401k Plan data: STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN plan

STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN
Plan identification number	002

STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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

STEPHEN L LINDSAY, MD, FACS, INC has sponsored the creation of one or more 401k plans.

Company Name: STEPHEN L LINDSAY, MD, FACS, INC

Employer identification number (EIN): 953607477

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-09-01
002 2013-09-01 ANGIE FORSHEY 2015-06-17
002 2012-09-01 TERESA URANGA
002 2011-09-01 TERESA URANGA
002 2010-09-01 TERESA URANGA
002 2009-09-01 TERESA URANGA
002 2009-09-01 TERESA URANGA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2014-09-01
002	2013-09-01	ANGIE FORSHEY	2015-06-17
002	2012-09-01	TERESA URANGA
002	2011-09-01	TERESA URANGA
002	2010-09-01	TERESA URANGA
002	2009-09-01	TERESA URANGA
002	2009-09-01	TERESA URANGA

Plan Statistics for STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN

401k plan membership statisitcs for STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN

Measure Date Value
2012: STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 4
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 4
Total of all active and inactive participants 2012-09-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 8
Number of participants with account balances 2012-09-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 5
Number of retired or separated participants receiving benefits 2011-09-01 0
Number of other retired or separated participants entitled to future benefits 2011-09-01 0
Total of all active and inactive participants 2011-09-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 5
Number of participants with account balances 2011-09-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2010: STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 5
Number of retired or separated participants receiving benefits 2010-09-01 0
Number of other retired or separated participants entitled to future benefits 2010-09-01 1
Total of all active and inactive participants 2010-09-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-09-01 0
Total participants 2010-09-01 6
Number of participants with account balances 2010-09-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-09-01 0
2009: STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 6
Number of retired or separated participants receiving benefits 2009-09-01 2
Number of other retired or separated participants entitled to future benefits 2009-09-01 0
Total of all active and inactive participants 2009-09-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 0
Total participants 2009-09-01 8
Number of participants with account balances 2009-09-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 0

Measure	Date	Value
2012: STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	4
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	4
Total of all active and inactive participants	2012-09-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	8
Number of participants with account balances	2012-09-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	5
Number of retired or separated participants receiving benefits	2011-09-01	0
Number of other retired or separated participants entitled to future benefits	2011-09-01	0
Total of all active and inactive participants	2011-09-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	5
Number of participants with account balances	2011-09-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2010: STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	5
Number of retired or separated participants receiving benefits	2010-09-01	0
Number of other retired or separated participants entitled to future benefits	2010-09-01	1
Total of all active and inactive participants	2010-09-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-09-01	0
Total participants	2010-09-01	6
Number of participants with account balances	2010-09-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-09-01	0
2009: STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	6
Number of retired or separated participants receiving benefits	2009-09-01	2
Number of other retired or separated participants entitled to future benefits	2009-09-01	0
Total of all active and inactive participants	2009-09-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	0
Total participants	2009-09-01	8
Number of participants with account balances	2009-09-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	0

Financial Data on STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN

Measure	Date	Value
2013 : STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-08-31	$0
Total plan liabilities at end of year	2013-08-31	$0
Total plan liabilities at beginning of year	2013-08-31	$0
Total income from all sources	2013-08-31	$-724,358
Expenses. Total of all expenses incurred	2013-08-31	$8,018
Benefits paid (including direct rollovers)	2013-08-31	$7,878
Total plan assets at end of year	2013-08-31	$2,068,537
Total plan assets at beginning of year	2013-08-31	$2,800,913
Value of fidelity bond covering the plan	2013-08-31	$250,000
Total contributions received or receivable from participants	2013-08-31	$0
Expenses. Other expenses not covered elsewhere	2013-08-31	$0
Contributions received from other sources (not participants or employers)	2013-08-31	$0
Other income received	2013-08-31	$-724,358
Noncash contributions received	2013-08-31	$0
Net income (gross income less expenses)	2013-08-31	$-732,376
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$2,068,537
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$2,800,913
Assets. Value of real-estate (other than employer real property)	2013-08-31	$0
Total contributions received or receivable from employer(s)	2013-08-31	$0
Value of certain deemed distributions of participant loans	2013-08-31	$0
Value of corrective distributions	2013-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-08-31	$140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$0
2012 : STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-08-31	$0
Total plan liabilities at end of year	2012-08-31	$0
Total plan liabilities at beginning of year	2012-08-31	$0
Total income from all sources	2012-08-31	$129,394
Expenses. Total of all expenses incurred	2012-08-31	$0
Benefits paid (including direct rollovers)	2012-08-31	$0
Total plan assets at end of year	2012-08-31	$2,800,913
Total plan assets at beginning of year	2012-08-31	$2,671,519
Value of fidelity bond covering the plan	2012-08-31	$250,000
Total contributions received or receivable from participants	2012-08-31	$0
Expenses. Other expenses not covered elsewhere	2012-08-31	$0
Contributions received from other sources (not participants or employers)	2012-08-31	$0
Other income received	2012-08-31	$129,394
Noncash contributions received	2012-08-31	$0
Net income (gross income less expenses)	2012-08-31	$129,394
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$2,800,913
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$2,671,519
Assets. Value of real-estate (other than employer real property)	2012-08-31	$287,500
Total contributions received or receivable from employer(s)	2012-08-31	$0
Value of certain deemed distributions of participant loans	2012-08-31	$0
Value of corrective distributions	2012-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-08-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0
2011 : STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-08-31	$0
Total plan liabilities at end of year	2011-08-31	$0
Total plan liabilities at beginning of year	2011-08-31	$0
Total income from all sources	2011-08-31	$131,609
Expenses. Total of all expenses incurred	2011-08-31	$13,276
Benefits paid (including direct rollovers)	2011-08-31	$13,103
Total plan assets at end of year	2011-08-31	$2,671,519
Total plan assets at beginning of year	2011-08-31	$2,553,186
Value of fidelity bond covering the plan	2011-08-31	$250,000
Total contributions received or receivable from participants	2011-08-31	$0
Assets. Value of loans (other than to participants)	2011-08-31	$68,250
Expenses. Other expenses not covered elsewhere	2011-08-31	$0
Contributions received from other sources (not participants or employers)	2011-08-31	$0
Other income received	2011-08-31	$131,609
Noncash contributions received	2011-08-31	$0
Net income (gross income less expenses)	2011-08-31	$118,333
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$2,671,519
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$2,553,186
Assets. Value of real-estate (other than employer real property)	2011-08-31	$287,500
Total contributions received or receivable from employer(s)	2011-08-31	$0
Value of certain deemed distributions of participant loans	2011-08-31	$0
Value of corrective distributions	2011-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-08-31	$173
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-08-31	$0
2010 : STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-08-31	$0

Form 5500 Responses for STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN

2012: STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Submission has been amended	No
2010-09-01	This submission is the final filing	No
2010-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-09-01	Plan is a collectively bargained plan	No
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: STEPHEN F. LINDSAY, M.D., INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	Yes
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEPHEN L LINDSAY, MD, FACS, INC
Employer identification number (EIN):	953607477
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)