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| Plan Name | CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | LUCIEN CATANIA | 2024-06-25 | LUCIEN CATANIA | 2024-06-25 |
| 003 | 2022-01-01 | JEFFREY S SCHAFFEL | 2023-06-01 | JEFFREY S SCHAFFEL | 2023-06-01 |
| 003 | 2021-01-01 | JEFFREY SCHAFFELL | 2022-06-05 | JEFFREY SCHAFFELL | 2022-06-05 |
| 003 | 2020-01-01 | JEFFREY SCHAFFEL | 2021-06-09 | JEFFREY SCHAFFEL | 2021-06-09 |
| 003 | 2019-01-01 | JEFFREY SCHAFFEL | 2020-09-06 | JEFFREY SCHAFFEL | 2020-09-06 |
| 003 | 2018-01-01 | JEFFREY SCHAFFEL | 2019-08-30 | JEFFREY SCHAFFEL | 2019-08-30 |
| 003 | 2017-01-01 | JEFFREY SCHAFFEL | 2018-09-15 | JEFFREY SCHAFFEL | 2018-09-15 |
| 003 | 2016-01-01 | BARTHOLEMEW NATOLI | 2017-09-17 | BARTHOLEMEW NATOLI | 2017-09-17 |
| 003 | 2015-01-01 | BARTHOLEMEW NATOLI | 2016-09-16 | BARTHOLEMEW NATOLI | 2016-09-16 |
| 003 | 2014-01-01 | BARTHOLEMEW NATOLI MD | BARTHOLEMEW NATOLI MD | 2015-09-10 | |
| 003 | 2013-01-01 | BARTHOLEMEW NATOLI | BARTHOLEMEW NATOLI | 2014-09-17 | |
| 003 | 2012-01-01 | BARTHOLEMEW NATOLI | BARTHOLEMEW NATOLI | 2013-09-23 | |
| 003 | 2011-01-01 | BARTHOLEMEW NATOLI | BARTHOLEMEW NATOLI | 2012-10-02 | |
| 003 | 2010-01-01 | BARTHOLEMEW NATOLI | 2011-09-15 | BARTHOLEMEW NATOLI | 2011-09-15 |
| Measure | Date | Value |
|---|---|---|
| 2025: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-07-14 | 38 |
| Total number of particpants at end of year | 2025-07-14 | 33 |
| Number of Participants With Account Balances | 2025-07-14 | 33 |
| 2024: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-06-26 | 40 |
| Total number of particpants at end of year | 2024-06-26 | 38 |
| Number of Participants With Account Balances | 2024-06-26 | 38 |
| 2022: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-06-06 | 43 |
| Total number of particpants at end of year | 2022-06-06 | 41 |
| Number of Participants With Account Balances | 2022-06-06 | 41 |
| 2014: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 32 |
| 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 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 35 |
| Total participants | 2014-01-01 | 35 |
| Number of participants with account balances | 2014-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 32 |
| Number of participants with account balances | 2013-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
| 2012: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 30 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 34 |
| Total participants | 2012-01-01 | 34 |
| Number of participants with account balances | 2012-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 31 |
| Total participants | 2011-01-01 | 31 |
| Number of participants with account balances | 2011-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 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 year | 2025-07-14 | 4852955 |
| Net assets as of the end of the plan year | 2025-07-14 | 25649344 |
| Total assets as of the beginning of the plan year | 2025-07-14 | 24994165 |
| Value of plan covered by a fidelity bond | 2025-07-14 | 2000000 |
| Participant contributions to plan in this plan year | 2025-07-14 | 542253 |
| Other expenses paid from plan in this plan year | 2025-07-14 | 186346 |
| Other income to plan in this plan year | 2025-07-14 | 3989503 |
| Plan net income in this plan year | 2025-07-14 | 655179 |
| Net assets as of the end of the plan year | 2025-07-14 | 25649344 |
| Net assets as of the beginning of the plan year | 2025-07-14 | 24994165 |
| Employer contributions to plan in this plan year | 2025-07-14 | 976378 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-14 | 0 |
| 2024 : CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-06-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-26 | 439695 |
| Net assets as of the end of the plan year | 2024-06-26 | 24994165 |
| Total assets as of the beginning of the plan year | 2024-06-26 | 19999365 |
| Value of plan covered by a fidelity bond | 2024-06-26 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-26 | 670579 |
| Value of participant loans at end of plan year | 2024-06-26 | 0 |
| Other expenses paid from plan in this plan year | 2024-06-26 | 158843 |
| Other income to plan in this plan year | 2024-06-26 | 3938068 |
| Plan net income in this plan year | 2024-06-26 | 4994800 |
| Net assets as of the end of the plan year | 2024-06-26 | 24994165 |
| Net assets as of the beginning of the plan year | 2024-06-26 | 19999365 |
| Employer contributions to plan in this plan year | 2024-06-26 | 825848 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-26 | 0 |
| 2022 : CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2022 401k financial data | ||
| Total liabilities as of the end of the plan year | 2022-06-06 | 17609 |
| Total liabilities as of the beginning of the plan year | 2022-06-06 | 529 |
| Total expenses incurred by plan in this plan year | 2022-06-06 | 4330640 |
| Net assets as of the end of the plan year | 2022-06-06 | 25292957 |
| Total assets as of the beginning of the plan year | 2022-06-06 | 24700812 |
| Value of plan covered by a fidelity bond | 2022-06-06 | 500000 |
| Participant contributions to plan in this plan year | 2022-06-06 | 637572 |
| Value of participant loans at end of plan year | 2022-06-06 | 24805 |
| Other expenses paid from plan in this plan year | 2022-06-06 | 152979 |
| Other income to plan in this plan year | 2022-06-06 | 3457798 |
| Plan net income in this plan year | 2022-06-06 | 575065 |
| Net assets as of the end of the plan year | 2022-06-06 | 25275348 |
| Net assets as of the beginning of the plan year | 2022-06-06 | 24700283 |
| Employer contributions to plan in this plan year | 2022-06-06 | 810335 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-06 | 0 |
| 2014 : CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2014 401k financial data | ||
| Total plan liabilities at end of year | 2014-12-31 | $2,306 |
| Total plan liabilities at beginning of year | 2014-12-31 | $510 |
| Total income from all sources | 2014-12-31 | $1,988,087 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $653,384 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $592,141 |
| Total plan assets at end of year | 2014-12-31 | $14,218,911 |
| Total plan assets at beginning of year | 2014-12-31 | $12,882,412 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $527,221 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $61,243 |
| Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $121,855 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $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 year | 2013-12-31 | $510 |
| Total plan liabilities at beginning of year | 2013-12-31 | $424 |
| Total income from all sources | 2013-12-31 | $2,805,034 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $342,598 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $289,061 |
| Total plan assets at end of year | 2013-12-31 | $12,882,412 |
| Total plan assets at beginning of year | 2013-12-31 | $10,419,890 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $516,990 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $53,537 |
| Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $120,337 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $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 year | 2012-12-31 | $424 |
| Total income from all sources | 2012-12-31 | $1,980,827 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $114,303 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $66,405 |
| Total plan assets at end of year | 2012-12-31 | $10,419,890 |
| Total plan assets at beginning of year | 2012-12-31 | $8,552,942 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $514,679 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $47,898 |
| Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $89,693 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $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 sources | 2011-12-31 | $918,321 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $628,143 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $590,357 |
| Total plan assets at end of year | 2011-12-31 | $8,552,942 |
| Total plan assets at beginning of year | 2011-12-31 | $8,262,764 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $472,454 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $37,786 |
| Other income received | 2011-12-31 | $-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 loans | 2011-12-31 | $120,805 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $251,175 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $636,057 |
| 2014: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING 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: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CHAG ANESTHESIA, PC EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 ) | |
| Policy contract number | 8558T |
| Policy instance | 2 |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |
| Policy contract number | 37923 |
| Policy instance | 1 |
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 ) | |
| Policy contract number | 8558T |
| Policy instance | 3 |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |
| Policy contract number | 37923 |
| Policy instance | 1 |
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) | |
| Policy contract number | 950300 |
| Policy instance | 2 |
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 ) | |
| Policy contract number | 8558T |
| Policy instance | 1 |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |
| Policy contract number | 37923 |
| Policy instance | 3 |
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) | |
| Policy contract number | 950300 |
| Policy instance | 2 |
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 ) | |
| Policy contract number | 8558T |
| Policy instance | 1 |
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) | |
| Policy contract number | 950300 |
| Policy instance | 2 |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |
| Policy contract number | 37923 |
| Policy instance | 3 |