401k Plan data: CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN plan

CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN
Plan identification number	002

CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

CLARY P. FOOTE, MD, PC has sponsored the creation of one or more 401k plans.

Company Name: CLARY P. FOOTE, MD, PC

Employer identification number (EIN): 621091000

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-08-01 CLARY FOOTE, M.D.
002 2012-08-01 CLARY FOOTE, M.D.
002 2011-08-01 CLARY P. FOOTE
002 2009-08-01 CLARY P. FOOTE

Plan id#	Filing Submission Date	Name of Administrator
002	2013-08-01	CLARY FOOTE, M.D.
002	2012-08-01	CLARY FOOTE, M.D.
002	2011-08-01	CLARY P. FOOTE
002	2009-08-01	CLARY P. FOOTE

Plan Statistics for CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN

401k plan membership statisitcs for CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN

Measure Date Value
2013: CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 0
Number of retired or separated participants receiving benefits 2013-08-01 0
Number of other retired or separated participants entitled to future benefits 2013-08-01 0
Total of all active and inactive participants 2013-08-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-08-01 0
Total participants 2013-08-01 0
Number of participants with account balances 2013-08-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-08-01 0
2012: CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 2
Number of retired or separated participants receiving benefits 2012-08-01 0
Number of other retired or separated participants entitled to future benefits 2012-08-01 6
Total of all active and inactive participants 2012-08-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-08-01 0
Total participants 2012-08-01 8
Number of participants with account balances 2012-08-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-08-01 0
2011: CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 6
Number of retired or separated participants receiving benefits 2011-08-01 0
Number of other retired or separated participants entitled to future benefits 2011-08-01 2
Total of all active and inactive participants 2011-08-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-08-01 0
Total participants 2011-08-01 8
Number of participants with account balances 2011-08-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-08-01 0
2009: CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 6
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 2
Total of all active and inactive participants 2009-08-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 0
Total participants 2009-08-01 8
Number of participants with account balances 2009-08-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-08-01 0

Measure	Date	Value
2013: CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	0
Number of retired or separated participants receiving benefits	2013-08-01	0
Number of other retired or separated participants entitled to future benefits	2013-08-01	0
Total of all active and inactive participants	2013-08-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-08-01	0
Total participants	2013-08-01	0
Number of participants with account balances	2013-08-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-08-01	0
2012: CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	2
Number of retired or separated participants receiving benefits	2012-08-01	0
Number of other retired or separated participants entitled to future benefits	2012-08-01	6
Total of all active and inactive participants	2012-08-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-08-01	0
Total participants	2012-08-01	8
Number of participants with account balances	2012-08-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-08-01	0
2011: CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	6
Number of retired or separated participants receiving benefits	2011-08-01	0
Number of other retired or separated participants entitled to future benefits	2011-08-01	2
Total of all active and inactive participants	2011-08-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-08-01	0
Total participants	2011-08-01	8
Number of participants with account balances	2011-08-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-08-01	0
2009: CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	6
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	2
Total of all active and inactive participants	2009-08-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	0
Total participants	2009-08-01	8
Number of participants with account balances	2009-08-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-08-01	0

Financial Data on CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN

Measure	Date	Value
2014 : CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-01-31	$0
Total plan liabilities at beginning of year	2014-01-31	$0
Total income from all sources	2014-01-31	$11,388
Expenses. Total of all expenses incurred	2014-01-31	$239,163
Benefits paid (including direct rollovers)	2014-01-31	$236,301
Total plan assets at end of year	2014-01-31	$0
Total plan assets at beginning of year	2014-01-31	$227,775
Value of fidelity bond covering the plan	2014-01-31	$30,122
Other income received	2014-01-31	$11,388
Net income (gross income less expenses)	2014-01-31	$-227,775
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$227,775
Expenses. Administrative service providers (salaries,fees and commissions)	2014-01-31	$2,862
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
2013 : CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-07-31	$0
Total plan liabilities at beginning of year	2013-07-31	$595
Total income from all sources	2013-07-31	$34,560
Expenses. Total of all expenses incurred	2013-07-31	$4,118
Total plan assets at end of year	2013-07-31	$227,775
Total plan assets at beginning of year	2013-07-31	$197,928
Value of fidelity bond covering the plan	2013-07-31	$30,122
Total contributions received or receivable from participants	2013-07-31	$4,951
Other income received	2013-07-31	$25,150
Net income (gross income less expenses)	2013-07-31	$30,442
Net plan assets at end of year (total assets less liabilities)	2013-07-31	$227,775
Net plan assets at beginning of year (total assets less liabilities)	2013-07-31	$197,333
Assets. Value of participant loans	2013-07-31	$23,257
Assets. Value of real-estate (other than employer real property)	2013-07-31	$19,250
Total contributions received or receivable from employer(s)	2013-07-31	$4,459
Expenses. Administrative service providers (salaries,fees and commissions)	2013-07-31	$4,118
2012 : CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-07-31	$595
Total plan liabilities at beginning of year	2012-07-31	$0
Total income from all sources	2012-07-31	$12,525
Expenses. Total of all expenses incurred	2012-07-31	$3,348
Total plan assets at end of year	2012-07-31	$197,928
Total plan assets at beginning of year	2012-07-31	$188,156
Value of fidelity bond covering the plan	2012-07-31	$30,122
Total contributions received or receivable from participants	2012-07-31	$4,671
Expenses. Other expenses not covered elsewhere	2012-07-31	$3,348
Contributions received from other sources (not participants or employers)	2012-07-31	$5,243
Other income received	2012-07-31	$2,611
Net income (gross income less expenses)	2012-07-31	$9,177
Net plan assets at end of year (total assets less liabilities)	2012-07-31	$197,333
Net plan assets at beginning of year (total assets less liabilities)	2012-07-31	$188,156
Assets. Value of participant loans	2012-07-31	$33,111
Assets. Value of real-estate (other than employer real property)	2012-07-31	$19,250
2011 : CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-07-31	$0
Total plan liabilities at beginning of year	2011-07-31	$0
Total income from all sources	2011-07-31	$6,470
Expenses. Total of all expenses incurred	2011-07-31	$115,148
Benefits paid (including direct rollovers)	2011-07-31	$111,250
Total plan assets at end of year	2011-07-31	$188,156
Total plan assets at beginning of year	2011-07-31	$296,834
Value of fidelity bond covering the plan	2011-07-31	$30,122
Total contributions received or receivable from participants	2011-07-31	$9,303
Expenses. Other expenses not covered elsewhere	2011-07-31	$3,898
Other income received	2011-07-31	$-10,234
Net income (gross income less expenses)	2011-07-31	$-108,678
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$188,156
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$296,834
Assets. Value of participant loans	2011-07-31	$24,038
Assets. Value of real-estate (other than employer real property)	2011-07-31	$19,250
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-07-31	$1,339
Total contributions received or receivable from employer(s)	2011-07-31	$7,401
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-07-31	$0
2010 : CLARY P. FOOTE, MD, PC 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 CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN

2013: CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Submission has been amended	No
2013-08-01	This submission is the final filing	Yes
2013-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-08-01	Plan is a collectively bargained plan	No
2013-08-01	Plan funding arrangement – Trust	Yes
2013-08-01	Plan benefit arrangement - Trust	Yes
2012: CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Submission has been amended	No
2012-08-01	This submission is the final filing	No
2012-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-08-01	Plan is a collectively bargained plan	No
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: CLARY P. FOOTE, MD, PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Submission has been amended	No
2011-08-01	This submission is the final filing	No
2011-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-08-01	Plan is a collectively bargained plan	No
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2009: CLARY P. FOOTE, MD, PC 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 – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CLARY P. FOOTE, MD, PC
Employer identification number (EIN):	621091000
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)