401k Plan data: DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN plan

DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN
Plan identification number	002

DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

DOC, INC./MEDWORK, LLC has sponsored the creation of one or more 401k plans.

Company Name: DOC, INC./MEDWORK, LLC

Employer identification number (EIN): 311319859

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 JENNIFER FOLEY 2018-08-22
002 2017-01-01 JENNIFER FOLEY 2018-07-20
002 2016-01-01 JENNIFER FOLEY 2017-05-02
002 2015-01-01 EUGENE IMBROGNO 2016-07-02
002 2014-01-01 EUGENE IMBROGNO
002 2013-01-01 EUGENE IMBROGNO
002 2012-01-01 EUGENE IMBROGNO
002 2011-01-01 EUGENE IMBROGNO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2018-01-01	JENNIFER FOLEY	2018-08-22
002	2017-01-01	JENNIFER FOLEY	2018-07-20
002	2016-01-01	JENNIFER FOLEY	2017-05-02
002	2015-01-01	EUGENE IMBROGNO	2016-07-02
002	2014-01-01	EUGENE IMBROGNO
002	2013-01-01	EUGENE IMBROGNO
002	2012-01-01	EUGENE IMBROGNO
002	2011-01-01	EUGENE IMBROGNO

Plan Statistics for DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN

Measure Date Value
2014: DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 34
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 12
Total of all active and inactive participants 2014-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 46
Number of participants with account balances 2014-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 36
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 7
Total of all active and inactive participants 2013-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 43
Number of participants with account balances 2013-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 35
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 11
Total of all active and inactive participants 2012-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 46
Number of participants with account balances 2012-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2011: DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 30
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 5
Total of all active and inactive participants 2011-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 35
Number of participants with account balances 2011-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3

Measure	Date	Value
2014: DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	34
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	12
Total of all active and inactive participants	2014-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	46
Number of participants with account balances	2014-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	36
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	7
Total of all active and inactive participants	2013-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	43
Number of participants with account balances	2013-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	35
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	11
Total of all active and inactive participants	2012-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	46
Number of participants with account balances	2012-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2011: DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	30
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	5
Total of all active and inactive participants	2011-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	35
Number of participants with account balances	2011-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3

Financial Data on DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN

Measure	Date	Value
2014 : DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$362,043
Expenses. Total of all expenses incurred	2014-12-31	$47,752
Benefits paid (including direct rollovers)	2014-12-31	$47,752
Total plan assets at end of year	2014-12-31	$3,075,100
Total plan assets at beginning of year	2014-12-31	$2,760,809
Value of fidelity bond covering the plan	2014-12-31	$310,000
Total contributions received or receivable from participants	2014-12-31	$152,185
Other income received	2014-12-31	$111,154
Net income (gross income less expenses)	2014-12-31	$314,291
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,075,100
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,760,809
Assets. Value of real-estate (other than employer real property)	2014-12-31	$2,312
Total contributions received or receivable from employer(s)	2014-12-31	$98,704
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$656,851
Expenses. Total of all expenses incurred	2013-12-31	$259,605
Benefits paid (including direct rollovers)	2013-12-31	$258,012
Total plan assets at end of year	2013-12-31	$2,760,809
Total plan assets at beginning of year	2013-12-31	$2,363,563
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$152,419
Other income received	2013-12-31	$376,237
Net income (gross income less expenses)	2013-12-31	$397,246
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,760,809
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,363,563
Assets. Value of real-estate (other than employer real property)	2013-12-31	$2,312
Total contributions received or receivable from employer(s)	2013-12-31	$128,195
Value of corrective distributions	2013-12-31	$1,443
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$2,100
Total income from all sources	2012-12-31	$350,283
Expenses. Total of all expenses incurred	2012-12-31	$570,993
Benefits paid (including direct rollovers)	2012-12-31	$570,218
Total plan assets at end of year	2012-12-31	$2,363,563
Total plan assets at beginning of year	2012-12-31	$2,586,373
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$94,517
Other income received	2012-12-31	$255,766
Net income (gross income less expenses)	2012-12-31	$-220,710
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,363,563
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,584,273
Assets. Value of real-estate (other than employer real property)	2012-12-31	$14,447
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$775
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$2,100
Total plan liabilities at beginning of year	2011-12-31	$60
Total income from all sources	2011-12-31	$169,538
Expenses. Total of all expenses incurred	2011-12-31	$31,989
Total plan assets at end of year	2011-12-31	$2,586,373
Total plan assets at beginning of year	2011-12-31	$2,446,784
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$104,720
Other income received	2011-12-31	$-51,859
Net income (gross income less expenses)	2011-12-31	$137,549
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,584,273
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,446,724
Assets. Value of real-estate (other than employer real property)	2011-12-31	$25,268
Total contributions received or receivable from employer(s)	2011-12-31	$116,677
Value of corrective distributions	2011-12-31	$31,988
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN

2014: DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DOC, INC./MEDWORK, LLC RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

332037-01

Policy instance

Insurance contract or identification number	332037-01
Number of Individuals Covered	18
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $208
Total amount of fees paid to insurance company	USD $0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $208
Insurance broker organization code?	3
Insurance broker name	STIFEL NICOLAUS & CO INC

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

332037-01

Policy instance

Insurance contract or identification number	332037-01
Number of Individuals Covered	13
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $554
Total amount of fees paid to insurance company	USD $0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

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Company Name:	DOC, INC./MEDWORK, LLC
Employer identification number (EIN):	311319859
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)