401k Plan data: THOMAS ARGYROS & CLARITA HERRERA MD PC PROFIT SHARING PLAN plan

THOMAS ARGYROS & CLARITA HERRERA MD PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	THOMAS ARGYROS & CLARITA HERRERA MD PC PROFIT SHARING PLAN
Plan identification number	002

THOMAS ARGYROS & CLARITA HERRERA MD PC PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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. Plan covering Self-Employed individuals.

401k Sponsoring company profile

THOMAS ARGYROS & has sponsored the creation of one or more 401k plans.

Company Name: THOMAS ARGYROS &

Employer identification number (EIN): 132690978

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS ARGYROS & CLARITA HERRERA MD PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 THOMAS ARGYROS 2021-10-15
002 2019-01-01 THOMAS ARGYROS 2020-09-18
002 2018-01-01 THOMAS ARGYROS 2019-10-04
002 2017-01-01 THOMAS ARGYROS 2018-10-11
002 2017-01-01 THOMAS ARGYROS 2018-10-11 THOMAS ARGYROS & CLARITA HERRERA M
002 2016-01-01 THOMAS ARGYROS 2017-10-12 THOMAS ARGYROS & CLARITA HERRERA M 2017-10-12
002 2013-01-01 THOMAS ARGYROS 2014-10-15 THOMAS ARGYROS & CLARITA HERRERA M 2014-10-15
002 2012-01-01 THOMAS ARGYROS 2013-10-15
002 2011-01-01 THOMAS ARGYROS
002 2009-01-01 THOMAS ARGYROS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	THOMAS ARGYROS	2021-10-15
002	2019-01-01	THOMAS ARGYROS	2020-09-18
002	2018-01-01	THOMAS ARGYROS	2019-10-04
002	2017-01-01	THOMAS ARGYROS	2018-10-11
002	2017-01-01	THOMAS ARGYROS	2018-10-11	THOMAS ARGYROS & CLARITA HERRERA M
002	2016-01-01	THOMAS ARGYROS	2017-10-12	THOMAS ARGYROS & CLARITA HERRERA M	2017-10-12
002	2013-01-01	THOMAS ARGYROS	2014-10-15	THOMAS ARGYROS & CLARITA HERRERA M	2014-10-15
002	2012-01-01	THOMAS ARGYROS	2013-10-15
002	2011-01-01	THOMAS ARGYROS
002	2009-01-01	THOMAS ARGYROS

Plan Statistics for THOMAS ARGYROS & CLARITA HERRERA MD PC PROFIT SHARING PLAN

401k plan membership statisitcs for THOMAS ARGYROS & CLARITA HERRERA MD PC PROFIT SHARING PLAN

Measure Date Value
2011: THOMAS ARGYROS & CLARITA HERRERA MD PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
2009: THOMAS ARGYROS & CLARITA HERRERA MD PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Total of all active and inactive participants 2009-01-01 6
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2011: THOMAS ARGYROS & CLARITA HERRERA MD PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
2009: THOMAS ARGYROS & CLARITA HERRERA MD PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Total of all active and inactive participants	2009-01-01	6
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on THOMAS ARGYROS & CLARITA HERRERA MD PC PROFIT SHARING PLAN

Measure	Date	Value
2011 : THOMAS ARGYROS & CLARITA HERRERA MD PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-171,813
Expenses. Total of all expenses incurred	2011-12-31	$430,761
Benefits paid (including direct rollovers)	2011-12-31	$387,000
Total plan assets at end of year	2011-12-31	$2,827,658
Total plan assets at beginning of year	2011-12-31	$3,430,232
Other income received	2011-12-31	$-171,813
Net income (gross income less expenses)	2011-12-31	$-602,574
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,827,658
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,430,232
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$43,761
2010 : THOMAS ARGYROS & CLARITA HERRERA MD PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$480,889
Expenses. Total of all expenses incurred	2010-12-31	$139,000
Benefits paid (including direct rollovers)	2010-12-31	$139,000
Total plan assets at end of year	2010-12-31	$3,430,232
Total plan assets at beginning of year	2010-12-31	$3,088,343
Other income received	2010-12-31	$480,889
Net income (gross income less expenses)	2010-12-31	$341,889
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,430,232
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,088,343

Form 5500 Responses for THOMAS ARGYROS & CLARITA HERRERA MD PC PROFIT SHARING PLAN

2011: THOMAS ARGYROS & CLARITA HERRERA MD PC PROFIT SHARING 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: THOMAS ARGYROS & CLARITA HERRERA MD PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THOMAS ARGYROS &
Employer identification number (EIN):	132690978
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)