401k Plan data: DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN plan

DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN
Plan identification number	002

DONALD L. COURSEY, M.D., A MEDICAL CORP. 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

DONALD L. COURSEY, M.D., A MEDICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: DONALD L. COURSEY, M.D., A MEDICAL CORPORATION

Employer identification number (EIN): 942459552

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 DONALD L. COURSEY, M.D. DONALD L. COURSEY, M.D. 2013-07-29
002 2011-01-01 DONALD L. COURSEY, M.D. DONALD L. COURSEY, M.D. 2012-07-30
002 2010-01-01 DONALD L. COURSEY, M.D. DONALD L. COURSEY, M.D. 2011-07-14
002 2009-01-01 DONALD L. COURSEY, M.D. DONALD L. COURSEY, M.D. 2010-06-17
002 2009-01-01 DONALD L. COURSEY, M.D. DONALD L. COURSEY, M.D. 2010-06-17

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2012-01-01	DONALD L. COURSEY, M.D.	DONALD L. COURSEY, M.D.	2013-07-29
002	2011-01-01	DONALD L. COURSEY, M.D.	DONALD L. COURSEY, M.D.	2012-07-30
002	2010-01-01	DONALD L. COURSEY, M.D.	DONALD L. COURSEY, M.D.	2011-07-14
002	2009-01-01	DONALD L. COURSEY, M.D.	DONALD L. COURSEY, M.D.	2010-06-17
002	2009-01-01	DONALD L. COURSEY, M.D.	DONALD L. COURSEY, M.D.	2010-06-17

Plan Statistics for DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
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 0
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
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 4
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
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 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
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: DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
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	0
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
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	4
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2012 : DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN 2012 401k financial data
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	$422,950
Expenses. Total of all expenses incurred	2012-12-31	$795,005
Benefits paid (including direct rollovers)	2012-12-31	$795,005
Total plan assets at end of year	2012-12-31	$2,879,909
Total plan assets at beginning of year	2012-12-31	$3,251,964
Value of fidelity bond covering the plan	2012-12-31	$1,325,000
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	$422,950
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-372,055
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,879,909
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,251,964
Assets. Value of participant loans	2012-12-31	$0
Assets. Value of real-estate (other than employer real property)	2012-12-31	$1,502,000
Total contributions received or receivable from employer(s)	2012-12-31	$0
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN 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	$-28,972
Expenses. Total of all expenses incurred	2011-12-31	$105,422
Benefits paid (including direct rollovers)	2011-12-31	$100,000
Total plan assets at end of year	2011-12-31	$3,251,964
Total plan assets at beginning of year	2011-12-31	$3,386,358
Value of fidelity bond covering the plan	2011-12-31	$1,325,000
Total contributions received or receivable from participants	2011-12-31	$25,657
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	$-59,481
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-134,394
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,251,964
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,386,358
Assets. Value of participant loans	2011-12-31	$13,821
Assets. Value of real-estate (other than employer real property)	2011-12-31	$1,502,000
Total contributions received or receivable from employer(s)	2011-12-31	$4,852
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	$5,422
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN 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	$522,117
Expenses. Total of all expenses incurred	2010-12-31	$104,513
Benefits paid (including direct rollovers)	2010-12-31	$100,000
Total plan assets at end of year	2010-12-31	$3,386,358
Total plan assets at beginning of year	2010-12-31	$2,968,754
Value of fidelity bond covering the plan	2010-12-31	$1,325,000
Total contributions received or receivable from participants	2010-12-31	$28,476
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	$479,652
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$417,604
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,386,358
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,968,754
Assets. Value of participant loans	2010-12-31	$15,048
Assets. Value of real-estate (other than employer real property)	2010-12-31	$880,000
Total contributions received or receivable from employer(s)	2010-12-31	$13,989
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	$4,513
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN

2012: DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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: DONALD L. COURSEY, M.D., A MEDICAL CORP. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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:	DONALD L. COURSEY, M.D., A MEDICAL CORPORATION
Employer identification number (EIN):	942459552
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)