401k Plan data: MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN plan

MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 401k Plan overview

Plan Name	MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN
Plan identification number	001

MICHAEL A. MCEWEN MD, PA 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.
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

MICHAEL A. MCEWEN, MD, PA has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL A. MCEWEN, MD, PA

Employer identification number (EIN): 630775555

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-09-01 MICHAEL MCEWEN
001 2015-09-01 MICHAEL MCEWEN
001 2014-09-01 MICHAEL MCEWEN
001 2013-09-01 MICHAEL MCEWEN
001 2012-09-01 MICHAEL MCEWEN MICHAEL MCEWEN 2014-06-04
001 2011-09-01 MICHAEL A. MCEWEN 2013-05-01
001 2010-09-01 MICHAEL MCEWEN 2012-03-02 MICHAEL MCEWEN 2012-03-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-09-01	MICHAEL MCEWEN
001	2015-09-01	MICHAEL MCEWEN
001	2014-09-01	MICHAEL MCEWEN
001	2013-09-01	MICHAEL MCEWEN
001	2012-09-01	MICHAEL MCEWEN		MICHAEL MCEWEN	2014-06-04
001	2011-09-01	MICHAEL A. MCEWEN	2013-05-01
001	2010-09-01	MICHAEL MCEWEN	2012-03-02	MICHAEL MCEWEN	2012-03-02

Plan Statistics for MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN

401k plan membership statisitcs for MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN

Measure Date Value
2016: MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 0
Number of retired or separated participants receiving benefits 2016-09-01 0
Number of other retired or separated participants entitled to future benefits 2016-09-01 0
Total of all active and inactive participants 2016-09-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 0
Number of participants with account balances 2016-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 5
Total of all active and inactive participants 2015-09-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 1
Total participants 2015-09-01 6
Number of participants with account balances 2015-09-01 5
2014: MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 5
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 0
Total of all active and inactive participants 2014-09-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 1
Total participants 2014-09-01 6
Number of participants with account balances 2014-09-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 5
Total of all active and inactive participants 2013-09-01 5
Total participants 2013-09-01 5
Number of participants with account balances 2013-09-01 6
2012: MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 5
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 0
Total of all active and inactive participants 2012-09-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 5
Number of participants with account balances 2012-09-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0

Measure	Date	Value
2016: MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	0
Number of retired or separated participants receiving benefits	2016-09-01	0
Number of other retired or separated participants entitled to future benefits	2016-09-01	0
Total of all active and inactive participants	2016-09-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	0
Number of participants with account balances	2016-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	5
Total of all active and inactive participants	2015-09-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	1
Total participants	2015-09-01	6
Number of participants with account balances	2015-09-01	5
2014: MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	5
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	0
Total of all active and inactive participants	2014-09-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	1
Total participants	2014-09-01	6
Number of participants with account balances	2014-09-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	5
Total of all active and inactive participants	2013-09-01	5
Total participants	2013-09-01	5
Number of participants with account balances	2013-09-01	6
2012: MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	5
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	0
Total of all active and inactive participants	2012-09-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	5
Number of participants with account balances	2012-09-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0

Financial Data on MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN

Measure	Date	Value
2017 : MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-08-07	$0
Total plan liabilities at end of year	2017-08-07	$0
Total plan liabilities at beginning of year	2017-08-07	$0
Total income from all sources	2017-08-07	$10,732
Expenses. Total of all expenses incurred	2017-08-07	$1,441,718
Benefits paid (including direct rollovers)	2017-08-07	$1,441,643
Total plan assets at end of year	2017-08-07	$0
Total plan assets at beginning of year	2017-08-07	$1,430,986
Value of fidelity bond covering the plan	2017-08-07	$130,000
Total contributions received or receivable from participants	2017-08-07	$0
Expenses. Other expenses not covered elsewhere	2017-08-07	$0
Contributions received from other sources (not participants or employers)	2017-08-07	$0
Other income received	2017-08-07	$10,732
Noncash contributions received	2017-08-07	$0
Net income (gross income less expenses)	2017-08-07	$-1,430,986
Net plan assets at end of year (total assets less liabilities)	2017-08-07	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-08-07	$1,430,986
Total contributions received or receivable from employer(s)	2017-08-07	$0
Value of certain deemed distributions of participant loans	2017-08-07	$0
Value of corrective distributions	2017-08-07	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-08-07	$75
2016 : MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-08-31	$0
Total plan liabilities at end of year	2016-08-31	$0
Total plan liabilities at beginning of year	2016-08-31	$0
Total income from all sources	2016-08-31	$11,783
Expenses. Total of all expenses incurred	2016-08-31	$54,779
Benefits paid (including direct rollovers)	2016-08-31	$54,754
Total plan assets at end of year	2016-08-31	$1,430,986
Total plan assets at beginning of year	2016-08-31	$1,473,982
Value of fidelity bond covering the plan	2016-08-31	$130,000
Total contributions received or receivable from participants	2016-08-31	$0
Expenses. Other expenses not covered elsewhere	2016-08-31	$0
Contributions received from other sources (not participants or employers)	2016-08-31	$0
Other income received	2016-08-31	$6,405
Noncash contributions received	2016-08-31	$0
Net income (gross income less expenses)	2016-08-31	$-42,996
Net plan assets at end of year (total assets less liabilities)	2016-08-31	$1,430,986
Net plan assets at beginning of year (total assets less liabilities)	2016-08-31	$1,473,982
Total contributions received or receivable from employer(s)	2016-08-31	$5,378
Value of certain deemed distributions of participant loans	2016-08-31	$0
Value of corrective distributions	2016-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-08-31	$25
2015 : MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-08-31	$0
Total plan liabilities at end of year	2015-08-31	$0
Total plan liabilities at beginning of year	2015-08-31	$0
Total income from all sources	2015-08-31	$7,137
Expenses. Total of all expenses incurred	2015-08-31	$70,198
Benefits paid (including direct rollovers)	2015-08-31	$70,173
Total plan assets at end of year	2015-08-31	$1,473,982
Total plan assets at beginning of year	2015-08-31	$1,537,043
Value of fidelity bond covering the plan	2015-08-31	$130,000
Assets. Value of tangible personal property	2015-08-31	$0
Total contributions received or receivable from participants	2015-08-31	$0
Assets. Value of loans (other than to participants)	2015-08-31	$0
Expenses. Other expenses not covered elsewhere	2015-08-31	$0
Contributions received from other sources (not participants or employers)	2015-08-31	$0
Other income received	2015-08-31	$-613
Noncash contributions received	2015-08-31	$0
Net income (gross income less expenses)	2015-08-31	$-63,061
Net plan assets at end of year (total assets less liabilities)	2015-08-31	$1,473,982
Net plan assets at beginning of year (total assets less liabilities)	2015-08-31	$1,537,043
Assets. Value of participant loans	2015-08-31	$0
Assets. Value of assets in partnership/joint-venture interests	2015-08-31	$0
Assets. Value of real-estate (other than employer real property)	2015-08-31	$0
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	2015-08-31	$0
Assets. Value of employer securities	2015-08-31	$0
Assets. Value of employer real property	2015-08-31	$0
Total contributions received or receivable from employer(s)	2015-08-31	$7,750
Value of certain deemed distributions of participant loans	2015-08-31	$0
Value of corrective distributions	2015-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-08-31	$25
2014 : MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-08-31	$0
Total plan liabilities at end of year	2014-08-31	$0
Total plan liabilities at beginning of year	2014-08-31	$0
Total income from all sources	2014-08-31	$23,755
Expenses. Total of all expenses incurred	2014-08-31	$178,096
Benefits paid (including direct rollovers)	2014-08-31	$178,071
Total plan assets at end of year	2014-08-31	$1,537,043
Total plan assets at beginning of year	2014-08-31	$1,691,384
Value of fidelity bond covering the plan	2014-08-31	$130,000
Total contributions received or receivable from participants	2014-08-31	$0
Expenses. Other expenses not covered elsewhere	2014-08-31	$0
Contributions received from other sources (not participants or employers)	2014-08-31	$0
Other income received	2014-08-31	$16,146
Noncash contributions received	2014-08-31	$0
Net income (gross income less expenses)	2014-08-31	$-154,341
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$1,537,043
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$1,691,384
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	2014-08-31	$0
Total contributions received or receivable from employer(s)	2014-08-31	$7,609
Value of certain deemed distributions of participant loans	2014-08-31	$0
Value of corrective distributions	2014-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-08-31	$25
2013 : MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-08-31	$-76,453
Expenses. Total of all expenses incurred	2013-08-31	$74,562
Benefits paid (including direct rollovers)	2013-08-31	$70,103
Total plan assets at end of year	2013-08-31	$1,691,384
Total plan assets at beginning of year	2013-08-31	$1,842,399
Value of fidelity bond covering the plan	2013-08-31	$130,000
Other income received	2013-08-31	$-96,707
Net income (gross income less expenses)	2013-08-31	$-151,015
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$1,691,384
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$1,842,399
Total contributions received or receivable from employer(s)	2013-08-31	$20,254
Expenses. Administrative service providers (salaries,fees and commissions)	2013-08-31	$4,459
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$0

Form 5500 Responses for MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN

2016: MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	Yes
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: MICHAEL A. MCEWEN MD, PA PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan funding arrangement – Insurance	Yes
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

991356

Policy instance

Insurance contract or identification number	991356
Number of Individuals Covered	0
Insurance policy start date	2012-09-01
Insurance policy end date	2012-10-31
Total amount of commissions paid to insurance broker	USD $768
Commission paid to Insurance Broker	USD $768
Insurance broker organization code?	3
Insurance broker name	ANTHONY WILLOUGHBY

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Company Name:	MICHAEL A. MCEWEN, MD, PA
Employer identification number (EIN):	630775555
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)