401k Plan data: WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN plan

WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 401k Plan overview

Plan Name	WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN
Plan identification number	001

WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) 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).
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.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WEST GEORGIA HEALTH SPECIALISTS, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: WEST GEORGIA HEALTH SPECIALISTS, L.L.C.

Employer identification number (EIN): 205950394

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 MERNA MICHELLE VERA, M.D. MERNA MICHELLE VERA, M.D. 2013-06-19
001 2011-01-01 MERNA MICHELLE VERA, M.D. 2012-08-24 MERNA MICHELLE VERA, M.D. 2012-08-24
001 2010-01-01 MERNA MICHELLE VERA, M.D. 2011-10-14 MERNA MICHELLE VERA, M.D. 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	MERNA MICHELLE VERA, M.D.		MERNA MICHELLE VERA, M.D.	2013-06-19
001	2011-01-01	MERNA MICHELLE VERA, M.D.	2012-08-24	MERNA MICHELLE VERA, M.D.	2012-08-24
001	2010-01-01	MERNA MICHELLE VERA, M.D.	2011-10-14	MERNA MICHELLE VERA, M.D.	2011-10-14

Plan Statistics for WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN

401k plan membership statisitcs for WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN

Measure Date Value
2017: WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2014: WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 3
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1

Measure	Date	Value
2017: WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2014: WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	3
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1

Financial Data on WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN

Measure	Date	Value
2017 : WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$219,381
Expenses. Total of all expenses incurred	2017-12-31	$22,512
Benefits paid (including direct rollovers)	2017-12-31	$1,878
Total plan assets at end of year	2017-12-31	$1,265,543
Total plan assets at beginning of year	2017-12-31	$1,068,674
Value of fidelity bond covering the plan	2017-12-31	$85,000
Total contributions received or receivable from participants	2017-12-31	$53,474
Expenses. Other expenses not covered elsewhere	2017-12-31	$7,968
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$152,340
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$196,869
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,265,543
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,068,674
Total contributions received or receivable from employer(s)	2017-12-31	$13,567
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$12,666
2016 : WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$71,761
Expenses. Total of all expenses incurred	2016-12-31	$24,326
Benefits paid (including direct rollovers)	2016-12-31	$11,660
Total plan assets at end of year	2016-12-31	$1,068,674
Total plan assets at beginning of year	2016-12-31	$1,021,239
Value of fidelity bond covering the plan	2016-12-31	$85,000
Total contributions received or receivable from participants	2016-12-31	$52,566
Other income received	2016-12-31	$4,503
Net income (gross income less expenses)	2016-12-31	$47,435
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,068,674
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,021,239
Assets. Value of participant loans	2016-12-31	$73,586
Total contributions received or receivable from employer(s)	2016-12-31	$14,692
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$12,666
2014 : WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$179,948
Expenses. Total of all expenses incurred	2014-12-31	$23,566
Benefits paid (including direct rollovers)	2014-12-31	$3,829
Total plan assets at end of year	2014-12-31	$990,395
Total plan assets at beginning of year	2014-12-31	$834,013
Value of fidelity bond covering the plan	2014-12-31	$85,000
Total contributions received or receivable from participants	2014-12-31	$47,827
Other income received	2014-12-31	$53,821
Net income (gross income less expenses)	2014-12-31	$156,382
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$990,395
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$834,013
Total contributions received or receivable from employer(s)	2014-12-31	$78,300
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$19,737
2013 : WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$234,024
Expenses. Total of all expenses incurred	2013-12-31	$30,357
Benefits paid (including direct rollovers)	2013-12-31	$14,280
Total plan assets at end of year	2013-12-31	$834,013
Total plan assets at beginning of year	2013-12-31	$630,346
Total contributions received or receivable from participants	2013-12-31	$47,542
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$125,985
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$203,667
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$834,013
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$630,346
Total contributions received or receivable from employer(s)	2013-12-31	$60,497
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$16,077
2012 : WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$134,558
Expenses. Total of all expenses incurred	2012-12-31	$10,754
Benefits paid (including direct rollovers)	2012-12-31	$554
Total plan assets at end of year	2012-12-31	$630,346
Total plan assets at beginning of year	2012-12-31	$506,542
Total contributions received or receivable from participants	2012-12-31	$47,728
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$36,868
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$123,804
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$630,346
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$506,542
Total contributions received or receivable from employer(s)	2012-12-31	$49,962
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$10,200

Form 5500 Responses for WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN

2017: WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2014: WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WEST GEORGIA HEALTH SPECIALISTS, LLC 401(K) 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

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Company Name:	WEST GEORGIA HEALTH SPECIALISTS, L.L.C.
Employer identification number (EIN):	205950394
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)