Plan Name | STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | STATEN ISLAND PHYSICIAN PRACTICE, P.C. |
Employer identification number (EIN): | 204659577 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about STATEN ISLAND PHYSICIAN PRACTICE, P.C.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2006-04-06 |
Company Identification Number: | 3345425 |
Legal Registered Office Address: |
55 WATER STREET NEW YORK NEW YORK United States of America (USA) 10041 |
More information about STATEN ISLAND PHYSICIAN PRACTICE, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2015-01-01 | MYRON SPEKTOR | |||
001 | 2014-01-01 | MARK MOYNIHAN | |||
001 | 2013-01-01 | MARK MOYNIHAN | |||
001 | 2012-01-01 | MEREDITH GAMBLE | |||
001 | 2011-01-01 | MEREDITH GAMBLE | |||
001 | 2010-01-01 | MEREDITH GAMBLE | |||
001 | 2009-01-01 | MEREDITH GAMBLE | MEREDITH GAMBLE | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2015: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 464 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 378 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 71 |
Total of all active and inactive participants | 2015-01-01 | 458 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 459 |
Number of participants with account balances | 2015-01-01 | 345 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 10 |
2014: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 470 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 383 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 70 |
Total of all active and inactive participants | 2014-01-01 | 461 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 462 |
Number of participants with account balances | 2014-01-01 | 361 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 485 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 401 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 65 |
Total of all active and inactive participants | 2013-01-01 | 469 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 470 |
Number of participants with account balances | 2013-01-01 | 356 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 473 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 449 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 36 |
Total of all active and inactive participants | 2012-01-01 | 485 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 485 |
Number of participants with account balances | 2012-01-01 | 335 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 499 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 448 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 24 |
Total of all active and inactive participants | 2011-01-01 | 472 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 473 |
Number of participants with account balances | 2011-01-01 | 323 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2010: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 502 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 472 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 26 |
Total of all active and inactive participants | 2010-01-01 | 498 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 499 |
Number of participants with account balances | 2010-01-01 | 342 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 476 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 481 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 21 |
Total of all active and inactive participants | 2009-01-01 | 502 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 502 |
Number of participants with account balances | 2009-01-01 | 329 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $262,448 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $407,620 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $407,470 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $273,249 |
Value of total assets at end of year | 2015-12-31 | $5,453,906 |
Value of total assets at beginning of year | 2015-12-31 | $5,599,078 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $150 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $169,172 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $169,172 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $320,563 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $320,563 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Other income not declared elsewhere | 2015-12-31 | $-2,103 |
Administrative expenses (other) incurred | 2015-12-31 | $150 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-145,172 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,453,906 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,599,078 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,725,226 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,918,426 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $3,408,726 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,331,350 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-187,556 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $9,686 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $273,249 |
Employer contributions (assets) at end of year | 2015-12-31 | $319,954 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $349,302 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $407,470 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2015-12-31 | 135381590 |
2014 : STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $613,546 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $550,945 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $550,770 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $349,302 |
Value of total assets at end of year | 2014-12-31 | $5,599,078 |
Value of total assets at beginning of year | 2014-12-31 | $5,536,477 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $175 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $139,121 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $139,121 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $357,597 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $357,597 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other income not declared elsewhere | 2014-12-31 | $7,768 |
Administrative expenses (other) incurred | 2014-12-31 | $175 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $62,601 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,599,078 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,536,477 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,918,426 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,876,839 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,331,350 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,226,096 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $750 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $116,605 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $349,302 |
Employer contributions (assets) at end of year | 2014-12-31 | $349,302 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $433,542 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $550,770 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $951,949 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $368,299 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $358,020 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $380,827 |
Value of total assets at end of year | 2013-12-31 | $5,536,477 |
Value of total assets at beginning of year | 2013-12-31 | $4,952,827 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $10,279 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $96,528 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $96,528 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $368,312 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $368,312 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Administrative expenses (other) incurred | 2013-12-31 | $10,279 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $276 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $583,650 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,536,477 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,952,827 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,876,839 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,292,059 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,226,096 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,245,519 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $507,201 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-32,607 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $380,827 |
Employer contributions (assets) at end of year | 2013-12-31 | $433,542 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $414,973 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $358,020 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2013-12-31 | 135381590 |
2012 : STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,104,977 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $717,710 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $700,270 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $736,216 |
Value of total assets at end of year | 2012-12-31 | $4,776,389 |
Value of total assets at beginning of year | 2012-12-31 | $4,389,122 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $17,440 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $30,040 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $30,040 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $367,012 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $367,012 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $17,440 |
Total non interest bearing cash at end of year | 2012-12-31 | $276 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $387,267 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,776,389 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,389,122 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,292,059 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,287,077 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,121,796 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,102,045 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $299,546 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $39,175 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $736,216 |
Employer contributions (assets) at end of year | 2012-12-31 | $362,258 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $700,270 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2012-12-31 | 135381590 |
2011 : STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $467,649 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $315,963 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $291,426 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $399,895 |
Value of total assets at end of year | 2011-12-31 | $4,389,122 |
Value of total assets at beginning of year | 2011-12-31 | $4,237,436 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $24,537 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $27,724 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $27,724 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Other income not declared elsewhere | 2011-12-31 | $24,423 |
Administrative expenses (other) incurred | 2011-12-31 | $24,537 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $151,686 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,389,122 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,237,436 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,287,077 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,271,217 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,102,045 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,966,219 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-29,918 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $45,525 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $399,895 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $291,426 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ROSENBERG & MANENTE, PLLC |
Accountancy firm EIN | 2011-12-31 | 204153538 |
2010 : STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $760,588 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $219,332 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $187,109 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $382,429 |
Value of total assets at end of year | 2010-12-31 | $4,237,436 |
Value of total assets at beginning of year | 2010-12-31 | $3,696,180 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $32,223 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $34,959 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $34,959 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $399,895 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $399,895 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Other income not declared elsewhere | 2010-12-31 | $26,093 |
Administrative expenses (other) incurred | 2010-12-31 | $32,223 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $541,256 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,237,436 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,696,180 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,271,217 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,989,843 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,966,219 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,706,337 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $265,599 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $51,508 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $382,429 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $187,109 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ROSENBERG & MANENTE, PLLC |
Accountancy firm EIN | 2010-12-31 | 204153538 |
2009 : STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $407,400 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $407,400 |
2015: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |