401k Plan data: DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN plan

DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan Name	DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN
Plan identification number	002

DONALD L. WEHMEYER, 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).
Money purchase (other than target benefit)
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

DONALD L. WEHMEYER, M.D. has sponsored the creation of one or more 401k plans.

Company Name: DONALD L. WEHMEYER, M.D.

Employer identification number (EIN): 203754604

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 L. WEHMEYER, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 PAT WEHMEYER 2018-01-12
002 2016-01-01 PAT WEHMEYER 2017-05-23
002 2015-01-01 PAT WEHMEYER 2016-07-15
002 2014-01-01 PAT WEHMEYER 2015-09-14
002 2013-01-01 PAT WEHMEYER 2014-07-31
002 2012-01-01 PAT WEHMEYER
002 2011-01-01 PAT WEHMEYER
002 2010-01-01 PAT WEHMEYER
002 2009-01-01 PAT WEHMEYER
002 2009-01-01 PAT WEHMEYER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-01-01	PAT WEHMEYER	2018-01-12
002	2016-01-01	PAT WEHMEYER	2017-05-23
002	2015-01-01	PAT WEHMEYER	2016-07-15
002	2014-01-01	PAT WEHMEYER	2015-09-14
002	2013-01-01	PAT WEHMEYER	2014-07-31
002	2012-01-01	PAT WEHMEYER
002	2011-01-01	PAT WEHMEYER
002	2010-01-01	PAT WEHMEYER
002	2009-01-01	PAT WEHMEYER
002	2009-01-01	PAT WEHMEYER

Plan Statistics for DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN

401k plan membership statisitcs for DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN

Measure Date Value
2012: DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
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 0
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
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	0
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
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 L. WEHMEYER, M.D. PROFIT SHARING PLAN

Measure	Date	Value
2012 : DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$352,516
Expenses. Total of all expenses incurred	2012-12-31	$295,000
Benefits paid (including direct rollovers)	2012-12-31	$295,000
Total plan assets at end of year	2012-12-31	$3,004,298
Total plan assets at beginning of year	2012-12-31	$2,946,782
Value of fidelity bond covering the plan	2012-12-31	$80,000
Other income received	2012-12-31	$352,516
Net income (gross income less expenses)	2012-12-31	$57,516
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,004,298
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,946,782
Assets. Value of participant loans	2012-12-31	$19,215
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$194,828
Expenses. Total of all expenses incurred	2011-12-31	$22,009
Benefits paid (including direct rollovers)	2011-12-31	$20,000
Total plan assets at end of year	2011-12-31	$2,946,782
Total plan assets at beginning of year	2011-12-31	$2,773,963
Value of fidelity bond covering the plan	2011-12-31	$80,000
Other income received	2011-12-31	$194,828
Net income (gross income less expenses)	2011-12-31	$172,819
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,946,782
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,773,963
Assets. Value of participant loans	2011-12-31	$19,215
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,009
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$355,766
Expenses. Total of all expenses incurred	2010-12-31	$177,384
Benefits paid (including direct rollovers)	2010-12-31	$175,000
Total plan assets at end of year	2010-12-31	$2,773,963
Total plan assets at beginning of year	2010-12-31	$2,595,581
Value of fidelity bond covering the plan	2010-12-31	$80,000
Other income received	2010-12-31	$355,766
Net income (gross income less expenses)	2010-12-31	$178,382
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,773,963
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,595,581
Assets. Value of participant loans	2010-12-31	$19,215
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,384
2009 : DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN 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
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$15,329
Amount contributed by the employer to the plan for this plan year	2009-12-31	$15,329

Form 5500 Responses for DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN

2012: DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DONALD L. WEHMEYER, M.D. 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
2010: DONALD L. WEHMEYER, M.D. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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 L. WEHMEYER, M.D. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 L. WEHMEYER, M.D.
Employer identification number (EIN):	203754604
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)