401k Plan data: PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN plan

PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN
Plan identification number	002

PORT TOWNSEND SURGICAL ASSOCIATES PC 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PORT TOWNSEND SURGICAL ASSOCIATES PC has sponsored the creation of one or more 401k plans.

Company Name: PORT TOWNSEND SURGICAL ASSOCIATES PC

Employer identification number (EIN): 911686764

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01
002 2013-01-01
002 2012-01-01 JAY LAWRENCE D.O.
002 2011-01-01 JAY LAWRENCE D.O.
002 2009-01-01 JAY LAWRENCE D.O. JAY LAWRENCE D.O. 2010-02-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2014-01-01
002	2013-01-01
002	2012-01-01	JAY LAWRENCE D.O.
002	2011-01-01	JAY LAWRENCE D.O.
002	2009-01-01	JAY LAWRENCE D.O.	JAY LAWRENCE D.O.	2010-02-08

Plan Statistics for PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 0
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
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 0
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Total of all active and inactive participants 2012-01-01 9
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 8
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Total of all active and inactive participants 2009-01-01 8
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8

Measure	Date	Value
2014: PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	0
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
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	0
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Total of all active and inactive participants	2012-01-01	9
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	8
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Total of all active and inactive participants	2009-01-01	8
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8

Financial Data on PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$134,751
Expenses. Total of all expenses incurred	2014-12-31	$279,707
Benefits paid (including direct rollovers)	2014-12-31	$279,237
Total plan assets at end of year	2014-12-31	$1,281,071
Total plan assets at beginning of year	2014-12-31	$1,426,027
Value of fidelity bond covering the plan	2014-12-31	$125,000
Total contributions received or receivable from participants	2014-12-31	$20,420
Expenses. Other expenses not covered elsewhere	2014-12-31	$470
Other income received	2014-12-31	$72,732
Net income (gross income less expenses)	2014-12-31	$-144,956
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,281,071
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,426,027
Assets. Value of real-estate (other than employer real property)	2014-12-31	$225,616
Total contributions received or receivable from employer(s)	2014-12-31	$41,599
2013 : PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$245,727
Expenses. Total of all expenses incurred	2013-12-31	$23,448
Benefits paid (including direct rollovers)	2013-12-31	$23,448
Total plan assets at end of year	2013-12-31	$1,426,027
Total plan assets at beginning of year	2013-12-31	$1,203,748
Value of fidelity bond covering the plan	2013-12-31	$125,000
Total contributions received or receivable from participants	2013-12-31	$29,164
Other income received	2013-12-31	$148,881
Net income (gross income less expenses)	2013-12-31	$222,279
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,426,027
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,203,748
Assets. Value of real-estate (other than employer real property)	2013-12-31	$225,616
Total contributions received or receivable from employer(s)	2013-12-31	$67,682
2012 : PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$198,666
Expenses. Total of all expenses incurred	2012-12-31	$67,383
Benefits paid (including direct rollovers)	2012-12-31	$58,857
Total plan assets at end of year	2012-12-31	$1,203,748
Total plan assets at beginning of year	2012-12-31	$1,072,465
Value of fidelity bond covering the plan	2012-12-31	$125,000
Total contributions received or receivable from participants	2012-12-31	$29,339
Other income received	2012-12-31	$105,283
Net income (gross income less expenses)	2012-12-31	$131,283
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,203,748
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,072,465
Assets. Value of real-estate (other than employer real property)	2012-12-31	$225,616
Total contributions received or receivable from employer(s)	2012-12-31	$64,044
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$8,526
2011 : PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$112,456
Expenses. Total of all expenses incurred	2011-12-31	$105,814
Benefits paid (including direct rollovers)	2011-12-31	$100,449
Total plan assets at end of year	2011-12-31	$1,072,465
Total plan assets at beginning of year	2011-12-31	$1,065,823
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$21,486
Other income received	2011-12-31	$27,953
Net income (gross income less expenses)	2011-12-31	$6,642
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,072,465
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,065,823
Total contributions received or receivable from employer(s)	2011-12-31	$63,017
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5,365
2010 : PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$229,238
Expenses. Total of all expenses incurred	2010-12-31	$100,969
Benefits paid (including direct rollovers)	2010-12-31	$100,969
Total plan assets at end of year	2010-12-31	$1,065,823
Total plan assets at beginning of year	2010-12-31	$937,554
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$42,418
Other income received	2010-12-31	$130,060
Net income (gross income less expenses)	2010-12-31	$128,269
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,065,823
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$937,554
Total contributions received or receivable from employer(s)	2010-12-31	$56,760

Form 5500 Responses for PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN

2014: PORT TOWNSEND SURGICAL ASSOCIATES PC 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: PORT TOWNSEND SURGICAL ASSOCIATES PC 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: PORT TOWNSEND SURGICAL ASSOCIATES PC 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: PORT TOWNSEND SURGICAL ASSOCIATES PC 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: PORT TOWNSEND SURGICAL ASSOCIATES PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PORT TOWNSEND SURGICAL ASSOCIATES PC
Employer identification number (EIN):	911686764
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)