401k Plan data: ORANGE PATHOLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN AND TRUST plan

ORANGE PATHOLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	ORANGE PATHOLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN AND TRUST
Plan identification number	005

ORANGE PATHOLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORANGE PATHOLOGY ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name: ORANGE PATHOLOGY ASSOCIATES, PC

Employer identification number (EIN): 141513452

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORANGE PATHOLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2015-01-01
005 2014-01-01
005 2013-01-01
005 2012-01-01 SCHUYLER NEWMAN 2013-07-29
005 2011-01-01 SCHUYLER NEWMAN 2012-07-26
005 2010-01-01 SCHUYLER NEWMAN 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
005	2015-01-01
005	2014-01-01
005	2013-01-01
005	2012-01-01	SCHUYLER NEWMAN	2013-07-29
005	2011-01-01	SCHUYLER NEWMAN	2012-07-26
005	2010-01-01	SCHUYLER NEWMAN	2011-10-14

Plan Statistics for ORANGE PATHOLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ORANGE PATHOLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015: ORANGE PATHOLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 145
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 36
Total of all active and inactive participants 2015-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 181
Number of participants with account balances 2015-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ORANGE PATHOLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 145
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 28
Total of all active and inactive participants 2014-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 174
Number of participants with account balances 2014-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2015: ORANGE PATHOLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	145
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	36
Total of all active and inactive participants	2015-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	181
Number of participants with account balances	2015-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ORANGE PATHOLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	145
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	28
Total of all active and inactive participants	2014-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	174
Number of participants with account balances	2014-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on ORANGE PATHOLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2015 : ORANGE PATHOLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,318,976
Total of all expenses incurred	2015-12-31	$541,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$516,949
Value of total corrective distributions	2015-12-31	$5,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,500,742
Value of total assets at end of year	2015-12-31	$7,592,322
Value of total assets at beginning of year	2015-12-31	$6,814,582
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$18,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
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	$516,949
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$865,107
Participant contributions at end of year	2015-12-31	$17,950
Other income not declared elsewhere	2015-12-31	$3,653
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	$777,740
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,592,322
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,814,582
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
Investment advisory and management fees	2015-12-31	$18,311
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,380,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,499,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-185,419
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	Yes
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	$635,635
Employer contributions (assets) at end of year	2015-12-31	$193,472
Employer contributions (assets) at beginning of year	2015-12-31	$314,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$516,949
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	UHY LLP
Accountancy firm EIN	2015-12-31	200694403
2014 : ORANGE PATHOLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,864,009
Total of all expenses incurred	2014-12-31	$650,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$635,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,615,482
Value of total assets at end of year	2014-12-31	$6,814,582
Value of total assets at beginning of year	2014-12-31	$5,601,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$15,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
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	$635,194
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$817,571
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$38,440
Other income not declared elsewhere	2014-12-31	$2,843
Administrative expenses (other) incurred	2014-12-31	$27
Total non interest bearing cash at beginning of year	2014-12-31	$558
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	$1,213,247
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,814,582
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,601,335
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	$6,499,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,339,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$245,684
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	$759,471
Employer contributions (assets) at end of year	2014-12-31	$314,660
Employer contributions (assets) at beginning of year	2014-12-31	$261,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$635,194
Contract administrator fees	2014-12-31	$15,541
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	UHY LLP
Accountancy firm EIN	2014-12-31	200694403

Form 5500 Responses for ORANGE PATHOLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN AND TRUST

2015: ORANGE PATHOLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ORANGE PATHOLOGY ASSOCIATES, PC 401K PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

84772

Policy instance

Insurance contract or identification number	84772
Number of Individuals Covered	182
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $16,499
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS INS AGENCY, LL

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

84772

Policy instance

Insurance contract or identification number	84772
Number of Individuals Covered	177
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $15,228
Are there contracts with allocated funds for group deferred annuity?	Yes
Commission paid to Insurance Broker	USD $15,228
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS INS AGENCY, LL

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Company Name:	ORANGE PATHOLOGY ASSOCIATES, PC
Employer identification number (EIN):	141513452
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)