401k Plan data: WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN plan

WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN 401k Plan overview

Plan Name	WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN
Plan identification number	002

WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Target benefit plan

401k Sponsoring company profile

WHEELER CLINIC, INC. has sponsored the creation of one or more 401k plans.

Company Name: WHEELER CLINIC, INC.

Employer identification number (EIN): 060867065

NAIC Classification: 621420
NAIC Description: Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 SUSAN WALKAMA
002 2011-01-01 SUSAN WALKAMA
002 2009-01-01 SUSAN WALKAMA

Plan id#	Filing Submission Date	Name of Administrator
002	2012-01-01	SUSAN WALKAMA
002	2011-01-01	SUSAN WALKAMA
002	2009-01-01	SUSAN WALKAMA

Plan Statistics for WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN

401k plan membership statisitcs for WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN

Measure Date Value
2012: WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 546
Total number of active participants reported on line 7a of the Form 5500 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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 613
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 379
Number of other retired or separated participants entitled to future benefits 2011-01-01 166
Total of all active and inactive participants 2011-01-01 545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 546
Number of participants with account balances 2011-01-01 545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 80
2009: WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 608
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 547
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 143
Total of all active and inactive participants 2009-01-01 690
Total participants 2009-01-01 690
Number of participants with account balances 2009-01-01 690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 53

Measure	Date	Value
2012: WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	546
Total number of active participants reported on line 7a of the Form 5500	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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	613
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	379
Number of other retired or separated participants entitled to future benefits	2011-01-01	166
Total of all active and inactive participants	2011-01-01	545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	546
Number of participants with account balances	2011-01-01	545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	80
2009: WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	608
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	547
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	143
Total of all active and inactive participants	2009-01-01	690
Total participants	2009-01-01	690
Number of participants with account balances	2009-01-01	690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	53

Financial Data on WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN

Measure	Date	Value
2012 : WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN 2012 401k financial data
Total transfer of assets from this plan	2012-12-31	$2,380,420
Total income from all sources (including contributions)	2012-12-31	$719,492
Total of all expenses incurred	2012-12-31	$10,458,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$10,449,492
Value of total assets at end of year	2012-12-31	$0
Value of total assets at beginning of year	2012-12-31	$12,119,502
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$9,082
Total interest from all sources	2012-12-31	$8,827
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$72,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$72,861
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$695,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$6,758
Administrative expenses (other) incurred	2012-12-31	$9,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-9,739,082
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$12,119,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$11,497,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$615,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$615,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$8,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$637,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$10,449,492
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN	2012-12-31	060903326
2011 : WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$-530,295
Total of all expenses incurred	2011-12-31	$1,826,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,828,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$0
Value of total assets at end of year	2011-12-31	$12,119,502
Value of total assets at beginning of year	2011-12-31	$14,476,301
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$-2,183
Total interest from all sources	2011-12-31	$532
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$329,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$329,193
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$695,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$6,758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$5,166
Administrative expenses (other) incurred	2011-12-31	$-2,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-2,356,799
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,119,502
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$14,476,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$11,497,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$13,741,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$615,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$729,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$729,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$532
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-860,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,828,687
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN	2011-12-31	060903326
2010 : WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,912,097
Total of all expenses incurred	2010-12-31	$1,499,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,499,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$114,179
Value of total assets at end of year	2010-12-31	$14,476,301
Value of total assets at beginning of year	2010-12-31	$14,064,052
Total interest from all sources	2010-12-31	$644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$695,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$114,179
Amount contributed by the employer to the plan for this plan year	2010-12-31	$114,179
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$5,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$4,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$412,249
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$14,476,301
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$14,064,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$13,741,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$12,337,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$729,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$670,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$670,881
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$644
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,797,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$114,179
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$1,050,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,499,848
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN	2010-12-31	060903326
2009 : WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$1,924,924
Amount contributed by the employer to the plan for this plan year	2009-12-31	$1,924,924

Form 5500 Responses for WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN

2012: WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WHEELER CLINIC, INC. EMPLOYEES' DEFERRED COMPENSATION 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:	WHEELER CLINIC, INC.
Employer identification number (EIN):	060867065
NAIC Classification:	621420
NAIC Description:	Outpatient Mental Health and Substance Abuse Centers