401k Plan data: MINOR AND JAMES MEDICAL, PLLC VISION PLAN plan

MINOR AND JAMES MEDICAL, PLLC VISION PLAN 401k Plan overview

Plan Name	MINOR AND JAMES MEDICAL, PLLC VISION PLAN
Plan identification number	506

MINOR AND JAMES MEDICAL, PLLC VISION PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Vision

401k Sponsoring company profile

MINOR AND JAMES MEDICAL, PLLC has sponsored the creation of one or more 401k plans.

Company Name: MINOR AND JAMES MEDICAL, PLLC

Employer identification number (EIN): 911340223

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MINOR AND JAMES MEDICAL, PLLC VISION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
506 2016-01-01 HEIDI CLARY
506 2015-01-01 HEIDI CLARY
506 2014-01-01 HEIDI CLARY
506 2013-01-01 HEIDI CLARY
506 2012-01-01 HEIDI CLARY
506 2011-02-01 ERIC RADCLIFFE
506 2009-02-01 ERIC RADCLIFFE

Plan id#	Filing Submission Date	Name of Administrator
506	2016-01-01	HEIDI CLARY
506	2015-01-01	HEIDI CLARY
506	2014-01-01	HEIDI CLARY
506	2013-01-01	HEIDI CLARY
506	2012-01-01	HEIDI CLARY
506	2011-02-01	ERIC RADCLIFFE
506	2009-02-01	ERIC RADCLIFFE

Plan Statistics for MINOR AND JAMES MEDICAL, PLLC VISION PLAN

401k plan membership statisitcs for MINOR AND JAMES MEDICAL, PLLC VISION PLAN

Measure Date Value
2016: MINOR AND JAMES MEDICAL, PLLC VISION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
2015: MINOR AND JAMES MEDICAL, PLLC VISION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 280
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 280
2014: MINOR AND JAMES MEDICAL, PLLC VISION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 279
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 2014-01-01 279
2013: MINOR AND JAMES MEDICAL, PLLC VISION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 290
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 279
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 2013-01-01 279
2012: MINOR AND JAMES MEDICAL, PLLC VISION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 291
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 290
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 2012-01-01 290
2011: MINOR AND JAMES MEDICAL, PLLC VISION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 336
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 291
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 0
Total of all active and inactive participants 2011-02-01 291
2009: MINOR AND JAMES MEDICAL, PLLC VISION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 420
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 376
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 0
Total of all active and inactive participants 2009-02-01 376

Measure	Date	Value
2016: MINOR AND JAMES MEDICAL, PLLC VISION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
2015: MINOR AND JAMES MEDICAL, PLLC VISION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	280
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	280
2014: MINOR AND JAMES MEDICAL, PLLC VISION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	279
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	279
2013: MINOR AND JAMES MEDICAL, PLLC VISION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	290
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	279
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	279
2012: MINOR AND JAMES MEDICAL, PLLC VISION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	291
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	290
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	290
2011: MINOR AND JAMES MEDICAL, PLLC VISION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	336
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	291
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	0
Total of all active and inactive participants	2011-02-01	291
2009: MINOR AND JAMES MEDICAL, PLLC VISION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	420
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	376
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	0
Total of all active and inactive participants	2009-02-01	376

Form 5500 Responses for MINOR AND JAMES MEDICAL, PLLC VISION PLAN

2016: MINOR AND JAMES MEDICAL, PLLC VISION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: MINOR AND JAMES MEDICAL, PLLC VISION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: MINOR AND JAMES MEDICAL, PLLC VISION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: MINOR AND JAMES MEDICAL, PLLC VISION 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 – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: MINOR AND JAMES MEDICAL, PLLC VISION 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 – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: MINOR AND JAMES MEDICAL, PLLC VISION PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Insurance	Yes
2011-02-01	Plan benefit arrangement – Insurance	Yes
2009: MINOR AND JAMES MEDICAL, PLLC VISION PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Insurance	Yes
2009-02-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	MINOR AND JAMES MEDICAL, PLLC
Employer identification number (EIN):	911340223
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)