401k Plan data: CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN plan

CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN 401k Plan overview

Plan Name	CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN
Plan identification number	001

CHRIS SHOLER, MD, PC SAVINGS INCENTIVE 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.
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

CHRIS SHOLER, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: CHRIS SHOLER, M.D., P.C.

Employer identification number (EIN): 731275536

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 CHRIS SHOLER 2019-10-10
001 2017-01-01 DELLIA DION 2018-05-09
001 2016-01-01 DELLIA DION 2017-05-11 DELLIA DION 2017-05-11
001 2015-01-01 DELLIA DION 2016-07-07 DELLIA DION 2016-07-07
001 2014-01-01 CHRIS SHOLER, M.D.
001 2013-01-01 CHRIS SHOLER, M.D.
001 2012-01-01 CHRIS SHOLER, M.D.
001 2011-01-01 CHRIS SHOLER, M.D.
001 2009-01-01 CHRIS SHOLER, M.D.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	CHRIS SHOLER	2019-10-10
001	2017-01-01	DELLIA DION	2018-05-09
001	2016-01-01	DELLIA DION	2017-05-11	DELLIA DION	2017-05-11
001	2015-01-01	DELLIA DION	2016-07-07	DELLIA DION	2016-07-07
001	2014-01-01	CHRIS SHOLER, M.D.
001	2013-01-01	CHRIS SHOLER, M.D.
001	2012-01-01	CHRIS SHOLER, M.D.
001	2011-01-01	CHRIS SHOLER, M.D.
001	2009-01-01	CHRIS SHOLER, M.D.

Plan Statistics for CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN

401k plan membership statisitcs for CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN

Measure Date Value
2014: CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 1
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 1
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 1
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
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: CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	1
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	1
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	1
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN

Measure	Date	Value
2014 : CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN 2014 401k financial data
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	$58,912
Total plan assets at end of year	2014-12-31	$389,053
Total plan assets at beginning of year	2014-12-31	$330,141
Total contributions received or receivable from participants	2014-12-31	$34,000
Other income received	2014-12-31	$7,312
Net income (gross income less expenses)	2014-12-31	$58,912
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$389,053
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$330,141
Total contributions received or receivable from employer(s)	2014-12-31	$17,600
2013 : CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$88,248
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$330,141
Total plan assets at beginning of year	2013-12-31	$241,893
Total contributions received or receivable from participants	2013-12-31	$34,500
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$36,028
Net income (gross income less expenses)	2013-12-31	$88,248
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$330,141
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$241,893
Total contributions received or receivable from employer(s)	2013-12-31	$17,720
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$66,340
Total plan assets at end of year	2012-12-31	$241,893
Total plan assets at beginning of year	2012-12-31	$175,553
Total contributions received or receivable from participants	2012-12-31	$34,862
Other income received	2012-12-31	$20,821
Net income (gross income less expenses)	2012-12-31	$66,340
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$241,893
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$175,553
Total contributions received or receivable from employer(s)	2012-12-31	$10,657
2011 : CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$44,289
Total plan assets at end of year	2011-12-31	$175,553
Total plan assets at beginning of year	2011-12-31	$131,264
Total contributions received or receivable from participants	2011-12-31	$29,989
Other income received	2011-12-31	$-7,694
Net income (gross income less expenses)	2011-12-31	$44,289
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$175,553
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$131,264
Total contributions received or receivable from employer(s)	2011-12-31	$21,994
2010 : CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$72,457
Total plan assets at end of year	2010-12-31	$131,264
Total plan assets at beginning of year	2010-12-31	$58,807
Total contributions received or receivable from participants	2010-12-31	$37,397
Other income received	2010-12-31	$11,514
Net income (gross income less expenses)	2010-12-31	$72,457
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$131,264
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$58,807
Total contributions received or receivable from employer(s)	2010-12-31	$23,546

Form 5500 Responses for CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN

2014: CHRIS SHOLER, MD, PC SAVINGS INCENTIVE 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: CHRIS SHOLER, MD, PC SAVINGS INCENTIVE 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: CHRIS SHOLER, MD, PC SAVINGS INCENTIVE 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: CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CHRIS SHOLER, MD, PC SAVINGS INCENTIVE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHRIS SHOLER, M.D., P.C.
Employer identification number (EIN):	731275536
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)