering the plan	2016-12-31	$60,000
Total contributions received or receivable from participants	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$19,020
Net income (gross income less expenses)	2016-12-31	$-21,546
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$826,687
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$848,233
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-74,294
Expenses. Total of all expenses incurred	2015-12-31	$46,186
Benefits paid (including direct rollovers)	2015-12-31	$46,186
Total plan assets at end of year	2015-12-31	$848,233
Total plan assets at beginning of year	2015-12-31	$968,713
Value of fidelity bond covering the plan	2015-12-31	$60,000
Total contributions received or receivable from participants	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-74,294
Net income (gross income less expenses)	2015-12-31	$-120,480
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$848,233
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$968,713
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$36,743
Expenses. Total of all expenses incurred	2014-12-31	$4,000
Benefits paid (including direct rollovers)	2014-12-31	$4,000
Total plan assets at end of year	2014-12-31	$968,713
Total plan assets at beginning of year	2014-12-31	$935,970
Value of fidelity bond covering the plan	2014-12-31	$60,000
Other income received	2014-12-31	$36,743
Net income (gross income less expenses)	2014-12-31	$32,743
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$968,713
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$935,970
2013 : LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$157,988
Expenses. Total of all expenses incurred	2013-12-31	$248
Benefits paid (including direct rollovers)	2013-12-31	$248
Total plan assets at end of year	2013-12-31	$925,970
Total plan assets at beginning of year	2013-12-31	$768,230
Value of fidelity bond covering the plan	2013-12-31	$60,000
Other income received	2013-12-31	$157,988
Net income (gross income less expenses)	2013-12-31	$157,740
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$925,970
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$768,230
Total contributions received or receivable from employer(s)	2013-12-31	$0
2012 : LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$76,745
Expenses. Total of all expenses incurred	2012-12-31	$224
Benefits paid (including direct rollovers)	2012-12-31	$224
Total plan assets at end of year	2012-12-31	$768,230
Total plan assets at beginning of year	2012-12-31	$691,709
Value of fidelity bond covering the plan	2012-12-31	$60,000
Other income received	2012-12-31	$76,745
Net income (gross income less expenses)	2012-12-31	$76,521
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$768,230
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$691,709
2011 : LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-19,103
Expenses. Total of all expenses incurred	2011-12-31	$235
Benefits paid (including direct rollovers)	2011-12-31	$235
Total plan assets at end of year	2011-12-31	$691,709
Total plan assets at beginning of year	2011-12-31	$711,047
Value of fidelity bond covering the plan	2011-12-31	$60,000
Other income received	2011-12-31	$-29,103
Net income (gross income less expenses)	2011-12-31	$-19,338
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$691,709
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$711,047
Total contributions received or receivable from employer(s)	2011-12-31	$10,000
2010 : LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$62,557
Total plan assets at end of year	2010-12-31	$711,047
Total plan assets at beginning of year	2010-12-31	$648,490
Value of fidelity bond covering the plan	2010-12-31	$60,000
Other income received	2010-12-31	$52,557
Net income (gross income less expenses)	2010-12-31	$62,557
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$711,047
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$648,490
Total contributions received or receivable from employer(s)	2010-12-31	$10,000

Form 5500 Responses for LINDALE MEDICAL CLINIC PROFIT SHARING PLAN

2016: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LINDALE MEDICAL CLINIC 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LINDALE MEDICAL CLINIC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN FUNDS (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

74675297

Policy instance

Insurance contract or identification number	74675297
Number of Individuals Covered	11
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TD AMERITRADE (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

952026411

Policy instance

Insurance contract or identification number	952026411
Number of Individuals Covered	11
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $15,507
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,507
Insurance broker organization code?	7
Insurance broker name	JAMES M. BROWN CFP

AMERICAN FUNDS (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

74675297

Policy instance

Insurance contract or identification number	74675297
Number of Individuals Covered	13
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TD AMERITRADE (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

952026411

Policy instance

Insurance contract or identification number	952026411
Number of Individuals Covered	13
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $15,682
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,682
Insurance broker organization code?	7
Insurance broker name	JAMES M. BROWN CFP

AMERICAN FUNDS (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

74675297

Policy instance

Insurance contract or identification number	74675297
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TD AMERITRADE (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

952026411

Policy instance

Insurance contract or identification number	952026411
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of fees paid to insurance company	USD $13,524
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	7
Insurance broker name	JAMES M. BROWN CFP

AMERICAN FUNDS (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

74675297

Policy instance

Insurance contract or identification number	74675297
Number of Individuals Covered	13
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TD AMERITRADE (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

952026411

Policy instance

Insurance contract or identification number	952026411
Number of Individuals Covered	13
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of fees paid to insurance company	USD $12,012
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	12012
Additional information about fees paid to insurance broker	MANAGEMENT FEES
Insurance broker organization code?	7
Insurance broker name	JAMES M. BROWN CFP

AMERICAN FUNDS (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

74675297

Policy instance

Insurance contract or identification number	74675297
Number of Individuals Covered	13
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TD AMERITRADE (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

952026411

Policy instance

Insurance contract or identification number	952026411
Number of Individuals Covered	13
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of fees paid to insurance company	USD $11,659
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN FUNDS (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

74675297

Policy instance

Insurance contract or identification number	74675297
Number of Individuals Covered	12
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TD AMERITRADE (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

952026411

Policy instance

Insurance contract or identification number	952026411
Number of Individuals Covered	12
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of fees paid to insurance company	USD $10,622
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	10622
Additional information about fees paid to insurance broker	MANAGEMENT FEE
Insurance broker organization code?	7
Insurance broker name	JAMES M. BROWN CFP

Potentially related plans

LINDALE MEDICAL CLINIC EMPLOYEE GROUP HEALTH PLAN [EIN = 732392098]

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Company Name:	LINDALE MEDICAL CLINIC PA INC.
Employer identification number (EIN):	752392098
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)