401k Plan data: TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT plan

TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 401k Plan overview

Plan Name	TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT
Plan identification number	001

TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 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.
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

CENTRAL TEXAS PHYSCIANS has sponsored the creation of one or more 401k plans.

Company Name: CENTRAL TEXAS PHYSCIANS

Employer identification number (EIN): 264411233

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 LARRY LEFOLDT
001 2018-01-01 LARRY LEFOLDT DR. ASIT CHOKSI 2018-12-19
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 DR. ASIT CHOKSI
001 2013-01-01 DR. ASIT CHOKSI
001 2012-01-01 DR. ASIT CHOKSI
001 2011-01-01 DR. ASIT CHOKSI

Plan Statistics for TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT

401k plan membership statisitcs for TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT

Measure Date Value
2018: TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 2018 401k membership
Total participants, beginning-of-year 2018-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2014: TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 2014 401k membership
Total participants, beginning-of-year 2014-01-01 569
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 361
Number of retired or separated participants receiving benefits 2014-01-01 5
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 366
Number of participants with account balances 2014-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 2013 401k membership
Total participants, beginning-of-year 2013-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 564
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 5
Total of all active and inactive participants 2013-01-01 569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 569
Number of participants with account balances 2013-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 2012 401k membership
Total participants, beginning-of-year 2012-01-01 327
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 343
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 2
Total of all active and inactive participants 2012-01-01 345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 345
Number of participants with account balances 2012-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 2011 401k membership
Total participants, beginning-of-year 2011-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 339
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 18
Total of all active and inactive participants 2011-01-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 357
Number of participants with account balances 2011-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2018: TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 2018 401k membership
Total participants, beginning-of-year	2018-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2014: TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 2014 401k membership
Total participants, beginning-of-year	2014-01-01	569
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	361
Number of retired or separated participants receiving benefits	2014-01-01	5
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	366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	366
Number of participants with account balances	2014-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 2013 401k membership
Total participants, beginning-of-year	2013-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	564
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	5
Total of all active and inactive participants	2013-01-01	569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	569
Number of participants with account balances	2013-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 2012 401k membership
Total participants, beginning-of-year	2012-01-01	327
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	343
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	2
Total of all active and inactive participants	2012-01-01	345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	345
Number of participants with account balances	2012-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 2011 401k membership
Total participants, beginning-of-year	2011-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	339
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	18
Total of all active and inactive participants	2011-01-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	357
Number of participants with account balances	2011-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT

Measure	Date	Value
2018 : TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 2018 401k financial data
Total income from all sources	2018-08-28	$8,482
Expenses. Total of all expenses incurred	2018-08-28	$721,829
Benefits paid (including direct rollovers)	2018-08-28	$704,386
Total plan assets at end of year	2018-08-28	$0
Total plan assets at beginning of year	2018-08-28	$713,347
Value of fidelity bond covering the plan	2018-08-28	$71,335
Other income received	2018-08-28	$8,482
Net income (gross income less expenses)	2018-08-28	$-713,347
Net plan assets at end of year (total assets less liabilities)	2018-08-28	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-08-28	$713,347
Value of certain deemed distributions of participant loans	2018-08-28	$2,373
Expenses. Administrative service providers (salaries,fees and commissions)	2018-08-28	$15,070
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-08-28	$0
2014 : TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$379,903
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$105,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$77,783
Value of total corrective distributions	2014-12-31	$27,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$347,734
Value of total assets at end of year	2014-12-31	$1,096,929
Value of total assets at beginning of year	2014-12-31	$823,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$790
Total interest from all sources	2014-12-31	$530
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$790
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$284,841
Participant contributions at end of year	2014-12-31	$21,529
Participant contributions at beginning of year	2014-12-31	$14,606
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$19,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$273,929
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,096,929
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$823,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$600,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$667,160
Interest on participant loans	2014-12-31	$530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$474,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$141,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$31,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$43,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$77,783
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
2013 : TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$547,964
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$32,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$31,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$481,286
Value of total assets at end of year	2013-12-31	$823,000
Value of total assets at beginning of year	2013-12-31	$307,271
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$840
Total interest from all sources	2013-12-31	$310
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$840
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$255,839
Participant contributions at end of year	2013-12-31	$14,606
Participant contributions at beginning of year	2013-12-31	$7,675
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$186,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$515,729
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$823,000
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$307,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$667,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$279,327
Income. Interest from loans (other than to participants)	2013-12-31	$310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$141,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$20,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$66,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$38,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$31,395
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	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
2012 : TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$150,836
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$127,301
Value of total assets at end of year	2012-12-31	$307,271
Value of total assets at beginning of year	2012-12-31	$158,715
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$375
Total interest from all sources	2012-12-31	$77
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$375
Was this plan covered by a fidelity bond	2012-12-31	No
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	$106,661
Participant contributions at end of year	2012-12-31	$7,675
Participant contributions at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$23,458
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	$148,556
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$307,271
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$158,715
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	$279,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$151,607
Interest on participant loans	2012-12-31	$77
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$20,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$7,108
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	$20,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,905
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	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	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	No
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	JASWANT S GILL CPA, P.C.
Accountancy firm EIN	2012-12-31	272713072
2011 : TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$159,487
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$672
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$163,871
Value of total assets at end of year	2011-12-31	$158,715
Value of total assets at beginning of year	2011-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$100
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$100
Was this plan covered by a fidelity bond	2011-12-31	No
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	$129,736
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$11,562
Other income not declared elsewhere	2011-12-31	$-4,384
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	$158,715
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$158,715
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$0
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	$151,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$7,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
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	$22,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$672
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

Form 5500 Responses for TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT

2018: TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 2017 form 5500 responses
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
2016: TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 2016 form 5500 responses
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
2015: TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 2015 form 5500 responses
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2014: TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TRUSTEES OF CENTRAL TEXAS PHYSICIANS 401(K) PROFIT 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824879

Policy instance

Insurance contract or identification number	GA-824879
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $145
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	145
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Insurance broker name	DYATECH LLC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824879

Policy instance

Insurance contract or identification number	GA-824879
Number of Individuals Covered	366
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,251
Total amount of fees paid to insurance company	USD $417
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,251
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER
Insurance broker organization code?	3
Insurance broker name	DYATECH LLC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824879

Policy instance

Insurance contract or identification number	GA-824879
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $800
Total amount of fees paid to insurance company	USD $220
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $800
Additional information about fees paid to insurance broker	COMMISSION/ADMIN ALLOWANCES
Insurance broker organization code?	3
Amount paid for insurance broker fees	220
Insurance broker name	DYATECH LLC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824879

Policy instance

Insurance contract or identification number	GA-824879
Number of Individuals Covered	75
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $271
Total amount of fees paid to insurance company	USD $127
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $271
Amount paid for insurance broker fees	59
Additional information about fees paid to insurance broker	COMMISSION/ADMIN ALLOWANCES
Insurance broker organization code?	3
Insurance broker name	JULY BUSINESS SRVCS

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824879

Policy instance

Insurance contract or identification number	GA-824879
Number of Individuals Covered	60
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $322
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	CENTRAL TEXAS PHYSCIANS
Employer identification number (EIN):	264411233
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	LARRY LEFOLDT
001	2018-01-01	LARRY LEFOLDT	DR. ASIT CHOKSI	2018-12-19
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	DR. ASIT CHOKSI
001	2013-01-01	DR. ASIT CHOKSI
001	2012-01-01	DR. ASIT CHOKSI
001	2011-01-01	DR. ASIT CHOKSI