401k Plan data: MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN plan

MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN 401k Plan overview

Plan Name	MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN
Plan identification number	002

MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

MICHAEL J. CONN, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL J. CONN, M.D., P.C.

Employer identification number (EIN): 223341767

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01
002 2014-01-01 MICHAEL J. CONN
002 2013-01-01 MICHAEL J. CONN
002 2012-01-01 MICHAEL J. CONN
002 2011-01-01 MICHAEL J. CONN
002 2010-01-01 MICHAEL J. CONN 2011-09-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2015-01-01
002	2014-01-01	MICHAEL J. CONN
002	2013-01-01	MICHAEL J. CONN
002	2012-01-01	MICHAEL J. CONN
002	2011-01-01	MICHAEL J. CONN
002	2010-01-01	MICHAEL J. CONN	2011-09-26

Plan Statistics for MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN

401k plan membership statisitcs for MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN

Measure Date Value
2015: MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
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 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2015: MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
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	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN

Measure	Date	Value
2015 : MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-27	$0
Total plan liabilities at end of year	2015-12-27	$0
Total plan liabilities at beginning of year	2015-12-27	$0
Total income from all sources	2015-12-27	$-50,755
Expenses. Total of all expenses incurred	2015-12-27	$1,183,326
Benefits paid (including direct rollovers)	2015-12-27	$1,183,326
Total plan assets at end of year	2015-12-27	$0
Total plan assets at beginning of year	2015-12-27	$1,234,081
Value of fidelity bond covering the plan	2015-12-27	$400,000
Total contributions received or receivable from participants	2015-12-27	$0
Expenses. Other expenses not covered elsewhere	2015-12-27	$0
Contributions received from other sources (not participants or employers)	2015-12-27	$0
Other income received	2015-12-27	$-50,755
Noncash contributions received	2015-12-27	$0
Net income (gross income less expenses)	2015-12-27	$-1,234,081
Net plan assets at end of year (total assets less liabilities)	2015-12-27	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-12-27	$1,234,081
Total contributions received or receivable from employer(s)	2015-12-27	$0
Value of certain deemed distributions of participant loans	2015-12-27	$0
Value of corrective distributions	2015-12-27	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-27	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-27	$0
2014 : MICHAEL J. CONN, M.D., P.C. CASH BALANCE 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	$98,767
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,234,081
Total plan assets at beginning of year	2014-12-31	$1,135,314
Value of fidelity bond covering the plan	2014-12-31	$400,000
Other income received	2014-12-31	$78,767
Net income (gross income less expenses)	2014-12-31	$98,767
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,234,081
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,135,314
Total contributions received or receivable from employer(s)	2014-12-31	$20,000
2013 : MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
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	$285,931
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,135,314
Total plan assets at beginning of year	2013-12-31	$849,383
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$243,431
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$285,931
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,135,314
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$849,383
Total contributions received or receivable from employer(s)	2013-12-31	$42,500
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
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	$132,064
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$849,383
Total plan assets at beginning of year	2012-12-31	$717,319
Total contributions received or receivable from participants	2012-12-31	$0
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	$90,491
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$132,064
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$849,383
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$717,319
Total contributions received or receivable from employer(s)	2012-12-31	$41,573
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	$0
2011 : MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN 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	$125,833
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$717,319
Total plan assets at beginning of year	2011-12-31	$591,486
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	$55,833
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$125,833
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$717,319
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$591,486
Total contributions received or receivable from employer(s)	2011-12-31	$70,000
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

Form 5500 Responses for MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN

2015: MICHAEL J. CONN, M.D., P.C. CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MICHAEL J. CONN, M.D., P.C. CASH BALANCE 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: MICHAEL J. CONN, M.D., P.C. CASH BALANCE 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: MICHAEL J. CONN, M.D., P.C. CASH BALANCE 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: MICHAEL J. CONN, M.D., P.C. CASH BALANCE 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

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Company Name:	MICHAEL J. CONN, M.D., P.C.
Employer identification number (EIN):	223341767
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)