401k Plan data: DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST plan

DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST 401k Plan overview

Plan Name	DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST
Plan identification number	001

DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. has sponsored the creation of one or more 401k plans.

Company Name: DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D.

Employer identification number (EIN): 112652218

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 MADELINE LALIA, MD 2013-10-11 MADELINE LALIA, MD 2013-10-11
001 2011-01-01 MADELINE LALIA, MD MADELINE LALIA, MD 2012-09-14
001 2010-01-01 MADELINE LALIA, MD MADELINE LALIA, MD 2011-10-07
001 2009-01-01 MADELINE LALIA MADELINE LALIA 2010-09-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	MADELINE LALIA, MD	2013-10-11	MADELINE LALIA, MD	2013-10-11
001	2011-01-01	MADELINE LALIA, MD		MADELINE LALIA, MD	2012-09-14
001	2010-01-01	MADELINE LALIA, MD		MADELINE LALIA, MD	2011-10-07
001	2009-01-01	MADELINE LALIA		MADELINE LALIA	2010-09-23

Plan Statistics for DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST

401k plan membership statisitcs for DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST

Measure Date Value
2011: DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 4
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11
Number of participants with account balances 2010-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST 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 8
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 4
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
2011: DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	4
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11
Number of participants with account balances	2010-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST 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	8
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	4
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 DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST

Measure	Date	Value
2011 : DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
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	$39,628
Expenses. Total of all expenses incurred	2011-12-31	$119,263
Benefits paid (including direct rollovers)	2011-12-31	$119,263
Total plan assets at end of year	2011-12-31	$1,294,840
Total plan assets at beginning of year	2011-12-31	$1,374,475
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$4,921
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-79,635
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,294,840
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,374,475
Assets. Value of participant loans	2011-12-31	$23,816
Total contributions received or receivable from employer(s)	2011-12-31	$34,707
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$155,594
Expenses. Total of all expenses incurred	2010-12-31	$74,179
Benefits paid (including direct rollovers)	2010-12-31	$74,179
Total plan assets at end of year	2010-12-31	$1,374,475
Total plan assets at beginning of year	2010-12-31	$1,293,060
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$108,024
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$81,415
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,374,475
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,293,060
Assets. Value of participant loans	2010-12-31	$38,542
Total contributions received or receivable from employer(s)	2010-12-31	$47,570
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST 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 DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST

2011: DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST 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
2010: DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D. RETIREMENT TRUST 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:	DONALD LAWRENCE, M.D. & MADELINE LALIA, M.D.
Employer identification number (EIN):	112652218
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)