401k Plan data: PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP plan

PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP 401k Plan overview

Plan Name	PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP
Plan identification number	003

PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

AMORTEGUY/LEONARD JOINT VENTURE has sponsored the creation of one or more 401k plans.

Company Name: AMORTEGUY/LEONARD JOINT VENTURE

Employer identification number (EIN): 770147862

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01 MICHAEL GAVIGAN
003 2016-01-01 MICHAEL GAVIGAN MICHAEL GAVIGAN 2017-10-16
003 2015-01-01 BERNARD GRACE BERNARD GRACE 2016-06-15
003 2014-01-01 BERNARD GRACE
003 2013-01-01 BERNARD GRACE
003 2012-01-01 BERNARD GRACE
003 2011-01-01 BERNARD GRACE
003 2010-01-01 BERNARD GRACE
003 2009-01-01 BERNARD GRACE

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2017-01-01	MICHAEL GAVIGAN
003	2016-01-01	MICHAEL GAVIGAN	MICHAEL GAVIGAN	2017-10-16
003	2015-01-01	BERNARD GRACE	BERNARD GRACE	2016-06-15
003	2014-01-01	BERNARD GRACE
003	2013-01-01	BERNARD GRACE
003	2012-01-01	BERNARD GRACE
003	2011-01-01	BERNARD GRACE
003	2010-01-01	BERNARD GRACE
003	2009-01-01	BERNARD GRACE

Financial Data on PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP

Measure	Date	Value
2017 : PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP 2017 401k financial data
Total income from all sources	2017-12-31	$167,511
Expenses. Total of all expenses incurred	2017-12-31	$680,223
Benefits paid (including direct rollovers)	2017-12-31	$680,223
Total plan assets at end of year	2017-12-31	$1,499,321
Total plan assets at beginning of year	2017-12-31	$2,012,033
Other income received	2017-12-31	$167,511
Net income (gross income less expenses)	2017-12-31	$-512,712
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,499,321
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,012,033
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$10,000
2016 : PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP 2016 401k financial data
Total income from all sources	2016-12-31	$-61,393
Expenses. Total of all expenses incurred	2016-12-31	$95,293
Benefits paid (including direct rollovers)	2016-12-31	$95,293
Total plan assets at end of year	2016-12-31	$2,012,033
Total plan assets at beginning of year	2016-12-31	$2,168,719
Other income received	2016-12-31	$-71,243
Net income (gross income less expenses)	2016-12-31	$-156,686
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,012,033
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,168,719
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$10,000
Total contributions received or receivable from employer(s)	2016-12-31	$9,850
2015 : PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP 2015 401k financial data
Total income from all sources	2015-12-31	$210,216
Expenses. Total of all expenses incurred	2015-12-31	$74,010
Benefits paid (including direct rollovers)	2015-12-31	$74,010
Total plan assets at end of year	2015-12-31	$2,168,719
Total plan assets at beginning of year	2015-12-31	$2,032,513
Other income received	2015-12-31	$155,816
Net income (gross income less expenses)	2015-12-31	$136,206
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,168,719
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,032,513
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$10,000
Total contributions received or receivable from employer(s)	2015-12-31	$54,400
2014 : PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP 2014 401k financial data
Total income from all sources	2014-12-31	$180,361
Expenses. Total of all expenses incurred	2014-12-31	$140,000
Benefits paid (including direct rollovers)	2014-12-31	$140,000
Total plan assets at end of year	2014-12-31	$2,032,513
Total plan assets at beginning of year	2014-12-31	$1,992,152
Other income received	2014-12-31	$130,761
Net income (gross income less expenses)	2014-12-31	$40,361
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,032,513
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,992,152
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$10,000
Total contributions received or receivable from employer(s)	2014-12-31	$49,600
2013 : PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP 2013 401k financial data
Total income from all sources	2013-12-31	$442,863
Expenses. Total of all expenses incurred	2013-12-31	$55,240
Benefits paid (including direct rollovers)	2013-12-31	$55,240
Total plan assets at end of year	2013-12-31	$1,992,152
Total plan assets at beginning of year	2013-12-31	$1,604,529
Other income received	2013-12-31	$360,363
Net income (gross income less expenses)	2013-12-31	$387,623
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,992,152
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,604,529
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$10,000
Total contributions received or receivable from employer(s)	2013-12-31	$82,500
2012 : PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP 2012 401k financial data
Total income from all sources	2012-12-31	$220,486
Expenses. Total of all expenses incurred	2012-12-31	$78,799
Benefits paid (including direct rollovers)	2012-12-31	$78,799
Total plan assets at end of year	2012-12-31	$1,604,530
Total plan assets at beginning of year	2012-12-31	$1,462,843
Assets. Value of loans (other than to participants)	2012-12-31	$3,297
Other income received	2012-12-31	$150,486
Net income (gross income less expenses)	2012-12-31	$141,687
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,604,530
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,462,843
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$10,000
Total contributions received or receivable from employer(s)	2012-12-31	$70,000
2011 : PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP 2011 401k financial data
Total income from all sources	2011-12-31	$294,711
Expenses. Total of all expenses incurred	2011-12-31	$4,447,072
Benefits paid (including direct rollovers)	2011-12-31	$4,447,072
Total plan assets at end of year	2011-12-31	$1,462,843
Total plan assets at beginning of year	2011-12-31	$5,614,204
Assets. Value of loans (other than to participants)	2011-12-31	$25,965
Other income received	2011-12-31	$224,711
Net income (gross income less expenses)	2011-12-31	$-4,152,361
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,462,843
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,614,204
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$10,000
Total contributions received or receivable from employer(s)	2011-12-31	$70,000
2010 : PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP 2010 401k financial data
Total income from all sources	2010-12-31	$253,502
Expenses. Total of all expenses incurred	2010-12-31	$58,193
Benefits paid (including direct rollovers)	2010-12-31	$58,193
Total plan assets at end of year	2010-12-31	$5,615,204
Total plan assets at beginning of year	2010-12-31	$5,419,895
Assets. Value of loans (other than to participants)	2010-12-31	$46,787
Other income received	2010-12-31	$125,502
Net income (gross income less expenses)	2010-12-31	$195,309
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,615,204
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,419,895
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$10,000
Total contributions received or receivable from employer(s)	2010-12-31	$128,000

Form 5500 Responses for PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP

2017: PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP 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	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP 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: PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP 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: PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP 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: PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP 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
2010: PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING PLAN AMORTEGUY GRACELEONARD MED PARTNERSHIP 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:	AMORTEGUY/LEONARD JOINT VENTURE
Employer identification number (EIN):	770147862
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)