401k Plan data: GMS OF ROCHESTER, INC. & SUBSIDIARIES 401(K) PLAN plan

GMS OF ROCHESTER, INC. & SUBSIDIARIES 401(K) PLAN 401k Plan overview

Plan Name	GMS OF ROCHESTER, INC. & SUBSIDIARIES 401(K) PLAN
Plan identification number	001

GMS OF ROCHESTER, INC. & SUBSIDIARIES 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GMS OF ROCHESTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: GMS OF ROCHESTER, INC.

Employer identification number (EIN): 820581758

NAIC Classification: 621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GMS OF ROCHESTER, INC. & SUBSIDIARIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 TAMMY BROGAN 2014-12-15 TAMMY BROGAN 2014-12-15
001 2013-01-01 TAMMY BROGAN 2014-07-29 TAMMY BROGAN 2014-07-29
001 2012-01-01 TAMMY BROGAN TAMMY BROGAN 2013-05-23
001 2011-01-01 AMY CHRISTIAN
001 2009-01-01 TAMMY SOWERS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	TAMMY BROGAN	2014-12-15	TAMMY BROGAN	2014-12-15
001	2013-01-01	TAMMY BROGAN	2014-07-29	TAMMY BROGAN	2014-07-29
001	2012-01-01	TAMMY BROGAN		TAMMY BROGAN	2013-05-23
001	2011-01-01	AMY CHRISTIAN
001	2009-01-01	TAMMY SOWERS

Plan Statistics for GMS OF ROCHESTER, INC. & SUBSIDIARIES 401(K) PLAN

401k plan membership statisitcs for GMS OF ROCHESTER, INC. & SUBSIDIARIES 401(K) PLAN

Measure Date Value
2012: GMS OF ROCHESTER, INC. & SUBSIDIARIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 82
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 18
Total of all active and inactive participants 2012-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 100
Number of participants with account balances 2012-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: GMS OF ROCHESTER, INC. & SUBSIDIARIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 60
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 7
Total of all active and inactive participants 2011-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 68
Number of participants with account balances 2011-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: GMS OF ROCHESTER, INC. & SUBSIDIARIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 52
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 5
Total of all active and inactive participants 2009-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 58
Number of participants with account balances 2009-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2012: GMS OF ROCHESTER, INC. & SUBSIDIARIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	82
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	18
Total of all active and inactive participants	2012-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	100
Number of participants with account balances	2012-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: GMS OF ROCHESTER, INC. & SUBSIDIARIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	60
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	7
Total of all active and inactive participants	2011-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	68
Number of participants with account balances	2011-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: GMS OF ROCHESTER, INC. & SUBSIDIARIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	52
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	5
Total of all active and inactive participants	2009-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	58
Number of participants with account balances	2009-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on GMS OF ROCHESTER, INC. & SUBSIDIARIES 401(K) PLAN

Measure	Date	Value
2012 : GMS OF ROCHESTER, INC. & SUBSIDIARIES 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$863,278
Expenses. Total of all expenses incurred	2012-12-31	$62,355
Benefits paid (including direct rollovers)	2012-12-31	$62,065
Total plan assets at end of year	2012-12-31	$4,438,054
Total plan assets at beginning of year	2012-12-31	$3,637,131
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$315,679
Other income received	2012-12-31	$501,813
Net income (gross income less expenses)	2012-12-31	$800,923
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,438,054
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,637,131
Assets. Value of participant loans	2012-12-31	$109,049
Total contributions received or receivable from employer(s)	2012-12-31	$45,786
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$290
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : GMS OF ROCHESTER, INC. & SUBSIDIARIES 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-107,029
Expenses. Total of all expenses incurred	2011-12-31	$5,133
Benefits paid (including direct rollovers)	2011-12-31	$5,133
Total plan assets at end of year	2011-12-31	$3,637,131
Total plan assets at beginning of year	2011-12-31	$3,749,293
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$304,100
Other income received	2011-12-31	$-456,339
Net income (gross income less expenses)	2011-12-31	$-112,162
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,637,131
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,749,293
Assets. Value of participant loans	2011-12-31	$74,921
Total contributions received or receivable from employer(s)	2011-12-31	$45,210
2010 : GMS OF ROCHESTER, INC. & SUBSIDIARIES 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$818,349
Expenses. Total of all expenses incurred	2010-12-31	$177,426
Benefits paid (including direct rollovers)	2010-12-31	$177,426
Total plan assets at end of year	2010-12-31	$3,749,293
Total plan assets at beginning of year	2010-12-31	$3,108,370
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$279,569
Other income received	2010-12-31	$498,016
Net income (gross income less expenses)	2010-12-31	$640,923
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,749,293
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,108,370
Assets. Value of participant loans	2010-12-31	$89,227
Total contributions received or receivable from employer(s)	2010-12-31	$40,764

Form 5500 Responses for GMS OF ROCHESTER, INC. & SUBSIDIARIES 401(K) PLAN

2012: GMS OF ROCHESTER, INC. & SUBSIDIARIES 401(K) 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: GMS OF ROCHESTER, INC. & SUBSIDIARIES 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: GMS OF ROCHESTER, INC. & SUBSIDIARIES 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GMS OF ROCHESTER, INC.
Employer identification number (EIN):	820581758
NAIC Classification:	621510
NAIC Description:	Medical and Diagnostic Laboratories