401k Plan data: ST. LUKES FAMILY MEDICINE, P.C. 401 K AND PROFIT SHARING PLAN plan

ST. LUKES FAMILY MEDICINE, P.C. 401 K AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	ST. LUKES FAMILY MEDICINE, P.C. 401 K AND PROFIT SHARING PLAN
Plan identification number	001

ST. LUKES FAMILY MEDICINE, P.C. 401 K AND PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Profit-sharing
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.

401k Sponsoring company profile

ST. LUKES FAMILY MEDICINE, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ST. LUKES FAMILY MEDICINE, P.C.

Employer identification number (EIN): 061042277

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. LUKES FAMILY MEDICINE, P.C. 401 K AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-06-01 GERALD SULLIVAN 2013-03-05
001 2011-06-01 GERALD SULLIVAN 2012-08-14
001 2010-06-01 GERALD SULLIVAN
001 2009-06-01 GERALD SULLIVAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2012-06-01	GERALD SULLIVAN	2013-03-05
001	2011-06-01	GERALD SULLIVAN	2012-08-14
001	2010-06-01	GERALD SULLIVAN
001	2009-06-01	GERALD SULLIVAN

Plan Statistics for ST. LUKES FAMILY MEDICINE, P.C. 401 K AND PROFIT SHARING PLAN

401k plan membership statisitcs for ST. LUKES FAMILY MEDICINE, P.C. 401 K AND PROFIT SHARING PLAN

Measure Date Value
2010: ST. LUKES FAMILY MEDICINE, P.C. 401 K AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-06-01 17
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 14
Number of other retired or separated participants entitled to future benefits 2010-06-01 5
Total of all active and inactive participants 2010-06-01 19
Total participants 2010-06-01 19
2009: ST. LUKES FAMILY MEDICINE, P.C. 401 K AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 13
Number of other retired or separated participants entitled to future benefits 2009-06-01 4
Total of all active and inactive participants 2009-06-01 17
Total participants 2009-06-01 17
Number of participants with account balances 2009-06-01 17

Measure	Date	Value
2010: ST. LUKES FAMILY MEDICINE, P.C. 401 K AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-06-01	17
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	14
Number of other retired or separated participants entitled to future benefits	2010-06-01	5
Total of all active and inactive participants	2010-06-01	19
Total participants	2010-06-01	19
2009: ST. LUKES FAMILY MEDICINE, P.C. 401 K AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	13
Number of other retired or separated participants entitled to future benefits	2009-06-01	4
Total of all active and inactive participants	2009-06-01	17
Total participants	2009-06-01	17
Number of participants with account balances	2009-06-01	17

Financial Data on ST. LUKES FAMILY MEDICINE, P.C. 401 K AND PROFIT SHARING PLAN

Measure	Date	Value
2011 : ST. LUKES FAMILY MEDICINE, P.C. 401 K AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-05-31	$348,412
Expenses. Total of all expenses incurred	2011-05-31	$10,039
Total plan assets at end of year	2011-05-31	$2,538,016
Total plan assets at beginning of year	2011-05-31	$2,199,643
Total contributions received or receivable from participants	2011-05-31	$33,895
Expenses. Other expenses not covered elsewhere	2011-05-31	$10,039
Other income received	2011-05-31	$292,875
Net income (gross income less expenses)	2011-05-31	$338,373
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$2,538,016
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$2,199,643
Total contributions received or receivable from employer(s)	2011-05-31	$21,642

Form 5500 Responses for ST. LUKES FAMILY MEDICINE, P.C. 401 K AND PROFIT SHARING PLAN

2010: ST. LUKES FAMILY MEDICINE, P.C. 401 K AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Plan funding arrangement – Insurance	Yes
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement – Insurance	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: ST. LUKES FAMILY MEDICINE, P.C. 401 K AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Plan funding arrangement – Insurance	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement – Insurance	Yes
2009-06-01	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	70426
Policy instance	1

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Company Name:	ST. LUKES FAMILY MEDICINE, P.C.
Employer identification number (EIN):	061042277
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)