401k Plan data: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST plan

PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST
Plan identification number	001

PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PIONEER VALLEY UROLOGY, PC has sponsored the creation of one or more 401k plans.

Company Name: PIONEER VALLEY UROLOGY, PC

Employer identification number (EIN): 043249509

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 STEPHEN GALLO
001 2016-01-01 KEVIN ASHER
001 2015-01-01 KEVIN ASHER
001 2014-01-01 LEONARD SHAKER
001 2013-01-01 LEONARD SHAKER
001 2012-01-01 LEONARD H. SHAKER 2013-07-08
001 2011-01-01 LEONARD H. SHAKER 2012-05-24
001 2010-01-01 LEONARD H. SHAKER 2011-06-22

Plan Statistics for PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST

401k plan membership statisitcs for PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST

Measure Date Value
2023: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 62
Number of other retired or separated participants entitled to future benefits 2023-01-01 21
Total of all active and inactive participants 2023-01-01 83
Total participants 2023-01-01 83
Number of participants with account balances 2023-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 5
2022: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 63
Number of other retired or separated participants entitled to future benefits 2022-01-01 20
Total of all active and inactive participants 2022-01-01 83
Total participants 2022-01-01 83
Number of participants with account balances 2022-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 50
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 20
Total of all active and inactive participants 2021-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 70
Number of participants with account balances 2021-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 51
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 16
Total of all active and inactive participants 2020-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 67
Number of participants with account balances 2020-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 53
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 65
Number of participants with account balances 2019-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 43
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 15
Total of all active and inactive participants 2018-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 58
Number of participants with account balances 2018-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 52
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 12
Total of all active and inactive participants 2017-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 65
Number of participants with account balances 2017-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 43
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 9
Total of all active and inactive participants 2016-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 52
Number of participants with account balances 2016-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 46
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 8
Total of all active and inactive participants 2015-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 54
Number of participants with account balances 2015-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 43
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 5
Total of all active and inactive participants 2014-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 48
Number of participants with account balances 2014-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 40
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 8
Total of all active and inactive participants 2013-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 48
Number of participants with account balances 2013-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 9

Measure	Date	Value
2023: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	62
Number of other retired or separated participants entitled to future benefits	2023-01-01	21
Total of all active and inactive participants	2023-01-01	83
Total participants	2023-01-01	83
Number of participants with account balances	2023-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	5
2022: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	63
Number of other retired or separated participants entitled to future benefits	2022-01-01	20
Total of all active and inactive participants	2022-01-01	83
Total participants	2022-01-01	83
Number of participants with account balances	2022-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	50
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	20
Total of all active and inactive participants	2021-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	70
Number of participants with account balances	2021-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	51
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	16
Total of all active and inactive participants	2020-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	67
Number of participants with account balances	2020-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	53
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	65
Number of participants with account balances	2019-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	43
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	15
Total of all active and inactive participants	2018-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	58
Number of participants with account balances	2018-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	52
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	12
Total of all active and inactive participants	2017-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	65
Number of participants with account balances	2017-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	43
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	9
Total of all active and inactive participants	2016-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	52
Number of participants with account balances	2016-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	46
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	8
Total of all active and inactive participants	2015-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	54
Number of participants with account balances	2015-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	43
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	5
Total of all active and inactive participants	2014-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	48
Number of participants with account balances	2014-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	40
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	8
Total of all active and inactive participants	2013-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	48
Number of participants with account balances	2013-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	9

Financial Data on PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST

Measure	Date	Value
2023 : PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$2,333,074
Expenses. Total of all expenses incurred	2023-12-31	$61,962
Benefits paid (including direct rollovers)	2023-12-31	$60,644
Total plan assets at end of year	2023-12-31	$12,020,725
Total plan assets at beginning of year	2023-12-31	$9,749,613
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$305,963
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$1,483,016
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$2,271,112
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$12,020,725
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$9,749,613
Assets. Value of participant loans	2023-12-31	$29,047
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$544,095
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$1,318
2022 : PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-555,048
Expenses. Total of all expenses incurred	2022-12-31	$198,545
Benefits paid (including direct rollovers)	2022-12-31	$197,533
Total plan assets at end of year	2022-12-31	$9,749,613
Total plan assets at beginning of year	2022-12-31	$10,503,206
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$269,029
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,380,550
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-753,593
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$9,749,613
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$10,503,206
Assets. Value of participant loans	2022-12-31	$20,284
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$556,473
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,012
2021 : PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,904,792
Expenses. Total of all expenses incurred	2021-12-31	$2,999,777
Benefits paid (including direct rollovers)	2021-12-31	$2,999,124
Total plan assets at end of year	2021-12-31	$10,503,206
Total plan assets at beginning of year	2021-12-31	$11,598,191
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$253,967
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,237,850
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-1,094,985
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$10,503,206
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$11,598,191
Assets. Value of participant loans	2021-12-31	$22,834
Total contributions received or receivable from employer(s)	2021-12-31	$412,975
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$653
2020 : PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,863,747
Expenses. Total of all expenses incurred	2020-12-31	$214,929
Benefits paid (including direct rollovers)	2020-12-31	$214,291
Total plan assets at end of year	2020-12-31	$11,598,191
Total plan assets at beginning of year	2020-12-31	$9,949,373
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$256,305
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,293,310
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,648,818
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$11,598,191
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$9,949,373
Assets. Value of participant loans	2020-12-31	$37,622
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$314,132
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$638
2019 : PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,190,233
Expenses. Total of all expenses incurred	2019-12-31	$550,771
Benefits paid (including direct rollovers)	2019-12-31	$550,064
Total plan assets at end of year	2019-12-31	$9,949,373
Total plan assets at beginning of year	2019-12-31	$8,309,911
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$257,918
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$7,347
Other income received	2019-12-31	$1,630,393
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,639,462
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$9,949,373
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$8,309,911
Assets. Value of participant loans	2019-12-31	$49,334
Total contributions received or receivable from employer(s)	2019-12-31	$294,575
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$707
2018 : PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$207,079
Expenses. Total of all expenses incurred	2018-12-31	$2,098,813
Benefits paid (including direct rollovers)	2018-12-31	$2,098,149
Total plan assets at end of year	2018-12-31	$8,309,911
Total plan assets at beginning of year	2018-12-31	$10,201,645
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$271,488
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$2,011
Other income received	2018-12-31	$-438,280
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-1,891,734
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$8,309,911
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$10,201,645
Assets. Value of participant loans	2018-12-31	$27,858
Total contributions received or receivable from employer(s)	2018-12-31	$371,860
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$664
2017 : PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 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	$1,952,339
Expenses. Total of all expenses incurred	2017-12-31	$182,342
Benefits paid (including direct rollovers)	2017-12-31	$181,698
Total plan assets at end of year	2017-12-31	$10,201,645
Total plan assets at beginning of year	2017-12-31	$8,431,648
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$252,782
Assets. Value of loans (other than to 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	$1,352,818
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,769,997
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$10,201,645
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$8,431,648
Assets. Value of participant loans	2017-12-31	$21,175
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$346,739
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	$644
2016 : PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 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	$1,171,872
Expenses. Total of all expenses incurred	2016-12-31	$446,312
Benefits paid (including direct rollovers)	2016-12-31	$445,837
Total plan assets at end of year	2016-12-31	$8,431,648
Total plan assets at beginning of year	2016-12-31	$7,706,088
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$254,728
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$574,566
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$725,560
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$8,431,648
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$7,706,088
Total contributions received or receivable from employer(s)	2016-12-31	$342,578
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	$475
2015 : PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$495,728
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	$528,650
Expenses. Total of all expenses incurred	2015-12-31	$711,066
Benefits paid (including direct rollovers)	2015-12-31	$710,641
Total plan assets at end of year	2015-12-31	$7,706,088
Total plan assets at beginning of year	2015-12-31	$7,392,776
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$247,631
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	$-35,442
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-182,416
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,706,088
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,392,776
Total contributions received or receivable from employer(s)	2015-12-31	$316,461
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$425
2014 : PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 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	$786,800
Expenses. Total of all expenses incurred	2014-12-31	$1,405,631
Benefits paid (including direct rollovers)	2014-12-31	$1,405,131
Total plan assets at end of year	2014-12-31	$7,392,776
Total plan assets at beginning of year	2014-12-31	$8,011,607
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$228,198
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	$433,728
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-618,831
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,392,776
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,011,607
Total contributions received or receivable from employer(s)	2014-12-31	$124,874
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	$500
2013 : PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 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	$1,822,376
Expenses. Total of all expenses incurred	2013-12-31	$1,445,145
Benefits paid (including direct rollovers)	2013-12-31	$1,444,720
Total plan assets at end of year	2013-12-31	$8,011,607
Total plan assets at beginning of year	2013-12-31	$7,634,376
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$228,911
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$118,516
Other income received	2013-12-31	$1,126,322
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$377,231
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$8,011,607
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,634,376
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$348,627
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	$425

Form 5500 Responses for PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST

2023: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 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	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PIONEER VALLEY UROLOGY, PC 401(K) PLAN AND TRUST 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

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Company Name:	PIONEER VALLEY UROLOGY, PC
Employer identification number (EIN):	043249509
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)