401k Plan data: SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN plan

SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number	001

SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING 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.
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

SIMMONS & FULLERTON, DVM, P.A. has sponsored the creation of one or more 401k plans.

Company Name: SIMMONS & FULLERTON, DVM, P.A.

Employer identification number (EIN): 592924167

NAIC Classification: 541940
NAIC Description: Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 CANITA GUNTER PETERSON
001 2014-01-01 CANITA GUNTER PETERSON
001 2013-01-01 CANITA GUNTER PETERSON
001 2012-01-01 CANITA GUNTER PETERSON
001 2011-01-01 CANITA GUNTER PETERSON
001 2009-01-01 CANITA GUNTER PETERSON

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	CANITA GUNTER PETERSON
001	2014-01-01	CANITA GUNTER PETERSON
001	2013-01-01	CANITA GUNTER PETERSON
001	2012-01-01	CANITA GUNTER PETERSON
001	2011-01-01	CANITA GUNTER PETERSON
001	2009-01-01	CANITA GUNTER PETERSON

Plan Statistics for SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 33
Number of retired or separated participants receiving benefits 2014-01-01 5
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 48
Total participants 2014-01-01 48
Number of participants with account balances 2014-01-01 44
2013: SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 28
Number of retired or separated participants receiving benefits 2013-01-01 7
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 48
Total participants 2013-01-01 48
Number of participants with account balances 2013-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 35
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 46
Total participants 2012-01-01 46
Number of participants with account balances 2012-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 33
Number of other retired or separated participants entitled to future benefits 2011-01-01 11
Total of all active and inactive participants 2011-01-01 44
Total participants 2011-01-01 44
Number of participants with account balances 2011-01-01 29
2009: SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 35
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 40
Total participants 2009-01-01 40
Number of participants with account balances 2009-01-01 27

Measure	Date	Value
2015: SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	33
Number of retired or separated participants receiving benefits	2014-01-01	5
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	48
Total participants	2014-01-01	48
Number of participants with account balances	2014-01-01	44
2013: SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	28
Number of retired or separated participants receiving benefits	2013-01-01	7
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	48
Total participants	2013-01-01	48
Number of participants with account balances	2013-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	35
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	46
Total participants	2012-01-01	46
Number of participants with account balances	2012-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	33
Number of other retired or separated participants entitled to future benefits	2011-01-01	11
Total of all active and inactive participants	2011-01-01	44
Total participants	2011-01-01	44
Number of participants with account balances	2011-01-01	29
2009: SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	35
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	40
Total participants	2009-01-01	40
Number of participants with account balances	2009-01-01	27

Financial Data on SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-11-20	$6,342
Expenses. Total of all expenses incurred	2015-11-20	$1,323,668
Benefits paid (including direct rollovers)	2015-11-20	$1,317,136
Total plan assets at end of year	2015-11-20	$0
Total plan assets at beginning of year	2015-11-20	$1,317,326
Value of fidelity bond covering the plan	2015-11-20	$100,000
Total contributions received or receivable from participants	2015-11-20	$0
Expenses. Other expenses not covered elsewhere	2015-11-20	$6,532
Other income received	2015-11-20	$6,342
Net income (gross income less expenses)	2015-11-20	$-1,317,326
Net plan assets at end of year (total assets less liabilities)	2015-11-20	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-11-20	$1,317,326
Assets. Value of assets in partnership/joint-venture interests	2015-11-20	$0
Total contributions received or receivable from employer(s)	2015-11-20	$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2015-11-20	0
Minimum employer required contribution for this plan year	2015-11-20	$0
Amount contributed by the employer to the plan for this plan year	2015-11-20	$0
2014 : SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$119,035
Expenses. Total of all expenses incurred	2014-12-31	$92,568
Benefits paid (including direct rollovers)	2014-12-31	$91,858
Total plan assets at end of year	2014-12-31	$1,317,326
Total plan assets at beginning of year	2014-12-31	$1,290,859
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$31,712
Expenses. Other expenses not covered elsewhere	2014-12-31	$710
Other income received	2014-12-31	$64,784
Net income (gross income less expenses)	2014-12-31	$26,467
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,317,326
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,290,859
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$5
Total contributions received or receivable from employer(s)	2014-12-31	$22,539
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2014-12-31	0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$326,227
Expenses. Total of all expenses incurred	2013-12-31	$13,379
Benefits paid (including direct rollovers)	2013-12-31	$13,379
Total plan assets at end of year	2013-12-31	$1,290,859
Total plan assets at beginning of year	2013-12-31	$978,011
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$55,835
Contributions received from other sources (not participants or employers)	2013-12-31	$6,046
Other income received	2013-12-31	$223,650
Net income (gross income less expenses)	2013-12-31	$312,848
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,290,859
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$978,011
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$39,648
Total contributions received or receivable from employer(s)	2013-12-31	$40,696
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2013-12-31	0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$186,866
Expenses. Total of all expenses incurred	2012-12-31	$29,803
Benefits paid (including direct rollovers)	2012-12-31	$29,803
Total plan assets at end of year	2012-12-31	$978,011
Total plan assets at beginning of year	2012-12-31	$820,948
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$56,765
Contributions received from other sources (not participants or employers)	2012-12-31	$8,806
Other income received	2012-12-31	$76,748
Net income (gross income less expenses)	2012-12-31	$157,063
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$978,011
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$820,948
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$47,410
Total contributions received or receivable from employer(s)	2012-12-31	$44,547
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2012-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$4,771
Expenses. Total of all expenses incurred	2011-12-31	$31,365
Benefits paid (including direct rollovers)	2011-12-31	$30,191
Total plan assets at end of year	2011-12-31	$820,948
Total plan assets at beginning of year	2011-12-31	$847,542
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$37,449
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,174
Other income received	2011-12-31	$-59,723
Net income (gross income less expenses)	2011-12-31	$-26,594
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$820,948
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$847,542
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$58,174
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	2011-12-31	$5,645
Total contributions received or receivable from employer(s)	2011-12-31	$27,045
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$150,037
Expenses. Total of all expenses incurred	2010-12-31	$154,197
Benefits paid (including direct rollovers)	2010-12-31	$154,197
Total plan assets at end of year	2010-12-31	$847,542
Total plan assets at beginning of year	2010-12-31	$851,702
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$39,756
Other income received	2010-12-31	$84,873
Net income (gross income less expenses)	2010-12-31	$-4,160
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$847,542
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$851,702
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$63,916
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	$5,645
Total contributions received or receivable from employer(s)	2010-12-31	$25,408
2009 : SIMMONS & FULLERTON, DVM, P.A. 401(K) 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 SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN

2015: SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SIMMONS & FULLERTON, DVM, P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SIMMONS & FULLERTON, DVM, P.A.
Employer identification number (EIN):	592924167
NAIC Classification:	541940
NAIC Description:	Veterinary Services