401k Plan data: VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT PLAN plan

VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT PLAN
Plan identification number	001

VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT 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.
Plan covering Self-Employed individuals.
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

VIRGINIA INSTITUTE FOR SPORTS MEDICINE has sponsored the creation of one or more 401k plans.

Company Name: VIRGINIA INSTITUTE FOR SPORTS MEDICINE

Employer identification number (EIN): 522371334

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 PATRICK O'CONNELL, M.D. 2018-09-22
001 2016-01-01 PATRICK O'CONNELL, M.D. 2017-10-12
001 2015-01-01 PATRICK O'CONNELL, M.D. 2016-07-22
001 2014-01-01 PATRICK O'CONNELL, M.D. 2015-10-07
001 2013-01-01 PATRICK O'CONNELL, M.D. 2014-07-25
001 2012-01-01 PATRICK OCONNELL
001 2011-01-01 PATRICK OCONNELL
001 2009-01-01 PATRICK OCONNELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01	PATRICK O'CONNELL, M.D.	2018-09-22
001	2016-01-01	PATRICK O'CONNELL, M.D.	2017-10-12
001	2015-01-01	PATRICK O'CONNELL, M.D.	2016-07-22
001	2014-01-01	PATRICK O'CONNELL, M.D.	2015-10-07
001	2013-01-01	PATRICK O'CONNELL, M.D.	2014-07-25
001	2012-01-01	PATRICK OCONNELL
001	2011-01-01	PATRICK OCONNELL
001	2009-01-01	PATRICK OCONNELL

Plan Statistics for VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT PLAN

401k plan membership statisitcs for VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT PLAN

Measure Date Value
2012: VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 24
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 6
Total of all active and inactive participants 2012-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 30
Number of participants with account balances 2012-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 23
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 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 29
Number of participants with account balances 2011-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 26
Number of retired or separated participants receiving benefits 2009-01-01 1
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 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 33
Number of participants with account balances 2009-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	24
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	6
Total of all active and inactive participants	2012-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	30
Number of participants with account balances	2012-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	23
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	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	29
Number of participants with account balances	2011-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	26
Number of retired or separated participants receiving benefits	2009-01-01	1
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	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	33
Number of participants with account balances	2009-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT PLAN

Measure	Date	Value
2012 : VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$525,923
Expenses. Total of all expenses incurred	2012-12-31	$154,752
Benefits paid (including direct rollovers)	2012-12-31	$121,745
Total plan assets at end of year	2012-12-31	$2,783,334
Total plan assets at beginning of year	2012-12-31	$2,412,163
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$109,045
Other income received	2012-12-31	$226,435
Net income (gross income less expenses)	2012-12-31	$371,171
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,783,334
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,412,163
Total contributions received or receivable from employer(s)	2012-12-31	$190,443
Value of corrective distributions	2012-12-31	$11,660
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$21,347
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$171,516
Expenses. Total of all expenses incurred	2011-12-31	$49,546
Benefits paid (including direct rollovers)	2011-12-31	$11,047
Total plan assets at end of year	2011-12-31	$2,412,163
Total plan assets at beginning of year	2011-12-31	$2,290,193
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$91,532
Other income received	2011-12-31	$-34,838
Net income (gross income less expenses)	2011-12-31	$121,970
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,412,163
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,290,193
Total contributions received or receivable from employer(s)	2011-12-31	$114,822
Value of corrective distributions	2011-12-31	$21,671
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$16,828
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$507,108
Expenses. Total of all expenses incurred	2010-12-31	$40,237
Benefits paid (including direct rollovers)	2010-12-31	$23,499
Total plan assets at end of year	2010-12-31	$2,290,193
Total plan assets at beginning of year	2010-12-31	$1,823,322
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$86,908
Other income received	2010-12-31	$262,337
Net income (gross income less expenses)	2010-12-31	$466,871
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,290,193
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,823,322
Total contributions received or receivable from employer(s)	2010-12-31	$157,863
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$16,738
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT 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 VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT PLAN

2012: VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: VIRGINIA INSTITUTE FOR SPORTS MEDICINE 401(K) RETIREMENT 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 funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	VIRGINIA INSTITUTE FOR SPORTS MEDICINE
Employer identification number (EIN):	522371334
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)