Logo

HEMATOLOGY-ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC, EMPLOYEES' DEFINED BENEFIT PLAN 401k Plan overview

Plan NameHEMATOLOGY-ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC, EMPLOYEES' DEFINED BENEFIT PLAN
Plan identification number 001

HEMATOLOGY-ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC, EMPLOYEES' DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

HEMATOLOGY ONCOLOGY ASSOC. OF FRED has sponsored the creation of one or more 401k plans.

Company Name:HEMATOLOGY ONCOLOGY ASSOC. OF FRED
Employer identification number (EIN):541441458
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEMATOLOGY-ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC, EMPLOYEES' DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-11-01
0012021-11-01
0012020-11-01
0012019-11-01
0012018-11-01DR. CHARLES MAURER2020-08-14
0012017-11-01DR. CHARLES MAURER2019-08-09
0012016-11-01DR. CHARLES MAURER2018-08-13
0012015-11-01DR. CHARLES MAURER2017-08-15
0012014-11-01DR. CHARLES MAURER2016-08-12 DR. CHARLES MAURER2016-08-12
0012013-11-01DR. SUDEEP J. MENACHERY2015-08-17 DR. SUDEEP J. MENACHERY2015-08-17
0012012-11-01DR. CHARLES MAURER2014-08-13 DR. CHARLES MAURER2014-08-13
0012011-11-01DR. CHARLES MAURER2013-08-15 DR. CHARLES MAURER2013-08-15
0012010-11-01DR. CHARLES MAURER2012-08-15 DR. CHARLES MAURER2012-08-15
0012008-11-01

Plan Statistics for HEMATOLOGY-ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC, EMPLOYEES' DEFINED BENEFIT PLAN

401k plan membership statisitcs for HEMATOLOGY-ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC, EMPLOYEES' DEFINED BENEFIT PLAN

Measure Date Value
2023: HEMATOLOGY-ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC, EMPLOYEES' DEFINED BENEFIT PLAN 2023 401k membership
Market value of plan assets2023-10-316,180,688
Acturial value of plan assets2023-10-316,180,688
Funding target for retired participants and beneficiaries receiving payment2023-10-310
Number of terminated vested participants2023-10-3127
Fundng target for terminated vested participants2023-10-31444,509
Active participant vested funding target2023-10-315,316,901
Number of active participants2023-10-3199
Total funding liabilities for active participants2023-10-315,316,901
Total participant count2023-10-31126
Total funding target for all participants2023-10-315,761,410
Balance at beginning of prior year after applicable adjustments2023-10-3177,982
Prefunding balance at beginning of prior year after applicable adjustments2023-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2023-10-310
Prefunding balanced used to offset prior years funding requirement2023-10-310
Amount remaining of carryover balance2023-10-3177,982
Amount remaining of prefunding balance2023-10-310
Present value of excess contributions2023-10-3113,723
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-10-3114,522
Reductions in caryover balances due to elections or deemed elections2023-10-310
Reductions in prefunding balances due to elections or deemed elections2023-10-310
Balance of carryovers at beginning of current year2023-10-3165,715
Balance of prefunding at beginning of current year2023-10-310
Total employer contributions2023-10-31827,261
Total employee contributions2023-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-10-310
Contributions made to avoid restrictions adjusted to valuation date2023-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-10-31765,160
Unpaid minimum required contributions for all prior years2023-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-10-310
Remaining amount of unpaid minimum required contributions2023-10-310
Minimum required contributions for current year target normal cost2023-10-31707,563
Net shortfall amortization installment of oustanding balance2023-10-310
Total funding amount beforereflecting carryover/prefunding balances2023-10-31354,000
Carryover balance elected to use to offset funding requirement2023-10-310
Prefunding balance elected to use to offset funding requirement2023-10-310
Additional cash requirement2023-10-31354,000
Contributions allocatedtoward minimum required contributions for current year2023-10-31765,160
Unpaid minimum required contributions for current year2023-10-310
Unpaid minimum required contributions for all years2023-10-310
2022: HEMATOLOGY-ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC, EMPLOYEES' DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-10-315,713,342
Acturial value of plan assets2022-10-315,713,342
Funding target for retired participants and beneficiaries receiving payment2022-10-310
Number of terminated vested participants2022-10-3127
Fundng target for terminated vested participants2022-10-31412,431
Active participant vested funding target2022-10-314,933,207
Number of active participants2022-10-3199
Total funding liabilities for active participants2022-10-314,933,207
Total participant count2022-10-31126
Total funding target for all participants2022-10-315,345,638
Balance at beginning of prior year after applicable adjustments2022-10-3193,079
Prefunding balance at beginning of prior year after applicable adjustments2022-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-10-310
Prefunding balanced used to offset prior years funding requirement2022-10-310
Amount remaining of carryover balance2022-10-3193,079
Amount remaining of prefunding balance2022-10-310
Present value of excess contributions2022-10-31776,815
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-10-31776,815
Reductions in caryover balances due to elections or deemed elections2022-10-310
Reductions in prefunding balances due to elections or deemed elections2022-10-310
Balance of carryovers at beginning of current year2022-10-3177,982
Balance of prefunding at beginning of current year2022-10-310
Total employer contributions2022-10-31485,000
Total employee contributions2022-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-10-310
Contributions made to avoid restrictions adjusted to valuation date2022-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-10-31466,062
Unpaid minimum required contributions for all prior years2022-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-10-310
Remaining amount of unpaid minimum required contributions2022-10-310
Minimum required contributions for current year target normal cost2022-10-31737,522
Net shortfall amortization installment of oustanding balance2022-10-310
Total funding amount beforereflecting carryover/prefunding balances2022-10-31452,339
Carryover balance elected to use to offset funding requirement2022-10-310
Prefunding balance elected to use to offset funding requirement2022-10-310
Additional cash requirement2022-10-31452,339
Contributions allocatedtoward minimum required contributions for current year2022-10-31466,062
Unpaid minimum required contributions for current year2022-10-310
Unpaid minimum required contributions for all years2022-10-310
2021: HEMATOLOGY-ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC, EMPLOYEES' DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-10-316,009,967
Acturial value of plan assets2021-10-316,009,967
Funding target for retired participants and beneficiaries receiving payment2021-10-310
Number of terminated vested participants2021-10-3138
Fundng target for terminated vested participants2021-10-31442,419
Active participant vested funding target2021-10-314,564,574
Number of active participants2021-10-3182
Total funding liabilities for active participants2021-10-314,564,574
Total participant count2021-10-31120
Total funding target for all participants2021-10-315,006,993
Balance at beginning of prior year after applicable adjustments2021-10-3173,931
Prefunding balance at beginning of prior year after applicable adjustments2021-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-10-310
Prefunding balanced used to offset prior years funding requirement2021-10-310
Amount remaining of carryover balance2021-10-3173,931
Amount remaining of prefunding balance2021-10-310
Present value of excess contributions2021-10-31434,438
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-10-31434,438
Reductions in caryover balances due to elections or deemed elections2021-10-310
Reductions in prefunding balances due to elections or deemed elections2021-10-310
Balance of carryovers at beginning of current year2021-10-3193,079
Balance of prefunding at beginning of current year2021-10-310
Total employer contributions2021-10-31809,330
Total employee contributions2021-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-10-310
Contributions made to avoid restrictions adjusted to valuation date2021-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-10-31776,815
Unpaid minimum required contributions for all prior years2021-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-10-310
Remaining amount of unpaid minimum required contributions2021-10-310
Minimum required contributions for current year target normal cost2021-10-31691,475
Net shortfall amortization installment of oustanding balance2021-10-310
Total funding amount beforereflecting carryover/prefunding balances2021-10-310
Additional cash requirement2021-10-310
Contributions allocatedtoward minimum required contributions for current year2021-10-31776,815
Unpaid minimum required contributions for current year2021-10-310
Unpaid minimum required contributions for all years2021-10-310
2020: HEMATOLOGY-ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC, EMPLOYEES' DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-10-314,320,419
Acturial value of plan assets2020-10-314,320,419
Funding target for retired participants and beneficiaries receiving payment2020-10-310
Number of terminated vested participants2020-10-3130
Fundng target for terminated vested participants2020-10-31560,042
Active participant vested funding target2020-10-313,141,297
Number of active participants2020-10-3151
Total funding liabilities for active participants2020-10-313,141,297
Total participant count2020-10-3181
Total funding target for all participants2020-10-313,701,339
Balance at beginning of prior year after applicable adjustments2020-10-3170,822
Prefunding balance at beginning of prior year after applicable adjustments2020-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-10-310
Prefunding balanced used to offset prior years funding requirement2020-10-310
Amount remaining of carryover balance2020-10-3170,822
Amount remaining of prefunding balance2020-10-310
Present value of excess contributions2020-10-31436,718
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-10-31436,718
Reductions in caryover balances due to elections or deemed elections2020-10-310
Reductions in prefunding balances due to elections or deemed elections2020-10-310
Balance of carryovers at beginning of current year2020-10-3173,931
Balance of prefunding at beginning of current year2020-10-310
Total employer contributions2020-10-31452,206
Total employee contributions2020-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-10-310
Contributions made to avoid restrictions adjusted to valuation date2020-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-10-31434,438
Unpaid minimum required contributions for all prior years2020-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-10-310
Remaining amount of unpaid minimum required contributions2020-10-310
Minimum required contributions for current year target normal cost2020-10-31370,703
Net shortfall amortization installment of oustanding balance2020-10-310
Waiver amortization installment2020-10-310
Total funding amount beforereflecting carryover/prefunding balances2020-10-310
Additional cash requirement2020-10-310
Contributions allocatedtoward minimum required contributions for current year2020-10-31434,438
Unpaid minimum required contributions for current year2020-10-310
Unpaid minimum required contributions for all years2020-10-310
2019: HEMATOLOGY-ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC, EMPLOYEES' DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-10-314,440,067
Acturial value of plan assets2019-10-314,440,067
Funding target for retired participants and beneficiaries receiving payment2019-10-310
Number of terminated vested participants2019-10-3125
Fundng target for terminated vested participants2019-10-311,080,165
Active participant vested funding target2019-10-312,537,929
Number of active participants2019-10-3151
Total funding liabilities for active participants2019-10-312,537,929
Total participant count2019-10-3176
Total funding target for all participants2019-10-313,618,094
Balance at beginning of prior year after applicable adjustments2019-10-3163,804
Prefunding balance at beginning of prior year after applicable adjustments2019-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-10-310
Prefunding balanced used to offset prior years funding requirement2019-10-310
Amount remaining of carryover balance2019-10-3163,804
Amount remaining of prefunding balance2019-10-310
Present value of excess contributions2019-10-31309,795
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-10-31309,795
Balance of carryovers at beginning of current year2019-10-3170,822
Balance of prefunding at beginning of current year2019-10-310
Total employer contributions2019-10-31456,551
Total employee contributions2019-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-10-310
Contributions made to avoid restrictions adjusted to valuation date2019-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-10-31436,718
Unpaid minimum required contributions for all prior years2019-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-10-310
Remaining amount of unpaid minimum required contributions2019-10-310
Minimum required contributions for current year target normal cost2019-10-31446,470
Net shortfall amortization installment of oustanding balance2019-10-310
Waiver amortization installment2019-10-310
Total funding amount beforereflecting carryover/prefunding balances2019-10-310
Additional cash requirement2019-10-310
Contributions allocatedtoward minimum required contributions for current year2019-10-31436,718
Unpaid minimum required contributions for current year2019-10-310
Unpaid minimum required contributions for all years2019-10-310
2018: HEMATOLOGY-ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC, EMPLOYEES' DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-10-313,861,476
Acturial value of plan assets2018-10-313,861,476
Funding target for retired participants and beneficiaries receiving payment2018-10-310
Number of terminated vested participants2018-10-3123
Fundng target for terminated vested participants2018-10-311,080,964
Active participant vested funding target2018-10-311,876,612
Number of active participants2018-10-3133
Total funding liabilities for active participants2018-10-311,876,612
Total participant count2018-10-3156
Total funding target for all participants2018-10-312,957,576
Balance at beginning of prior year after applicable adjustments2018-10-3164,468
Prefunding balance at beginning of prior year after applicable adjustments2018-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-10-310
Prefunding balanced used to offset prior years funding requirement2018-10-310
Amount remaining of carryover balance2018-10-3164,468
Amount remaining of prefunding balance2018-10-310
Present value of excess contributions2018-10-31300,481
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-10-31300,481
Balance of carryovers at beginning of current year2018-10-3163,804
Balance of prefunding at beginning of current year2018-10-310
Total employer contributions2018-10-31323,182
Total employee contributions2018-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-10-310
Contributions made to avoid restrictions adjusted to valuation date2018-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-10-31309,795
Unpaid minimum required contributions for all prior years2018-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-10-310
Remaining amount of unpaid minimum required contributions2018-10-310
Minimum required contributions for current year target normal cost2018-10-31264,418
Net shortfall amortization installment of oustanding balance2018-10-310
Waiver amortization installment2018-10-310
Total funding amount beforereflecting carryover/prefunding balances2018-10-310
Carryover balance elected to use to offset funding requirement2018-10-310
Prefunding balance elected to use to offset funding requirement2018-10-310
Additional cash requirement2018-10-310
Contributions allocatedtoward minimum required contributions for current year2018-10-31309,795
Unpaid minimum required contributions for current year2018-10-310
Unpaid minimum required contributions for all years2018-10-310
2017: HEMATOLOGY-ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC, EMPLOYEES' DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-10-313,595,472
Acturial value of plan assets2017-10-313,595,472
Funding target for retired participants and beneficiaries receiving payment2017-10-310
Number of terminated vested participants2017-10-3121
Fundng target for terminated vested participants2017-10-31965,187
Active participant vested funding target2017-10-311,593,723
Number of active participants2017-10-3126
Total funding liabilities for active participants2017-10-311,593,723
Total participant count2017-10-3147
Total funding target for all participants2017-10-312,558,910
Balance at beginning of prior year after applicable adjustments2017-10-3156,685
Prefunding balance at beginning of prior year after applicable adjustments2017-10-310
Amount remaining of carryover balance2017-10-3156,685
Amount remaining of prefunding balance2017-10-310
Present value of excess contributions2017-10-31319,626
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-10-31319,626
Balance of carryovers at beginning of current year2017-10-3164,468
Balance of prefunding at beginning of current year2017-10-310
Total employer contributions2017-10-31313,588
Total employee contributions2017-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-10-31300,481
Remaining amount of unpaid minimum required contributions2017-10-310
Minimum required contributions for current year target normal cost2017-10-31246,994
Total funding amount beforereflecting carryover/prefunding balances2017-10-310
Additional cash requirement2017-10-310
Contributions allocatedtoward minimum required contributions for current year2017-10-31300,481
Unpaid minimum required contributions for current year2017-10-310
Unpaid minimum required contributions for all years2017-10-310

Form 5500 Responses for HEMATOLOGY-ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC, EMPLOYEES' DEFINED BENEFIT PLAN

2008: HEMATOLOGY-ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC, EMPLOYEES' DEFINED BENEFIT PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1