401k Plan data: WEST TN ORTHOPEDICS & SPORTS MEDICINE, PC PROFIT SHARING PLAN plan

WEST TN ORTHOPEDICS & SPORTS MEDICINE, PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	WEST TN ORTHOPEDICS & SPORTS MEDICINE, PC PROFIT SHARING PLAN
Plan identification number	002

WEST TN ORTHOPEDICS & SPORTS MEDICINE, PC 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WEST TENNESSEE ORTHOPEDICS & SPORTS MEDICINE, PC has sponsored the creation of one or more 401k plans.

Company Name: WEST TENNESSEE ORTHOPEDICS & SPORTS MEDICINE, PC

Employer identification number (EIN): 621646170

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST TN ORTHOPEDICS & SPORTS MEDICINE, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 KEITH NORD
002 2014-01-01 KETIH NORD 2015-10-06
002 2013-01-01 KETIH NORD 2014-08-14
002 2012-01-01 KETIH NORD 2013-07-19
002 2011-01-01 JENNIFER WESTERMAN 2012-10-10
002 2010-01-01 KEITH NORD 2011-10-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2015-01-01	KEITH NORD
002	2014-01-01	KETIH NORD	2015-10-06
002	2013-01-01	KETIH NORD	2014-08-14
002	2012-01-01	KETIH NORD	2013-07-19
002	2011-01-01	JENNIFER WESTERMAN	2012-10-10
002	2010-01-01	KEITH NORD	2011-10-03

Financial Data on WEST TN ORTHOPEDICS & SPORTS MEDICINE, PC PROFIT SHARING PLAN

Measure	Date	Value
2015 : WEST TN ORTHOPEDICS & SPORTS MEDICINE, PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$373,027
Expenses. Total of all expenses incurred	2015-12-31	$59,935
Benefits paid (including direct rollovers)	2015-12-31	$59,935
Total plan assets at end of year	2015-12-31	$6,852,790
Total plan assets at beginning of year	2015-12-31	$6,539,698
Total contributions received or receivable from participants	2015-12-31	$40,994
Other income received	2015-12-31	$14,658
Net income (gross income less expenses)	2015-12-31	$313,092
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,852,790
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,539,698
Total contributions received or receivable from employer(s)	2015-12-31	$317,375

Form 5500 Responses for WEST TN ORTHOPEDICS & SPORTS MEDICINE, PC PROFIT SHARING PLAN

2015: WEST TN ORTHOPEDICS & SPORTS MEDICINE, PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	814586
Policy instance	1

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Company Name:	WEST TENNESSEE ORTHOPEDICS & SPORTS MEDICINE, PC
Employer identification number (EIN):	621646170
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)