401k Plan data: CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN plan

CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN 401k Plan overview

Plan Name	CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN
Plan identification number	001

CONNECTICUT MEDICAL GROUP, LLC 401(K) 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
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.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CONNECTICUT MEDICAL GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: CONNECTICUT MEDICAL GROUP, LLC

Employer identification number (EIN): 061491625

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MELISSA KALFUS 2023-06-21 MELISSA KALFUS 2023-06-21
001 2021-01-01 RICHARD MANGI 2022-10-06
001 2020-01-01 RICHARD MANGI 2021-05-20
001 2019-01-01 RICHARD MANGI 2020-10-13
001 2018-01-01 RICHARD MANGI 2019-06-18
001 2017-01-01 RICHARD MANGI 2018-07-17
001 2016-01-01 RICHARD MANGI 2017-10-06
001 2015-01-01 RICHARD MANGI 2016-08-26
001 2014-01-01 RICHARD MANGI 2016-01-08
001 2014-01-01 RICHARD MANGI 2015-10-13
001 2013-01-01 RICHARD MANGI
001 2012-01-01 RICHARD J. MANGI
001 2011-01-01 RICHARD J. MANGI
001 2010-01-01 RICHARD J. MANGI
001 2009-01-01 RICHARD J. MANGI
001 2009-01-01 RICHARD J. MANGI
001 2009-01-01 RICHARD J. MANGI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MELISSA KALFUS	2023-06-21	MELISSA KALFUS	2023-06-21
001	2021-01-01	RICHARD MANGI	2022-10-06
001	2020-01-01	RICHARD MANGI	2021-05-20
001	2019-01-01	RICHARD MANGI	2020-10-13
001	2018-01-01	RICHARD MANGI	2019-06-18
001	2017-01-01	RICHARD MANGI	2018-07-17
001	2016-01-01	RICHARD MANGI	2017-10-06
001	2015-01-01	RICHARD MANGI	2016-08-26
001	2014-01-01	RICHARD MANGI	2016-01-08
001	2014-01-01	RICHARD MANGI	2015-10-13
001	2013-01-01	RICHARD MANGI
001	2012-01-01	RICHARD J. MANGI
001	2011-01-01	RICHARD J. MANGI
001	2010-01-01	RICHARD J. MANGI
001	2009-01-01	RICHARD J. MANGI
001	2009-01-01	RICHARD J. MANGI
001	2009-01-01	RICHARD J. MANGI

Plan Statistics for CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN

401k plan membership statisitcs for CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN

Measure Date Value
2013: CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 29
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 31
Total of all active and inactive participants 2013-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 60
Number of participants with account balances 2013-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 29
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 113
Total of all active and inactive participants 2012-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 142
Number of participants with account balances 2012-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 107
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 28
Total of all active and inactive participants 2011-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 135
Number of participants with account balances 2011-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 8
2010: CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 105
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 28
Total of all active and inactive participants 2010-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 133
Number of participants with account balances 2010-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 4
2009: CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 101
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 29
Total of all active and inactive participants 2009-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 130
Number of participants with account balances 2009-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 10

Measure	Date	Value
2013: CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	29
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	31
Total of all active and inactive participants	2013-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	60
Number of participants with account balances	2013-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	29
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	113
Total of all active and inactive participants	2012-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	142
Number of participants with account balances	2012-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	107
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	28
Total of all active and inactive participants	2011-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	135
Number of participants with account balances	2011-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	8
2010: CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	105
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	28
Total of all active and inactive participants	2010-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	133
Number of participants with account balances	2010-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	4
2009: CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	101
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	29
Total of all active and inactive participants	2009-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	130
Number of participants with account balances	2009-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	10

Financial Data on CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN

Measure	Date	Value
2013 : CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,772,917
Total loss/gain on sale of assets	2013-12-31	$91,701
Total of all expenses incurred	2013-12-31	$7,812,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$7,812,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$991,610
Value of total assets at end of year	2013-12-31	$15,248,858
Value of total assets at beginning of year	2013-12-31	$19,288,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$6,794
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$74,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$58,833
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$429,403
Participant contributions at end of year	2013-12-31	$134,720
Participant contributions at beginning of year	2013-12-31	$231,162
Participant contributions at end of year	2013-12-31	$18,375
Participant contributions at beginning of year	2013-12-31	$268,833
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$4,465
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$92,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-4,039,559
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$15,248,858
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$19,288,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$14,226,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$15,427,868
Interest on participant loans	2013-12-31	$6,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$341,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$783,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$783,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,608,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$557,742
Employer contributions (assets) at end of year	2013-12-31	$119,250
Employer contributions (assets) at beginning of year	2013-12-31	$600,391
Income. Dividends from common stock	2013-12-31	$15,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$7,812,476
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	2013-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$408,418
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$1,884,979
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$3,356,867
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$3,265,166
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	TEPLITZKY & CO., P.C.
Accountancy firm EIN	2013-12-31	060962357
2012 : CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$129,613
Total unrealized appreciation/depreciation of assets	2012-12-31	$129,613
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Expenses. Interest paid	2012-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,504,459
Total loss/gain on sale of assets	2012-12-31	$108,106
Total of all expenses incurred	2012-12-31	$290,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$287,577
Expenses. Certain deemed distributions of participant loans	2012-12-31	$2,700
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,265,615
Value of total assets at end of year	2012-12-31	$19,288,417
Value of total assets at beginning of year	2012-12-31	$16,074,235
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$7,751
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$26,919
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	$0
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$595,997
Participant contributions at end of year	2012-12-31	$231,162
Participant contributions at beginning of year	2012-12-31	$156,357
Participant contributions at end of year	2012-12-31	$268,833
Participant contributions at beginning of year	2012-12-31	$2,689
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$0
Total non interest bearing cash at end of year	2012-12-31	$92,174
Total non interest bearing cash at beginning of year	2012-12-31	$165,017
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	$3,214,182
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$19,288,417
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$16,074,235
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
Investment advisory and management fees	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$15,427,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$13,273,958
Interest on participant loans	2012-12-31	$7,720
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$0
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$783,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$689,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$689,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$31
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,966,455
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Net gain/loss from 103.12 investment entities	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$669,618
Employer contributions (assets) at end of year	2012-12-31	$600,391
Employer contributions (assets) at beginning of year	2012-12-31	$603,657
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$26,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$287,577
Contract administrator fees	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$1,884,979
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$1,183,485
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
Aggregate proceeds on sale of assets	2012-12-31	$2,384,204
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$2,276,098
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	TEPLITZKY & CO., P.C.
Accountancy firm EIN	2012-12-31	060962357
2011 : CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$62,507
Total unrealized appreciation/depreciation of assets	2011-12-31	$62,507
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Expenses. Interest paid	2011-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$635,876
Total loss/gain on sale of assets	2011-12-31	$-129,386
Total of all expenses incurred	2011-12-31	$313,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$293,432
Expenses. Certain deemed distributions of participant loans	2011-12-31	$19,642
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,197,971
Value of total assets at end of year	2011-12-31	$16,074,235
Value of total assets at beginning of year	2011-12-31	$15,751,433
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$8,932
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$12,051
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	$0
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$556,364
Participant contributions at end of year	2011-12-31	$156,357
Participant contributions at beginning of year	2011-12-31	$129,456
Participant contributions at end of year	2011-12-31	$2,689
Participant contributions at beginning of year	2011-12-31	$59,000
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$81,065
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$37,950
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$0
Total non interest bearing cash at end of year	2011-12-31	$165,017
Total non interest bearing cash at beginning of year	2011-12-31	$63,908
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
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$322,802
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$16,074,235
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$15,751,433
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
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$13,273,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$13,480,732
Interest on participant loans	2011-12-31	$5,491
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$3,394
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$689,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$15,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$15,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$47
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-516,199
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
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	$603,657
Employer contributions (assets) at end of year	2011-12-31	$603,657
Employer contributions (assets) at beginning of year	2011-12-31	$595,192
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$12,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$293,432
Contract administrator fees	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$1,183,485
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$1,326,090
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
Aggregate proceeds on sale of assets	2011-12-31	$2,553,548
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$2,682,934
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	TEPLITZKY & CO., P.C.
Accountancy firm EIN	2011-12-31	060962357
2010 : CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$77,442
Total unrealized appreciation/depreciation of assets	2010-12-31	$77,442
Expenses. Interest paid	2010-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,880,151
Total loss/gain on sale of assets	2010-12-31	$62,242
Total of all expenses incurred	2010-12-31	$167,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$166,630
Expenses. Certain deemed distributions of participant loans	2010-12-31	$540
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,103,879
Value of total assets at end of year	2010-12-31	$15,751,433
Value of total assets at beginning of year	2010-12-31	$13,038,452
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$10,452
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$4,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$506,017
Participant contributions at end of year	2010-12-31	$129,456
Participant contributions at beginning of year	2010-12-31	$115,183
Participant contributions at end of year	2010-12-31	$59,000
Participant contributions at beginning of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$81,065
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$77,764
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$2,670
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$63,908
Total non interest bearing cash at beginning of year	2010-12-31	$21,778
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
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$2,712,981
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$15,751,433
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$13,038,452
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	$13,480,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$11,652,141
Interest on participant loans	2010-12-31	$7,073
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$3,301
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$15,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$300,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$300,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$78
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,621,837
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
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	$595,192
Employer contributions (assets) at end of year	2010-12-31	$595,192
Employer contributions (assets) at beginning of year	2010-12-31	$523,019
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$4,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$166,630
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$1,326,090
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$347,720
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
Aggregate proceeds on sale of assets	2010-12-31	$2,623,431
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$2,561,189
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	TEPLITZKY & CO.
Accountancy firm EIN	2010-12-31	060962357
2009 : CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN

2013: CONNECTICUT MEDICAL GROUP, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CONNECTICUT MEDICAL GROUP, LLC 401(K) 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: CONNECTICUT MEDICAL GROUP, LLC 401(K) 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: CONNECTICUT MEDICAL GROUP, LLC 401(K) 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	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CONNECTICUT MEDICAL GROUP, LLC 401(K) 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	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

72038394

Policy instance

Insurance contract or identification number	72038394
Number of Individuals Covered	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

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Company Name:	CONNECTICUT MEDICAL GROUP, LLC
Employer identification number (EIN):	061491625
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)