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| Plan Name | FOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD. 401K RETIREMENT SAVINGS PLAN |
| Plan identification number | 004 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | FOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD. |
| Employer identification number (EIN): | 363138920 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 004 | 2017-01-01 | AKHILESWARI YESHWANT | 2017-10-11 | ||
| 004 | 2016-01-01 | AKHILESWARI YESHWANT | 2017-07-12 | ||
| 004 | 2015-01-01 | AKHILESWARI YESHWANT | 2016-06-16 | ||
| 004 | 2014-01-01 | AKHILESWARI YESHWANT | 2015-07-28 | ||
| 004 | 2013-01-01 | AKHILESWARI YESHWANT | 2014-04-18 | ||
| 004 | 2012-01-01 | AKHILESWARI YESHWANT | 2013-09-10 | ||
| 004 | 2011-01-01 | AKHILESWARI YESHWANT | 2012-07-18 | ||
| 004 | 2009-01-01 | AKHILESWARI YESHWANT |
| Measure | Date | Value |
|---|---|---|
| 2009: FOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD. 401K RETIREMENT SAVINGS PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 31 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
| Total of all active and inactive participants | 2009-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 37 |
| Number of participants with account balances | 2009-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2010 : FOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD. 401K RETIREMENT SAVINGS PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $547,054 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $11,961 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $11,961 |
| Total plan assets at end of year | 2010-12-31 | $3,793,650 |
| Total plan assets at beginning of year | 2010-12-31 | $3,258,557 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $137,153 |
| Other income received | 2010-12-31 | $144,312 |
| Net income (gross income less expenses) | 2010-12-31 | $535,093 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,793,650 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,258,557 |
| Assets. Value of participant loans | 2010-12-31 | $17,666 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $265,589 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : FOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD. 401K RETIREMENT SAVINGS 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 |
| 2009: FOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD. 401K RETIREMENT SAVINGS 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 | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | P03471 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 17954 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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