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NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 006

NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

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

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

Additional information about NORTH SHORE HEMATOLOGY/ONCOLOGY ASSOCIATES, PC

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

More information about NORTH SHORE HEMATOLOGY/ONCOLOGY ASSOCIATES, PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062020-04-01
0062020-04-01
0062019-04-01
0062019-04-01
0062018-04-01
0062018-04-01

Plan Statistics for NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01148
Total number of active participants reported on line 7a of the Form 55002020-04-010
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-010
Number of participants with account balances2020-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
2019: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01195
Total number of active participants reported on line 7a of the Form 55002019-04-01130
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-0118
Total of all active and inactive participants2019-04-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-01148
Number of participants with account balances2019-04-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-017
2018: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01509
Total number of active participants reported on line 7a of the Form 55002018-04-01603
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-0111
Total of all active and inactive participants2018-04-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-01614
Number of participants with account balances2018-04-01103

Financial Data on NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total transfer of assets from this plan2020-09-30$6,245,186
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,155,111
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$531,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$517,224
Expenses. Certain deemed distributions of participant loans2020-09-30$3,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$750
Value of total assets at end of year2020-09-30$0
Value of total assets at beginning of year2020-09-30$5,621,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$10,692
Total interest from all sources2020-09-30$1,828
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$17,466
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$17,466
Assets. Real estate other than employer real property at end of year2020-09-30$0
Assets. Real estate other than employer real property at beginning of year2020-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-09-30$0
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$1,000,000
If this is an individual account plan, was there a blackout period2020-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-09-30$0
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$750
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$55,049
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$71,380
Assets. Other investments not covered elsewhere at end of year2020-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$1,827,410
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$604
Assets. Loans (other than to participants) at end of year2020-09-30$0
Assets. Loans (other than to participants) at beginning of year2020-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$0
Other income not declared elsewhere2020-09-30$369,738
Administrative expenses (other) incurred2020-09-30$3,350
Liabilities. Value of operating payables at end of year2020-09-30$0
Liabilities. Value of operating payables at beginning of year2020-09-30$0
Total non interest bearing cash at end of year2020-09-30$0
Total non interest bearing cash at beginning of year2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$624,100
Value of net assets at end of year (total assets less liabilities)2020-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$5,621,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Assets. partnership/joint venture interests at end of year2020-09-30$0
Assets. partnership/joint venture interests at beginning of year2020-09-30$0
Investment advisory and management fees2020-09-30$7,342
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$3,255,983
Value of interest in pooled separate accounts at end of year2020-09-30$0
Value of interest in pooled separate accounts at beginning of year2020-09-30$0
Interest on participant loans2020-09-30$1,828
Value of interest in master investment trust accounts at end of year2020-09-30$0
Value of interest in master investment trust accounts at beginning of year2020-09-30$0
Value of interest in common/collective trusts at end of year2020-09-30$0
Value of interest in common/collective trusts at beginning of year2020-09-30$24,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2020-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$0
Asset value of US Government securities at end of year2020-09-30$0
Asset value of US Government securities at beginning of year2020-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$765,172
Net investment gain/loss from pooled separate accounts2020-09-30$157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Assets. Invements in employer securities at end of year2020-09-30$0
Assets. Invements in employer securities at beginning of year2020-09-30$0
Assets. Value of employer real property at end of year2020-09-30$0
Assets. Value of employer real property at beginning of year2020-09-30$0
Employer contributions (assets) at end of year2020-09-30$0
Employer contributions (assets) at beginning of year2020-09-30$386,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$517,224
Asset. Corporate debt instrument preferred debt at end of year2020-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2020-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-09-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-09-30Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-09-30$0
Liabilities. Value of benefit claims payable at end of year2020-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-09-30$0
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30Yes
Liabilities. Value of acquisition indebtedness at end of year2020-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-09-30$0
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30TMI CPA P.C.
Accountancy firm EIN2020-09-30472426908
Unrealized appreciation/depreciation of real estate assets2020-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$0
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Expenses. Interest paid2020-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-03-31$0
Total income from all sources (including contributions)2020-03-31$652,019
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$190,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$147,435
Expenses. Certain deemed distributions of participant loans2020-03-31$13,938
Value of total corrective distributions2020-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$929,205
Value of total assets at end of year2020-03-31$5,621,086
Value of total assets at beginning of year2020-03-31$5,159,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$29,147
Total interest from all sources2020-03-31$4,248
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$69,516
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$69,516
Assets. Real estate other than employer real property at end of year2020-03-31$0
Assets. Real estate other than employer real property at beginning of year2020-03-31$0
Administrative expenses professional fees incurred2020-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-03-31$0
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$1,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$527,790
Participant contributions at end of year2020-03-31$55,049
Participant contributions at beginning of year2020-03-31$78,738
Participant contributions at end of year2020-03-31$71,380
Participant contributions at beginning of year2020-03-31$92,520
Assets. Other investments not covered elsewhere at end of year2020-03-31$1,827,410
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$1,867,824
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$15,154
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$604
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$91,485
Assets. Loans (other than to participants) at end of year2020-03-31$0
Assets. Loans (other than to participants) at beginning of year2020-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$0
Other income not declared elsewhere2020-03-31$-48,747
Administrative expenses (other) incurred2020-03-31$11,767
Liabilities. Value of operating payables at end of year2020-03-31$0
Liabilities. Value of operating payables at beginning of year2020-03-31$0
Total non interest bearing cash at end of year2020-03-31$0
Total non interest bearing cash at beginning of year2020-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Income. Non cash contributions2020-03-31$0
Value of net income/loss2020-03-31$461,499
Value of net assets at end of year (total assets less liabilities)2020-03-31$5,621,086
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$5,159,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Assets. partnership/joint venture interests at end of year2020-03-31$0
Assets. partnership/joint venture interests at beginning of year2020-03-31$0
Investment advisory and management fees2020-03-31$17,380
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$3,255,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$2,760,900
Value of interest in pooled separate accounts at end of year2020-03-31$0
Value of interest in pooled separate accounts at beginning of year2020-03-31$0
Interest on participant loans2020-03-31$4,243
Income. Interest from loans (other than to participants)2020-03-31$0
Interest earned on other investments2020-03-31$0
Income. Interest from US Government securities2020-03-31$0
Income. Interest from corporate debt instruments2020-03-31$0
Value of interest in master investment trust accounts at end of year2020-03-31$0
Value of interest in master investment trust accounts at beginning of year2020-03-31$0
Value of interest in common/collective trusts at end of year2020-03-31$24,399
Value of interest in common/collective trusts at beginning of year2020-03-31$8,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$5
Assets. Value of investments in 103.12 investment entities at end of year2020-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-03-31$0
Asset value of US Government securities at end of year2020-03-31$0
Asset value of US Government securities at beginning of year2020-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-302,495
Net investment gain/loss from pooled separate accounts2020-03-31$0
Net investment gain or loss from common/collective trusts2020-03-31$292
Net gain/loss from 103.12 investment entities2020-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Assets. Invements in employer securities at end of year2020-03-31$0
Assets. Invements in employer securities at beginning of year2020-03-31$0
Assets. Value of employer real property at end of year2020-03-31$0
Assets. Value of employer real property at beginning of year2020-03-31$0
Contributions received in cash from employer2020-03-31$386,261
Employer contributions (assets) at end of year2020-03-31$386,261
Employer contributions (assets) at beginning of year2020-03-31$259,512
Income. Dividends from preferred stock2020-03-31$0
Income. Dividends from common stock2020-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$147,435
Asset. Corporate debt instrument preferred debt at end of year2020-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$0
Contract administrator fees2020-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-03-31$0
Liabilities. Value of benefit claims payable at end of year2020-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-03-31$0
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$0
Aggregate carrying amount (costs) on sale of assets2020-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31TMI CPA P.C.
Accountancy firm EIN2020-03-31472426908
2019 : NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$0
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total transfer of assets to this plan2019-03-31$0
Total transfer of assets from this plan2019-03-31$0
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$0
Expenses. Interest paid2019-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-03-31$0
Total income from all sources (including contributions)2019-03-31$5,076,248
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$7,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$1,653
Expenses. Certain deemed distributions of participant loans2019-03-31$0
Value of total corrective distributions2019-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$4,943,759
Value of total assets at end of year2019-03-31$5,068,509
Value of total assets at beginning of year2019-03-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$6,086
Total interest from all sources2019-03-31$2,593
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$49,760
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$49,760
Assets. Real estate other than employer real property at end of year2019-03-31$0
Assets. Real estate other than employer real property at beginning of year2019-03-31$0
Administrative expenses professional fees incurred2019-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-03-31$0
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$1,000,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$668,586
Participant contributions at end of year2019-03-31$78,738
Participant contributions at beginning of year2019-03-31$0
Participant contributions at end of year2019-03-31$0
Participant contributions at beginning of year2019-03-31$0
Assets. Other investments not covered elsewhere at end of year2019-03-31$1,867,824
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-03-31$4,015,661
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$479
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$0
Assets. Loans (other than to participants) at end of year2019-03-31$0
Assets. Loans (other than to participants) at beginning of year2019-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$0
Other income not declared elsewhere2019-03-31$20,754
Administrative expenses (other) incurred2019-03-31$6,086
Liabilities. Value of operating payables at end of year2019-03-31$0
Liabilities. Value of operating payables at beginning of year2019-03-31$0
Total non interest bearing cash at end of year2019-03-31$0
Total non interest bearing cash at beginning of year2019-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Income. Non cash contributions2019-03-31$0
Value of net income/loss2019-03-31$5,068,509
Value of net assets at end of year (total assets less liabilities)2019-03-31$5,068,509
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Assets. partnership/joint venture interests at end of year2019-03-31$0
Assets. partnership/joint venture interests at beginning of year2019-03-31$0
Investment advisory and management fees2019-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$2,853,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$0
Value of interest in pooled separate accounts at end of year2019-03-31$0
Value of interest in pooled separate accounts at beginning of year2019-03-31$0
Interest on participant loans2019-03-31$2,591
Income. Interest from loans (other than to participants)2019-03-31$0
Interest earned on other investments2019-03-31$0
Income. Interest from US Government securities2019-03-31$0
Income. Interest from corporate debt instruments2019-03-31$0
Value of interest in master investment trust accounts at end of year2019-03-31$0
Value of interest in master investment trust accounts at beginning of year2019-03-31$0
Value of interest in common/collective trusts at end of year2019-03-31$8,608
Value of interest in common/collective trusts at beginning of year2019-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$2
Assets. Value of investments in 103.12 investment entities at end of year2019-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-31$0
Asset value of US Government securities at end of year2019-03-31$0
Asset value of US Government securities at beginning of year2019-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$59,286
Net investment gain/loss from pooled separate accounts2019-03-31$0
Net investment gain or loss from common/collective trusts2019-03-31$96
Net gain/loss from 103.12 investment entities2019-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Assets. Invements in employer securities at end of year2019-03-31$0
Assets. Invements in employer securities at beginning of year2019-03-31$0
Assets. Value of employer real property at end of year2019-03-31$0
Assets. Value of employer real property at beginning of year2019-03-31$0
Contributions received in cash from employer2019-03-31$259,512
Employer contributions (assets) at end of year2019-03-31$259,512
Employer contributions (assets) at beginning of year2019-03-31$0
Income. Dividends from preferred stock2019-03-31$0
Income. Dividends from common stock2019-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$1,653
Asset. Corporate debt instrument preferred debt at end of year2019-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-03-31$0
Contract administrator fees2019-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-03-31$0
Liabilities. Value of benefit claims payable at end of year2019-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-03-31$0
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$0
Aggregate carrying amount (costs) on sale of assets2019-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31TMI CPA, P.C.
Accountancy firm EIN2019-03-31472426908

Form 5500 Responses for NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

2020: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingYes
2020-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: NORTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01First time form 5500 has been submittedYes
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes

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