401k Plan data: INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN plan

INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN 401k Plan overview

Plan Name	INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN
Plan identification number	002

INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

INTERNAL MEDICINE ASSOCIATES OF MT CLEMENS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: INTERNAL MEDICINE ASSOCIATES OF MT CLEMENS, P.C.

Employer identification number (EIN): 381898700

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 JEROME FINKEL
002 2013-01-01 DONALD DUNLAP
002 2012-01-01 JEROME FINKEL JEROME FINKEL 2013-06-08
002 2011-01-01 JEROME FINKEL
002 2009-01-01 JEROME FINKEL

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2014-01-01	JEROME FINKEL
002	2013-01-01	DONALD DUNLAP
002	2012-01-01	JEROME FINKEL	JEROME FINKEL	2013-06-08
002	2011-01-01	JEROME FINKEL
002	2009-01-01	JEROME FINKEL

Plan Statistics for INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN

401k plan membership statisitcs for INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN

Measure Date Value
2014: INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 81
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 10
Total of all active and inactive participants 2014-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 91
Number of participants with account balances 2014-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 76
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 11
Total of all active and inactive participants 2013-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 87
Number of participants with account balances 2013-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 73
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 14
Total of all active and inactive participants 2012-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 87
Number of participants with account balances 2012-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 78
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 12
Total of all active and inactive participants 2011-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 90
Number of participants with account balances 2011-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 79
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 8
Total of all active and inactive participants 2009-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 87
Number of participants with account balances 2009-01-01 84
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: INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	81
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	10
Total of all active and inactive participants	2014-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	91
Number of participants with account balances	2014-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	76
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	11
Total of all active and inactive participants	2013-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	87
Number of participants with account balances	2013-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	73
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	14
Total of all active and inactive participants	2012-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	87
Number of participants with account balances	2012-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	78
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	12
Total of all active and inactive participants	2011-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	90
Number of participants with account balances	2011-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	79
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	8
Total of all active and inactive participants	2009-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	87
Number of participants with account balances	2009-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN

Measure	Date	Value
2014 : INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,606,051
Expenses. Total of all expenses incurred	2014-12-31	$107,713
Benefits paid (including direct rollovers)	2014-12-31	$107,638
Total plan assets at end of year	2014-12-31	$16,157,565
Total plan assets at beginning of year	2014-12-31	$14,659,227
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$291,719
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$927,821
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$1,498,338
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$16,157,565
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$14,659,227
Total contributions received or receivable from employer(s)	2014-12-31	$386,511
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$75
2013 : INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$2,545,383
Expenses. Total of all expenses incurred	2013-12-31	$586,219
Benefits paid (including direct rollovers)	2013-12-31	$586,143
Total plan assets at end of year	2013-12-31	$14,659,227
Total plan assets at beginning of year	2013-12-31	$12,700,063
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$268,326
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,912,479
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,959,164
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$14,659,227
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$12,700,063
Total contributions received or receivable from employer(s)	2013-12-31	$364,578
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$76
2012 : INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,845,264
Expenses. Total of all expenses incurred	2012-12-31	$163,825
Benefits paid (including direct rollovers)	2012-12-31	$163,163
Total plan assets at end of year	2012-12-31	$12,700,063
Total plan assets at beginning of year	2012-12-31	$11,018,624
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$253,439
Other income received	2012-12-31	$1,260,065
Net income (gross income less expenses)	2012-12-31	$1,681,439
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$12,700,063
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$11,018,624
Total contributions received or receivable from employer(s)	2012-12-31	$331,760
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$662
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$327,024
Expenses. Total of all expenses incurred	2011-12-31	$179,420
Benefits paid (including direct rollovers)	2011-12-31	$177,536
Total plan assets at end of year	2011-12-31	$11,018,624
Total plan assets at beginning of year	2011-12-31	$10,871,020
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$247,997
Other income received	2011-12-31	$-241,577
Net income (gross income less expenses)	2011-12-31	$147,604
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$11,018,624
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$10,871,020
Total contributions received or receivable from employer(s)	2011-12-31	$320,604
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,884
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,924,206
Expenses. Total of all expenses incurred	2010-12-31	$1,522,698
Benefits paid (including direct rollovers)	2010-12-31	$1,519,136
Total plan assets at end of year	2010-12-31	$10,871,020
Total plan assets at beginning of year	2010-12-31	$10,469,512
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$250,634
Contributions received from other sources (not participants or employers)	2010-12-31	$1,319
Other income received	2010-12-31	$1,265,963
Net income (gross income less expenses)	2010-12-31	$401,508
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$10,871,020
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$10,469,512
Total contributions received or receivable from employer(s)	2010-12-31	$406,290
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,562
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT 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 INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN

2014: INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT 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: INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: INTERNAL MEDICINE ASSOCIATES OF MT. CLEMENS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INTERNAL MEDICINE ASSOCIATES OF MT CLEMENS, P.C.
Employer identification number (EIN):	381898700
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)