401k Plan data: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST plan

L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	L MILES DAVIS MD PROFIT SHARING PLAN & TRUST
Plan identification number	001

L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

L. MILES DAVIS, MD has sponsored the creation of one or more 401k plans.

Company Name: L. MILES DAVIS, MD

Employer identification number (EIN): 752004809

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L MILES DAVIS MD PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 L MILES DAVIS MD
001 2014-01-01 L MILES DAVIS MD
001 2013-01-01 L MILES DAVIS MD
001 2012-01-01 L MILES DAVIS MD
001 2011-01-01 L MILES DAVIS MD
001 2009-01-01 L MILES DAVIS L MILES DAVIS 2010-09-21

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	L MILES DAVIS MD
001	2014-01-01	L MILES DAVIS MD
001	2013-01-01	L MILES DAVIS MD
001	2012-01-01	L MILES DAVIS MD
001	2011-01-01	L MILES DAVIS MD
001	2009-01-01	L MILES DAVIS	L MILES DAVIS	2010-09-21

Plan Statistics for L MILES DAVIS MD PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for L MILES DAVIS MD PROFIT SHARING PLAN & TRUST

Measure Date Value
2015: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
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: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 3
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 3
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 3
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 2
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
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: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	3
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	3
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	3
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	2
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on L MILES DAVIS MD PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2015 : L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-08-31	$-47,668
Expenses. Total of all expenses incurred	2015-08-31	$2,691,818
Benefits paid (including direct rollovers)	2015-08-31	$2,686,047
Total plan assets at end of year	2015-08-31	$0
Total plan assets at beginning of year	2015-08-31	$2,739,486
Value of fidelity bond covering the plan	2015-08-31	$210,000
Expenses. Other expenses not covered elsewhere	2015-08-31	$5,771
Other income received	2015-08-31	$-47,668
Net income (gross income less expenses)	2015-08-31	$-2,739,486
Net plan assets at end of year (total assets less liabilities)	2015-08-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-08-31	$2,739,486
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-08-31	$0
2014 : L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$491,576
Expenses. Total of all expenses incurred	2014-12-31	$18,549
Total plan assets at end of year	2014-12-31	$2,739,486
Total plan assets at beginning of year	2014-12-31	$2,266,459
Value of fidelity bond covering the plan	2014-12-31	$210,000
Other income received	2014-12-31	$414,875
Net income (gross income less expenses)	2014-12-31	$473,027
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,739,486
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,266,459
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$25,000
Total contributions received or receivable from employer(s)	2014-12-31	$76,701
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$18,549
2013 : L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$181,104
Expenses. Total of all expenses incurred	2013-12-31	$20,821
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,266,459
Total plan assets at beginning of year	2013-12-31	$2,106,176
Value of fidelity bond covering the plan	2013-12-31	$210,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$20,821
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$109,107
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$160,283
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,266,459
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,106,176
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$25,000
Total contributions received or receivable from employer(s)	2013-12-31	$71,997
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$229,447
Expenses. Total of all expenses incurred	2012-12-31	$14,302
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$2,106,176
Total plan assets at beginning of year	2012-12-31	$1,891,031
Value of fidelity bond covering the plan	2012-12-31	$210,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$156,610
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$215,145
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,106,176
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,891,031
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$25,000
Total contributions received or receivable from employer(s)	2012-12-31	$72,837
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	$14,302
2011 : L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-35,353
Expenses. Total of all expenses incurred	2011-12-31	$26,550
Benefits paid (including direct rollovers)	2011-12-31	$11,907
Total plan assets at end of year	2011-12-31	$1,891,031
Total plan assets at beginning of year	2011-12-31	$1,952,934
Value of fidelity bond covering the plan	2011-12-31	$210,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-108,028
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-61,903
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,891,031
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,952,934
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$27,840
Total contributions received or receivable from employer(s)	2011-12-31	$72,675
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	$14,643
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$342,062
Expenses. Total of all expenses incurred	2010-12-31	$4,785
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,952,934
Total plan assets at beginning of year	2010-12-31	$1,615,657
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$269,548
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$337,277
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,952,934
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,615,657
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$26,933
Total contributions received or receivable from employer(s)	2010-12-31	$72,514
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	$4,785

Form 5500 Responses for L MILES DAVIS MD PROFIT SHARING PLAN & TRUST

2015: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
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 is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 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: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 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: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 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: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 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
2009: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 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:	L. MILES DAVIS, MD
Employer identification number (EIN):	752004809
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)