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NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan NameNORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number 005

NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

NORTH SHORE HEMATOLOGY/ONCOLOGY ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name:NORTH SHORE HEMATOLOGY/ONCOLOGY ASSOCIATES, PC
Employer identification number (EIN):112419534
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about NORTH SHORE HEMATOLOGY/ONCOLOGY ASSOCIATES, PC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1977-04-01
Company Identification Number: 429488
Legal Registered Office Address: c/o 507 Plum Street
STE 310
SYRACUSE
United States of America (USA)
132041469

More information about NORTH SHORE HEMATOLOGY/ONCOLOGY ASSOCIATES, PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-04-01TODD O'CONNELL2023-12-28
0052022-04-01
0052021-04-01
0052020-04-01
0052019-04-01
0052019-04-01
0052018-04-01
0052018-04-01
0052017-04-01TODD O'CONNELL
0052017-04-01TODD O'CONNELL
0052016-04-01TODD OCONNELL TODD OCONNELL2018-01-16
0052015-04-01TODD OCONNELL TODD OCONNELL2017-01-17
0052014-04-01MARK LEVINE MARK LEVINE2016-01-12
0052013-04-01MARK LEVINE MARK LEVINE2014-12-05

Plan Statistics for NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST

401k plan membership statisitcs for NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2023: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2023 401k membership
Market value of plan assets2023-03-3110,712,574
Acturial value of plan assets2023-03-3110,712,574
Funding target for retired participants and beneficiaries receiving payment2023-03-310
Number of terminated vested participants2023-03-3188
Fundng target for terminated vested participants2023-03-311,392,815
Active participant vested funding target2023-03-318,023,352
Number of active participants2023-03-31249
Total funding liabilities for active participants2023-03-318,023,352
Total participant count2023-03-31337
Total funding target for all participants2023-03-319,416,167
Balance at beginning of prior year after applicable adjustments2023-03-310
Prefunding balance at beginning of prior year after applicable adjustments2023-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2023-03-310
Prefunding balanced used to offset prior years funding requirement2023-03-310
Amount remaining of carryover balance2023-03-310
Amount remaining of prefunding balance2023-03-310
Present value of excess contributions2023-03-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-03-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-03-310
Reductions in caryover balances due to elections or deemed elections2023-03-310
Reductions in prefunding balances due to elections or deemed elections2023-03-310
Balance of carryovers at beginning of current year2023-03-310
Balance of prefunding at beginning of current year2023-03-310
Total employer contributions2023-03-310
Total employee contributions2023-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-03-310
Contributions made to avoid restrictions adjusted to valuation date2023-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-03-310
Unpaid minimum required contributions for all prior years2023-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-03-310
Remaining amount of unpaid minimum required contributions2023-03-310
Minimum required contributions for current year target normal cost2023-03-310
Net shortfall amortization installment of oustanding balance2023-03-310
Waiver amortization installment2023-03-310
Total funding amount beforereflecting carryover/prefunding balances2023-03-310
Carryover balance elected to use to offset funding requirement2023-03-310
Prefunding balance elected to use to offset funding requirement2023-03-310
Additional cash requirement2023-03-310
Contributions allocatedtoward minimum required contributions for current year2023-03-310
Unpaid minimum required contributions for current year2023-03-310
Unpaid minimum required contributions for all years2023-03-310
2022: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-04-01337
Total number of active participants reported on line 7a of the Form 55002022-04-010
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
Market value of plan assets2022-03-3110,815,937
Acturial value of plan assets2022-03-3110,815,937
Funding target for retired participants and beneficiaries receiving payment2022-03-310
Number of terminated vested participants2022-03-3175
Fundng target for terminated vested participants2022-03-311,371,395
Active participant vested funding target2022-03-318,301,926
Number of active participants2022-03-31272
Total funding liabilities for active participants2022-03-318,301,926
Total participant count2022-03-31347
Total funding target for all participants2022-03-319,673,321
Balance at beginning of prior year after applicable adjustments2022-03-310
Prefunding balance at beginning of prior year after applicable adjustments2022-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-03-310
Prefunding balanced used to offset prior years funding requirement2022-03-310
Amount remaining of carryover balance2022-03-310
Amount remaining of prefunding balance2022-03-310
Present value of excess contributions2022-03-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-03-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-03-310
Reductions in caryover balances due to elections or deemed elections2022-03-310
Reductions in prefunding balances due to elections or deemed elections2022-03-310
Balance of carryovers at beginning of current year2022-03-310
Balance of prefunding at beginning of current year2022-03-310
Total employer contributions2022-03-310
Total employee contributions2022-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-03-310
Contributions made to avoid restrictions adjusted to valuation date2022-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-03-310
Unpaid minimum required contributions for all prior years2022-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-03-310
Remaining amount of unpaid minimum required contributions2022-03-310
Minimum required contributions for current year target normal cost2022-03-310
Net shortfall amortization installment of oustanding balance2022-03-310
Waiver amortization installment2022-03-310
Total funding amount beforereflecting carryover/prefunding balances2022-03-310
Carryover balance elected to use to offset funding requirement2022-03-310
Prefunding balance elected to use to offset funding requirement2022-03-310
Additional cash requirement2022-03-310
Contributions allocatedtoward minimum required contributions for current year2022-03-310
Unpaid minimum required contributions for current year2022-03-310
Unpaid minimum required contributions for all years2022-03-310
2021: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-04-01348
Total number of active participants reported on line 7a of the Form 55002021-04-01249
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-0188
Total of all active and inactive participants2021-04-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-012
Market value of plan assets2021-03-319,957,455
Acturial value of plan assets2021-03-319,957,455
Funding target for retired participants and beneficiaries receiving payment2021-03-310
Number of terminated vested participants2021-03-3158
Fundng target for terminated vested participants2021-03-311,247,970
Active participant vested funding target2021-03-317,682,459
Number of active participants2021-03-31320
Total funding liabilities for active participants2021-03-317,718,336
Total participant count2021-03-31378
Total funding target for all participants2021-03-318,966,306
Balance at beginning of prior year after applicable adjustments2021-03-310
Prefunding balance at beginning of prior year after applicable adjustments2021-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-03-310
Prefunding balanced used to offset prior years funding requirement2021-03-310
Amount remaining of carryover balance2021-03-310
Amount remaining of prefunding balance2021-03-310
Present value of excess contributions2021-03-31966,825
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-03-311,018,647
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-03-310
Reductions in caryover balances due to elections or deemed elections2021-03-310
Reductions in prefunding balances due to elections or deemed elections2021-03-310
Balance of carryovers at beginning of current year2021-03-310
Balance of prefunding at beginning of current year2021-03-310
Total employer contributions2021-03-310
Total employee contributions2021-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-03-310
Contributions made to avoid restrictions adjusted to valuation date2021-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-03-310
Unpaid minimum required contributions for all prior years2021-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-03-310
Remaining amount of unpaid minimum required contributions2021-03-310
Minimum required contributions for current year target normal cost2021-03-310
Net shortfall amortization installment of oustanding balance2021-03-310
Waiver amortization installment2021-03-310
Total funding amount beforereflecting carryover/prefunding balances2021-03-310
Carryover balance elected to use to offset funding requirement2021-03-310
Prefunding balance elected to use to offset funding requirement2021-03-310
Additional cash requirement2021-03-310
Contributions allocatedtoward minimum required contributions for current year2021-03-310
Unpaid minimum required contributions for current year2021-03-310
Unpaid minimum required contributions for all years2021-03-310
2020: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-04-01380
Total number of active participants reported on line 7a of the Form 55002020-04-01273
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-0175
Total of all active and inactive participants2020-04-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-0113
Market value of plan assets2020-03-319,786,302
Acturial value of plan assets2020-03-319,786,302
Funding target for retired participants and beneficiaries receiving payment2020-03-310
Number of terminated vested participants2020-03-3141
Fundng target for terminated vested participants2020-03-311,511,253
Active participant vested funding target2020-03-317,616,757
Number of active participants2020-03-31321
Total funding liabilities for active participants2020-03-317,648,659
Total participant count2020-03-31362
Total funding target for all participants2020-03-319,159,912
Balance at beginning of prior year after applicable adjustments2020-03-310
Prefunding balance at beginning of prior year after applicable adjustments2020-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-03-310
Prefunding balanced used to offset prior years funding requirement2020-03-310
Amount remaining of carryover balance2020-03-310
Amount remaining of prefunding balance2020-03-310
Present value of excess contributions2020-03-311,009,178
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-03-311,065,288
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-03-310
Reductions in caryover balances due to elections or deemed elections2020-03-310
Reductions in prefunding balances due to elections or deemed elections2020-03-310
Balance of carryovers at beginning of current year2020-03-310
Balance of prefunding at beginning of current year2020-03-310
Total employer contributions2020-03-311,718,717
Total employee contributions2020-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-03-310
Contributions made to avoid restrictions adjusted to valuation date2020-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-03-311,567,596
Unpaid minimum required contributions for all prior years2020-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-03-310
Remaining amount of unpaid minimum required contributions2020-03-310
Minimum required contributions for current year target normal cost2020-03-311,227,161
Net shortfall amortization installment of oustanding balance2020-03-310
Waiver amortization installment2020-03-310
Total funding amount beforereflecting carryover/prefunding balances2020-03-31600,771
Carryover balance elected to use to offset funding requirement2020-03-310
Prefunding balance elected to use to offset funding requirement2020-03-310
Additional cash requirement2020-03-31600,771
Contributions allocatedtoward minimum required contributions for current year2020-03-311,567,596
Unpaid minimum required contributions for current year2020-03-310
Unpaid minimum required contributions for all years2020-03-310
2019: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-04-01315
Total number of active participants reported on line 7a of the Form 55002019-04-01321
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-0115
Total of all active and inactive participants2019-04-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-0114
Market value of plan assets2019-03-317,991,991
Acturial value of plan assets2019-03-317,991,991
Funding target for retired participants and beneficiaries receiving payment2019-03-310
Number of terminated vested participants2019-03-3132
Fundng target for terminated vested participants2019-03-3199,040
Active participant vested funding target2019-03-316,755,633
Number of active participants2019-03-31281
Total funding liabilities for active participants2019-03-317,055,032
Total participant count2019-03-31313
Total funding target for all participants2019-03-317,154,072
Balance at beginning of prior year after applicable adjustments2019-03-310
Prefunding balance at beginning of prior year after applicable adjustments2019-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-03-310
Prefunding balanced used to offset prior years funding requirement2019-03-310
Amount remaining of carryover balance2019-03-310
Amount remaining of prefunding balance2019-03-310
Present value of excess contributions2019-03-311,501,161
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-03-311,588,378
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-03-310
Reductions in caryover balances due to elections or deemed elections2019-03-310
Reductions in prefunding balances due to elections or deemed elections2019-03-310
Balance of carryovers at beginning of current year2019-03-310
Balance of prefunding at beginning of current year2019-03-310
Total employer contributions2019-03-311,545,536
Total employee contributions2019-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-03-310
Contributions made to avoid restrictions adjusted to valuation date2019-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-03-311,444,135
Unpaid minimum required contributions for all prior years2019-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-03-310
Remaining amount of unpaid minimum required contributions2019-03-310
Minimum required contributions for current year target normal cost2019-03-311,272,876
Net shortfall amortization installment of oustanding balance2019-03-310
Waiver amortization installment2019-03-310
Total funding amount beforereflecting carryover/prefunding balances2019-03-31434,957
Carryover balance elected to use to offset funding requirement2019-03-310
Prefunding balance elected to use to offset funding requirement2019-03-310
Additional cash requirement2019-03-31434,957
Contributions allocatedtoward minimum required contributions for current year2019-03-311,444,135
Unpaid minimum required contributions for current year2019-03-310
Unpaid minimum required contributions for all years2019-03-310
2018: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-04-01319
Total number of active participants reported on line 7a of the Form 55002018-04-01274
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-0141
Total of all active and inactive participants2018-04-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-0114
Market value of plan assets2018-03-316,473,205
Acturial value of plan assets2018-03-316,473,205
Funding target for retired participants and beneficiaries receiving payment2018-03-310
Number of terminated vested participants2018-03-3131
Fundng target for terminated vested participants2018-03-31111,135
Active participant vested funding target2018-03-314,925,129
Number of active participants2018-03-31243
Total funding liabilities for active participants2018-03-315,079,801
Total participant count2018-03-31274
Total funding target for all participants2018-03-315,190,936
Balance at beginning of prior year after applicable adjustments2018-03-310
Prefunding balance at beginning of prior year after applicable adjustments2018-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-03-310
Prefunding balanced used to offset prior years funding requirement2018-03-310
Amount remaining of carryover balance2018-03-310
Amount remaining of prefunding balance2018-03-310
Present value of excess contributions2018-03-311,216,300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-03-311,285,021
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-03-310
Reductions in caryover balances due to elections or deemed elections2018-03-310
Reductions in prefunding balances due to elections or deemed elections2018-03-310
Balance of carryovers at beginning of current year2018-03-310
Balance of prefunding at beginning of current year2018-03-310
Total employer contributions2018-03-311,594,000
Total employee contributions2018-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-03-310
Contributions made to avoid restrictions adjusted to valuation date2018-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-03-311,501,161
Unpaid minimum required contributions for all prior years2018-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-03-310
Remaining amount of unpaid minimum required contributions2018-03-310
Minimum required contributions for current year target normal cost2018-03-311,011,857
Net shortfall amortization installment of oustanding balance2018-03-310
Waiver amortization installment2018-03-310
Total funding amount beforereflecting carryover/prefunding balances2018-03-310
Carryover balance elected to use to offset funding requirement2018-03-310
Prefunding balance elected to use to offset funding requirement2018-03-310
Additional cash requirement2018-03-310
Contributions allocatedtoward minimum required contributions for current year2018-03-311,501,161
Unpaid minimum required contributions for current year2018-03-310
Unpaid minimum required contributions for all years2018-03-310
2017: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-04-01274
Total number of active participants reported on line 7a of the Form 55002017-04-01280
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-0139
Total of all active and inactive participants2017-04-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-0116
Market value of plan assets2017-03-315,023,958
Acturial value of plan assets2017-03-315,023,958
Funding target for retired participants and beneficiaries receiving payment2017-03-310
Number of terminated vested participants2017-03-3124
Fundng target for terminated vested participants2017-03-3124,851
Active participant vested funding target2017-03-313,893,535
Number of active participants2017-03-31181
Total funding liabilities for active participants2017-03-313,946,636
Total participant count2017-03-31205
Total funding target for all participants2017-03-313,971,487
Balance at beginning of prior year after applicable adjustments2017-03-310
Prefunding balance at beginning of prior year after applicable adjustments2017-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-03-310
Prefunding balanced used to offset prior years funding requirement2017-03-310
Amount remaining of carryover balance2017-03-310
Amount remaining of prefunding balance2017-03-310
Present value of excess contributions2017-03-311,216,300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-03-311,285,021
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-03-310
Reductions in caryover balances due to elections or deemed elections2017-03-310
Reductions in prefunding balances due to elections or deemed elections2017-03-310
Balance of carryovers at beginning of current year2017-03-310
Balance of prefunding at beginning of current year2017-03-310
Total employer contributions2017-03-311,472,776
Total employee contributions2017-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-03-310
Contributions made to avoid restrictions adjusted to valuation date2017-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-03-311,378,639
Unpaid minimum required contributions for all prior years2017-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-03-310
Remaining amount of unpaid minimum required contributions2017-03-310
Minimum required contributions for current year target normal cost2017-03-311,054,253
Net shortfall amortization installment of oustanding balance2017-03-310
Waiver amortization installment2017-03-310
Waived amount of outstanding balance2017-03-310
Total funding amount beforereflecting carryover/prefunding balances2017-03-311,782
Carryover balance elected to use to offset funding requirement2017-03-310
Prefunding balance elected to use to offset funding requirement2017-03-310
Additional cash requirement2017-03-311,782
Contributions allocatedtoward minimum required contributions for current year2017-03-311,378,639
Unpaid minimum required contributions for current year2017-03-310
Unpaid minimum required contributions for all years2017-03-310
2016: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-04-01274
Total number of active participants reported on line 7a of the Form 55002016-04-01211
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-0131
Total of all active and inactive participants2016-04-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-0116
2015: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-04-01160
Total number of active participants reported on line 7a of the Form 55002015-04-01181
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-0124
Total of all active and inactive participants2015-04-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-011
2014: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-04-01156
Total number of active participants reported on line 7a of the Form 55002014-04-01129
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-0121
Total of all active and inactive participants2014-04-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-014
2013: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-04-01136
Total number of active participants reported on line 7a of the Form 55002013-04-01128
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-0114
Total of all active and inactive participants2013-04-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-011

Financial Data on NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2023 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total income from all sources (including contributions)2023-03-31$-258,849
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$10,444,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$10,389,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$0
Value of total assets at end of year2023-03-31$9,211
Value of total assets at beginning of year2023-03-31$10,712,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$55,007
Total interest from all sources2023-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-03-31$0
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Assets. Other investments not covered elsewhere at end of year2023-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$0
Administrative expenses (other) incurred2023-03-31$40,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-10,703,363
Value of net assets at end of year (total assets less liabilities)2023-03-31$9,211
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$10,712,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$14,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$0
Value of interest in common/collective trusts at end of year2023-03-31$9,211
Value of interest in common/collective trusts at beginning of year2023-03-31$10,712,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$0
Asset value of US Government securities at end of year2023-03-31$0
Asset value of US Government securities at beginning of year2023-03-31$0
Net investment gain or loss from common/collective trusts2023-03-31$-258,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31Yes
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Employer contributions (assets) at end of year2023-03-31$0
Employer contributions (assets) at beginning of year2023-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$10,389,507
Asset. Corporate debt instrument debt (other) at end of year2023-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-03-31$0
Liabilities. Value of benefit claims payable at end of year2023-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-03-31$0
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31TMI CPA, P.C.
Accountancy firm EIN2023-03-31472426908
2022 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total income from all sources (including contributions)2022-03-31$922
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$104,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$44,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$0
Value of total assets at end of year2022-03-31$10,712,574
Value of total assets at beginning of year2022-03-31$10,815,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$59,683
Total interest from all sources2022-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Assets. Other investments not covered elsewhere at end of year2022-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$7,337
Administrative expenses (other) incurred2022-03-31$27,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$-103,363
Value of net assets at end of year (total assets less liabilities)2022-03-31$10,712,574
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$10,815,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$32,495
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$0
Value of interest in common/collective trusts at end of year2022-03-31$10,712,574
Value of interest in common/collective trusts at beginning of year2022-03-31$10,808,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$0
Asset value of US Government securities at end of year2022-03-31$0
Asset value of US Government securities at beginning of year2022-03-31$0
Net investment gain or loss from common/collective trusts2022-03-31$922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Employer contributions (assets) at end of year2022-03-31$0
Employer contributions (assets) at beginning of year2022-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$44,602
Asset. Corporate debt instrument debt (other) at end of year2022-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-03-31$0
Liabilities. Value of benefit claims payable at end of year2022-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-03-31$0
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31TMI CPA, P.C.
Accountancy firm EIN2022-03-31472426908
2021 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$902,484
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$44,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$10,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$0
Value of total assets at end of year2021-03-31$10,815,937
Value of total assets at beginning of year2021-03-31$9,957,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$33,948
Total interest from all sources2021-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31Yes
Amount of non-exempt transactions with any party-in-interest2021-03-31$7,337
Assets. Other investments not covered elsewhere at end of year2021-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-03-31$30,134
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$7,337
Administrative expenses (other) incurred2021-03-31$23,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$858,483
Value of net assets at end of year (total assets less liabilities)2021-03-31$10,815,937
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$9,957,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$10,840
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$0
Value of interest in common/collective trusts at end of year2021-03-31$10,808,600
Value of interest in common/collective trusts at beginning of year2021-03-31$8,201,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$7,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$7,336
Asset value of US Government securities at end of year2021-03-31$0
Asset value of US Government securities at beginning of year2021-03-31$0
Net investment gain or loss from common/collective trusts2021-03-31$902,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31Yes
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Employer contributions (assets) at end of year2021-03-31$0
Employer contributions (assets) at beginning of year2021-03-31$1,718,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$10,053
Asset. Corporate debt instrument debt (other) at end of year2021-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-03-31$0
Liabilities. Value of benefit claims payable at end of year2021-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-03-31$0
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31TMI CPA, P.C.
Accountancy firm EIN2021-03-31472426908
2020 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$1,542,698
Total loss/gain on sale of assets2020-03-31$27,513
Total of all expenses incurred2020-03-31$1,393,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$1,355,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$1,718,717
Value of total assets at end of year2020-03-31$9,957,454
Value of total assets at beginning of year2020-03-31$9,807,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$37,963
Total interest from all sources2020-03-31$2,845
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$15,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$10,154
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Assets. Other investments not covered elsewhere at end of year2020-03-31$30,134
Other income not declared elsewhere2020-03-31$184
Administrative expenses (other) incurred2020-03-31$19,416
Total non interest bearing cash at beginning of year2020-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$149,503
Value of net assets at end of year (total assets less liabilities)2020-03-31$9,957,454
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$9,807,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$18,547
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$5,775,406
Income. Interest from corporate debt instruments2020-03-31$135
Value of interest in common/collective trusts at end of year2020-03-31$8,201,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$7,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$1,255,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$1,255,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$2,710
Asset value of US Government securities at end of year2020-03-31$0
Asset value of US Government securities at beginning of year2020-03-31$95,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$24,665
Net investment gain or loss from common/collective trusts2020-03-31$-246,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31Yes
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$1,718,717
Employer contributions (assets) at end of year2020-03-31$1,718,717
Employer contributions (assets) at beginning of year2020-03-31$1,360,000
Income. Dividends from common stock2020-03-31$5,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$1,355,232
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$1,258,364
Assets. Corporate common stocks other than exployer securities at end of year2020-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-03-31$62,720
Liabilities. Value of benefit claims payable at end of year2020-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-03-31$0
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$4,819,761
Aggregate carrying amount (costs) on sale of assets2020-03-31$4,792,248
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31TMI CPA, P.C.
Accountancy firm EIN2020-03-31472426908
2019 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$29,922
Total unrealized appreciation/depreciation of assets2019-03-31$29,922
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$17,710
Total income from all sources (including contributions)2019-03-31$1,860,568
Total loss/gain on sale of assets2019-03-31$-3,632
Total of all expenses incurred2019-03-31$59,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$14,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$1,545,536
Value of total assets at end of year2019-03-31$9,807,951
Value of total assets at beginning of year2019-03-31$8,024,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$44,792
Total interest from all sources2019-03-31$56,717
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$173,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$173,335
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Administrative expenses (other) incurred2019-03-31$4
Total non interest bearing cash at end of year2019-03-31$0
Total non interest bearing cash at beginning of year2019-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$1,801,447
Value of net assets at end of year (total assets less liabilities)2019-03-31$9,807,951
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$8,006,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$44,788
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$5,775,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$1,541,425
Income. Interest from US Government securities2019-03-31$2,877
Income. Interest from corporate debt instruments2019-03-31$36,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$1,255,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$4,988,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$4,988,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$17,565
Asset value of US Government securities at end of year2019-03-31$95,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$58,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31Yes
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$1,545,536
Employer contributions (assets) at end of year2019-03-31$1,360,000
Employer contributions (assets) at beginning of year2019-03-31$1,494,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$14,329
Asset. Corporate debt instrument debt (other) at end of year2019-03-31$1,258,364
Assets. Corporate common stocks other than exployer securities at end of year2019-03-31$62,720
Liabilities. Value of benefit claims payable at end of year2019-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-03-31$17,710
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$684,862
Aggregate carrying amount (costs) on sale of assets2019-03-31$688,494
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31TMI CPA, P.C.
Accountancy firm EIN2019-03-31472426908
2018 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$-1,415
Total unrealized appreciation/depreciation of assets2018-03-31$-1,415
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$17,710
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$11,833
Total income from all sources (including contributions)2018-03-31$1,600,238
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$80,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$73,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$1,594,000
Value of total assets at end of year2018-03-31$8,024,214
Value of total assets at beginning of year2018-03-31$6,498,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$6,361
Total interest from all sources2018-03-31$14,972
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$6,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$6,594
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Administrative expenses (other) incurred2018-03-31$15
Total non interest bearing cash at end of year2018-03-31$0
Total non interest bearing cash at beginning of year2018-03-31$12,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$1,520,050
Value of net assets at end of year (total assets less liabilities)2018-03-31$8,006,504
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$6,486,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$6,346
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$1,541,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$4,988,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$5,533,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$5,533,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$14,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$-13,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$1,594,000
Employer contributions (assets) at end of year2018-03-31$1,494,000
Employer contributions (assets) at beginning of year2018-03-31$952,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$73,827
Liabilities. Value of benefit claims payable at end of year2018-03-31$17,710
Liabilities. Value of benefit claims payable at beginning of year2018-03-31$11,833
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31TMI CPA, P.C.
Accountancy firm EIN2018-03-31472426908
2017 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$11,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$11,206
Total income from all sources (including contributions)2017-03-31$1,480,884
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$32,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$32,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$1,472,776
Value of total assets at end of year2017-03-31$6,498,287
Value of total assets at beginning of year2017-03-31$5,049,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$0
Total interest from all sources2017-03-31$8,108
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$0
Participant contributions at beginning of year2017-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-03-31$0
Administrative expenses (other) incurred2017-03-31$0
Total non interest bearing cash at end of year2017-03-31$12,134
Total non interest bearing cash at beginning of year2017-03-31$11,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$1,448,611
Value of net assets at end of year (total assets less liabilities)2017-03-31$6,486,454
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$5,037,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Assets. partnership/joint venture interests at beginning of year2017-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$0
Value of interest in common/collective trusts at beginning of year2017-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$5,533,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$3,739,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$3,739,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$8,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$1,472,776
Employer contributions (assets) at end of year2017-03-31$952,776
Employer contributions (assets) at beginning of year2017-03-31$1,297,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$32,273
Asset. Corporate debt instrument debt (other) at beginning of year2017-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$0
Liabilities. Value of benefit claims payable at end of year2017-03-31$11,833
Liabilities. Value of benefit claims payable at beginning of year2017-03-31$11,206
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31TMI CPA, P.C.
Accountancy firm EIN2017-03-31472426908
2016 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$11,206
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$1,304,395
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$32,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$32,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$1,298,890
Value of total assets at end of year2016-03-31$5,049,049
Value of total assets at beginning of year2016-03-31$3,766,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$0
Total interest from all sources2016-03-31$5,505
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$0
Administrative expenses (other) incurred2016-03-31$0
Total non interest bearing cash at end of year2016-03-31$11,507
Total non interest bearing cash at beginning of year2016-03-31$1,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$1,271,549
Value of net assets at end of year (total assets less liabilities)2016-03-31$5,037,843
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$3,766,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$3,739,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$2,472,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$2,472,440
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$5,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$1,298,890
Employer contributions (assets) at end of year2016-03-31$1,297,690
Employer contributions (assets) at beginning of year2016-03-31$1,292,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$32,846
Liabilities. Value of benefit claims payable at end of year2016-03-31$11,206
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31SILVERMAN NEU, LLP
Accountancy firm EIN2016-03-31113531208
2015 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$1,320,173
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$17,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$17,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$1,317,813
Value of total assets at end of year2015-03-31$3,766,294
Value of total assets at beginning of year2015-03-31$2,464,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$0
Total interest from all sources2015-03-31$2,360
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-03-31$0
Administrative expenses (other) incurred2015-03-31$0
Total non interest bearing cash at end of year2015-03-31$1,227
Total non interest bearing cash at beginning of year2015-03-31$426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$1,302,229
Value of net assets at end of year (total assets less liabilities)2015-03-31$3,766,294
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$2,464,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$2,472,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$1,666,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$1,666,207
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$2,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$1,317,813
Employer contributions (assets) at end of year2015-03-31$1,292,627
Employer contributions (assets) at beginning of year2015-03-31$797,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$17,944
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31JERROLD G. SILVERMAN, CPA
Accountancy firm EIN2015-03-31113531208
2014 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$0
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total transfer of assets to this plan2014-03-31$0
Total transfer of assets from this plan2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Expenses. Interest paid2014-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-03-31$0
Total income from all sources (including contributions)2014-03-31$1,308,695
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$4,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$4,056
Expenses. Certain deemed distributions of participant loans2014-03-31$0
Value of total corrective distributions2014-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$1,307,432
Value of total assets at end of year2014-03-31$2,464,065
Value of total assets at beginning of year2014-03-31$1,159,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$0
Total income from rents2014-03-31$0
Total interest from all sources2014-03-31$1,263
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$0
Administrative expenses professional fees incurred2014-03-31$0
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-03-31$0
Administrative expenses (other) incurred2014-03-31$0
Total non interest bearing cash at end of year2014-03-31$426
Total non interest bearing cash at beginning of year2014-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Income. Non cash contributions2014-03-31$0
Value of net income/loss2014-03-31$1,304,639
Value of net assets at end of year (total assets less liabilities)2014-03-31$2,464,065
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$1,159,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$0
Interest on participant loans2014-03-31$0
Income. Interest from loans (other than to participants)2014-03-31$0
Interest earned on other investments2014-03-31$0
Income. Interest from US Government securities2014-03-31$0
Income. Interest from corporate debt instruments2014-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$1,666,207
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$5,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$5,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$1,263
Expenses. Payments to insurance carriers foe the provision of benefits2014-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$0
Net investment gain/loss from pooled separate accounts2014-03-31$0
Net investment gain or loss from common/collective trusts2014-03-31$0
Net gain/loss from 103.12 investment entities2014-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$1,307,432
Employer contributions (assets) at end of year2014-03-31$797,432
Employer contributions (assets) at beginning of year2014-03-31$1,154,426
Income. Dividends from preferred stock2014-03-31$0
Income. Dividends from common stock2014-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$4,056
Contract administrator fees2014-03-31$0
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$0
Aggregate carrying amount (costs) on sale of assets2014-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31JERROLD G. SILVERMAN, CPAS
Accountancy firm EIN2014-03-31113531208
2013 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$1,159,426
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$1,159,426
Value of total assets at end of year2013-03-31$1,159,426
Value of total assets at beginning of year2013-03-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$0
Total interest from all sources2013-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$0
Administrative expenses (other) incurred2013-03-31$0
Total non interest bearing cash at end of year2013-03-31$0
Total non interest bearing cash at beginning of year2013-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$1,159,426
Value of net assets at end of year (total assets less liabilities)2013-03-31$1,159,426
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$5,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Contributions received in cash from employer2013-03-31$1,159,426
Employer contributions (assets) at end of year2013-03-31$1,154,426
Employer contributions (assets) at beginning of year2013-03-31$0
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31JERROLD G. SILVERMAN, CPAS
Accountancy firm EIN2013-03-31113531208

Form 5500 Responses for NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST

2022: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedYes
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes

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