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HEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY,P. A. 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan NameHEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY,P. A. 401(K) & PROFIT SHARING PLAN
Plan identification number 003

HEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY,P. A. 401(K) & PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

HEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY, P. A. has sponsored the creation of one or more 401k plans.

Company Name:HEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY, P. A.
Employer identification number (EIN):591674575
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 CONSULTANTS OF TAMPA BAY,P. A. 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032012-07-01HAFEEZ T. CHATOOR
0032011-07-01HAFEEZ T. CHATOOR
0032010-07-01HAFEEZ T. CHATOOR HAFEEZ T. CHATOOR2012-04-11
0032009-07-01LEWIS E. AUERBACH LEWIS E. AUERBACH2011-04-12

Plan Statistics for HEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY,P. A. 401(K) & PROFIT SHARING PLAN

401k plan membership statisitcs for HEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY,P. A. 401(K) & PROFIT SHARING PLAN

Measure Date Value
2012: HEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY,P. A. 401(K) & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0117
Total number of active participants reported on line 7a of the Form 55002012-07-010
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-010
Number of participants with account balances2012-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: HEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY,P. A. 401(K) & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0136
Total number of active participants reported on line 7a of the Form 55002011-07-0117
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0117
Number of participants with account balances2011-07-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: HEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY,P. A. 401(K) & PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0138
Total number of active participants reported on line 7a of the Form 55002010-07-0131
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-015
Total of all active and inactive participants2010-07-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0136
Number of participants with account balances2010-07-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: HEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY,P. A. 401(K) & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0139
Total number of active participants reported on line 7a of the Form 55002009-07-0132
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-015
Total of all active and inactive participants2009-07-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0137
Number of participants with account balances2009-07-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on HEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY,P. A. 401(K) & PROFIT SHARING PLAN

Measure Date Value
2012 : HEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY,P. A. 401(K) & PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-09-30$-2,086
Expenses. Total of all expenses incurred2012-09-30$14,904
Benefits paid (including direct rollovers)2012-09-30$14,904
Total plan assets at end of year2012-09-30$0
Total plan assets at beginning of year2012-09-30$16,990
Value of fidelity bond covering the plan2012-09-30$300,000
Other income received2012-09-30$-2,086
Net income (gross income less expenses)2012-09-30$-16,990
Net plan assets at end of year (total assets less liabilities)2012-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$16,990
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Total income from all sources2012-06-30$-95,486
Expenses. Total of all expenses incurred2012-06-30$3,269,663
Benefits paid (including direct rollovers)2012-06-30$3,255,064
Total plan assets at end of year2012-06-30$16,990
Total plan assets at beginning of year2012-06-30$3,382,139
Value of fidelity bond covering the plan2012-06-30$300,000
Other income received2012-06-30$-95,486
Net income (gross income less expenses)2012-06-30$-3,365,149
Net plan assets at end of year (total assets less liabilities)2012-06-30$16,990
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$3,382,139
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$14,599
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : HEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY,P. A. 401(K) & PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$543,950
Expenses. Total of all expenses incurred2011-06-30$104,942
Benefits paid (including direct rollovers)2011-06-30$87,279
Total plan assets at end of year2011-06-30$3,382,139
Total plan assets at beginning of year2011-06-30$2,943,131
Value of fidelity bond covering the plan2011-06-30$300,000
Total contributions received or receivable from participants2011-06-30$31,479
Expenses. Other expenses not covered elsewhere2011-06-30$0
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$512,471
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$439,008
Net plan assets at end of year (total assets less liabilities)2011-06-30$3,382,139
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$2,943,131
Total contributions received or receivable from employer(s)2011-06-30$0
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$17,663
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : HEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY,P. A. 401(K) & PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for HEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY,P. A. 401(K) & PROFIT SHARING PLAN

2012: HEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY,P. A. 401(K) & PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingYes
2012-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: HEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY,P. A. 401(K) & PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: HEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY,P. A. 401(K) & PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: HEMATOLOGY & ONCOLOGY CONSULTANTS OF TAMPA BAY,P. A. 401(K) & PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHN994
Policy instance 1
Insurance contract or identification numberPHN994
Number of Individuals Covered26
Insurance policy start date2012-07-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $8
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker namePLANNING CORPORATION OF AMERICA
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHN994
Policy instance 1
Insurance contract or identification numberPHN994
Number of Individuals Covered17
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $950
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHN994
Policy instance 1
Insurance contract or identification numberPHN994
Number of Individuals Covered30
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $2,270
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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