401k Plan data: VICTORIA A. WANG, M.D. PROFIT SHARING PLAN plan

VICTORIA A. WANG, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan Name	VICTORIA A. WANG, M.D. PROFIT SHARING PLAN
Plan identification number	002

VICTORIA A. WANG, M.D. 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
Plan covering Self-Employed individuals.
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

VICTORIA A. WANG, M.D. has sponsored the creation of one or more 401k plans.

Company Name: VICTORIA A. WANG, M.D.

Employer identification number (EIN): 990284740

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VICTORIA A. WANG, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 JAMES E. WATKINS 2014-10-15
002 2012-01-01 JAMES E. WATKINS 2013-10-12
002 2011-01-01 JAMES E. WATKINS 2012-10-16
002 2010-01-01 JAMES WATKINS 2011-10-11 JAMES WATKINS 2011-10-11
002 2008-01-01 JAMES WATKINS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	JAMES E. WATKINS	2014-10-15
002	2012-01-01	JAMES E. WATKINS	2013-10-12
002	2011-01-01	JAMES E. WATKINS	2012-10-16
002	2010-01-01	JAMES WATKINS	2011-10-11	JAMES WATKINS	2011-10-11
002	2008-01-01	JAMES WATKINS

Plan Statistics for VICTORIA A. WANG, M.D. PROFIT SHARING PLAN

401k plan membership statisitcs for VICTORIA A. WANG, M.D. PROFIT SHARING PLAN

Measure Date Value
2008: VICTORIA A. WANG, M.D. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 5
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 1
Total of all active and inactive participants 2008-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 6
Number of participants with account balances 2008-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2008: VICTORIA A. WANG, M.D. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	5
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	1
Total of all active and inactive participants	2008-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	6
Number of participants with account balances	2008-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Financial Data on VICTORIA A. WANG, M.D. PROFIT SHARING PLAN

Measure	Date	Value
2008 : VICTORIA A. WANG, M.D. PROFIT SHARING PLAN 2008 401k financial data
Transfers to/from the plan	2008-12-31	$0
Total plan liabilities at end of year	2008-12-31	$0
Total plan liabilities at beginning of year	2008-12-31	$0
Total income from all sources	2008-12-31	$-319,988
Expenses. Total of all expenses incurred	2008-12-31	$53
Benefits paid (including direct rollovers)	2008-12-31	$0
Total plan assets at end of year	2008-12-31	$453,275
Total plan assets at beginning of year	2008-12-31	$773,316
Value of fidelity bond covering the plan	2008-12-31	$45,327
Total contributions received or receivable from participants	2008-12-31	$0
Expenses. Other expenses not covered elsewhere	2008-12-31	$53
Contributions received from other sources (not participants or employers)	2008-12-31	$0
Other income received	2008-12-31	$-370,723
Noncash contributions received	2008-12-31	$0
Net income (gross income less expenses)	2008-12-31	$-320,041
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$453,275
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$773,316
Total contributions received or receivable from employer(s)	2008-12-31	$50,735
Value of certain deemed distributions of participant loans	2008-12-31	$0
Value of corrective distributions	2008-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$0
2007 : VICTORIA A. WANG, M.D. PROFIT SHARING PLAN 2007 401k financial data
Transfers to/from the plan	2007-12-31	$0
Total plan liabilities at end of year	2007-12-31	$0
Total plan liabilities at beginning of year	2007-12-31	$0
Total income from all sources	2007-12-31	$163,719
Expenses. Total of all expenses incurred	2007-12-31	$83
Benefits paid (including direct rollovers)	2007-12-31	$0
Total plan assets at end of year	2007-12-31	$773,316
Total plan assets at beginning of year	2007-12-31	$609,680
Value of fidelity bond covering the plan	2007-12-31	$77,332
Total contributions received or receivable from participants	2007-12-31	$0
Expenses. Other expenses not covered elsewhere	2007-12-31	$83
Contributions received from other sources (not participants or employers)	2007-12-31	$0
Other income received	2007-12-31	$163,719
Noncash contributions received	2007-12-31	$0
Net income (gross income less expenses)	2007-12-31	$163,636
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$773,316
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$609,680
Total contributions received or receivable from employer(s)	2007-12-31	$0
Value of certain deemed distributions of participant loans	2007-12-31	$0
Value of corrective distributions	2007-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2007-12-31	$0
2006 : VICTORIA A. WANG, M.D. PROFIT SHARING PLAN 2006 401k financial data
Transfers to/from the plan	2006-12-31	$0
Total plan liabilities at end of year	2006-12-31	$0
Total plan liabilities at beginning of year	2006-12-31	$0
Total income from all sources	2006-12-31	$66,155
Expenses. Total of all expenses incurred	2006-12-31	$5,494
Benefits paid (including direct rollovers)	2006-12-31	$5,356
Total plan assets at end of year	2006-12-31	$609,680
Total plan assets at beginning of year	2006-12-31	$549,019
Value of fidelity bond covering the plan	2006-12-31	$20,000
Total contributions received or receivable from participants	2006-12-31	$0
Expenses. Other expenses not covered elsewhere	2006-12-31	$138
Contributions received from other sources (not participants or employers)	2006-12-31	$0
Other income received	2006-12-31	$66,155
Noncash contributions received	2006-12-31	$0
Net income (gross income less expenses)	2006-12-31	$60,661
Net plan assets at end of year (total assets less liabilities)	2006-12-31	$609,680
Net plan assets at beginning of year (total assets less liabilities)	2006-12-31	$549,019
Total contributions received or receivable from employer(s)	2006-12-31	$0
Value of certain deemed distributions of participant loans	2006-12-31	$0
Value of corrective distributions	2006-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2006-12-31	$0

Form 5500 Responses for VICTORIA A. WANG, M.D. PROFIT SHARING PLAN

2008: VICTORIA A. WANG, M.D. PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	VICTORIA A. WANG, M.D.
Employer identification number (EIN):	990284740
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)