401k Plan data: TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT PLAN plan

TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT PLAN
Plan identification number	001

TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related

401k Sponsoring company profile

TRAVIS WESTERMEYER, D.P.M., A SOLE PROP. has sponsored the creation of one or more 401k plans.

Company Name: TRAVIS WESTERMEYER, D.P.M., A SOLE PROP.

Employer identification number (EIN): 953653061

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 WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 TRAVIS WESTERMEYER, D.P.M. TRAVIS WESTERMEYER, D.P.M. 2013-09-20
001 2011-01-01 TRAVIS WESTERMEYER TRAVIS WESTERMEYER 2012-10-10
001 2009-01-01 TRAVIS WESTERMEYER TRAVIS WESTERMEYER 2010-10-05

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	TRAVIS WESTERMEYER, D.P.M.	TRAVIS WESTERMEYER, D.P.M.	2013-09-20
001	2011-01-01	TRAVIS WESTERMEYER	TRAVIS WESTERMEYER	2012-10-10
001	2009-01-01	TRAVIS WESTERMEYER	TRAVIS WESTERMEYER	2010-10-05

Plan Statistics for TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT PLAN

401k plan membership statisitcs for TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT PLAN

Measure Date Value
2013: TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Total participants 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2011: TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 5
Total participants 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 6
Total participants 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Total participants	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2011: TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	5
Total participants	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	6
Total participants	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT PLAN

Measure	Date	Value
2013 : TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$4,554
Expenses. Total of all expenses incurred	2013-12-31	$131,702
Benefits paid (including direct rollovers)	2013-12-31	$131,702
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$127,148
Other income received	2013-12-31	$4,554
Net income (gross income less expenses)	2013-12-31	$-127,148
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$127,148
Transfers to/from the plan	2013-03-31	$0
Total income from all sources	2013-03-31	$4,554
Expenses. Total of all expenses incurred	2013-03-31	$131,702
Benefits paid (including direct rollovers)	2013-03-31	$131,702
Total plan assets at end of year	2013-03-31	$0
Total plan assets at beginning of year	2013-03-31	$127,148
Other income received	2013-03-31	$4,554
Net income (gross income less expenses)	2013-03-31	$-127,148
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$127,148
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-03-31	$0
2012 : TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$7,108
Expenses. Total of all expenses incurred	2012-12-31	$47,846
Benefits paid (including direct rollovers)	2012-12-31	$47,846
Total plan assets at end of year	2012-12-31	$127,148
Total plan assets at beginning of year	2012-12-31	$167,886
Other income received	2012-12-31	$7,108
Net income (gross income less expenses)	2012-12-31	$-40,738
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$127,148
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$167,886
2011 : TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$-5,176
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$167,886
Total plan assets at beginning of year	2011-12-31	$173,062
Assets. Value of loans (other than to participants)	2011-12-31	$17,500
Other income received	2011-12-31	$-18,069
Net income (gross income less expenses)	2011-12-31	$-5,176
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$167,886
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$173,062
Total contributions received or receivable from employer(s)	2011-12-31	$12,893
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$-36,308
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$173,062
Total plan assets at beginning of year	2010-12-31	$209,370
Assets. Value of loans (other than to participants)	2010-12-31	$17,500
Other income received	2010-12-31	$-37,115
Net income (gross income less expenses)	2010-12-31	$-36,308
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$173,062
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$209,370
Total contributions received or receivable from employer(s)	2010-12-31	$807
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT 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 WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT PLAN

2013: TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT 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	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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
2011: TRAVIS WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT 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 WESTERMEYER, D.P.M., A SOLE PROP., DEFINED BENEFIT 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 WESTERMEYER, D.P.M., A SOLE PROP.
Employer identification number (EIN):	953653061
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)