Plan Name | STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION 401(K) PLAN |
Plan identification number | 004 |
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 |
---|---|---|---|---|---|
004 | 2013-01-01 | ELIA FELICIANO | |||
004 | 2012-01-01 | MEREDITH GAMBLE | |||
004 | 2011-01-01 | MEREDITH GAMBLE | |||
004 | 2010-01-01 | MEREDITH GAMBLE | |||
004 | 2009-01-01 | MEREDITH GAMBLE | MEREDITH GAMBLE | 2010-10-14 | |
004 | 2007-01-01 | MEREDITH GAMBLE |
Measure | Date | Value |
---|---|---|
2013: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 343 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 0 |
Number of participants with account balances | 2013-01-01 | 0 |
2012: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 339 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 341 |
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 | 2 |
Total of all active and inactive participants | 2012-01-01 | 343 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 343 |
Number of participants with account balances | 2012-01-01 | 74 |
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 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 387 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 336 |
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 | 3 |
Total of all active and inactive participants | 2011-01-01 | 339 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 339 |
Number of participants with account balances | 2011-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 403 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 385 |
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 | 2 |
Total of all active and inactive participants | 2010-01-01 | 387 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 387 |
Number of participants with account balances | 2010-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 287 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 400 |
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 | 1 |
Total of all active and inactive participants | 2009-01-01 | 401 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 401 |
Number of participants with account balances | 2009-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
2007: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION 401(K) PLAN 2007 401k membership | ||
Total participants, beginning-of-year | 2007-01-01 | 89 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 267 |
Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 1 |
Total of all active and inactive participants | 2007-01-01 | 268 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
Total participants | 2007-01-01 | 268 |
Number of participants with account balances | 2007-01-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
Number of employers contributing to the scheme | 2007-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2013 : STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-10-31 | $0 |
Total transfer of assets from this plan | 2013-10-31 | $1,516,821 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $0 |
Total income from all sources (including contributions) | 2013-10-31 | $294,691 |
Total loss/gain on sale of assets | 2013-10-31 | $0 |
Total of all expenses incurred | 2013-10-31 | $253,653 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-10-31 | $249,159 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-10-31 | $148,023 |
Value of total assets at end of year | 2013-10-31 | $0 |
Value of total assets at beginning of year | 2013-10-31 | $1,475,783 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-10-31 | $4,494 |
Total interest from all sources | 2013-10-31 | $2,646 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-10-31 | $5,291 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-10-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-10-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-10-31 | $5,291 |
Was this plan covered by a fidelity bond | 2013-10-31 | Yes |
Value of fidelity bond cover | 2013-10-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-10-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-10-31 | No |
Contributions received from participants | 2013-10-31 | $136,683 |
Participant contributions at beginning of year | 2013-10-31 | $59,325 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-10-31 | $11,340 |
Other income not declared elsewhere | 2013-10-31 | $0 |
Administrative expenses (other) incurred | 2013-10-31 | $4,494 |
Total non interest bearing cash at beginning of year | 2013-10-31 | $63 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
Value of net income/loss | 2013-10-31 | $41,038 |
Value of net assets at end of year (total assets less liabilities) | 2013-10-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-10-31 | $1,475,783 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-10-31 | $894,950 |
Interest on participant loans | 2013-10-31 | $2,646 |
Value of interest in common/collective trusts at beginning of year | 2013-10-31 | $521,445 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-10-31 | $161,875 |
Net investment gain or loss from common/collective trusts | 2013-10-31 | $-23,144 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-10-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-10-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-10-31 | $249,159 |
Did the plan have assets held for investment | 2013-10-31 | No |
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 | 2013-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-10-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-10-31 | Disclaimer |
Accountancy firm name | 2013-10-31 | BDO USA, LLP |
Accountancy firm EIN | 2013-10-31 | 135381590 |
2012 : STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION 401(K) 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 | $329,636 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $276,410 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $254,100 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $15,460 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $163,969 |
Value of total assets at end of year | 2012-12-31 | $1,475,783 |
Value of total assets at beginning of year | 2012-12-31 | $1,422,557 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $6,850 |
Total interest from all sources | 2012-12-31 | $4,601 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $26,787 |
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 | $26,787 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $163,969 |
Participant contributions at end of year | 2012-12-31 | $59,325 |
Participant contributions at beginning of year | 2012-12-31 | $109,382 |
Administrative expenses (other) incurred | 2012-12-31 | $6,850 |
Total non interest bearing cash at end of year | 2012-12-31 | $63 |
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 | $53,226 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,475,783 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,422,557 |
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 | $894,950 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $815,971 |
Interest on participant loans | 2012-12-31 | $4,601 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $521,445 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $497,204 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $96,474 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $37,805 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $254,100 |
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 401(K) 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 | $177,298 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $91,141 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $83,089 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $167,856 |
Value of total assets at end of year | 2011-12-31 | $1,422,557 |
Value of total assets at beginning of year | 2011-12-31 | $1,336,400 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $8,052 |
Total interest from all sources | 2011-12-31 | $5,389 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $6,363 |
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 | $6,363 |
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 |
Contributions received from participants | 2011-12-31 | $167,856 |
Participant contributions at end of year | 2011-12-31 | $109,382 |
Participant contributions at beginning of year | 2011-12-31 | $91,561 |
Other income not declared elsewhere | 2011-12-31 | $7,399 |
Administrative expenses (other) incurred | 2011-12-31 | $8,052 |
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 | $86,157 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,422,557 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,336,400 |
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 | $815,971 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $802,211 |
Interest on participant loans | 2011-12-31 | $5,389 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $497,204 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $442,628 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-20,515 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $10,806 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $83,089 |
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 401(K) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $282,716 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $13,384 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,653 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $169,985 |
Value of total assets at end of year | 2010-12-31 | $1,336,400 |
Value of total assets at beginning of year | 2010-12-31 | $1,067,068 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $8,731 |
Total interest from all sources | 2010-12-31 | $5,063 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $5,987 |
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 | $5,987 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $165,652 |
Participant contributions at end of year | 2010-12-31 | $91,561 |
Participant contributions at beginning of year | 2010-12-31 | $59,817 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $4,333 |
Other income not declared elsewhere | 2010-12-31 | $6,399 |
Administrative expenses (other) incurred | 2010-12-31 | $8,731 |
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 | $269,332 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,336,400 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,067,068 |
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 | $802,211 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $646,747 |
Interest on participant loans | 2010-12-31 | $5,063 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $442,628 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $360,504 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $83,863 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $11,419 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,653 |
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 401(K) 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 |
2007 : STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION 401(K) PLAN 2007 401k financial data | ||
Transfers to/from the plan | 2007-12-31 | $-6,104 |
Total plan liabilities at end of year | 2007-12-31 | $0 |
Total plan liabilities at beginning of year | 2007-12-31 | $297 |
Total income from all sources | 2007-12-31 | $268,334 |
Expenses. Total of all expenses incurred | 2007-12-31 | $25,190 |
Benefits paid (including direct rollovers) | 2007-12-31 | $21,525 |
Total plan assets at end of year | 2007-12-31 | $1,072,313 |
Total plan assets at beginning of year | 2007-12-31 | $835,570 |
Value of fidelity bond covering the plan | 2007-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2007-12-31 | $187,317 |
Expenses. Other expenses not covered elsewhere | 2007-12-31 | $3,665 |
Contributions received from other sources (not participants or employers) | 2007-12-31 | $21,780 |
Other income received | 2007-12-31 | $59,237 |
Net income (gross income less expenses) | 2007-12-31 | $243,144 |
Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $1,072,313 |
Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $835,273 |
Assets. Value of participant loans | 2007-12-31 | $58,772 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2007-12-31 | $0 |
2013: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION 401(K) PLAN 2013 form 5500 responses | ||
---|---|---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | Yes |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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 401(K) 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 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | 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 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
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 401(K) 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 |
2007: STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION 401(K) PLAN 2007 form 5500 responses | ||
2007-01-01 | Type of plan entity | Single employer plan |
2007-01-01 | Submission has been amended | No |
2007-01-01 | This submission is the final filing | No |
2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-01-01 | Plan is a collectively bargained plan | No |
2007-01-01 | Plan funding arrangement – Trust | Yes |
2007-01-01 | Plan benefit arrangement - Trust | Yes |