401k Plan data: MEDICAL CASE MANAGEMENT, INC. 401K PLAN & TRUST plan

MEDICAL CASE MANAGEMENT, INC. 401K PLAN & TRUST 401k Plan overview

Plan Name	MEDICAL CASE MANAGEMENT, INC. 401K PLAN & TRUST
Plan identification number	001

MEDICAL CASE MANAGEMENT, INC. 401K PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

MEDICAL CASE MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: MEDICAL CASE MANAGEMENT, INC.

Employer identification number (EIN): 263636941

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL CASE MANAGEMENT, INC. 401K PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 SANDRA MAGRUDER 2016-01-27
001 2014-01-01 SANDRA MAGRUDER 2015-06-19
001 2013-01-01 SANDRA MAGRUDER 2014-04-03
001 2012-01-01 SANDRA MAGRUDER 2013-10-10
001 2011-01-01 TRICIA FULLERTON
001 2009-01-01 TRICIA FULLERTON TRICIA FULLERTON 2010-05-18
001 2009-01-01 TRICIA FULLERTON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	SANDRA MAGRUDER	2016-01-27
001	2014-01-01	SANDRA MAGRUDER	2015-06-19
001	2013-01-01	SANDRA MAGRUDER	2014-04-03
001	2012-01-01	SANDRA MAGRUDER	2013-10-10
001	2011-01-01	TRICIA FULLERTON
001	2009-01-01	TRICIA FULLERTON		TRICIA FULLERTON	2010-05-18
001	2009-01-01	TRICIA FULLERTON

Plan Statistics for MEDICAL CASE MANAGEMENT, INC. 401K PLAN & TRUST

401k plan membership statisitcs for MEDICAL CASE MANAGEMENT, INC. 401K PLAN & TRUST

Measure Date Value
2011: MEDICAL CASE MANAGEMENT, INC. 401K PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
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 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MEDICAL CASE MANAGEMENT, INC. 401K PLAN & TRUST 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 10
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: MEDICAL CASE MANAGEMENT, INC. 401K PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
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	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MEDICAL CASE MANAGEMENT, INC. 401K PLAN & TRUST 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	10
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MEDICAL CASE MANAGEMENT, INC. 401K PLAN & TRUST

Measure	Date	Value
2011 : MEDICAL CASE MANAGEMENT, INC. 401K PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$70,311
Expenses. Total of all expenses incurred	2011-12-31	$1,264
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$204,079
Total plan assets at beginning of year	2011-12-31	$135,032
Total contributions received or receivable from participants	2011-12-31	$43,833
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	$-1,247
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$69,047
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$204,079
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$135,032
Total contributions received or receivable from employer(s)	2011-12-31	$27,725
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	$1,264
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MEDICAL CASE MANAGEMENT, INC. 401K PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$102,380
Expenses. Total of all expenses incurred	2010-12-31	$2,993
Benefits paid (including direct rollovers)	2010-12-31	$2,386
Total plan assets at end of year	2010-12-31	$135,032
Total plan assets at beginning of year	2010-12-31	$35,645
Total contributions received or receivable from participants	2010-12-31	$37,359
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$43,392
Other income received	2010-12-31	$6,860
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$99,387
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$135,032
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$35,645
Total contributions received or receivable from employer(s)	2010-12-31	$14,769
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$607
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MEDICAL CASE MANAGEMENT, INC. 401K PLAN & TRUST 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

Form 5500 Responses for MEDICAL CASE MANAGEMENT, INC. 401K PLAN & TRUST

2011: MEDICAL CASE MANAGEMENT, INC. 401K PLAN & TRUST 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: MEDICAL CASE MANAGEMENT, INC. 401K PLAN & TRUST 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	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

Potentially related plans

MEDICAL CASE MANAGEMENT (WELFARE PLAN) [EIN = 203096457]

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Company Name:	MEDICAL CASE MANAGEMENT, INC.
Employer identification number (EIN):	263636941
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners