401k Plan data: MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN plan

MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN
Plan identification number	001

MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING 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.

401k Sponsoring company profile

MEDICAL PARK ORTHOPAEDIC has sponsored the creation of one or more 401k plans.

Company Name: MEDICAL PARK ORTHOPAEDIC

Employer identification number (EIN): 710654480

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 JEFFERY ANGEL
001 2014-01-01 JEFFERY ANGEL
001 2013-01-01 JAMES D. ALLEN
001 2012-01-01 JAMES D. ALLEN
001 2011-01-01 JAMES D ALLEN
001 2009-01-01 JAMES D ALLEN

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	JEFFERY ANGEL
001	2014-01-01	JEFFERY ANGEL
001	2013-01-01	JAMES D. ALLEN
001	2012-01-01	JAMES D. ALLEN
001	2011-01-01	JAMES D ALLEN
001	2009-01-01	JAMES D ALLEN

Plan Statistics for MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN

Measure Date Value
2015: MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 20
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
2014: MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 19
Number of other retired or separated participants entitled to future benefits 2014-01-01 20
Total of all active and inactive participants 2014-01-01 20
Total participants 2014-01-01 20
Number of participants with account balances 2014-01-01 20
2013: MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 19
Total participants 2013-01-01 19
Number of participants with account balances 2013-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 21
Total participants 2012-01-01 21
Number of participants with account balances 2012-01-01 21
2011: MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 16
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 23
Total participants 2011-01-01 23
Number of participants with account balances 2011-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 18
Total participants 2009-01-01 18
Number of participants with account balances 2009-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2015: MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	20
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
2014: MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	19
Number of other retired or separated participants entitled to future benefits	2014-01-01	20
Total of all active and inactive participants	2014-01-01	20
Total participants	2014-01-01	20
Number of participants with account balances	2014-01-01	20
2013: MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	19
Total participants	2013-01-01	19
Number of participants with account balances	2013-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	21
Total participants	2012-01-01	21
Number of participants with account balances	2012-01-01	21
2011: MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	16
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	23
Total participants	2011-01-01	23
Number of participants with account balances	2011-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	18
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN

Measure	Date	Value
2015 : MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$81,330
Expenses. Total of all expenses incurred	2015-12-31	$4,656,369
Benefits paid (including direct rollovers)	2015-12-31	$4,655,200
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$4,575,039
Value of fidelity bond covering the plan	2015-12-31	$450,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,169
Other income received	2015-12-31	$81,330
Net income (gross income less expenses)	2015-12-31	$-4,575,039
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,575,039
Assets. Value of participant loans	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$268,553
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2014 : MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$500,057
Expenses. Total of all expenses incurred	2014-12-31	$327,949
Benefits paid (including direct rollovers)	2014-12-31	$319,176
Total plan assets at end of year	2014-12-31	$4,575,039
Total plan assets at beginning of year	2014-12-31	$4,402,931
Value of fidelity bond covering the plan	2014-12-31	$450,000
Total contributions received or receivable from participants	2014-12-31	$128,016
Expenses. Other expenses not covered elsewhere	2014-12-31	$8,773
Other income received	2014-12-31	$246,983
Net income (gross income less expenses)	2014-12-31	$172,108
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,575,039
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,402,931
Assets. Value of participant loans	2014-12-31	$22,950
Total contributions received or receivable from employer(s)	2014-12-31	$125,058
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$489,785
Expenses. Total of all expenses incurred	2013-12-31	$478,421
Benefits paid (including direct rollovers)	2013-12-31	$470,611
Total plan assets at end of year	2013-12-31	$4,402,931
Total plan assets at beginning of year	2013-12-31	$4,391,567
Value of fidelity bond covering the plan	2013-12-31	$450,000
Total contributions received or receivable from participants	2013-12-31	$123,168
Expenses. Other expenses not covered elsewhere	2013-12-31	$7,810
Other income received	2013-12-31	$285,128
Net income (gross income less expenses)	2013-12-31	$11,364
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,402,931
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,391,567
Assets. Value of participant loans	2013-12-31	$26,606
Total contributions received or receivable from employer(s)	2013-12-31	$81,489
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$485,259
Expenses. Total of all expenses incurred	2012-12-31	$99,702
Benefits paid (including direct rollovers)	2012-12-31	$91,707
Total plan assets at end of year	2012-12-31	$4,391,567
Total plan assets at beginning of year	2012-12-31	$4,006,010
Value of fidelity bond covering the plan	2012-12-31	$400,000
Total contributions received or receivable from participants	2012-12-31	$126,063
Expenses. Other expenses not covered elsewhere	2012-12-31	$7,995
Other income received	2012-12-31	$221,335
Net income (gross income less expenses)	2012-12-31	$385,557
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,391,567
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,006,010
Assets. Value of participant loans	2012-12-31	$48,784
Total contributions received or receivable from employer(s)	2012-12-31	$137,861
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$473,125
Expenses. Total of all expenses incurred	2011-12-31	$23,833
Benefits paid (including direct rollovers)	2011-12-31	$11,685
Total plan assets at end of year	2011-12-31	$4,006,010
Total plan assets at beginning of year	2011-12-31	$3,556,718
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$131,089
Expenses. Other expenses not covered elsewhere	2011-12-31	$12,148
Other income received	2011-12-31	$207,952
Net income (gross income less expenses)	2011-12-31	$449,292
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,006,010
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,556,718
Assets. Value of participant loans	2011-12-31	$69,481
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	2011-12-31	$4,408
Total contributions received or receivable from employer(s)	2011-12-31	$134,084
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$470,960
Expenses. Total of all expenses incurred	2010-12-31	$32,500
Benefits paid (including direct rollovers)	2010-12-31	$25,229
Total plan assets at end of year	2010-12-31	$3,556,718
Total plan assets at beginning of year	2010-12-31	$3,118,258
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$105,583
Expenses. Other expenses not covered elsewhere	2010-12-31	$7,271
Other income received	2010-12-31	$242,863
Net income (gross income less expenses)	2010-12-31	$438,460
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,556,718
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,118,258
Assets. Value of participant loans	2010-12-31	$77,009
Total contributions received or receivable from employer(s)	2010-12-31	$122,514
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN

2015: MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MEDICAL PARK ORTHOPAEDIC CLINIC P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

A3000

Policy instance

Insurance contract or identification number	A3000
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $48
Total amount of fees paid to insurance company	USD $20
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5
Amount paid for insurance broker fees	3
Insurance broker organization code?	3
Insurance broker name	BENJAMIN CHASE CHANDLER

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

A3000

Policy instance

Insurance contract or identification number	A3000
Number of Individuals Covered	1
Total amount of commissions paid to insurance broker	USD $98
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MEDICAL PARK ORTHOPAEDIC
Employer identification number (EIN):	710654480
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)