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CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan NameCHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN
Plan identification number 003

CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • 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.
  • Life insurance

401k Sponsoring company profile

CHAG ANESTHESIA, P.C. has sponsored the creation of one or more 401k plans.

Company Name:CHAG ANESTHESIA, P.C.
Employer identification number (EIN):161075185
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CHAG ANESTHESIA, P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1976-11-18
Company Identification Number: 415447
Legal Registered Office Address: 5000 BRITTONFIELD PARKWAY
Onondaga
EAST SYRACUSE
United States of America (USA)
13057

More information about CHAG ANESTHESIA, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01LUCIEN CATANIA2024-06-25 LUCIEN CATANIA2024-06-25
0032022-01-01JEFFREY S SCHAFFEL2023-06-01 JEFFREY S SCHAFFEL2023-06-01
0032021-01-01JEFFREY SCHAFFELL2022-06-05 JEFFREY SCHAFFELL2022-06-05
0032020-01-01JEFFREY SCHAFFEL2021-06-09 JEFFREY SCHAFFEL2021-06-09
0032019-01-01JEFFREY SCHAFFEL2020-09-06 JEFFREY SCHAFFEL2020-09-06
0032018-01-01JEFFREY SCHAFFEL2019-08-30 JEFFREY SCHAFFEL2019-08-30
0032017-01-01JEFFREY SCHAFFEL2018-09-15 JEFFREY SCHAFFEL2018-09-15
0032016-01-01BARTHOLEMEW NATOLI2017-09-17 BARTHOLEMEW NATOLI2017-09-17
0032015-01-01BARTHOLEMEW NATOLI2016-09-16 BARTHOLEMEW NATOLI2016-09-16
0032014-01-01BARTHOLEMEW NATOLI MD BARTHOLEMEW NATOLI MD2015-09-10
0032013-01-01BARTHOLEMEW NATOLI BARTHOLEMEW NATOLI2014-09-17
0032012-01-01BARTHOLEMEW NATOLI BARTHOLEMEW NATOLI2013-09-23
0032011-01-01BARTHOLEMEW NATOLI BARTHOLEMEW NATOLI2012-10-02
0032010-01-01BARTHOLEMEW NATOLI2011-09-15 BARTHOLEMEW NATOLI2011-09-15

Plan Statistics for CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2025: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1438
Total number of particpants at end of year2025-07-1433
Number of Participants With Account Balances2025-07-1433
2024: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2640
Total number of particpants at end of year2024-06-2638
Number of Participants With Account Balances2024-06-2638
2022: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-0643
Total number of particpants at end of year2022-06-0641
Number of Participants With Account Balances2022-06-0641
2014: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0135
Total number of active participants reported on line 7a of the Form 55002014-01-0132
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0135
Total participants2014-01-0135
Number of participants with account balances2014-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0135
Total number of active participants reported on line 7a of the Form 55002013-01-0130
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0132
Number of participants with account balances2013-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0134
Total number of active participants reported on line 7a of the Form 55002012-01-0130
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0134
Total participants2012-01-0134
Number of participants with account balances2012-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0130
Total number of active participants reported on line 7a of the Form 55002011-01-0129
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0131
Total participants2011-01-0131
Number of participants with account balances2011-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011

Financial Data on CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2025 : CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-144852955
Net assets as of the end of the plan year2025-07-1425649344
Total assets as of the beginning of the plan year2025-07-1424994165
Value of plan covered by a fidelity bond2025-07-142000000
Participant contributions to plan in this plan year2025-07-14542253
Other expenses paid from plan in this plan year2025-07-14186346
Other income to plan in this plan year2025-07-143989503
Plan net income in this plan year2025-07-14655179
Net assets as of the end of the plan year2025-07-1425649344
Net assets as of the beginning of the plan year2025-07-1424994165
Employer contributions to plan in this plan year2025-07-14976378
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-140
2024 : CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-260
Total expenses incurred by plan in this plan year2024-06-26439695
Net assets as of the end of the plan year2024-06-2624994165
Total assets as of the beginning of the plan year2024-06-2619999365
Value of plan covered by a fidelity bond2024-06-26500000
Participant contributions to plan in this plan year2024-06-26670579
Value of participant loans at end of plan year2024-06-260
Other expenses paid from plan in this plan year2024-06-26158843
Other income to plan in this plan year2024-06-263938068
Plan net income in this plan year2024-06-264994800
Net assets as of the end of the plan year2024-06-2624994165
Net assets as of the beginning of the plan year2024-06-2619999365
Employer contributions to plan in this plan year2024-06-26825848
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-260
2022 : CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-06-0617609
Total liabilities as of the beginning of the plan year2022-06-06529
Total expenses incurred by plan in this plan year2022-06-064330640
Net assets as of the end of the plan year2022-06-0625292957
Total assets as of the beginning of the plan year2022-06-0624700812
Value of plan covered by a fidelity bond2022-06-06500000
Participant contributions to plan in this plan year2022-06-06637572
Value of participant loans at end of plan year2022-06-0624805
Other expenses paid from plan in this plan year2022-06-06152979
Other income to plan in this plan year2022-06-063457798
Plan net income in this plan year2022-06-06575065
Net assets as of the end of the plan year2022-06-0625275348
Net assets as of the beginning of the plan year2022-06-0624700283
Employer contributions to plan in this plan year2022-06-06810335
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-060
2014 : CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$2,306
Total plan liabilities at beginning of year2014-12-31$510
Total income from all sources2014-12-31$1,988,087
Expenses. Total of all expenses incurred2014-12-31$653,384
Benefits paid (including direct rollovers)2014-12-31$592,141
Total plan assets at end of year2014-12-31$14,218,911
Total plan assets at beginning of year2014-12-31$12,882,412
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$527,221
Expenses. Other expenses not covered elsewhere2014-12-31$61,243
Other income received2014-12-31$787,580
Net income (gross income less expenses)2014-12-31$1,334,703
Net plan assets at end of year (total assets less liabilities)2014-12-31$14,216,605
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$12,881,902
Assets. Value of participant loans2014-12-31$121,855
Assets. Value of assets in partnership/joint-venture interests2014-12-31$291,428
Total contributions received or receivable from employer(s)2014-12-31$673,286
2013 : CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$510
Total plan liabilities at beginning of year2013-12-31$424
Total income from all sources2013-12-31$2,805,034
Expenses. Total of all expenses incurred2013-12-31$342,598
Benefits paid (including direct rollovers)2013-12-31$289,061
Total plan assets at end of year2013-12-31$12,882,412
Total plan assets at beginning of year2013-12-31$10,419,890
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$516,990
Expenses. Other expenses not covered elsewhere2013-12-31$53,537
Other income received2013-12-31$1,612,382
Net income (gross income less expenses)2013-12-31$2,462,436
Net plan assets at end of year (total assets less liabilities)2013-12-31$12,881,902
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$10,419,466
Assets. Value of participant loans2013-12-31$120,337
Assets. Value of assets in partnership/joint-venture interests2013-12-31$322,666
Total contributions received or receivable from employer(s)2013-12-31$675,662
2012 : CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$424
Total income from all sources2012-12-31$1,980,827
Expenses. Total of all expenses incurred2012-12-31$114,303
Benefits paid (including direct rollovers)2012-12-31$66,405
Total plan assets at end of year2012-12-31$10,419,890
Total plan assets at beginning of year2012-12-31$8,552,942
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$514,679
Expenses. Other expenses not covered elsewhere2012-12-31$47,898
Other income received2012-12-31$765,651
Net income (gross income less expenses)2012-12-31$1,866,524
Net plan assets at end of year (total assets less liabilities)2012-12-31$10,419,466
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$8,552,942
Assets. Value of participant loans2012-12-31$89,693
Assets. Value of assets in partnership/joint-venture interests2012-12-31$309,913
Total contributions received or receivable from employer(s)2012-12-31$700,497
2011 : CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$918,321
Expenses. Total of all expenses incurred2011-12-31$628,143
Benefits paid (including direct rollovers)2011-12-31$590,357
Total plan assets at end of year2011-12-31$8,552,942
Total plan assets at beginning of year2011-12-31$8,262,764
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$472,454
Expenses. Other expenses not covered elsewhere2011-12-31$37,786
Other income received2011-12-31$-190,190
Net income (gross income less expenses)2011-12-31$290,178
Net plan assets at end of year (total assets less liabilities)2011-12-31$8,552,942
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$8,262,764
Assets. Value of participant loans2011-12-31$120,805
Assets. Value of assets in partnership/joint-venture interests2011-12-31$251,175
Total contributions received or receivable from employer(s)2011-12-31$636,057

Form 5500 Responses for CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN

2014: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8558T
Policy instance 2
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number37923
Policy instance 1
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8558T
Policy instance 3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number37923
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number950300
Policy instance 2
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8558T
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number37923
Policy instance 3
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number950300
Policy instance 2
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8558T
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number950300
Policy instance 2
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number37923
Policy instance 3

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