401k Plan data: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS plan

SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 401k Plan overview

Plan Name	SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS
Plan identification number	001

SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBERT F. FISCHER, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT F. FISCHER, M.D., INC.

Employer identification number (EIN): 953428152

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 ANUSH MANUKYAN
001 2013-01-01 ANNE L. FISCHER
001 2012-01-01 ANNE L. FISCHER ANNE L. FISCHER 2013-08-14
001 2011-01-01 ANNE L. FISCHER ANNE L. FISCHER 2012-11-05
001 2010-01-01 ROBERT F. FISCHER, M.D. ROBERT F. FISCHER, M.D. 2011-06-02
001 2009-01-01 ROBERT F. FISCHER, M.D. ROBERT F. FISCHER, M.D. 2011-06-02
001 2008-01-01 ROBERT F. FISCHER, M.D. ROBERT F. FISCHER, M.D. 2011-05-17

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	ANUSH MANUKYAN
001	2013-01-01	ANNE L. FISCHER
001	2012-01-01	ANNE L. FISCHER	ANNE L. FISCHER	2013-08-14
001	2011-01-01	ANNE L. FISCHER	ANNE L. FISCHER	2012-11-05
001	2010-01-01	ROBERT F. FISCHER, M.D.	ROBERT F. FISCHER, M.D.	2011-06-02
001	2009-01-01	ROBERT F. FISCHER, M.D.	ROBERT F. FISCHER, M.D.	2011-06-02
001	2008-01-01	ROBERT F. FISCHER, M.D.	ROBERT F. FISCHER, M.D.	2011-05-17

Plan Statistics for SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS

401k plan membership statisitcs for SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS

Measure Date Value
2017: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2017 401k membership
Total participants, beginning-of-year 2017-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2016 401k membership
Total participants, beginning-of-year 2016-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
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 73
Total of all active and inactive participants 2016-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 75
Number of participants with account balances 2016-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2015 401k membership
Total participants, beginning-of-year 2015-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 62
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 26
Total of all active and inactive participants 2015-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 88
Number of participants with account balances 2015-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
2014: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2014 401k membership
Total participants, beginning-of-year 2014-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 67
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 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 67
Number of participants with account balances 2014-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2013 401k membership
Total participants, beginning-of-year 2013-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 37
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 2
Total of all active and inactive participants 2013-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 39
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2012 401k membership
Total participants, beginning-of-year 2012-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 25
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 2
Total of all active and inactive participants 2012-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 27
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2010 401k membership
Total participants, beginning-of-year 2010-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 2
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2008: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2008 401k membership
Total participants, beginning-of-year 2008-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 9
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 2
Total of all active and inactive participants 2008-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 11
Number of participants with account balances 2008-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2017: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2017 401k membership
Total participants, beginning-of-year	2017-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2016 401k membership
Total participants, beginning-of-year	2016-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
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	73
Total of all active and inactive participants	2016-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	75
Number of participants with account balances	2016-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2015 401k membership
Total participants, beginning-of-year	2015-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	62
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	26
Total of all active and inactive participants	2015-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	88
Number of participants with account balances	2015-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
2014: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2014 401k membership
Total participants, beginning-of-year	2014-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	67
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	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	67
Number of participants with account balances	2014-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2013 401k membership
Total participants, beginning-of-year	2013-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	37
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	2
Total of all active and inactive participants	2013-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	39
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2012 401k membership
Total participants, beginning-of-year	2012-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	25
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	2
Total of all active and inactive participants	2012-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	27
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2010 401k membership
Total participants, beginning-of-year	2010-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	2
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2008: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2008 401k membership
Total participants, beginning-of-year	2008-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	9
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	2
Total of all active and inactive participants	2008-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	11
Number of participants with account balances	2008-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Financial Data on SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS

Measure	Date	Value
2017 : SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$314,660
Expenses. Total of all expenses incurred	2017-12-31	$260,014
Benefits paid (including direct rollovers)	2017-12-31	$228,466
Total plan assets at end of year	2017-12-31	$3,023,647
Total plan assets at beginning of year	2017-12-31	$2,969,001
Value of fidelity bond covering the plan	2017-12-31	$350,000
Assets. Value of tangible personal property	2017-12-31	$226,801
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$314,660
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$54,646
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,023,647
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,969,001
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$31,548
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$19,916
Expenses. Total of all expenses incurred	2016-12-31	$92,164
Benefits paid (including direct rollovers)	2016-12-31	$87,552
Total plan assets at end of year	2016-12-31	$2,969,001
Total plan assets at beginning of year	2016-12-31	$3,041,249
Value of fidelity bond covering the plan	2016-12-31	$350,000
Assets. Value of tangible personal property	2016-12-31	$211,301
Total contributions received or receivable from participants	2016-12-31	$5,365
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$6,780
Other income received	2016-12-31	$7,771
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-72,248
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,969,001
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,041,249
Assets. Value of participant loans	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$4,612
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$52,558
Expenses. Total of all expenses incurred	2015-12-31	$66,298
Benefits paid (including direct rollovers)	2015-12-31	$35,643
Total plan assets at end of year	2015-12-31	$3,041,249
Total plan assets at beginning of year	2015-12-31	$3,054,989
Value of fidelity bond covering the plan	2015-12-31	$350,000
Assets. Value of tangible personal property	2015-12-31	$220,907
Total contributions received or receivable from participants	2015-12-31	$20,349
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-75,598
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-13,740
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,041,249
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,054,989
Assets. Value of participant loans	2015-12-31	$5,518
Total contributions received or receivable from employer(s)	2015-12-31	$107,807
Value of certain deemed distributions of participant loans	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$30,655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
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	$176,303
Expenses. Total of all expenses incurred	2014-12-31	$30,113
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$3,054,989
Total plan assets at beginning of year	2014-12-31	$2,908,799
Value of fidelity bond covering the plan	2014-12-31	$350,000
Assets. Value of tangible personal property	2014-12-31	$268,000
Total contributions received or receivable from participants	2014-12-31	$13,492
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$65,532
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$146,190
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,054,989
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,908,799
Assets. Value of participant loans	2014-12-31	$47,628
Total contributions received or receivable from employer(s)	2014-12-31	$97,279
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$30,113
2013 : SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$293,706
Expenses. Total of all expenses incurred	2013-12-31	$60,248
Benefits paid (including direct rollovers)	2013-12-31	$32,744
Total plan assets at end of year	2013-12-31	$2,908,799
Total plan assets at beginning of year	2013-12-31	$2,675,341
Value of fidelity bond covering the plan	2013-12-31	$300,000
Assets. Value of tangible personal property	2013-12-31	$268,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$293,706
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$233,458
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,908,799
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,675,341
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$27,504
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 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	$444
Total income from all sources	2012-12-31	$248,464
Expenses. Total of all expenses incurred	2012-12-31	$57,341
Benefits paid (including direct rollovers)	2012-12-31	$31,783
Total plan assets at end of year	2012-12-31	$2,675,341
Total plan assets at beginning of year	2012-12-31	$2,484,662
Value of fidelity bond covering the plan	2012-12-31	$300,000
Assets. Value of loans (other than to participants)	2012-12-31	$131,146
Other income received	2012-12-31	$248,464
Net income (gross income less expenses)	2012-12-31	$191,123
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,675,341
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,484,218
Assets. Value of participant loans	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$25,558
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$444
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-47,066
Expenses. Total of all expenses incurred	2011-12-31	$201,973
Benefits paid (including direct rollovers)	2011-12-31	$176,922
Total plan assets at end of year	2011-12-31	$2,434,662
Total plan assets at beginning of year	2011-12-31	$2,683,257
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-47,066
Net income (gross income less expenses)	2011-12-31	$-249,039
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,434,218
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,683,257
Assets. Value of participant loans	2011-12-31	$50,000
Total contributions received or receivable from employer(s)	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$25,051
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$266,657
Expenses. Total of all expenses incurred	2010-12-31	$24,817
Benefits paid (including direct rollovers)	2010-12-31	$2,037
Total plan assets at end of year	2010-12-31	$2,683,257
Total plan assets at beginning of year	2010-12-31	$2,441,417
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$22,780
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$266,657
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$241,840
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,683,257
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,441,417
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2009 401k financial data
Transfers to/from the plan	2009-12-31	$0
Total plan liabilities at end of year	2009-12-31	$0
Total plan liabilities at beginning of year	2009-12-31	$0
Total income from all sources	2009-12-31	$392,303
Expenses. Total of all expenses incurred	2009-12-31	$21,346
Benefits paid (including direct rollovers)	2009-12-31	$5,581
Total plan assets at end of year	2009-12-31	$2,441,417
Total plan assets at beginning of year	2009-12-31	$2,070,460
Value of fidelity bond covering the plan	2009-12-31	$300,000
Total contributions received or receivable from participants	2009-12-31	$0
Expenses. Other expenses not covered elsewhere	2009-12-31	$229
Contributions received from other sources (not participants or employers)	2009-12-31	$0
Other income received	2009-12-31	$309,730
Noncash contributions received	2009-12-31	$0
Net income (gross income less expenses)	2009-12-31	$370,957
Net plan assets at end of year (total assets less liabilities)	2009-12-31	$2,441,417
Net plan assets at beginning of year (total assets less liabilities)	2009-12-31	$2,070,460
Total contributions received or receivable from employer(s)	2009-12-31	$82,573
Value of certain deemed distributions of participant loans	2009-12-31	$0
Value of corrective distributions	2009-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2009-12-31	$15,536
2008 : SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2008 401k financial data
Transfers to/from the plan	2008-12-31	$0
Total plan liabilities at end of year	2008-12-31	$0
Total plan liabilities at beginning of year	2008-12-31	$0
Total income from all sources	2008-12-31	$-729,696
Expenses. Total of all expenses incurred	2008-12-31	$3,253
Benefits paid (including direct rollovers)	2008-12-31	$1,580
Total plan assets at end of year	2008-12-31	$2,070,460
Total plan assets at beginning of year	2008-12-31	$2,803,409
Value of fidelity bond covering the plan	2008-12-31	$300,000
Total contributions received or receivable from participants	2008-12-31	$0
Expenses. Other expenses not covered elsewhere	2008-12-31	$1,673
Contributions received from other sources (not participants or employers)	2008-12-31	$0
Other income received	2008-12-31	$-729,696
Noncash contributions received	2008-12-31	$0
Net income (gross income less expenses)	2008-12-31	$-732,949
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$2,070,460
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$2,803,409
Total contributions received or receivable from employer(s)	2008-12-31	$0
Value of certain deemed distributions of participant loans	2008-12-31	$0
Value of corrective distributions	2008-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$0

Form 5500 Responses for SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS

2017: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 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 funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 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 funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 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: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
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: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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 - Trust	Yes
2010: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: SANDOR MONTECITO, INC. 401(K) PROFIT SHARING & DISCRETIONARY DEFINED CONTRIBUTION PLANS 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

114404

Policy instance

Insurance contract or identification number	114404
Number of Individuals Covered	2
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $386
Total amount of fees paid to insurance company	USD $6,293
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Amount paid for insurance broker fees	6293
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $386
Insurance broker name	LIDEN & NESTLE INSURANCE SERVICES

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Company Name:	ROBERT F. FISCHER, M.D., INC.
Employer identification number (EIN):	953428152
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists