401k Plan data: FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN plan

FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN
Plan identification number	001

FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FAMILY MEDICAL GROUP, S.C. has sponsored the creation of one or more 401k plans.

Company Name: FAMILY MEDICAL GROUP, S.C.

Employer identification number (EIN): 362725340

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 BRIAN WINKLEMAN 2018-12-05 BRIAN WINKLEMAN 2018-12-05
001 2017-01-01 BRIAN WINKLEMAN 2018-02-27 BRIAN WINKLEMAN 2018-02-27
001 2016-01-01 BRIAN WINKLEMAN 2017-05-11 BRIAN WINKLEMAN 2017-05-11
001 2015-01-01 GARY TRAGER 2016-08-12 GARY TRAGER 2016-08-12
001 2014-01-01 GARY TRAGER GARY TRAGER 2015-05-17
001 2013-01-01 GARY TRAGER GARY TRAGER 2014-07-08
001 2012-01-01 GARY TRAGER GARY TRAGER 2013-08-23
001 2011-01-01 GARY TRAGER GARY TRAGER 2012-05-01
001 2010-01-01 GARY M. TRAGER GARY M. TRAGER 2011-08-22
001 2009-01-01 GARY TRAGER GARY TRAGER 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	BRIAN WINKLEMAN	2018-12-05	BRIAN WINKLEMAN	2018-12-05
001	2017-01-01	BRIAN WINKLEMAN	2018-02-27	BRIAN WINKLEMAN	2018-02-27
001	2016-01-01	BRIAN WINKLEMAN	2017-05-11	BRIAN WINKLEMAN	2017-05-11
001	2015-01-01	GARY TRAGER	2016-08-12	GARY TRAGER	2016-08-12
001	2014-01-01	GARY TRAGER		GARY TRAGER	2015-05-17
001	2013-01-01	GARY TRAGER		GARY TRAGER	2014-07-08
001	2012-01-01	GARY TRAGER		GARY TRAGER	2013-08-23
001	2011-01-01	GARY TRAGER		GARY TRAGER	2012-05-01
001	2010-01-01	GARY M. TRAGER		GARY M. TRAGER	2011-08-22
001	2009-01-01	GARY TRAGER		GARY TRAGER	2010-10-12

Plan Statistics for FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN

401k plan membership statisitcs for FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN

Measure Date Value
2014: FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 21
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 17
Total of all active and inactive participants 2014-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 38
Number of participants with account balances 2014-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 21
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 16
Total of all active and inactive participants 2013-01-01 37
Total participants 2013-01-01 37
Number of participants with account balances 2013-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 20
Number of other retired or separated participants entitled to future benefits 2012-01-01 18
Total of all active and inactive participants 2012-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 38
Number of participants with account balances 2012-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
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 15
Total of all active and inactive participants 2011-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 32
Number of participants with account balances 2011-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19
Number of other retired or separated participants entitled to future benefits 2010-01-01 15
Total of all active and inactive participants 2010-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 34
Number of participants with account balances 2010-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 23
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 17
Total of all active and inactive participants 2009-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 40
Number of participants with account balances 2009-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	21
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	17
Total of all active and inactive participants	2014-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	38
Number of participants with account balances	2014-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	21
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	16
Total of all active and inactive participants	2013-01-01	37
Total participants	2013-01-01	37
Number of participants with account balances	2013-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	20
Number of other retired or separated participants entitled to future benefits	2012-01-01	18
Total of all active and inactive participants	2012-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	38
Number of participants with account balances	2012-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
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	15
Total of all active and inactive participants	2011-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	32
Number of participants with account balances	2011-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19
Number of other retired or separated participants entitled to future benefits	2010-01-01	15
Total of all active and inactive participants	2010-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	34
Number of participants with account balances	2010-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	23
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	17
Total of all active and inactive participants	2009-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	40
Number of participants with account balances	2009-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN

Measure	Date	Value
2014 : FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$436,348
Expenses. Total of all expenses incurred	2014-12-31	$20,030
Benefits paid (including direct rollovers)	2014-12-31	$2,791
Total plan assets at end of year	2014-12-31	$3,297,457
Total plan assets at beginning of year	2014-12-31	$2,881,139
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$178,036
Other income received	2014-12-31	$122,884
Net income (gross income less expenses)	2014-12-31	$416,318
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,297,457
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,881,139
Total contributions received or receivable from employer(s)	2014-12-31	$135,428
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$17,239
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$589,234
Expenses. Total of all expenses incurred	2013-12-31	$21,248
Benefits paid (including direct rollovers)	2013-12-31	$9,123
Total plan assets at end of year	2013-12-31	$2,881,139
Total plan assets at beginning of year	2013-12-31	$2,313,153
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$166,590
Other income received	2013-12-31	$283,331
Net income (gross income less expenses)	2013-12-31	$567,986
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,881,139
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,313,153
Total contributions received or receivable from employer(s)	2013-12-31	$139,313
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$468,078
Expenses. Total of all expenses incurred	2012-12-31	$14,590
Benefits paid (including direct rollovers)	2012-12-31	$5,290
Total plan assets at end of year	2012-12-31	$2,313,153
Total plan assets at beginning of year	2012-12-31	$1,859,665
Value of fidelity bond covering the plan	2012-12-31	$265,000
Total contributions received or receivable from participants	2012-12-31	$162,912
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$138,305
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$453,488
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,313,153
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,859,665
Total contributions received or receivable from employer(s)	2012-12-31	$166,861
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	$9,300
2011 : FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$256,995
Expenses. Total of all expenses incurred	2011-12-31	$21,624
Benefits paid (including direct rollovers)	2011-12-31	$12,433
Total plan assets at end of year	2011-12-31	$1,859,665
Total plan assets at beginning of year	2011-12-31	$1,624,294
Value of fidelity bond covering the plan	2011-12-31	$265,000
Total contributions received or receivable from participants	2011-12-31	$159,734
Contributions received from other sources (not participants or employers)	2011-12-31	$5,685
Other income received	2011-12-31	$41,358
Net income (gross income less expenses)	2011-12-31	$235,371
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,859,665
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,624,294
Total contributions received or receivable from employer(s)	2011-12-31	$50,218
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$9,191
2010 : FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$451,936
Expenses. Total of all expenses incurred	2010-12-31	$183,426
Benefits paid (including direct rollovers)	2010-12-31	$176,243
Total plan assets at end of year	2010-12-31	$1,624,294
Total plan assets at beginning of year	2010-12-31	$1,355,784
Value of fidelity bond covering the plan	2010-12-31	$265,000
Total contributions received or receivable from participants	2010-12-31	$143,296
Expenses. Other expenses not covered elsewhere	2010-12-31	$7,183
Other income received	2010-12-31	$242,531
Net income (gross income less expenses)	2010-12-31	$268,510
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,624,294
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,355,784
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$95,578
Total contributions received or receivable from employer(s)	2010-12-31	$66,109
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
2009 : FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 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 FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN

2014: FAMILY MEDICAL GROUP, S.C. PROFIT SHARING 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: FAMILY MEDICAL GROUP, S.C. PROFIT SHARING 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: FAMILY MEDICAL GROUP, S.C. PROFIT SHARING 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: FAMILY MEDICAL GROUP, S.C. PROFIT SHARING 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
2010: FAMILY MEDICAL GROUP, S.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FAMILY MEDICAL GROUP, S.C. PROFIT SHARING 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:	FAMILY MEDICAL GROUP, S.C.
Employer identification number (EIN):	362725340
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)