401k Plan data: PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN plan

PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN
Plan identification number	003

PARTNERS IN PEDIATRICS, LTD. 401(K) 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.
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.

401k Sponsoring company profile

PARTNERS IN PEDIATRICS, LTD. has sponsored the creation of one or more 401k plans.

Company Name: PARTNERS IN PEDIATRICS, LTD.

Employer identification number (EIN): 410954015

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 ANGELA ROTH 2023-03-01 ANGELA ROTH 2023-03-01
003 2021-01-01 ANGELA ROTH 2022-02-14 ANGELA ROTH 2022-02-14
003 2020-01-01 ANGELA ROTH 2021-02-22 ANGELA ROTH 2021-02-22
003 2019-01-01 ANGELA ROTH 2020-01-28 ANGELA ROTH 2020-01-28
003 2018-01-01 ANGELA ROTH 2019-04-03 ANGELA ROTH 2019-04-03
003 2017-01-01 MARY JENKINS 2018-02-12 MARY JENKINS 2018-02-12
003 2016-01-01 MARY L JENKINS 2017-02-23 MARY L JENKINS 2017-02-23
003 2015-01-01 MARY JENKINS 2016-04-13 MARY JENKINS 2016-04-13
003 2014-10-01 MARY JENKINS 2015-05-06 MARY JENKINS 2015-05-06
003 2013-10-01 MARY JENKINS MARY JENKINS 2015-02-16
003 2012-10-01 MARY JENKINS MARY JENKINS 2014-04-28
003 2011-10-01 MARY JENKINS MARY JENKINS 2013-03-26
003 2010-10-01 MARY JENKINS MARY JENKINS 2012-07-03
003 2009-10-01 MARY JENKINS MARY JENKINS 2011-03-23
003 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	ANGELA ROTH	2023-03-01	ANGELA ROTH	2023-03-01
003	2021-01-01	ANGELA ROTH	2022-02-14	ANGELA ROTH	2022-02-14
003	2020-01-01	ANGELA ROTH	2021-02-22	ANGELA ROTH	2021-02-22
003	2019-01-01	ANGELA ROTH	2020-01-28	ANGELA ROTH	2020-01-28
003	2018-01-01	ANGELA ROTH	2019-04-03	ANGELA ROTH	2019-04-03
003	2017-01-01	MARY JENKINS	2018-02-12	MARY JENKINS	2018-02-12
003	2016-01-01	MARY L JENKINS	2017-02-23	MARY L JENKINS	2017-02-23
003	2015-01-01	MARY JENKINS	2016-04-13	MARY JENKINS	2016-04-13
003	2014-10-01	MARY JENKINS	2015-05-06	MARY JENKINS	2015-05-06
003	2013-10-01	MARY JENKINS		MARY JENKINS	2015-02-16
003	2012-10-01	MARY JENKINS		MARY JENKINS	2014-04-28
003	2011-10-01	MARY JENKINS		MARY JENKINS	2013-03-26
003	2010-10-01	MARY JENKINS		MARY JENKINS	2012-07-03
003	2009-10-01	MARY JENKINS		MARY JENKINS	2011-03-23
003	2008-10-01

Plan Statistics for PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 109
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 36
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 42
Total of all active and inactive participants 2013-10-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 78
Number of participants with account balances 2013-10-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 183
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 34
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 73
Total of all active and inactive participants 2012-10-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 107
Number of participants with account balances 2012-10-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 185
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 153
Number of retired or separated participants receiving benefits 2011-10-01 2
Number of other retired or separated participants entitled to future benefits 2011-10-01 28
Total of all active and inactive participants 2011-10-01 183
Total participants 2011-10-01 183
Number of participants with account balances 2011-10-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 5
2010: PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 182
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 158
Number of retired or separated participants receiving benefits 2010-10-01 2
Number of other retired or separated participants entitled to future benefits 2010-10-01 20
Total of all active and inactive participants 2010-10-01 180
Total participants 2010-10-01 180
Number of participants with account balances 2010-10-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 2
2009: PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 190
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 155
Number of retired or separated participants receiving benefits 2009-10-01 6
Number of other retired or separated participants entitled to future benefits 2009-10-01 18
Total of all active and inactive participants 2009-10-01 179
Total participants 2009-10-01 179
Number of participants with account balances 2009-10-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2013: PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	109
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	36
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	42
Total of all active and inactive participants	2013-10-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	78
Number of participants with account balances	2013-10-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	183
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	34
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	73
Total of all active and inactive participants	2012-10-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	107
Number of participants with account balances	2012-10-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	185
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	153
Number of retired or separated participants receiving benefits	2011-10-01	2
Number of other retired or separated participants entitled to future benefits	2011-10-01	28
Total of all active and inactive participants	2011-10-01	183
Total participants	2011-10-01	183
Number of participants with account balances	2011-10-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	5
2010: PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	182
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	158
Number of retired or separated participants receiving benefits	2010-10-01	2
Number of other retired or separated participants entitled to future benefits	2010-10-01	20
Total of all active and inactive participants	2010-10-01	180
Total participants	2010-10-01	180
Number of participants with account balances	2010-10-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	2
2009: PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	190
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	155
Number of retired or separated participants receiving benefits	2009-10-01	6
Number of other retired or separated participants entitled to future benefits	2009-10-01	18
Total of all active and inactive participants	2009-10-01	179
Total participants	2009-10-01	179
Number of participants with account balances	2009-10-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total income from all sources (including contributions)	2014-09-30	$4,738,438
Total loss/gain on sale of assets	2014-09-30	$0
Total of all expenses incurred	2014-09-30	$2,523,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-30	$2,452,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-30	$1,181,550
Value of total assets at end of year	2014-09-30	$33,990,885
Value of total assets at beginning of year	2014-09-30	$31,776,283
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-30	$70,910
Total interest from all sources	2014-09-30	$29,330
Total dividends received (eg from common stock, registered investment company shares)	2014-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-30	No
Was this plan covered by a fidelity bond	2014-09-30	Yes
Value of fidelity bond cover	2014-09-30	$500,000
If this is an individual account plan, was there a blackout period	2014-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-09-30	No
Contributions received from participants	2014-09-30	$469,376
Participant contributions at beginning of year	2014-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-09-30	$0
Administrative expenses (other) incurred	2014-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Value of net income/loss	2014-09-30	$2,214,602
Value of net assets at end of year (total assets less liabilities)	2014-09-30	$33,990,885
Value of net assets at beginning of year (total assets less liabilities)	2014-09-30	$31,776,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-30	No
Were any leases to which the plan was party in default or uncollectible	2014-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-09-30	$30,237,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-09-30	$28,027,009
Value of interest in common/collective trusts at end of year	2014-09-30	$0
Value of interest in common/collective trusts at beginning of year	2014-09-30	$1,101,711
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-09-30	$29,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-09-30	$3,040,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-09-30	$1,854,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-09-30	$3,520,626
Net investment gain or loss from common/collective trusts	2014-09-30	$6,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-30	No
Was there a failure to transmit to the plan any participant contributions	2014-09-30	No
Has the plan failed to provide any benefit when due under the plan	2014-09-30	No
Contributions received in cash from employer	2014-09-30	$712,174
Employer contributions (assets) at end of year	2014-09-30	$712,174
Employer contributions (assets) at beginning of year	2014-09-30	$793,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-30	$2,452,926
Contract administrator fees	2014-09-30	$70,910
Did the plan have assets held for investment	2014-09-30	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	2014-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-09-30	Disclaimer
Accountancy firm name	2014-09-30	LURIE, BESIKOF, LAPIDUS & CO., LLP
Accountancy firm EIN	2014-09-30	410721734
2013 : PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total income from all sources (including contributions)	2013-09-30	$6,117,536
Total loss/gain on sale of assets	2013-09-30	$0
Total of all expenses incurred	2013-09-30	$4,538,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$4,479,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$1,245,716
Value of total assets at end of year	2013-09-30	$31,776,283
Value of total assets at beginning of year	2013-09-30	$30,197,200
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$59,005
Total interest from all sources	2013-09-30	$16,560
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$500,000
If this is an individual account plan, was there a blackout period	2013-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Contributions received from participants	2013-09-30	$452,233
Participant contributions at beginning of year	2013-09-30	$105,752
Income. Received or receivable in cash from other sources (including rollovers)	2013-09-30	$0
Administrative expenses (other) incurred	2013-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Value of net income/loss	2013-09-30	$1,579,083
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$31,776,283
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$30,197,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-09-30	$28,027,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-09-30	$26,237,870
Value of interest in common/collective trusts at end of year	2013-09-30	$1,101,711
Value of interest in common/collective trusts at beginning of year	2013-09-30	$1,317,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-09-30	$16,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-09-30	$1,854,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-09-30	$1,272,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-09-30	$4,834,892
Net investment gain or loss from common/collective trusts	2013-09-30	$20,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	No
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Contributions received in cash from employer	2013-09-30	$793,483
Employer contributions (assets) at end of year	2013-09-30	$793,483
Employer contributions (assets) at beginning of year	2013-09-30	$1,263,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$4,479,448
Contract administrator fees	2013-09-30	$59,005
Did the plan have assets held for investment	2013-09-30	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	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-09-30	Disclaimer
Accountancy firm name	2013-09-30	LURIE, BESIKOF, LAPIDUS & CO., LLP
Accountancy firm EIN	2013-09-30	410721734
2012 : PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total income from all sources (including contributions)	2012-09-30	$7,193,265
Total loss/gain on sale of assets	2012-09-30	$0
Total of all expenses incurred	2012-09-30	$1,422,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-30	$1,354,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-30	$1,988,302
Value of total assets at end of year	2012-09-30	$30,197,200
Value of total assets at beginning of year	2012-09-30	$24,426,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-30	$67,804
Total interest from all sources	2012-09-30	$20,754
Total dividends received (eg from common stock, registered investment company shares)	2012-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-30	No
Was this plan covered by a fidelity bond	2012-09-30	Yes
Value of fidelity bond cover	2012-09-30	$500,000
If this is an individual account plan, was there a blackout period	2012-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-09-30	No
Contributions received from participants	2012-09-30	$721,797
Participant contributions at end of year	2012-09-30	$105,752
Participant contributions at beginning of year	2012-09-30	$34,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Value of net income/loss	2012-09-30	$5,770,546
Value of net assets at end of year (total assets less liabilities)	2012-09-30	$30,197,200
Value of net assets at beginning of year (total assets less liabilities)	2012-09-30	$24,426,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-30	No
Were any leases to which the plan was party in default or uncollectible	2012-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-09-30	$26,237,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-09-30	$20,557,170
Value of interest in common/collective trusts at end of year	2012-09-30	$1,317,806
Value of interest in common/collective trusts at beginning of year	2012-09-30	$1,327,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-09-30	$20,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-09-30	$1,272,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-09-30	$1,360,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-09-30	$5,159,841
Net investment gain or loss from common/collective trusts	2012-09-30	$24,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-30	No
Was there a failure to transmit to the plan any participant contributions	2012-09-30	No
Has the plan failed to provide any benefit when due under the plan	2012-09-30	No
Contributions received in cash from employer	2012-09-30	$1,266,505
Employer contributions (assets) at end of year	2012-09-30	$1,263,136
Employer contributions (assets) at beginning of year	2012-09-30	$1,146,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-30	$1,354,915
Contract administrator fees	2012-09-30	$67,804
Did the plan have assets held for investment	2012-09-30	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	2012-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-09-30	Disclaimer
Accountancy firm name	2012-09-30	LURIE, BESIKOF, LAPIDUS & CO., LLP
Accountancy firm EIN	2012-09-30	410721734
2011 : PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total income from all sources (including contributions)	2011-09-30	$1,556,589
Total loss/gain on sale of assets	2011-09-30	$0
Total of all expenses incurred	2011-09-30	$693,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-09-30	$639,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-09-30	$1,745,244
Value of total assets at end of year	2011-09-30	$24,426,654
Value of total assets at beginning of year	2011-09-30	$23,563,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-09-30	$53,140
Total interest from all sources	2011-09-30	$26,059
Total dividends received (eg from common stock, registered investment company shares)	2011-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-09-30	No
Was this plan covered by a fidelity bond	2011-09-30	Yes
Value of fidelity bond cover	2011-09-30	$500,000
If this is an individual account plan, was there a blackout period	2011-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-09-30	No
Contributions received from participants	2011-09-30	$598,644
Participant contributions at end of year	2011-09-30	$34,713
Participant contributions at beginning of year	2011-09-30	$25,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Value of net income/loss	2011-09-30	$863,472
Value of net assets at end of year (total assets less liabilities)	2011-09-30	$24,426,654
Value of net assets at beginning of year (total assets less liabilities)	2011-09-30	$23,563,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-09-30	No
Were any leases to which the plan was party in default or uncollectible	2011-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-09-30	$20,557,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-09-30	$21,352,668
Value of interest in pooled separate accounts at beginning of year	2011-09-30	$0
Value of interest in common/collective trusts at end of year	2011-09-30	$1,327,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-09-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-09-30	$26,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-09-30	$1,360,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-09-30	$1,038,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-09-30	$-239,933
Net investment gain or loss from common/collective trusts	2011-09-30	$25,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-09-30	No
Was there a failure to transmit to the plan any participant contributions	2011-09-30	No
Has the plan failed to provide any benefit when due under the plan	2011-09-30	No
Contributions received in cash from employer	2011-09-30	$1,146,600
Employer contributions (assets) at end of year	2011-09-30	$1,146,600
Employer contributions (assets) at beginning of year	2011-09-30	$1,146,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-09-30	$639,977
Contract administrator fees	2011-09-30	$53,140
Did the plan have assets held for investment	2011-09-30	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	2011-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-09-30	Disclaimer
Accountancy firm name	2011-09-30	LURIE, BESIKOF, LAPIDUS & CO., LLP
Accountancy firm EIN	2011-09-30	410721734

Form 5500 Responses for PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN

2013: PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Insurance	Yes
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement – Insurance	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: PARTNERS IN PEDIATRICS, LTD. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

384696-01

Policy instance

Insurance contract or identification number	384696-01
Number of Individuals Covered	28
Insurance policy start date	2013-10-01
Insurance policy end date	2014-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

384696-01

Policy instance

Insurance contract or identification number	384696-01
Number of Individuals Covered	26
Insurance policy start date	2012-10-01
Insurance policy end date	2013-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

384696-01

Policy instance

Insurance contract or identification number	384696-01
Number of Individuals Covered	41
Insurance policy start date	2011-10-01
Insurance policy end date	2012-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

384696-01

Policy instance

Insurance contract or identification number	384696-01
Number of Individuals Covered	43
Insurance policy start date	2010-10-01
Insurance policy end date	2011-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PARTNERS IN PEDIATRICS, LTD.
Employer identification number (EIN):	410954015
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)