401k Plan data: SUMMIT MANAGEMENT SERVICES, LLC plan

SUMMIT MANAGEMENT SERVICES, LLC 401k Plan overview

Plan Name	SUMMIT MANAGEMENT SERVICES, LLC
Plan identification number	001

SUMMIT MANAGEMENT SERVICES, LLC 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

SUMMIT MANAGEMENT SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name: SUMMIT MANAGEMENT SERVICES, LLC

Employer identification number (EIN): 201605112

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

Additional information about SUMMIT MANAGEMENT SERVICES, LLC

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2004-09-11

Company Identification Number: 20041317174

Legal Registered Office Address: 1605 N. Union Blvd Suite 100

Colorado Springs
United States of America (USA)
80909

More information about SUMMIT MANAGEMENT SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT MANAGEMENT SERVICES, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 JANAK JOSHI
001 2011-01-01 JANAK JOSHI
001 2010-01-01 JANAK JOSHI
001 2009-01-01 ASHLEY A WIECHMANN

Plan id#	Filing Submission Date	Name of Administrator
001	2012-01-01	JANAK JOSHI
001	2011-01-01	JANAK JOSHI
001	2010-01-01	JANAK JOSHI
001	2009-01-01	ASHLEY A WIECHMANN

Plan Statistics for SUMMIT MANAGEMENT SERVICES, LLC

401k plan membership statisitcs for SUMMIT MANAGEMENT SERVICES, LLC

Measure Date Value
2012: SUMMIT MANAGEMENT SERVICES, LLC 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: SUMMIT MANAGEMENT SERVICES, LLC 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2010: SUMMIT MANAGEMENT SERVICES, LLC 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: SUMMIT MANAGEMENT SERVICES, LLC 2009 401k membership
Total participants, beginning-of-year 2009-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2012: SUMMIT MANAGEMENT SERVICES, LLC 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: SUMMIT MANAGEMENT SERVICES, LLC 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2010: SUMMIT MANAGEMENT SERVICES, LLC 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: SUMMIT MANAGEMENT SERVICES, LLC 2009 401k membership
Total participants, beginning-of-year	2009-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on SUMMIT MANAGEMENT SERVICES, LLC

Measure	Date	Value
2012 : SUMMIT MANAGEMENT SERVICES, LLC 2012 401k financial data
Total income from all sources	2012-12-31	$93,061
Expenses. Total of all expenses incurred	2012-12-31	$7,945
Total plan assets at end of year	2012-12-31	$1,082,638
Total plan assets at beginning of year	2012-12-31	$997,522
Value of fidelity bond covering the plan	2012-12-31	$450,000
Other income received	2012-12-31	$93,061
Net income (gross income less expenses)	2012-12-31	$85,116
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,082,638
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$997,522
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$323,030
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,945
2011 : SUMMIT MANAGEMENT SERVICES, LLC 2011 401k financial data
Total income from all sources	2011-12-31	$-76,469
Expenses. Total of all expenses incurred	2011-12-31	$8,199
Total plan assets at end of year	2011-12-31	$997,522
Total plan assets at beginning of year	2011-12-31	$1,082,190
Value of fidelity bond covering the plan	2011-12-31	$450,000
Other income received	2011-12-31	$-76,469
Net income (gross income less expenses)	2011-12-31	$-84,668
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$997,522
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,082,190
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$323,530
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,199
2010 : SUMMIT MANAGEMENT SERVICES, LLC 2010 401k financial data
Total income from all sources	2010-12-31	$25,931
Expenses. Total of all expenses incurred	2010-12-31	$3,180
Benefits paid (including direct rollovers)	2010-12-31	$430
Total plan assets at end of year	2010-12-31	$1,082,190
Total plan assets at beginning of year	2010-12-31	$1,059,439
Value of fidelity bond covering the plan	2010-12-31	$450,000
Other income received	2010-12-31	$25,931
Net income (gross income less expenses)	2010-12-31	$22,751
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,082,190
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,059,439
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$324,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,750

Form 5500 Responses for SUMMIT MANAGEMENT SERVICES, LLC

2012: SUMMIT MANAGEMENT SERVICES, LLC 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SUMMIT MANAGEMENT SERVICES, LLC 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SUMMIT MANAGEMENT SERVICES, LLC 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SUMMIT MANAGEMENT SERVICES, LLC 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SUMMIT MANAGEMENT SERVICES, LLC
Employer identification number (EIN):	201605112
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2004-09-11
Company Identification Number:	20041317174
Legal Registered Office Address:	1605 N. Union Blvd Suite 100 Colorado Springs United States of America (USA) 80909