401k Plan data: CE FOGLEMAN III MD SELF EMPLOYED RETIREMENT PLAN

CE FOGLEMAN III MD SELF EMPLOYED RETIREMENT PLAN - PROFIT SHARING 401k Plan overview

Plan Name	CE FOGLEMAN III MD SELF EMPLOYED RETIREMENT PLAN - PROFIT SHARING
Plan identification number	001

CE FOGLEMAN III MD SELF EMPLOYED RETIREMENT PLAN - PROFIT SHARING Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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. Participant-directed brokerage accounts provided as an investment option under the plan. Plan covering Self-Employed individuals.

401k Sponsoring company profile

C. E. FOGLEMAN III MD has sponsored the creation of one or more 401k plans.

Company Name: C. E. FOGLEMAN III MD

Employer identification number (EIN): 841080943

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CE FOGLEMAN III MD SELF EMPLOYED RETIREMENT PLAN - PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 C.E. FOGLEMAN C.E. FOGLEMAN 2015-10-11
001 2013-01-01 C.E. FOGLEMAN C.E. FOGLEMAN 2014-10-06
001 2012-01-01 C.E. FOGLEMAN C.E. FOGLEMAN 2013-08-27
001 2011-01-01 C.E. FOGLEMAN C.E. FOGLEMAN 2012-07-26
001 2010-01-01 C.E. FOGLEMAN 2011-07-27 C.E. FOGLEMAN 2011-07-27
001 2009-01-01 LINDA D BUCKLEY
001 2009-01-01 LINDA D BUCKLEY
001 2009-01-01 LINDA D BUCKLEY
001 2009-01-01 LINDA D BUCKLEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	C.E. FOGLEMAN		C.E. FOGLEMAN	2015-10-11
001	2013-01-01	C.E. FOGLEMAN		C.E. FOGLEMAN	2014-10-06
001	2012-01-01	C.E. FOGLEMAN		C.E. FOGLEMAN	2013-08-27
001	2011-01-01	C.E. FOGLEMAN		C.E. FOGLEMAN	2012-07-26
001	2010-01-01	C.E. FOGLEMAN	2011-07-27	C.E. FOGLEMAN	2011-07-27
001	2009-01-01	LINDA D BUCKLEY
001	2009-01-01	LINDA D BUCKLEY
001	2009-01-01	LINDA D BUCKLEY
001	2009-01-01	LINDA D BUCKLEY

Plan Statistics for CE FOGLEMAN III MD SELF EMPLOYED RETIREMENT PLAN - PROFIT SHARING

401k plan membership statisitcs for CE FOGLEMAN III MD SELF EMPLOYED RETIREMENT PLAN - PROFIT SHARING

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

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

Financial Data on CE FOGLEMAN III MD SELF EMPLOYED RETIREMENT PLAN - PROFIT SHARING

Measure	Date	Value
2014 : CE FOGLEMAN III MD SELF EMPLOYED RETIREMENT PLAN - PROFIT SHARING 2014 401k financial data
Total income from all sources	2014-12-31	$123,234
Expenses. Total of all expenses incurred	2014-12-31	$2,327,002
Benefits paid (including direct rollovers)	2014-12-31	$2,321,402
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$2,203,768
Value of fidelity bond covering the plan	2014-12-31	$300,000
Other income received	2014-12-31	$123,234
Net income (gross income less expenses)	2014-12-31	$-2,203,768
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,203,768
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,600
2013 : CE FOGLEMAN III MD SELF EMPLOYED RETIREMENT PLAN - PROFIT SHARING 2013 401k financial data
Total income from all sources	2013-12-31	$210,921
Expenses. Total of all expenses incurred	2013-12-31	$12,256
Total plan assets at end of year	2013-12-31	$2,203,768
Total plan assets at beginning of year	2013-12-31	$2,005,103
Value of fidelity bond covering the plan	2013-12-31	$300,000
Other income received	2013-12-31	$210,921
Net income (gross income less expenses)	2013-12-31	$198,665
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,203,768
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,005,103
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,256
2012 : CE FOGLEMAN III MD SELF EMPLOYED RETIREMENT PLAN - PROFIT SHARING 2012 401k financial data
Total income from all sources	2012-12-31	$180,091
Expenses. Total of all expenses incurred	2012-12-31	$12,136
Total plan assets at end of year	2012-12-31	$2,005,103
Total plan assets at beginning of year	2012-12-31	$1,837,148
Value of fidelity bond covering the plan	2012-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$114
Other income received	2012-12-31	$180,091
Net income (gross income less expenses)	2012-12-31	$167,955
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,005,103
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,837,148
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$12,022
2011 : CE FOGLEMAN III MD SELF EMPLOYED RETIREMENT PLAN - PROFIT SHARING 2011 401k financial data
Total income from all sources	2011-12-31	$106,245
Expenses. Total of all expenses incurred	2011-12-31	$11,023
Total plan assets at end of year	2011-12-31	$1,837,148
Total plan assets at beginning of year	2011-12-31	$1,741,926
Value of fidelity bond covering the plan	2011-12-31	$174,193
Expenses. Other expenses not covered elsewhere	2011-12-31	$135
Other income received	2011-12-31	$60,527
Net income (gross income less expenses)	2011-12-31	$95,222
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,837,148
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,741,926
Total contributions received or receivable from employer(s)	2011-12-31	$45,718
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$10,888

Form 5500 Responses for CE FOGLEMAN III MD SELF EMPLOYED RETIREMENT PLAN - PROFIT SHARING

2014: CE FOGLEMAN III MD SELF EMPLOYED RETIREMENT PLAN - PROFIT SHARING 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CE FOGLEMAN III MD SELF EMPLOYED RETIREMENT PLAN - PROFIT SHARING 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: CE FOGLEMAN III MD SELF EMPLOYED RETIREMENT PLAN - PROFIT SHARING 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: CE FOGLEMAN III MD SELF EMPLOYED RETIREMENT PLAN - PROFIT SHARING 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: CE FOGLEMAN III MD SELF EMPLOYED RETIREMENT PLAN - PROFIT SHARING 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

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Company Name:	C. E. FOGLEMAN III MD
Employer identification number (EIN):	841080943
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)