401k Plan data: HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) PLAN plan

HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan Name	HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) PLAN
Plan identification number	001

HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) 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.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

HERITAGE MEDICAL GROUP, LLP has sponsored the creation of one or more 401k plans.

Company Name: HERITAGE MEDICAL GROUP, LLP

Employer identification number (EIN): 232933075

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

Additional information about HERITAGE MEDICAL GROUP, LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1994-12-22

Company Identification Number: 1878217

Legal Registered Office Address: 362 N BROADWAY
2ND FL
SLEEPY HOLLOW
United States of America (USA)
10591

More information about HERITAGE MEDICAL GROUP, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 JOSEPH A. CINCOTTA
001 2011-01-01 JOSEPH A. CINCOTTA
001 2009-01-01 CHRIS MORMAN
001 2009-01-01 JOSEPH A. CINCOTTA

Plan id#	Filing Submission Date	Name of Administrator
001	2012-01-01	JOSEPH A. CINCOTTA
001	2011-01-01	JOSEPH A. CINCOTTA
001	2009-01-01	CHRIS MORMAN
001	2009-01-01	JOSEPH A. CINCOTTA

Plan Statistics for HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) PLAN

401k plan membership statisitcs for HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) PLAN

Measure Date Value
2012: HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 470
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 465
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 401
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 69
Total of all active and inactive participants 2011-01-01 470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 470
Number of participants with account balances 2011-01-01 386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 24
2009: HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 428
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 47
Total of all active and inactive participants 2009-01-01 475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 475
Number of participants with account balances 2009-01-01 398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 19

Measure	Date	Value
2012: HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	470
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	465
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	401
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	69
Total of all active and inactive participants	2011-01-01	470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	470
Number of participants with account balances	2011-01-01	386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	24
2009: HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	428
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	47
Total of all active and inactive participants	2009-01-01	475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	475
Number of participants with account balances	2009-01-01	398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	19

Financial Data on HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) PLAN

Measure	Date	Value
2012 : HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$11,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$48,328
Total income from all sources (including contributions)	2012-12-31	$2,512,460
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$21,671,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$21,573,976
Value of total corrective distributions	2012-12-31	$27,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$452,812
Value of total assets at end of year	2012-12-31	$11,723
Value of total assets at beginning of year	2012-12-31	$19,207,589
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$70,237
Total interest from all sources	2012-12-31	$84
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$180,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$180,540
Administrative expenses professional fees incurred	2012-12-31	$49,482
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$356,876
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$11,723
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$11,516
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$36,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$11,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$48,328
Other income not declared elsewhere	2012-12-31	$11,516
Administrative expenses (other) incurred	2012-12-31	$20,755
Total non interest bearing cash at end of year	2012-12-31	$207
Total non interest bearing cash at beginning of year	2012-12-31	$1,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-19,159,261
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$19,159,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$17,896,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,130,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,130,470
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$84
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,867,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$95,936
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$142,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$21,562,253
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BROWN, SCHULTZ, SHERIDAN, FRITZ
Accountancy firm EIN	2012-12-31	251644159
2011 : HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$48,328
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$100,057
Total income from all sources (including contributions)	2011-12-31	$1,780,485
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,982,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,934,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,859,453
Value of total assets at end of year	2011-12-31	$19,207,589
Value of total assets at beginning of year	2011-12-31	$19,461,658
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$48,137
Total interest from all sources	2011-12-31	$85
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$484,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$484,174
Administrative expenses professional fees incurred	2011-12-31	$41,737
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,383,304
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$42,928
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$36,852
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$173,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$48,328
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$100,057
Other income not declared elsewhere	2011-12-31	$-28,170
Administrative expenses (other) incurred	2011-12-31	$6,400
Total non interest bearing cash at end of year	2011-12-31	$1,400
Total non interest bearing cash at beginning of year	2011-12-31	$644,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-202,340
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$19,159,261
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$19,361,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$17,896,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$17,620,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,130,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$853,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$853,943
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$85
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-535,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$433,221
Employer contributions (assets) at end of year	2011-12-31	$142,207
Employer contributions (assets) at beginning of year	2011-12-31	$169,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,934,688
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BROWN, SCHULTZ, SHERIDAN, FRITZ
Accountancy firm EIN	2011-12-31	251644159
2010 : HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$100,057
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$138,358
Total income from all sources (including contributions)	2010-12-31	$4,339,486
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$3,268,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,153,279
Value of total corrective distributions	2010-12-31	$46,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,026,226
Value of total assets at end of year	2010-12-31	$19,461,658
Value of total assets at beginning of year	2010-12-31	$18,428,687
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$68,828
Total interest from all sources	2010-12-31	$3,069
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$553,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$549,347
Administrative expenses professional fees incurred	2010-12-31	$62,239
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,514,123
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$2,627
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$34,242
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$173,450
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$100,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$138,358
Administrative expenses (other) incurred	2010-12-31	$6,589
Total non interest bearing cash at end of year	2010-12-31	$644,033
Total non interest bearing cash at beginning of year	2010-12-31	$5,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,071,272
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$19,361,601
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$18,290,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$17,620,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$15,912,685
Interest earned on other investments	2010-12-31	$1,302
Income. Interest from corporate debt instruments	2010-12-31	$1,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$853,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,495,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,495,946
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$397
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$30,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,757,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$477,861
Employer contributions (assets) at end of year	2010-12-31	$169,372
Employer contributions (assets) at beginning of year	2010-12-31	$208,000
Income. Dividends from common stock	2010-12-31	$3,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,153,279
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$52,615
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$721,174
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BROWN, SCHULTZ, SHERIDAN, FRITZ
Accountancy firm EIN	2010-12-31	251644159

Form 5500 Responses for HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) PLAN

2012: HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 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	Yes
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: HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) 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: HERITAGE MEDICAL GROUP, LLP PROFIT SHARING & 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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:	HERITAGE MEDICAL GROUP, LLP
Employer identification number (EIN):	232933075
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1994-12-22
Company Identification Number:	1878217
Legal Registered Office Address:	362 N BROADWAY 2ND FL SLEEPY HOLLOW United States of America (USA) 10591