401k Plan data: LOUIS MORALES JR MD PC PROFIT SHARING PLAN plan

LOUIS MORALES JR MD PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	LOUIS MORALES JR MD PC PROFIT SHARING PLAN
Plan identification number	001

LOUIS MORALES JR MD PC PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) Profit-sharing 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.

401k Sponsoring company profile

LOUIS MORALES JR MD PC has sponsored the creation of one or more 401k plans.

Company Name: LOUIS MORALES JR MD PC

Employer identification number (EIN): 870427052

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOUIS MORALES JR MD PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-09-01 LOUIS MORALES
001 2012-09-01 LOUIS MORALES
001 2011-09-01 LOUIS MORALES
001 2010-09-01 LOUIS MORALES
001 2009-09-01 LOUIS MORALES

Plan id#	Filing Submission Date	Name of Administrator
001	2013-09-01	LOUIS MORALES
001	2012-09-01	LOUIS MORALES
001	2011-09-01	LOUIS MORALES
001	2010-09-01	LOUIS MORALES
001	2009-09-01	LOUIS MORALES

Plan Statistics for LOUIS MORALES JR MD PC PROFIT SHARING PLAN

401k plan membership statisitcs for LOUIS MORALES JR MD PC PROFIT SHARING PLAN

Measure Date Value
2013: LOUIS MORALES JR MD PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 0
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 0
Total of all active and inactive participants 2013-09-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 0
Number of participants with account balances 2013-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: LOUIS MORALES JR MD PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 3
Number of participants with account balances 2012-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: LOUIS MORALES JR MD PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 3
Number of retired or separated participants receiving benefits 2011-09-01 0
Number of other retired or separated participants entitled to future benefits 2011-09-01 0
Total of all active and inactive participants 2011-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 3
Number of participants with account balances 2011-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2010: LOUIS MORALES JR MD PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 3
Number of retired or separated participants receiving benefits 2010-09-01 0
Number of other retired or separated participants entitled to future benefits 2010-09-01 0
Total of all active and inactive participants 2010-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-09-01 0
Total participants 2010-09-01 3
Number of participants with account balances 2010-09-01 3
2009: LOUIS MORALES JR MD PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 3
Number of retired or separated participants receiving benefits 2009-09-01 0
Number of other retired or separated participants entitled to future benefits 2009-09-01 0
Total of all active and inactive participants 2009-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 0
Total participants 2009-09-01 3
Number of participants with account balances 2009-09-01 4

Measure	Date	Value
2013: LOUIS MORALES JR MD PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	0
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	0
Total of all active and inactive participants	2013-09-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	0
Number of participants with account balances	2013-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: LOUIS MORALES JR MD PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	3
Number of participants with account balances	2012-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: LOUIS MORALES JR MD PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	3
Number of retired or separated participants receiving benefits	2011-09-01	0
Number of other retired or separated participants entitled to future benefits	2011-09-01	0
Total of all active and inactive participants	2011-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	3
Number of participants with account balances	2011-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2010: LOUIS MORALES JR MD PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	3
Number of retired or separated participants receiving benefits	2010-09-01	0
Number of other retired or separated participants entitled to future benefits	2010-09-01	0
Total of all active and inactive participants	2010-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-09-01	0
Total participants	2010-09-01	3
Number of participants with account balances	2010-09-01	3
2009: LOUIS MORALES JR MD PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	3
Number of retired or separated participants receiving benefits	2009-09-01	0
Number of other retired or separated participants entitled to future benefits	2009-09-01	0
Total of all active and inactive participants	2009-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	0
Total participants	2009-09-01	3
Number of participants with account balances	2009-09-01	4

Financial Data on LOUIS MORALES JR MD PC PROFIT SHARING PLAN

Measure	Date	Value
2014 : LOUIS MORALES JR MD PC PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-08-31	$5,044
Total income from all sources	2014-08-31	$219,468
Expenses. Total of all expenses incurred	2014-08-31	$2,196,795
Benefits paid (including direct rollovers)	2014-08-31	$2,196,795
Total plan assets at end of year	2014-08-31	$0
Total plan assets at beginning of year	2014-08-31	$1,982,371
Total contributions received or receivable from participants	2014-08-31	$46,163
Other income received	2014-08-31	$167,054
Net income (gross income less expenses)	2014-08-31	$-1,977,327
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$1,977,327
Total contributions received or receivable from employer(s)	2014-08-31	$6,251
2013 : LOUIS MORALES JR MD PC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-08-31	$5,044
Total plan liabilities at beginning of year	2013-08-31	$5,044
Total income from all sources	2013-08-31	$277,139
Expenses. Total of all expenses incurred	2013-08-31	$3,547
Total plan assets at end of year	2013-08-31	$1,982,371
Total plan assets at beginning of year	2013-08-31	$1,708,779
Total contributions received or receivable from participants	2013-08-31	$50,419
Other income received	2013-08-31	$211,665
Net income (gross income less expenses)	2013-08-31	$273,592
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$1,977,327
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$1,703,735
Total contributions received or receivable from employer(s)	2013-08-31	$15,055
Expenses. Administrative service providers (salaries,fees and commissions)	2013-08-31	$3,547
2012 : LOUIS MORALES JR MD PC PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-08-31	$5,044
Total plan liabilities at beginning of year	2012-08-31	$5,044
Total income from all sources	2012-08-31	$190,822
Expenses. Total of all expenses incurred	2012-08-31	$3,598
Total plan assets at end of year	2012-08-31	$1,708,779
Total plan assets at beginning of year	2012-08-31	$1,521,555
Total contributions received or receivable from participants	2012-08-31	$48,190
Other income received	2012-08-31	$128,040
Net income (gross income less expenses)	2012-08-31	$187,224
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$1,703,735
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$1,516,511
Total contributions received or receivable from employer(s)	2012-08-31	$14,592
Expenses. Administrative service providers (salaries,fees and commissions)	2012-08-31	$3,598
2011 : LOUIS MORALES JR MD PC PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-08-31	$5,044
Total plan liabilities at beginning of year	2011-08-31	$5,044
Total income from all sources	2011-08-31	$192,586
Expenses. Total of all expenses incurred	2011-08-31	$4,103
Benefits paid (including direct rollovers)	2011-08-31	$4,103
Total plan assets at end of year	2011-08-31	$1,521,555
Total plan assets at beginning of year	2011-08-31	$1,333,072
Total contributions received or receivable from participants	2011-08-31	$48,250
Other income received	2011-08-31	$129,696
Net income (gross income less expenses)	2011-08-31	$188,483
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$1,516,511
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$1,328,028
Total contributions received or receivable from employer(s)	2011-08-31	$14,640

Form 5500 Responses for LOUIS MORALES JR MD PC PROFIT SHARING PLAN

2013: LOUIS MORALES JR MD PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	This submission is the final filing	Yes
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: LOUIS MORALES JR MD PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: LOUIS MORALES JR MD PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: LOUIS MORALES JR MD PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: LOUIS MORALES JR MD PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LOUIS MORALES JR MD PC
Employer identification number (EIN):	870427052
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)