Plan Name | NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST |
Plan identification number | 005 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
005 | 2023-04-01 | TODD O'CONNELL | 2023-12-28 | ||
005 | 2022-04-01 | ||||
005 | 2021-04-01 | ||||
005 | 2020-04-01 | ||||
005 | 2019-04-01 | ||||
005 | 2019-04-01 | ||||
005 | 2018-04-01 | ||||
005 | 2018-04-01 | ||||
005 | 2017-04-01 | TODD O'CONNELL | |||
005 | 2017-04-01 | TODD O'CONNELL | |||
005 | 2016-04-01 | TODD OCONNELL | TODD OCONNELL | 2018-01-16 | |
005 | 2015-04-01 | TODD OCONNELL | TODD OCONNELL | 2017-01-17 | |
005 | 2014-04-01 | MARK LEVINE | MARK LEVINE | 2016-01-12 | |
005 | 2013-04-01 | MARK LEVINE | MARK LEVINE | 2014-12-05 |
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 assets | 2023-03-31 | 10,712,574 |
Acturial value of plan assets | 2023-03-31 | 10,712,574 |
Funding target for retired participants and beneficiaries receiving payment | 2023-03-31 | 0 |
Number of terminated vested participants | 2023-03-31 | 88 |
Fundng target for terminated vested participants | 2023-03-31 | 1,392,815 |
Active participant vested funding target | 2023-03-31 | 8,023,352 |
Number of active participants | 2023-03-31 | 249 |
Total funding liabilities for active participants | 2023-03-31 | 8,023,352 |
Total participant count | 2023-03-31 | 337 |
Total funding target for all participants | 2023-03-31 | 9,416,167 |
Balance at beginning of prior year after applicable adjustments | 2023-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-03-31 | 0 |
Amount remaining of carryover balance | 2023-03-31 | 0 |
Amount remaining of prefunding balance | 2023-03-31 | 0 |
Present value of excess contributions | 2023-03-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-03-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-03-31 | 0 |
Balance of carryovers at beginning of current year | 2023-03-31 | 0 |
Balance of prefunding at beginning of current year | 2023-03-31 | 0 |
Total employer contributions | 2023-03-31 | 0 |
Total employee contributions | 2023-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2023-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2023-03-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2023-03-31 | 0 |
Waiver amortization installment | 2023-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2023-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-03-31 | 0 |
Additional cash requirement | 2023-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2023-03-31 | 0 |
Unpaid minimum required contributions for current year | 2023-03-31 | 0 |
Unpaid minimum required contributions for all years | 2023-03-31 | 0 |
2022: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-04-01 | 337 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 0 |
Total of all active and inactive participants | 2022-04-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-04-01 | 0 |
Total participants | 2022-04-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-04-01 | 0 |
Market value of plan assets | 2022-03-31 | 10,815,937 |
Acturial value of plan assets | 2022-03-31 | 10,815,937 |
Funding target for retired participants and beneficiaries receiving payment | 2022-03-31 | 0 |
Number of terminated vested participants | 2022-03-31 | 75 |
Fundng target for terminated vested participants | 2022-03-31 | 1,371,395 |
Active participant vested funding target | 2022-03-31 | 8,301,926 |
Number of active participants | 2022-03-31 | 272 |
Total funding liabilities for active participants | 2022-03-31 | 8,301,926 |
Total participant count | 2022-03-31 | 347 |
Total funding target for all participants | 2022-03-31 | 9,673,321 |
Balance at beginning of prior year after applicable adjustments | 2022-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-03-31 | 0 |
Amount remaining of carryover balance | 2022-03-31 | 0 |
Amount remaining of prefunding balance | 2022-03-31 | 0 |
Present value of excess contributions | 2022-03-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-03-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-03-31 | 0 |
Balance of carryovers at beginning of current year | 2022-03-31 | 0 |
Balance of prefunding at beginning of current year | 2022-03-31 | 0 |
Total employer contributions | 2022-03-31 | 0 |
Total employee contributions | 2022-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-03-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2022-03-31 | 0 |
Waiver amortization installment | 2022-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-03-31 | 0 |
Additional cash requirement | 2022-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-03-31 | 0 |
Unpaid minimum required contributions for current year | 2022-03-31 | 0 |
Unpaid minimum required contributions for all years | 2022-03-31 | 0 |
2021: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-04-01 | 348 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 249 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 88 |
Total of all active and inactive participants | 2021-04-01 | 337 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-04-01 | 0 |
Total participants | 2021-04-01 | 337 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-04-01 | 2 |
Market value of plan assets | 2021-03-31 | 9,957,455 |
Acturial value of plan assets | 2021-03-31 | 9,957,455 |
Funding target for retired participants and beneficiaries receiving payment | 2021-03-31 | 0 |
Number of terminated vested participants | 2021-03-31 | 58 |
Fundng target for terminated vested participants | 2021-03-31 | 1,247,970 |
Active participant vested funding target | 2021-03-31 | 7,682,459 |
Number of active participants | 2021-03-31 | 320 |
Total funding liabilities for active participants | 2021-03-31 | 7,718,336 |
Total participant count | 2021-03-31 | 378 |
Total funding target for all participants | 2021-03-31 | 8,966,306 |
Balance at beginning of prior year after applicable adjustments | 2021-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-03-31 | 0 |
Amount remaining of carryover balance | 2021-03-31 | 0 |
Amount remaining of prefunding balance | 2021-03-31 | 0 |
Present value of excess contributions | 2021-03-31 | 966,825 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-03-31 | 1,018,647 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-03-31 | 0 |
Balance of carryovers at beginning of current year | 2021-03-31 | 0 |
Balance of prefunding at beginning of current year | 2021-03-31 | 0 |
Total employer contributions | 2021-03-31 | 0 |
Total employee contributions | 2021-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-03-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-03-31 | 0 |
Waiver amortization installment | 2021-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-03-31 | 0 |
Additional cash requirement | 2021-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-03-31 | 0 |
Unpaid minimum required contributions for current year | 2021-03-31 | 0 |
Unpaid minimum required contributions for all years | 2021-03-31 | 0 |
2020: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-04-01 | 380 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 273 |
Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 75 |
Total of all active and inactive participants | 2020-04-01 | 348 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 0 |
Total participants | 2020-04-01 | 348 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 13 |
Market value of plan assets | 2020-03-31 | 9,786,302 |
Acturial value of plan assets | 2020-03-31 | 9,786,302 |
Funding target for retired participants and beneficiaries receiving payment | 2020-03-31 | 0 |
Number of terminated vested participants | 2020-03-31 | 41 |
Fundng target for terminated vested participants | 2020-03-31 | 1,511,253 |
Active participant vested funding target | 2020-03-31 | 7,616,757 |
Number of active participants | 2020-03-31 | 321 |
Total funding liabilities for active participants | 2020-03-31 | 7,648,659 |
Total participant count | 2020-03-31 | 362 |
Total funding target for all participants | 2020-03-31 | 9,159,912 |
Balance at beginning of prior year after applicable adjustments | 2020-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-03-31 | 0 |
Amount remaining of carryover balance | 2020-03-31 | 0 |
Amount remaining of prefunding balance | 2020-03-31 | 0 |
Present value of excess contributions | 2020-03-31 | 1,009,178 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-03-31 | 1,065,288 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-03-31 | 0 |
Balance of carryovers at beginning of current year | 2020-03-31 | 0 |
Balance of prefunding at beginning of current year | 2020-03-31 | 0 |
Total employer contributions | 2020-03-31 | 1,718,717 |
Total employee contributions | 2020-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-03-31 | 1,567,596 |
Unpaid minimum required contributions for all prior years | 2020-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-03-31 | 1,227,161 |
Net shortfall amortization installment of oustanding balance | 2020-03-31 | 0 |
Waiver amortization installment | 2020-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-03-31 | 600,771 |
Carryover balance elected to use to offset funding requirement | 2020-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-03-31 | 0 |
Additional cash requirement | 2020-03-31 | 600,771 |
Contributions allocatedtoward minimum required contributions for current year | 2020-03-31 | 1,567,596 |
Unpaid minimum required contributions for current year | 2020-03-31 | 0 |
Unpaid minimum required contributions for all years | 2020-03-31 | 0 |
2019: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-04-01 | 315 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 321 |
Number of retired or separated participants receiving benefits | 2019-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 15 |
Total of all active and inactive participants | 2019-04-01 | 336 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 0 |
Total participants | 2019-04-01 | 336 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-04-01 | 14 |
Market value of plan assets | 2019-03-31 | 7,991,991 |
Acturial value of plan assets | 2019-03-31 | 7,991,991 |
Funding target for retired participants and beneficiaries receiving payment | 2019-03-31 | 0 |
Number of terminated vested participants | 2019-03-31 | 32 |
Fundng target for terminated vested participants | 2019-03-31 | 99,040 |
Active participant vested funding target | 2019-03-31 | 6,755,633 |
Number of active participants | 2019-03-31 | 281 |
Total funding liabilities for active participants | 2019-03-31 | 7,055,032 |
Total participant count | 2019-03-31 | 313 |
Total funding target for all participants | 2019-03-31 | 7,154,072 |
Balance at beginning of prior year after applicable adjustments | 2019-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-03-31 | 0 |
Amount remaining of carryover balance | 2019-03-31 | 0 |
Amount remaining of prefunding balance | 2019-03-31 | 0 |
Present value of excess contributions | 2019-03-31 | 1,501,161 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-03-31 | 1,588,378 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-03-31 | 0 |
Balance of carryovers at beginning of current year | 2019-03-31 | 0 |
Balance of prefunding at beginning of current year | 2019-03-31 | 0 |
Total employer contributions | 2019-03-31 | 1,545,536 |
Total employee contributions | 2019-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-03-31 | 1,444,135 |
Unpaid minimum required contributions for all prior years | 2019-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-03-31 | 1,272,876 |
Net shortfall amortization installment of oustanding balance | 2019-03-31 | 0 |
Waiver amortization installment | 2019-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-03-31 | 434,957 |
Carryover balance elected to use to offset funding requirement | 2019-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-03-31 | 0 |
Additional cash requirement | 2019-03-31 | 434,957 |
Contributions allocatedtoward minimum required contributions for current year | 2019-03-31 | 1,444,135 |
Unpaid minimum required contributions for current year | 2019-03-31 | 0 |
Unpaid minimum required contributions for all years | 2019-03-31 | 0 |
2018: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-04-01 | 319 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 274 |
Number of retired or separated participants receiving benefits | 2018-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 41 |
Total of all active and inactive participants | 2018-04-01 | 315 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-04-01 | 0 |
Total participants | 2018-04-01 | 315 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-04-01 | 14 |
Market value of plan assets | 2018-03-31 | 6,473,205 |
Acturial value of plan assets | 2018-03-31 | 6,473,205 |
Funding target for retired participants and beneficiaries receiving payment | 2018-03-31 | 0 |
Number of terminated vested participants | 2018-03-31 | 31 |
Fundng target for terminated vested participants | 2018-03-31 | 111,135 |
Active participant vested funding target | 2018-03-31 | 4,925,129 |
Number of active participants | 2018-03-31 | 243 |
Total funding liabilities for active participants | 2018-03-31 | 5,079,801 |
Total participant count | 2018-03-31 | 274 |
Total funding target for all participants | 2018-03-31 | 5,190,936 |
Balance at beginning of prior year after applicable adjustments | 2018-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-03-31 | 0 |
Amount remaining of carryover balance | 2018-03-31 | 0 |
Amount remaining of prefunding balance | 2018-03-31 | 0 |
Present value of excess contributions | 2018-03-31 | 1,216,300 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-03-31 | 1,285,021 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-03-31 | 0 |
Balance of carryovers at beginning of current year | 2018-03-31 | 0 |
Balance of prefunding at beginning of current year | 2018-03-31 | 0 |
Total employer contributions | 2018-03-31 | 1,594,000 |
Total employee contributions | 2018-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-03-31 | 1,501,161 |
Unpaid minimum required contributions for all prior years | 2018-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-03-31 | 1,011,857 |
Net shortfall amortization installment of oustanding balance | 2018-03-31 | 0 |
Waiver amortization installment | 2018-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-03-31 | 0 |
Additional cash requirement | 2018-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-03-31 | 1,501,161 |
Unpaid minimum required contributions for current year | 2018-03-31 | 0 |
Unpaid minimum required contributions for all years | 2018-03-31 | 0 |
2017: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-04-01 | 274 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 280 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 39 |
Total of all active and inactive participants | 2017-04-01 | 319 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 0 |
Total participants | 2017-04-01 | 319 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-04-01 | 16 |
Market value of plan assets | 2017-03-31 | 5,023,958 |
Acturial value of plan assets | 2017-03-31 | 5,023,958 |
Funding target for retired participants and beneficiaries receiving payment | 2017-03-31 | 0 |
Number of terminated vested participants | 2017-03-31 | 24 |
Fundng target for terminated vested participants | 2017-03-31 | 24,851 |
Active participant vested funding target | 2017-03-31 | 3,893,535 |
Number of active participants | 2017-03-31 | 181 |
Total funding liabilities for active participants | 2017-03-31 | 3,946,636 |
Total participant count | 2017-03-31 | 205 |
Total funding target for all participants | 2017-03-31 | 3,971,487 |
Balance at beginning of prior year after applicable adjustments | 2017-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-03-31 | 0 |
Amount remaining of carryover balance | 2017-03-31 | 0 |
Amount remaining of prefunding balance | 2017-03-31 | 0 |
Present value of excess contributions | 2017-03-31 | 1,216,300 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-03-31 | 1,285,021 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-03-31 | 0 |
Balance of carryovers at beginning of current year | 2017-03-31 | 0 |
Balance of prefunding at beginning of current year | 2017-03-31 | 0 |
Total employer contributions | 2017-03-31 | 1,472,776 |
Total employee contributions | 2017-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-03-31 | 1,378,639 |
Unpaid minimum required contributions for all prior years | 2017-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-03-31 | 1,054,253 |
Net shortfall amortization installment of oustanding balance | 2017-03-31 | 0 |
Waiver amortization installment | 2017-03-31 | 0 |
Waived amount of outstanding balance | 2017-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-03-31 | 1,782 |
Carryover balance elected to use to offset funding requirement | 2017-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-03-31 | 0 |
Additional cash requirement | 2017-03-31 | 1,782 |
Contributions allocatedtoward minimum required contributions for current year | 2017-03-31 | 1,378,639 |
Unpaid minimum required contributions for current year | 2017-03-31 | 0 |
Unpaid minimum required contributions for all years | 2017-03-31 | 0 |
2016: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-04-01 | 274 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 211 |
Number of retired or separated participants receiving benefits | 2016-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 31 |
Total of all active and inactive participants | 2016-04-01 | 242 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 0 |
Total participants | 2016-04-01 | 242 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 16 |
2015: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-04-01 | 160 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 181 |
Number of retired or separated participants receiving benefits | 2015-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 24 |
Total of all active and inactive participants | 2015-04-01 | 205 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 0 |
Total participants | 2015-04-01 | 205 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 1 |
2014: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-04-01 | 156 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 129 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 21 |
Total of all active and inactive participants | 2014-04-01 | 150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
Total participants | 2014-04-01 | 150 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 4 |
2013: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-04-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 128 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 14 |
Total of all active and inactive participants | 2013-04-01 | 142 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
Total participants | 2013-04-01 | 142 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 1 |
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 assets | 2023-03-31 | $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 assets | 2023-03-31 | $0 |
Total of all expenses incurred | 2023-03-31 | $10,444,514 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $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 year | 2023-03-31 | $9,211 |
Value of total assets at beginning of year | 2023-03-31 | $10,712,574 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $55,007 |
Total interest from all sources | 2023-03-31 | $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 year | 2023-03-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2023-03-31 | $0 |
Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
Value of fidelity bond cover | 2023-03-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2023-03-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2023-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-03-31 | $0 |
Administrative expenses (other) incurred | 2023-03-31 | $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 appraiser | 2023-03-31 | No |
Value of net income/loss | 2023-03-31 | $-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) | 2023-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
Investment advisory and management fees | 2023-03-31 | $14,894 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-03-31 | $0 |
Value of interest in common/collective trusts at end of year | 2023-03-31 | $9,211 |
Value of interest in common/collective trusts at beginning of year | 2023-03-31 | $10,712,574 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-03-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-03-31 | $0 |
Asset value of US Government securities at end of year | 2023-03-31 | $0 |
Asset value of US Government securities at beginning of year | 2023-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2023-03-31 | $-258,849 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
Employer contributions (assets) at end of year | 2023-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2023-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $10,389,507 |
Asset. Corporate debt instrument debt (other) at end of year | 2023-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2023-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2023-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-03-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2023-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2023-03-31 | $0 |
Did the plan have assets held for investment | 2023-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
Accountancy firm name | 2023-03-31 | TMI CPA, P.C. |
Accountancy firm EIN | 2023-03-31 | 472426908 |
2022 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-03-31 | $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 assets | 2022-03-31 | $0 |
Total of all expenses incurred | 2022-03-31 | $104,285 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $44,602 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $0 |
Value of total assets at end of year | 2022-03-31 | $10,712,574 |
Value of total assets at beginning of year | 2022-03-31 | $10,815,937 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $59,683 |
Total interest from all sources | 2022-03-31 | $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 year | 2022-03-31 | No |
Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
Value of fidelity bond cover | 2022-03-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-03-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-03-31 | $7,337 |
Administrative expenses (other) incurred | 2022-03-31 | $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 appraiser | 2022-03-31 | No |
Value of net income/loss | 2022-03-31 | $-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) | 2022-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
Investment advisory and management fees | 2022-03-31 | $32,495 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-03-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-03-31 | $10,712,574 |
Value of interest in common/collective trusts at beginning of year | 2022-03-31 | $10,808,600 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-03-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-03-31 | $0 |
Asset value of US Government securities at end of year | 2022-03-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-03-31 | $922 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
Employer contributions (assets) at end of year | 2022-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $44,602 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-03-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-03-31 | $0 |
Did the plan have assets held for investment | 2022-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
Accountancy firm name | 2022-03-31 | TMI CPA, P.C. |
Accountancy firm EIN | 2022-03-31 | 472426908 |
2021 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-03-31 | $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 assets | 2021-03-31 | $0 |
Total of all expenses incurred | 2021-03-31 | $44,001 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $10,053 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $0 |
Value of total assets at end of year | 2021-03-31 | $10,815,937 |
Value of total assets at beginning of year | 2021-03-31 | $9,957,454 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $33,948 |
Total interest from all sources | 2021-03-31 | $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 year | 2021-03-31 | No |
Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
Value of fidelity bond cover | 2021-03-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2021-03-31 | $7,337 |
Assets. Other investments not covered elsewhere at end of year | 2021-03-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-03-31 | $30,134 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-03-31 | $7,337 |
Administrative expenses (other) incurred | 2021-03-31 | $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 appraiser | 2021-03-31 | No |
Value of net income/loss | 2021-03-31 | $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) | 2021-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
Investment advisory and management fees | 2021-03-31 | $10,840 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-03-31 | $10,808,600 |
Value of interest in common/collective trusts at beginning of year | 2021-03-31 | $8,201,267 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-03-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-03-31 | $7,336 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-03-31 | $7,336 |
Asset value of US Government securities at end of year | 2021-03-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-03-31 | $902,484 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
Employer contributions (assets) at end of year | 2021-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-03-31 | $1,718,717 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $10,053 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-03-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2021-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-03-31 | $0 |
Did the plan have assets held for investment | 2021-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Disclaimer |
Accountancy firm name | 2021-03-31 | TMI CPA, P.C. |
Accountancy firm EIN | 2021-03-31 | 472426908 |
2020 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-03-31 | $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 assets | 2020-03-31 | $27,513 |
Total of all expenses incurred | 2020-03-31 | $1,393,195 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $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 year | 2020-03-31 | $9,957,454 |
Value of total assets at beginning of year | 2020-03-31 | $9,807,951 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $37,963 |
Total interest from all sources | 2020-03-31 | $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 year | 2020-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-03-31 | $10,154 |
Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
Value of fidelity bond cover | 2020-03-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-03-31 | $30,134 |
Other income not declared elsewhere | 2020-03-31 | $184 |
Administrative expenses (other) incurred | 2020-03-31 | $19,416 |
Total non interest bearing cash at beginning of year | 2020-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Value of net income/loss | 2020-03-31 | $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) | 2020-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
Investment advisory and management fees | 2020-03-31 | $18,547 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-31 | $5,775,406 |
Income. Interest from corporate debt instruments | 2020-03-31 | $135 |
Value of interest in common/collective trusts at end of year | 2020-03-31 | $8,201,267 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-03-31 | $7,336 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-03-31 | $1,255,761 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-03-31 | $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 year | 2020-03-31 | $0 |
Asset value of US Government securities at beginning of year | 2020-03-31 | $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 trusts | 2020-03-31 | $-246,714 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
Contributions received in cash from employer | 2020-03-31 | $1,718,717 |
Employer contributions (assets) at end of year | 2020-03-31 | $1,718,717 |
Employer contributions (assets) at beginning of year | 2020-03-31 | $1,360,000 |
Income. Dividends from common stock | 2020-03-31 | $5,334 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $1,355,232 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-03-31 | $1,258,364 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-03-31 | $62,720 |
Liabilities. Value of benefit claims payable at end of year | 2020-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-03-31 | $0 |
Did the plan have assets held for investment | 2020-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
Aggregate proceeds on sale of assets | 2020-03-31 | $4,819,761 |
Aggregate carrying amount (costs) on sale of assets | 2020-03-31 | $4,792,248 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Unqualified |
Accountancy firm name | 2020-03-31 | TMI CPA, P.C. |
Accountancy firm EIN | 2020-03-31 | 472426908 |
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) assets | 2019-03-31 | $29,922 |
Total unrealized appreciation/depreciation of assets | 2019-03-31 | $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 assets | 2019-03-31 | $-3,632 |
Total of all expenses incurred | 2019-03-31 | $59,121 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $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 year | 2019-03-31 | $9,807,951 |
Value of total assets at beginning of year | 2019-03-31 | $8,024,214 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $44,792 |
Total interest from all sources | 2019-03-31 | $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 year | 2019-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-03-31 | $173,335 |
Was this plan covered by a fidelity bond | 2019-03-31 | Yes |
Value of fidelity bond cover | 2019-03-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
Administrative expenses (other) incurred | 2019-03-31 | $4 |
Total non interest bearing cash at end of year | 2019-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Value of net income/loss | 2019-03-31 | $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) | 2019-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
Investment advisory and management fees | 2019-03-31 | $44,788 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-03-31 | $5,775,406 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-03-31 | $1,541,425 |
Income. Interest from US Government securities | 2019-03-31 | $2,877 |
Income. Interest from corporate debt instruments | 2019-03-31 | $36,275 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-03-31 | $1,255,761 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-03-31 | $4,988,789 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-03-31 | $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 year | 2019-03-31 | $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 assets | 2019-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
Contributions received in cash from employer | 2019-03-31 | $1,545,536 |
Employer contributions (assets) at end of year | 2019-03-31 | $1,360,000 |
Employer contributions (assets) at beginning of year | 2019-03-31 | $1,494,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-03-31 | $14,329 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-03-31 | $1,258,364 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-03-31 | $62,720 |
Liabilities. Value of benefit claims payable at end of year | 2019-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-03-31 | $17,710 |
Did the plan have assets held for investment | 2019-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-31 | No |
Aggregate proceeds on sale of assets | 2019-03-31 | $684,862 |
Aggregate carrying amount (costs) on sale of assets | 2019-03-31 | $688,494 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-03-31 | Unqualified |
Accountancy firm name | 2019-03-31 | TMI CPA, P.C. |
Accountancy firm EIN | 2019-03-31 | 472426908 |
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) assets | 2018-03-31 | $-1,415 |
Total unrealized appreciation/depreciation of assets | 2018-03-31 | $-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 assets | 2018-03-31 | $0 |
Total of all expenses incurred | 2018-03-31 | $80,188 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $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 year | 2018-03-31 | $8,024,214 |
Value of total assets at beginning of year | 2018-03-31 | $6,498,287 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $6,361 |
Total interest from all sources | 2018-03-31 | $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 year | 2018-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-03-31 | $6,594 |
Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
Value of fidelity bond cover | 2018-03-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
Administrative expenses (other) incurred | 2018-03-31 | $15 |
Total non interest bearing cash at end of year | 2018-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-03-31 | $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 appraiser | 2018-03-31 | No |
Value of net income/loss | 2018-03-31 | $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) | 2018-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
Investment advisory and management fees | 2018-03-31 | $6,346 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-03-31 | $1,541,425 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-03-31 | $4,988,789 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-03-31 | $5,533,377 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-03-31 | $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 assets | 2018-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
Contributions received in cash from employer | 2018-03-31 | $1,594,000 |
Employer contributions (assets) at end of year | 2018-03-31 | $1,494,000 |
Employer contributions (assets) at beginning of year | 2018-03-31 | $952,776 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $73,827 |
Liabilities. Value of benefit claims payable at end of year | 2018-03-31 | $17,710 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-03-31 | $11,833 |
Did the plan have assets held for investment | 2018-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Unqualified |
Accountancy firm name | 2018-03-31 | TMI CPA, P.C. |
Accountancy firm EIN | 2018-03-31 | 472426908 |
2017 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-03-31 | $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 assets | 2017-03-31 | $0 |
Total of all expenses incurred | 2017-03-31 | $32,273 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $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 year | 2017-03-31 | $6,498,287 |
Value of total assets at beginning of year | 2017-03-31 | $5,049,049 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $0 |
Total interest from all sources | 2017-03-31 | $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 year | 2017-03-31 | No |
Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
Value of fidelity bond cover | 2017-03-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
Contributions received from participants | 2017-03-31 | $0 |
Participant contributions at beginning of year | 2017-03-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-03-31 | $0 |
Administrative expenses (other) incurred | 2017-03-31 | $0 |
Total non interest bearing cash at end of year | 2017-03-31 | $12,134 |
Total non interest bearing cash at beginning of year | 2017-03-31 | $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 appraiser | 2017-03-31 | No |
Value of net income/loss | 2017-03-31 | $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) | 2017-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
Assets. partnership/joint venture interests at beginning of year | 2017-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-03-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2017-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-03-31 | $5,533,377 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-03-31 | $3,739,852 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-03-31 | $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 assets | 2017-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
Contributions received in cash from employer | 2017-03-31 | $1,472,776 |
Employer contributions (assets) at end of year | 2017-03-31 | $952,776 |
Employer contributions (assets) at beginning of year | 2017-03-31 | $1,297,690 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $32,273 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-03-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2017-03-31 | $11,833 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-03-31 | $11,206 |
Did the plan have assets held for investment | 2017-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Unqualified |
Accountancy firm name | 2017-03-31 | TMI CPA, P.C. |
Accountancy firm EIN | 2017-03-31 | 472426908 |
2016 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-03-31 | $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 assets | 2016-03-31 | $0 |
Total of all expenses incurred | 2016-03-31 | $32,846 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $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 year | 2016-03-31 | $5,049,049 |
Value of total assets at beginning of year | 2016-03-31 | $3,766,294 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $0 |
Total interest from all sources | 2016-03-31 | $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 year | 2016-03-31 | No |
Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
Value of fidelity bond cover | 2016-03-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
Contributions received from participants | 2016-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-03-31 | $0 |
Administrative expenses (other) incurred | 2016-03-31 | $0 |
Total non interest bearing cash at end of year | 2016-03-31 | $11,507 |
Total non interest bearing cash at beginning of year | 2016-03-31 | $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 appraiser | 2016-03-31 | No |
Value of net income/loss | 2016-03-31 | $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) | 2016-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-03-31 | $3,739,852 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-03-31 | $2,472,440 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-03-31 | $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 assets | 2016-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
Contributions received in cash from employer | 2016-03-31 | $1,298,890 |
Employer contributions (assets) at end of year | 2016-03-31 | $1,297,690 |
Employer contributions (assets) at beginning of year | 2016-03-31 | $1,292,627 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $32,846 |
Liabilities. Value of benefit claims payable at end of year | 2016-03-31 | $11,206 |
Did the plan have assets held for investment | 2016-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Unqualified |
Accountancy firm name | 2016-03-31 | SILVERMAN NEU, LLP |
Accountancy firm EIN | 2016-03-31 | 113531208 |
2015 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-03-31 | $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 assets | 2015-03-31 | $0 |
Total of all expenses incurred | 2015-03-31 | $17,944 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $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 year | 2015-03-31 | $3,766,294 |
Value of total assets at beginning of year | 2015-03-31 | $2,464,065 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $0 |
Total interest from all sources | 2015-03-31 | $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 year | 2015-03-31 | No |
Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
Value of fidelity bond cover | 2015-03-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
Contributions received from participants | 2015-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-03-31 | $0 |
Administrative expenses (other) incurred | 2015-03-31 | $0 |
Total non interest bearing cash at end of year | 2015-03-31 | $1,227 |
Total non interest bearing cash at beginning of year | 2015-03-31 | $426 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Value of net income/loss | 2015-03-31 | $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) | 2015-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-03-31 | $2,472,440 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-03-31 | $1,666,207 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-03-31 | $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 assets | 2015-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
Contributions received in cash from employer | 2015-03-31 | $1,317,813 |
Employer contributions (assets) at end of year | 2015-03-31 | $1,292,627 |
Employer contributions (assets) at beginning of year | 2015-03-31 | $797,432 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $17,944 |
Did the plan have assets held for investment | 2015-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Unqualified |
Accountancy firm name | 2015-03-31 | JERROLD G. SILVERMAN, CPA |
Accountancy firm EIN | 2015-03-31 | 113531208 |
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 assets | 2014-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2014-03-31 | $0 |
Total transfer of assets to this plan | 2014-03-31 | $0 |
Total transfer of assets from this plan | 2014-03-31 | $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 paid | 2014-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-03-31 | $0 |
Total income from all sources (including contributions) | 2014-03-31 | $1,308,695 |
Total loss/gain on sale of assets | 2014-03-31 | $0 |
Total of all expenses incurred | 2014-03-31 | $4,056 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $4,056 |
Expenses. Certain deemed distributions of participant loans | 2014-03-31 | $0 |
Value of total corrective distributions | 2014-03-31 | $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 year | 2014-03-31 | $2,464,065 |
Value of total assets at beginning of year | 2014-03-31 | $1,159,426 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $0 |
Total income from rents | 2014-03-31 | $0 |
Total interest from all sources | 2014-03-31 | $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 year | 2014-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-03-31 | $0 |
Administrative expenses professional fees incurred | 2014-03-31 | $0 |
Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
Value of fidelity bond cover | 2014-03-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
Contributions received from participants | 2014-03-31 | $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) incurred | 2014-03-31 | $0 |
Total non interest bearing cash at end of year | 2014-03-31 | $426 |
Total non interest bearing cash at beginning of year | 2014-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
Income. Non cash contributions | 2014-03-31 | $0 |
Value of net income/loss | 2014-03-31 | $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) | 2014-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
Investment advisory and management fees | 2014-03-31 | $0 |
Interest on participant loans | 2014-03-31 | $0 |
Income. Interest from loans (other than to participants) | 2014-03-31 | $0 |
Interest earned on other investments | 2014-03-31 | $0 |
Income. Interest from US Government securities | 2014-03-31 | $0 |
Income. Interest from corporate debt instruments | 2014-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-03-31 | $1,666,207 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-03-31 | $5,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-03-31 | $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 benefits | 2014-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2014-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2014-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2014-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
Contributions received in cash from employer | 2014-03-31 | $1,307,432 |
Employer contributions (assets) at end of year | 2014-03-31 | $797,432 |
Employer contributions (assets) at beginning of year | 2014-03-31 | $1,154,426 |
Income. Dividends from preferred stock | 2014-03-31 | $0 |
Income. Dividends from common stock | 2014-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $4,056 |
Contract administrator fees | 2014-03-31 | $0 |
Did the plan have assets held for investment | 2014-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
Aggregate proceeds on sale of assets | 2014-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Unqualified |
Accountancy firm name | 2014-03-31 | JERROLD G. SILVERMAN, CPAS |
Accountancy firm EIN | 2014-03-31 | 113531208 |
2013 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-03-31 | $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 assets | 2013-03-31 | $0 |
Total of all expenses incurred | 2013-03-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $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 year | 2013-03-31 | $1,159,426 |
Value of total assets at beginning of year | 2013-03-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $0 |
Total interest from all sources | 2013-03-31 | $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 year | 2013-03-31 | No |
Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
Value of fidelity bond cover | 2013-03-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
Contributions received from participants | 2013-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-03-31 | $0 |
Administrative expenses (other) incurred | 2013-03-31 | $0 |
Total non interest bearing cash at end of year | 2013-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
Value of net income/loss | 2013-03-31 | $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) | 2013-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-03-31 | $5,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
Contributions received in cash from employer | 2013-03-31 | $1,159,426 |
Employer contributions (assets) at end of year | 2013-03-31 | $1,154,426 |
Employer contributions (assets) at beginning of year | 2013-03-31 | $0 |
Did the plan have assets held for investment | 2013-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Unqualified |
Accountancy firm name | 2013-03-31 | JERROLD G. SILVERMAN, CPAS |
Accountancy firm EIN | 2013-03-31 | 113531208 |
2022: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-04-01 | Type of plan entity | Single employer plan |
2022-04-01 | Submission has been amended | No |
2022-04-01 | This submission is the final filing | No |
2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-04-01 | Plan is a collectively bargained plan | No |
2022-04-01 | Plan funding arrangement – Trust | Yes |
2022-04-01 | Plan benefit arrangement - Trust | Yes |
2021: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2021 form 5500 responses | ||
2021-04-01 | Type of plan entity | Single employer plan |
2021-04-01 | Submission has been amended | No |
2021-04-01 | This submission is the final filing | No |
2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-04-01 | Plan is a collectively bargained plan | No |
2021-04-01 | Plan funding arrangement – Trust | Yes |
2021-04-01 | Plan benefit arrangement - Trust | Yes |
2020: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2020 form 5500 responses | ||
2020-04-01 | Type of plan entity | Single employer plan |
2020-04-01 | Submission has been amended | No |
2020-04-01 | This submission is the final filing | No |
2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-04-01 | Plan is a collectively bargained plan | No |
2020-04-01 | Plan funding arrangement – Trust | Yes |
2020-04-01 | Plan benefit arrangement - Trust | Yes |
2019: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2019 form 5500 responses | ||
2019-04-01 | Type of plan entity | Single employer plan |
2019-04-01 | Submission has been amended | No |
2019-04-01 | This submission is the final filing | No |
2019-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-04-01 | Plan is a collectively bargained plan | No |
2019-04-01 | Plan funding arrangement – Trust | Yes |
2019-04-01 | Plan benefit arrangement - Trust | Yes |
2018: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2018 form 5500 responses | ||
2018-04-01 | Type of plan entity | Single employer plan |
2018-04-01 | Submission has been amended | No |
2018-04-01 | This submission is the final filing | No |
2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-04-01 | Plan is a collectively bargained plan | No |
2018-04-01 | Plan funding arrangement – Trust | Yes |
2018-04-01 | Plan benefit arrangement - Trust | Yes |
2017: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2017 form 5500 responses | ||
2017-04-01 | Type of plan entity | Single employer plan |
2017-04-01 | Submission has been amended | Yes |
2017-04-01 | This submission is the final filing | No |
2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-04-01 | Plan is a collectively bargained plan | No |
2017-04-01 | Plan funding arrangement – Trust | Yes |
2017-04-01 | Plan benefit arrangement - Trust | Yes |
2016: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2016 form 5500 responses | ||
2016-04-01 | Type of plan entity | Single employer plan |
2016-04-01 | Submission has been amended | No |
2016-04-01 | This submission is the final filing | No |
2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-04-01 | Plan is a collectively bargained plan | No |
2016-04-01 | Plan funding arrangement – Trust | Yes |
2016-04-01 | Plan benefit arrangement - Trust | Yes |
2015: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2015 form 5500 responses | ||
2015-04-01 | Type of plan entity | Single employer plan |
2015-04-01 | Submission has been amended | No |
2015-04-01 | This submission is the final filing | No |
2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-04-01 | Plan is a collectively bargained plan | No |
2015-04-01 | Plan funding arrangement – Trust | Yes |
2015-04-01 | Plan benefit arrangement - Trust | Yes |
2014: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2014 form 5500 responses | ||
2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | Submission has been amended | No |
2014-04-01 | This submission is the final filing | No |
2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-04-01 | Plan is a collectively bargained plan | No |
2014-04-01 | Plan funding arrangement – Trust | Yes |
2014-04-01 | Plan benefit arrangement - Trust | Yes |
2013: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2013 form 5500 responses | ||
2013-04-01 | Type of plan entity | Single employer plan |
2013-04-01 | Submission has been amended | No |
2013-04-01 | This submission is the final filing | No |
2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-04-01 | Plan is a collectively bargained plan | No |
2013-04-01 | Plan funding arrangement – Trust | Yes |
2013-04-01 | Plan benefit arrangement - Trust | Yes |