Plan Name | FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | FINGER LAKES MEDICAL ASSOCIATES, LLP |
Employer identification number (EIN): | 061640335 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about FINGER LAKES MEDICAL ASSOCIATES, LLP
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2002-07-29 |
Company Identification Number: | 2794423 |
Legal Registered Office Address: |
200 NORTH ST STE 101 GENEVA United States of America (USA) 14456 |
More information about FINGER LAKES MEDICAL ASSOCIATES, LLP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | ||||
001 | 2013-01-01 | LEWIS IRVIN | LEWIS IRVIN | 2014-10-09 | |
001 | 2012-01-01 | MARK RYAN | MARK RYAN | 2013-10-15 | |
001 | 2011-01-01 | LEWIS IRVIN | MARK RYAN | 2012-10-13 | |
001 | 2009-01-01 | LEWIS IRVIN | MARK RYAN | 2010-10-15 | |
001 | 2009-01-01 | LEWIS IRVIN | MARK RYAN | 2010-10-15 | |
001 | 2009-01-01 | LEWIS IRVIN | MARK RYAN | 2011-10-18 |
Measure | Date | Value |
---|---|---|
2015: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 171 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 95 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
Total of all active and inactive participants | 2015-01-01 | 116 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 116 |
Number of participants with account balances | 2015-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 141 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 15 |
Total of all active and inactive participants | 2014-01-01 | 169 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 169 |
Number of participants with account balances | 2014-01-01 | 115 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 106 |
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 | 16 |
Total of all active and inactive participants | 2013-01-01 | 122 |
Total participants | 2013-01-01 | 122 |
Number of participants with account balances | 2013-01-01 | 120 |
2012: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 107 |
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 | 20 |
Total of all active and inactive participants | 2012-01-01 | 127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 127 |
Number of participants with account balances | 2012-01-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 9 |
Total of all active and inactive participants | 2011-01-01 | 110 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 110 |
Number of participants with account balances | 2011-01-01 | 110 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 110 |
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 | 9 |
Total of all active and inactive participants | 2009-01-01 | 119 |
Total participants | 2009-01-01 | 119 |
Number of participants with account balances | 2009-01-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2015 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $10,281 |
Total income from all sources (including contributions) | 2015-12-31 | $798,813 |
Total of all expenses incurred | 2015-12-31 | $15,156,227 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $14,991,169 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $144,895 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $660,492 |
Value of total assets at end of year | 2015-12-31 | $111,609 |
Value of total assets at beginning of year | 2015-12-31 | $14,479,304 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $20,163 |
Total interest from all sources | 2015-12-31 | $9,327 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $30,654 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $30,654 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $800,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $422,499 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $241,445 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $212,123 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $804,405 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $10,281 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-14,357,414 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $111,609 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $14,469,023 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $111,609 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $12,890,155 |
Interest on participant loans | 2015-12-31 | $9,327 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $98,340 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $237,993 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $331,176 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $14,991,169 |
Contract administrator fees | 2015-12-31 | $20,163 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MENGEL, METZGER BARR & CO., LLP |
Accountancy firm EIN | 2015-12-31 | 161092347 |
2014 : FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2014 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $10,281 |
Expenses. Interest paid | 2014-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,752,624 |
Total of all expenses incurred | 2014-12-31 | $436,404 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $429,779 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $872,039 |
Value of total assets at end of year | 2014-12-31 | $14,479,304 |
Value of total assets at beginning of year | 2014-12-31 | $13,152,803 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $6,625 |
Total interest from all sources | 2014-12-31 | $10,713 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $340,041 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $340,041 |
Administrative expenses professional fees incurred | 2014-12-31 | $6,625 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $800,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $428,163 |
Participant contributions at end of year | 2014-12-31 | $241,445 |
Participant contributions at beginning of year | 2014-12-31 | $182,843 |
Participant contributions at end of year | 2014-12-31 | $212,123 |
Participant contributions at beginning of year | 2014-12-31 | $243,000 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $804,405 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $911,526 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $10,281 |
Other income not declared elsewhere | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,316,220 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $14,469,023 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $13,152,803 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $12,890,155 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $11,485,569 |
Interest on participant loans | 2014-12-31 | $10,713 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $529,831 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $443,876 |
Employer contributions (assets) at end of year | 2014-12-31 | $331,176 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $329,865 |
Income. Dividends from preferred stock | 2014-12-31 | $0 |
Income. Dividends from common stock | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $429,779 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MENGEL, METZGER BARR & CO., LLP |
Accountancy firm EIN | 2014-12-31 | 161092347 |
2013 : FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2013 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,659,185 |
Total of all expenses incurred | 2013-12-31 | $1,190,103 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,182,551 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $800,516 |
Value of total assets at end of year | 2013-12-31 | $13,152,803 |
Value of total assets at beginning of year | 2013-12-31 | $11,683,721 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $7,552 |
Total interest from all sources | 2013-12-31 | $5,858 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $236,999 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $236,999 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $800,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $375,428 |
Participant contributions at end of year | 2013-12-31 | $182,843 |
Participant contributions at beginning of year | 2013-12-31 | $97,122 |
Participant contributions at end of year | 2013-12-31 | $243,000 |
Participant contributions at beginning of year | 2013-12-31 | $258,500 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $911,526 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $626,597 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,469,082 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $13,152,803 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,683,721 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $11,485,569 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $10,354,104 |
Interest on participant loans | 2013-12-31 | $5,858 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,615,812 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $425,088 |
Employer contributions (assets) at end of year | 2013-12-31 | $329,865 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $347,398 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,182,551 |
Contract administrator fees | 2013-12-31 | $7,552 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MENGEL, METZGER BARR & CO., LLP |
Accountancy firm EIN | 2013-12-31 | 161092347 |
2012 : FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2012 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4 |
Total income from all sources (including contributions) | 2012-12-31 | $1,913,038 |
Total of all expenses incurred | 2012-12-31 | $74,316 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $70,536 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $827,231 |
Value of total assets at end of year | 2012-12-31 | $11,683,721 |
Value of total assets at beginning of year | 2012-12-31 | $9,845,003 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,780 |
Total interest from all sources | 2012-12-31 | $6,424 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $190,199 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $190,199 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $800,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $388,249 |
Participant contributions at end of year | 2012-12-31 | $97,122 |
Participant contributions at beginning of year | 2012-12-31 | $100,133 |
Participant contributions at end of year | 2012-12-31 | $258,500 |
Participant contributions at beginning of year | 2012-12-31 | $253,000 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $626,597 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $838,296 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $141 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $4 |
Other income not declared elsewhere | 2012-12-31 | $71 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,838,722 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $11,683,721 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,844,999 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $10,354,104 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,313,367 |
Interest on participant loans | 2012-12-31 | $6,424 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $4 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $4 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $889,113 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $438,841 |
Employer contributions (assets) at end of year | 2012-12-31 | $347,398 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $340,203 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $70,536 |
Contract administrator fees | 2012-12-31 | $3,780 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MENGEL, METZGER BARR & CO., LLP |
Accountancy firm EIN | 2012-12-31 | 161092347 |
2011 : FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $798,451 |
Total of all expenses incurred | 2011-12-31 | $412,007 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $405,076 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $824,362 |
Value of total assets at end of year | 2011-12-31 | $9,845,003 |
Value of total assets at beginning of year | 2011-12-31 | $9,458,555 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $6,931 |
Total interest from all sources | 2011-12-31 | $7,395 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $168,822 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $168,822 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $800,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $393,073 |
Participant contributions at end of year | 2011-12-31 | $100,133 |
Participant contributions at beginning of year | 2011-12-31 | $138,041 |
Participant contributions at end of year | 2011-12-31 | $253,000 |
Participant contributions at beginning of year | 2011-12-31 | $129,814 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $838,296 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $4 |
Other income not declared elsewhere | 2011-12-31 | $71 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $386,444 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $9,844,999 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,458,555 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $8,313,367 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $8,516,760 |
Interest on participant loans | 2011-12-31 | $7,395 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $4 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $97,893 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $97,893 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-202,199 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $431,289 |
Employer contributions (assets) at end of year | 2011-12-31 | $340,203 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $338,795 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $405,076 |
Contract administrator fees | 2011-12-31 | $6,931 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $237,252 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MENGEL, METZGER BARR & CO., LLP |
Accountancy firm EIN | 2011-12-31 | 161092347 |
2010 : FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,655,845 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $288,681 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $284,264 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $706,307 |
Value of total assets at end of year | 2010-12-31 | $9,458,555 |
Value of total assets at beginning of year | 2010-12-31 | $8,091,391 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,417 |
Total interest from all sources | 2010-12-31 | $12,412 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $185,572 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $180,989 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $268,072 |
Participant contributions at end of year | 2010-12-31 | $138,041 |
Participant contributions at beginning of year | 2010-12-31 | $189,669 |
Participant contributions at end of year | 2010-12-31 | $129,814 |
Participant contributions at beginning of year | 2010-12-31 | $248,000 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $13,673 |
Other income not declared elsewhere | 2010-12-31 | $136 |
Administrative expenses (other) incurred | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,367,164 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $9,458,555 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,091,391 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $22 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $8,516,760 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,818,203 |
Interest on participant loans | 2010-12-31 | $12,402 |
Interest earned on other investments | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $97,893 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $291,515 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $291,515 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $10 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $751,418 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $424,562 |
Employer contributions (assets) at end of year | 2010-12-31 | $338,795 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $427,000 |
Income. Dividends from common stock | 2010-12-31 | $4,583 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $284,264 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
Contract administrator fees | 2010-12-31 | $4,395 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $237,252 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $117,004 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MENGEL, METZGER BARR & CO., LLP |
Accountancy firm EIN | 2010-12-31 | 161092347 |
2015: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) 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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 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: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
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 |
2009: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 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 |