401k Plan data: HILLCREST MEDICAL ASSOCIATES, P,C. EMPLOYEES' 401(K) PROFIT SHARING PLAN plan

HILLCREST MEDICAL ASSOCIATES, P,C. EMPLOYEES' 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	HILLCREST MEDICAL ASSOCIATES, P,C. EMPLOYEES' 401(K) PROFIT SHARING PLAN
Plan identification number	005

HILLCREST MEDICAL ASSOCIATES, P,C. EMPLOYEES' 401(K) 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
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.
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

HILLCREST MEDICAL ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: HILLCREST MEDICAL ASSOCIATES, P.C.

Employer identification number (EIN): 132756139

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HILLCREST MEDICAL ASSOCIATES, P,C. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2021-08-01 RISA S. GORELICK, M.D. 2023-05-09
005 2020-08-01 RISA S. GORELICK, M.D. 2022-05-06
005 2019-08-01 RISA S. GORELICK, M.D. 2021-05-11
005 2018-08-01 RISA S. GORELICK, M.D. 2020-04-12
005 2017-08-01 RISA S. GORELICK, M.D. 2019-05-06
005 2016-08-01 RISA S. GORELICK, M.D. 2018-05-08
005 2015-08-01 RISA S. GORELICK, M.D. 2017-03-29
005 2014-08-01 RISA S. GORELICK, M.D. 2016-04-18 RISA S. GORELICK, MD 2016-04-18
005 2013-08-01 RISA S. GORELICK, M.D. 2014-12-03
005 2012-08-01 RISA S. GORELICK, M.D. 2014-01-06
005 2011-08-01 RISA GORELICK 2012-12-31
005 2010-08-01 RISA GORELICK
005 2009-08-01 SANDRA SADLER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2021-08-01	RISA S. GORELICK, M.D.	2023-05-09
005	2020-08-01	RISA S. GORELICK, M.D.	2022-05-06
005	2019-08-01	RISA S. GORELICK, M.D.	2021-05-11
005	2018-08-01	RISA S. GORELICK, M.D.	2020-04-12
005	2017-08-01	RISA S. GORELICK, M.D.	2019-05-06
005	2016-08-01	RISA S. GORELICK, M.D.	2018-05-08
005	2015-08-01	RISA S. GORELICK, M.D.	2017-03-29
005	2014-08-01	RISA S. GORELICK, M.D.	2016-04-18	RISA S. GORELICK, MD	2016-04-18
005	2013-08-01	RISA S. GORELICK, M.D.	2014-12-03
005	2012-08-01	RISA S. GORELICK, M.D.	2014-01-06
005	2011-08-01	RISA GORELICK	2012-12-31
005	2010-08-01	RISA GORELICK
005	2009-08-01	SANDRA SADLER

Plan Statistics for HILLCREST MEDICAL ASSOCIATES, P,C. EMPLOYEES' 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HILLCREST MEDICAL ASSOCIATES, P,C. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Measure Date Value
2010: HILLCREST MEDICAL ASSOCIATES, P,C. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-08-01 19
Total number of active participants reported on line 7a of the Form 5500 2010-08-01 14
Number of retired or separated participants receiving benefits 2010-08-01 0
Number of other retired or separated participants entitled to future benefits 2010-08-01 2
Total of all active and inactive participants 2010-08-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-08-01 0
Total participants 2010-08-01 16
Number of participants with account balances 2010-08-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-08-01 1
2009: HILLCREST MEDICAL ASSOCIATES, P,C. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 18
Number of retired or separated participants receiving benefits 2009-08-01 0
Number of other retired or separated participants entitled to future benefits 2009-08-01 1
Total of all active and inactive participants 2009-08-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 0
Total participants 2009-08-01 19
Number of participants with account balances 2009-08-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-08-01 1

Measure	Date	Value
2010: HILLCREST MEDICAL ASSOCIATES, P,C. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-08-01	19
Total number of active participants reported on line 7a of the Form 5500	2010-08-01	14
Number of retired or separated participants receiving benefits	2010-08-01	0
Number of other retired or separated participants entitled to future benefits	2010-08-01	2
Total of all active and inactive participants	2010-08-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-08-01	0
Total participants	2010-08-01	16
Number of participants with account balances	2010-08-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-08-01	1
2009: HILLCREST MEDICAL ASSOCIATES, P,C. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	18
Number of retired or separated participants receiving benefits	2009-08-01	0
Number of other retired or separated participants entitled to future benefits	2009-08-01	1
Total of all active and inactive participants	2009-08-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	0
Total participants	2009-08-01	19
Number of participants with account balances	2009-08-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-08-01	1

Financial Data on HILLCREST MEDICAL ASSOCIATES, P,C. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : HILLCREST MEDICAL ASSOCIATES, P,C. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-07-31	$447,027
Expenses. Total of all expenses incurred	2011-07-31	$503,615
Benefits paid (including direct rollovers)	2011-07-31	$494,649
Total plan assets at end of year	2011-07-31	$1,508,731
Total plan assets at beginning of year	2011-07-31	$1,565,319
Value of fidelity bond covering the plan	2011-07-31	$30,000
Total contributions received or receivable from participants	2011-07-31	$75,717
Other income received	2011-07-31	$253,295
Net income (gross income less expenses)	2011-07-31	$-56,588
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$1,508,731
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$1,565,319
Total contributions received or receivable from employer(s)	2011-07-31	$118,015
Expenses. Administrative service providers (salaries,fees and commissions)	2011-07-31	$8,966
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-07-31	$0
2010 : HILLCREST MEDICAL ASSOCIATES, P,C. EMPLOYEES' 401(K) 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	2010-07-31	$0

Form 5500 Responses for HILLCREST MEDICAL ASSOCIATES, P,C. EMPLOYEES' 401(K) PROFIT SHARING PLAN

2010: HILLCREST MEDICAL ASSOCIATES, P,C. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-08-01	Type of plan entity	Single employer plan
2010-08-01	Submission has been amended	Yes
2010-08-01	This submission is the final filing	No
2010-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-08-01	Plan is a collectively bargained plan	No
2010-08-01	Plan funding arrangement – Insurance	Yes
2010-08-01	Plan funding arrangement – Trust	Yes
2010-08-01	Plan benefit arrangement – Insurance	Yes
2010-08-01	Plan benefit arrangement - Trust	Yes
2009: HILLCREST MEDICAL ASSOCIATES, P,C. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Submission has been amended	No
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-08-01	Plan is a collectively bargained plan	No
2009-08-01	Plan funding arrangement – Insurance	Yes
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement – Insurance	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-D1-MT06

Policy instance

Insurance contract or identification number	GAP-D1-MT06
Number of Individuals Covered	16
Insurance policy start date	2010-08-01
Insurance policy end date	2011-07-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

HILLCREST MEDICAL RESEARCH 401(K) PLAN [EIN = 870820592]

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Company Name:	HILLCREST MEDICAL ASSOCIATES, P.C.
Employer identification number (EIN):	132756139
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)