401k Plan data: PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN plan

PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN 401k Plan overview

Plan Name	PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN
Plan identification number	001

PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PRIMAMED PHYSICIANS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: PRIMAMED PHYSICIANS ASSOCIATION

Employer identification number (EIN): 752885038

NAIC Classification: 621493
NAIC Description: Freestanding Ambulatory Surgical and Emergency Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 DONALD DILLAHUNTY 2015-10-13 DONALD DILLAHUNTY 2015-10-13
001 2013-01-01 DONALD DILLAHUNTY DONALD DILLAHUNTY 2014-10-15
001 2012-01-01 DONALD DILLAHUNTY DONALD DILLAHUNTY 2013-12-30
001 2011-01-01 DONALD DILLAHUNTY DONALD DILLAHUNTY 2012-07-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	DONALD DILLAHUNTY	2015-10-13	DONALD DILLAHUNTY	2015-10-13
001	2013-01-01	DONALD DILLAHUNTY		DONALD DILLAHUNTY	2014-10-15
001	2012-01-01	DONALD DILLAHUNTY		DONALD DILLAHUNTY	2013-12-30
001	2011-01-01	DONALD DILLAHUNTY		DONALD DILLAHUNTY	2012-07-31

Plan Statistics for PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN

401k plan membership statisitcs for PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN

Measure Date Value
2013: PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 217
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 58
Total of all active and inactive participants 2012-01-01 275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 275
Number of participants with account balances 2012-01-01 258
2011: PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 216
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 30
Total of all active and inactive participants 2011-01-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 246
Number of participants with account balances 2011-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 18

Measure	Date	Value
2013: PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	217
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	58
Total of all active and inactive participants	2012-01-01	275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	275
Number of participants with account balances	2012-01-01	258
2011: PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	216
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	30
Total of all active and inactive participants	2011-01-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	246
Number of participants with account balances	2011-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	18

Financial Data on PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN

Measure	Date	Value
2013 : PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,759,942
Total of all expenses incurred	2013-12-31	$9,416,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$9,355,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$700,967
Value of total assets at end of year	2013-12-31	$100,512
Value of total assets at beginning of year	2013-12-31	$7,756,791
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$60,749
Total interest from all sources	2013-12-31	$11,056
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$56,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$56,467
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$483,942
Participant contributions at end of year	2013-12-31	$5,610
Participant contributions at beginning of year	2013-12-31	$300,749
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$9,556
Administrative expenses (other) incurred	2013-12-31	$60,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-7,656,279
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$100,512
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,756,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,445,255
Interest on participant loans	2013-12-31	$11,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$89,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$10,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$10,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$991,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$207,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$9,355,472
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MCDONALD & SIMMONS, P.C.
Accountancy firm EIN	2013-12-31	752268179
2012 : PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,831,445
Total of all expenses incurred	2012-12-31	$754,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$729,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,015,249
Value of total assets at end of year	2012-12-31	$7,756,791
Value of total assets at beginning of year	2012-12-31	$6,680,243
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$25,374
Total interest from all sources	2012-12-31	$15,120
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$126,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$126,153
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$694,318
Participant contributions at end of year	2012-12-31	$300,749
Participant contributions at beginning of year	2012-12-31	$332,930
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$56,466
Value of net income/loss	2012-12-31	$1,076,548
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,756,791
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,680,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,445,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,347,313
Interest on participant loans	2012-12-31	$15,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$10,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$674,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$264,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$729,523
Contract administrator fees	2012-12-31	$25,374
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MCDONALD & SIMMONS, P.C.
Accountancy firm EIN	2012-12-31	752268179
2011 : PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$1,070,075
Total of all expenses incurred	2011-12-31	$732,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$718,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,087,334
Value of total assets at end of year	2011-12-31	$6,680,243
Value of total assets at beginning of year	2011-12-31	$6,342,261
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$13,237
Total interest from all sources	2011-12-31	$13,511
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$107,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$107,660
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$752,882
Participant contributions at end of year	2011-12-31	$332,930
Participant contributions at beginning of year	2011-12-31	$182,632
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$26,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$337,982
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,680,243
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,342,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,347,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,958,378
Interest on participant loans	2011-12-31	$13,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,201,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-138,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$307,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$718,856
Contract administrator fees	2011-12-31	$13,237
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCDONALD & SIMMONS, P.C.
Accountancy firm EIN	2011-12-31	752268179

Form 5500 Responses for PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN

2013: PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PRIMAMED EMPLOYEES SAVINGS TRUST 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

040270

Policy instance

Insurance contract or identification number	040270
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-05-23
Total amount of commissions paid to insurance broker	USD $1,505
Total amount of fees paid to insurance company	USD $0

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Company Name:	PRIMAMED PHYSICIANS ASSOCIATION
Employer identification number (EIN):	752885038
NAIC Classification:	621493
NAIC Description:	Freestanding Ambulatory Surgical and Emergency Centers