401k Plan data: ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN plan

ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN
Plan identification number	001

ELLEN B. MILSTONE, M.D. 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).

401k Sponsoring company profile

ELLEN B. MILSTONE, M.D. has sponsored the creation of one or more 401k plans.

Company Name: ELLEN B. MILSTONE, M.D.

Employer identification number (EIN): 061250372

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01
001 2013-01-01
001 2012-01-01 ELLEN B MILSTONE
001 2011-01-01 ELLEN B MILSTONE
001 2010-01-01 ELLEN B MILSTONE
001 2009-01-01 ELLEN B. MILSTONE, MD
001 2009-01-01 JEFFREY TEPLITZKY

Plan Statistics for ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN

401k plan membership statisitcs for ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN

Measure Date Value
2014: ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
2013: ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
2012: ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2010: ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
2013: ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
2012: ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2010: ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN

Measure	Date	Value
2014 : ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$-1,845,144
Total income from all sources	2014-12-31	$38,511
Expenses. Total of all expenses incurred	2014-12-31	$1,996
Total plan assets at beginning of year	2014-12-31	$1,808,629
Other income received	2014-12-31	$38,511
Net income (gross income less expenses)	2014-12-31	$36,515
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,808,629
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,996
2013 : ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$325,635
Total plan assets at end of year	2013-12-31	$1,808,629
Total plan assets at beginning of year	2013-12-31	$1,482,994
Other income received	2013-12-31	$265,401
Net income (gross income less expenses)	2013-12-31	$325,635
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,808,629
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,482,994
Total contributions received or receivable from employer(s)	2013-12-31	$60,234
2012 : ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$218,479
Total plan assets at end of year	2012-12-31	$1,482,994
Total plan assets at beginning of year	2012-12-31	$1,264,515
Other income received	2012-12-31	$159,355
Net income (gross income less expenses)	2012-12-31	$218,479
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,482,994
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,264,515
Total contributions received or receivable from employer(s)	2012-12-31	$59,124
2011 : ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$23,990
Total plan assets at end of year	2011-12-31	$1,264,515
Total plan assets at beginning of year	2011-12-31	$1,240,525
Other income received	2011-12-31	$-33,854
Net income (gross income less expenses)	2011-12-31	$23,990
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,264,515
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,240,525
Total contributions received or receivable from employer(s)	2011-12-31	$57,844
2010 : ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$161,378
Total plan assets at end of year	2010-12-31	$1,240,525
Total plan assets at beginning of year	2010-12-31	$1,079,147
Other income received	2010-12-31	$104,082
Net income (gross income less expenses)	2010-12-31	$161,378
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,240,525
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,079,147
Total contributions received or receivable from employer(s)	2010-12-31	$57,296

Form 5500 Responses for ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN

2014: ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ELLEN B. MILSTONE, M.D. 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: ELLEN B. MILSTONE, M.D. 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: ELLEN B. MILSTONE, M.D. 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
2010: ELLEN B. MILSTONE, M.D. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ELLEN B. MILSTONE, M.D. 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:	ELLEN B. MILSTONE, M.D.
Employer identification number (EIN):	061250372
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)