401k Plan data: SPECIALIZED MEDICAL SERVICES, INC. 401(K) PLAN plan

SPECIALIZED MEDICAL SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan Name	SPECIALIZED MEDICAL SERVICES, INC. 401(K) PLAN
Plan identification number	001

SPECIALIZED MEDICAL SERVICES, INC. 401(K) PLAN 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.
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

SPECIALIZED MEDICAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: SPECIALIZED MEDICAL SERVICES, INC.

Employer identification number (EIN): 391735285

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

Additional information about SPECIALIZED MEDICAL SERVICES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2002-12-31

Company Identification Number: P03000002436

Legal Registered Office Address: 11080 NW 40TH ST

SUNRISE

33351

More information about SPECIALIZED MEDICAL SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPECIALIZED MEDICAL SERVICES, INC. 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 STEVEN F. MARSHALL
001 2011-01-01 STEVEN F. MARSHALL
001 2009-01-01 STEVEN MARSHALL STEVEN MARSHALL 2010-05-10

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	STEVEN F. MARSHALL
001	2011-01-01	STEVEN F. MARSHALL
001	2009-01-01	STEVEN MARSHALL	STEVEN MARSHALL	2010-05-10

Plan Statistics for SPECIALIZED MEDICAL SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for SPECIALIZED MEDICAL SERVICES, INC. 401(K) PLAN

Measure Date Value
2012: SPECIALIZED MEDICAL SERVICES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 136
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 7
Total of all active and inactive participants 2012-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 143
Number of participants with account balances 2012-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SPECIALIZED MEDICAL SERVICES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 125
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 6
Total of all active and inactive participants 2011-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 131
Number of participants with account balances 2011-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SPECIALIZED MEDICAL SERVICES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 99
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 6
Total of all active and inactive participants 2009-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 105
Number of participants with account balances 2009-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2012: SPECIALIZED MEDICAL SERVICES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	136
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	7
Total of all active and inactive participants	2012-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	143
Number of participants with account balances	2012-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SPECIALIZED MEDICAL SERVICES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	125
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	6
Total of all active and inactive participants	2011-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	131
Number of participants with account balances	2011-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SPECIALIZED MEDICAL SERVICES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	99
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	6
Total of all active and inactive participants	2009-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	105
Number of participants with account balances	2009-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on SPECIALIZED MEDICAL SERVICES, INC. 401(K) PLAN

Measure	Date	Value
2012 : SPECIALIZED MEDICAL SERVICES, INC. 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	$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	$688,336
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$53,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$53,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$419,429
Value of total assets at end of year	2012-12-31	$2,644,643
Value of total assets at beginning of year	2012-12-31	$2,010,109
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$100
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
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$250,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$272,981
Participant contributions at end of year	2012-12-31	$3,995
Participant contributions at beginning of year	2012-12-31	$0
Participant contributions at end of year	2012-12-31	$10,985
Participant contributions at beginning of year	2012-12-31	$6,186
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$12,984
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	$634,534
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,644,643
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,010,109
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 pooled separate accounts at end of year	2012-12-31	$2,624,035
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,000,421
Interest on participant loans	2012-12-31	$100
Net investment gain/loss from pooled separate accounts	2012-12-31	$268,807
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	$133,464
Employer contributions (assets) at end of year	2012-12-31	$5,628
Employer contributions (assets) at beginning of year	2012-12-31	$3,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$53,802
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	VRAKAS/BLUM, S.C.
Accountancy firm EIN	2012-12-31	391453055
2011 : SPECIALIZED MEDICAL SERVICES, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$259,596
Expenses. Total of all expenses incurred	2011-12-31	$25,434
Benefits paid (including direct rollovers)	2011-12-31	$25,434
Total plan assets at end of year	2011-12-31	$2,010,109
Total plan assets at beginning of year	2011-12-31	$1,775,947
Value of fidelity bond covering the plan	2011-12-31	$190,000
Total contributions received or receivable from participants	2011-12-31	$208,584
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$349
Other income received	2011-12-31	$-46,880
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$234,162
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,010,109
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,775,947
Total contributions received or receivable from employer(s)	2011-12-31	$97,543
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SPECIALIZED MEDICAL SERVICES, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$468,882
Expenses. Total of all expenses incurred	2010-12-31	$18,123
Benefits paid (including direct rollovers)	2010-12-31	$18,123
Total plan assets at end of year	2010-12-31	$1,775,947
Total plan assets at beginning of year	2010-12-31	$1,325,188
Value of fidelity bond covering the plan	2010-12-31	$190,000
Total contributions received or receivable from participants	2010-12-31	$191,051
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$6,181
Other income received	2010-12-31	$190,126
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$450,759
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,775,947
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,325,188
Assets. Value of participant loans	2010-12-31	$69
Total contributions received or receivable from employer(s)	2010-12-31	$81,524
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SPECIALIZED MEDICAL SERVICES, INC. 401(K) 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 SPECIALIZED MEDICAL SERVICES, INC. 401(K) PLAN

2012: SPECIALIZED MEDICAL SERVICES, INC. 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	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: SPECIALIZED MEDICAL SERVICES, INC. 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 – 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
2009: SPECIALIZED MEDICAL SERVICES, INC. 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SPECIALIZED MEDICAL SERVICES, INC.
Employer identification number (EIN):	391735285
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2002-12-31
Company Identification Number:	P03000002436
Legal Registered Office Address:	11080 NW 40TH ST SUNRISE 33351