ORCHARD PARK FAMILY PRACTICE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ORCHARD PARK FAMILY PRACTICE 401(K) PLAN
| Measure | Date | Value |
|---|
| 2021: ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 59 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 9 |
| Total of all active and inactive participants | 2021-01-01 | 69 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 69 |
| Number of participants with account balances | 2021-01-01 | 56 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
| 2020: ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 6 |
| Total of all active and inactive participants | 2020-01-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 59 |
| Number of participants with account balances | 2020-01-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 6 |
| Total of all active and inactive participants | 2019-01-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 51 |
| Number of participants with account balances | 2019-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 5 |
| Total of all active and inactive participants | 2018-01-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 41 |
| Number of participants with account balances | 2018-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
| 2017: ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 37 |
| Number of participants with account balances | 2017-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
| Total of all active and inactive participants | 2016-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 47 |
| Number of participants with account balances | 2016-01-01 | 46 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 39 |
| 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 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 42 |
| Number of participants with account balances | 2015-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 49 |
| 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 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 51 |
| Number of participants with account balances | 2014-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-15 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-15 | 43 |
| Number of retired or separated participants receiving benefits | 2013-07-15 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-15 | 2 |
| Total of all active and inactive participants | 2013-07-15 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-15 | 0 |
| Total participants | 2013-07-15 | 45 |
| Number of participants with account balances | 2013-07-15 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-15 | 0 |
| Measure | Date | Value |
|---|
| 2021 : ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,050,402 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $374,021 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $358,986 |
| Total plan assets at end of year | 2021-12-31 | $4,104,248 |
| Total plan assets at beginning of year | 2021-12-31 | $3,427,867 |
| Total contributions received or receivable from participants | 2021-12-31 | $221,773 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $72,393 |
| Other income received | 2021-12-31 | $550,130 |
| Net income (gross income less expenses) | 2021-12-31 | $676,381 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,104,248 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,427,867 |
| Assets. Value of participant loans | 2021-12-31 | $64,246 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $206,106 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $15,035 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $863,646 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $56,867 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $41,440 |
| Total plan assets at end of year | 2020-12-31 | $3,427,867 |
| Total plan assets at beginning of year | 2020-12-31 | $2,621,088 |
| Total contributions received or receivable from participants | 2020-12-31 | $164,841 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $571,228 |
| Net income (gross income less expenses) | 2020-12-31 | $806,779 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,427,867 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,621,088 |
| Assets. Value of participant loans | 2020-12-31 | $39,545 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $127,577 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $15,427 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $745,686 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $282,659 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $268,290 |
| Total plan assets at end of year | 2019-12-31 | $2,621,088 |
| Total plan assets at beginning of year | 2019-12-31 | $2,158,061 |
| Total contributions received or receivable from participants | 2019-12-31 | $155,996 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $478,061 |
| Net income (gross income less expenses) | 2019-12-31 | $463,027 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,621,088 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,158,061 |
| Assets. Value of participant loans | 2019-12-31 | $64,301 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $111,629 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $14,369 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $144,859 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $16,995 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $3,372 |
| Total plan assets at end of year | 2018-12-31 | $2,158,061 |
| Total plan assets at beginning of year | 2018-12-31 | $2,030,197 |
| Total contributions received or receivable from participants | 2018-12-31 | $134,914 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $290 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $24,127 |
| Other income received | 2018-12-31 | $-112,858 |
| Net income (gross income less expenses) | 2018-12-31 | $127,864 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,158,061 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,030,197 |
| Assets. Value of participant loans | 2018-12-31 | $36,338 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $98,676 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $13,333 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $474,562 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $205,574 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $187,924 |
| Total plan assets at end of year | 2017-12-31 | $2,030,197 |
| Total plan assets at beginning of year | 2017-12-31 | $1,761,209 |
| Total contributions received or receivable from participants | 2017-12-31 | $100,714 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $324,068 |
| Net income (gross income less expenses) | 2017-12-31 | $268,988 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,030,197 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,761,209 |
| Assets. Value of participant loans | 2017-12-31 | $37,454 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $49,780 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $17,650 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $267,109 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $247,955 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $229,312 |
| Total plan assets at end of year | 2016-12-31 | $1,761,209 |
| Total plan assets at beginning of year | 2016-12-31 | $1,742,055 |
| Total contributions received or receivable from participants | 2016-12-31 | $87,680 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $5,320 |
| Other income received | 2016-12-31 | $82,320 |
| Net income (gross income less expenses) | 2016-12-31 | $19,154 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,761,209 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,742,055 |
| Assets. Value of participant loans | 2016-12-31 | $51,614 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $91,789 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $2,451 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $16,192 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $123,305 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $48,367 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $28,581 |
| Total plan assets at end of year | 2015-12-31 | $1,742,055 |
| Total plan assets at beginning of year | 2015-12-31 | $1,667,117 |
| Total contributions received or receivable from participants | 2015-12-31 | $67,182 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $5,766 |
| Other income received | 2015-12-31 | $-16,591 |
| Net income (gross income less expenses) | 2015-12-31 | $74,938 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,742,055 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,667,117 |
| Assets. Value of participant loans | 2015-12-31 | $44,406 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $66,948 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $3,458 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $16,328 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $182,197 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $523,273 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $506,985 |
| Total plan assets at end of year | 2014-12-31 | $1,667,117 |
| Total plan assets at beginning of year | 2014-12-31 | $2,008,193 |
| Total contributions received or receivable from participants | 2014-12-31 | $78,744 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $103,453 |
| Net income (gross income less expenses) | 2014-12-31 | $-341,076 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,667,117 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,008,193 |
| Assets. Value of participant loans | 2014-12-31 | $8,837 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $16,288 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $2,486,967 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $478,774 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $472,166 |
| Total plan assets at end of year | 2013-12-31 | $2,008,193 |
| Total plan assets at beginning of year | 2013-12-31 | $0 |
| Total contributions received or receivable from participants | 2013-12-31 | $60,604 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $2,207,307 |
| Other income received | 2013-12-31 | $219,056 |
| Net income (gross income less expenses) | 2013-12-31 | $2,008,193 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,008,193 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Assets. Value of participant loans | 2013-12-31 | $23,584 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $494 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $6,114 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2021: ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ORCHARD PARK FAMILY PRACTICE 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-07-15 | Type of plan entity | Single employer plan |
| 2013-07-15 | First time form 5500 has been submitted | Yes |
| 2013-07-15 | Submission has been amended | No |
| 2013-07-15 | This submission is the final filing | No |
| 2013-07-15 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2013-07-15 | Plan is a collectively bargained plan | No |
| 2013-07-15 | Plan funding arrangement – Insurance | Yes |
| 2013-07-15 | Plan funding arrangement – Trust | Yes |
| 2013-07-15 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-15 | Plan benefit arrangement - Trust | Yes |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | MR 61119 |
| Policy instance | 1 |
| Insurance contract or identification number | MR 61119 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $681 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $681 | | Insurance broker organization code? | 4 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | MR 61119 |
| Policy instance | 1 |
| Insurance contract or identification number | MR 61119 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $474 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $474 | | Insurance broker organization code? | 4 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | MR 61119 |
| Policy instance | 1 |
| Insurance contract or identification number | MR 61119 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $630 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $630 | | Insurance broker organization code? | 4 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | MR 61119 |
| Policy instance | 1 |
| Insurance contract or identification number | MR 61119 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $480 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $266 | | Insurance broker organization code? | 4 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | MR 61119 |
| Policy instance | 1 |
| Insurance contract or identification number | MR 61119 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $334 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $334 | | Insurance broker organization code? | 4 | | Insurance broker name | MORGAN STANLEY INS SERVICES INC |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | MR 61119 |
| Policy instance | 1 |
| Insurance contract or identification number | MR 61119 | | Number of Individuals Covered | 42 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $399 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $399 | | Insurance broker organization code? | 4 | | Insurance broker name | MORGAN STANLEY INS SERVICES INC |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | MR 61119 |
| Policy instance | 1 |
| Insurance contract or identification number | MR 61119 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $358 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $358 | | Insurance broker organization code? | 4 | | Insurance broker name | MORGAN STANLEY INS SERVICES INC |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | MR 61119 |
| Policy instance | 1 |
| Insurance contract or identification number | MR 61119 | | Number of Individuals Covered | 45 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $185 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $185 | | Insurance broker organization code? | 4 | | Insurance broker name | MORGAN STANLEY INS SERVICES INC |
|
