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HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 002

HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK, P.C. has sponsored the creation of one or more 401k plans.

Company Name:HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK, P.C.
Employer identification number (EIN):161184100
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK, P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1982-08-11
Company Identification Number: 786862
Legal Registered Office Address: 5008 BRITTONFIELD PARKWAY
SUITE 700
EAST SYRACUSE
United States of America (USA)
13057

More information about HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KELLY VACCARO
0022016-01-01KELLY VACCARO KELLY VACCARO2017-09-08
0022015-01-01KELLY VACCARO
0022014-01-01KELLY VACCARO
0022013-01-01KELLY VACCARO
0022012-01-01KELLY VACCARO
0022011-01-01KELLY VACCARO
0022009-01-01KELLY VACCARO

Plan Statistics for HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01410
Total number of active participants reported on line 7a of the Form 55002022-01-01296
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01128
Total of all active and inactive participants2022-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01424
Number of participants with account balances2022-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01464
Total number of active participants reported on line 7a of the Form 55002021-01-01290
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0191
Total of all active and inactive participants2021-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01381
Number of participants with account balances2021-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01433
Total number of active participants reported on line 7a of the Form 55002020-01-01285
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01152
Total of all active and inactive participants2020-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01437
Number of participants with account balances2020-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01414
Total number of active participants reported on line 7a of the Form 55002019-01-01273
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01133
Total of all active and inactive participants2019-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01406
Number of participants with account balances2019-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01416
Total number of active participants reported on line 7a of the Form 55002018-01-01264
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01119
Total of all active and inactive participants2018-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01383
Number of participants with account balances2018-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01393
Total number of active participants reported on line 7a of the Form 55002017-01-01266
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01130
Total of all active and inactive participants2017-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01396
Number of participants with account balances2017-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01375
Total number of active participants reported on line 7a of the Form 55002016-01-01253
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01115
Total of all active and inactive participants2016-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01368
Number of participants with account balances2016-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01358
Total number of active participants reported on line 7a of the Form 55002015-01-01247
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01103
Total of all active and inactive participants2015-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01350
Number of participants with account balances2015-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01398
Total number of active participants reported on line 7a of the Form 55002014-01-01243
Number of retired or separated participants receiving benefits2014-01-0187
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01330
Number of participants with account balances2014-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01391
Total number of active participants reported on line 7a of the Form 55002013-01-01259
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01126
Total of all active and inactive participants2013-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01385
Number of participants with account balances2013-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01348
Total number of active participants reported on line 7a of the Form 55002012-01-01248
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01114
Total of all active and inactive participants2012-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01363
Number of participants with account balances2012-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01333
Total number of active participants reported on line 7a of the Form 55002011-01-01224
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01112
Total of all active and inactive participants2011-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01336
Number of participants with account balances2011-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01334
Total number of active participants reported on line 7a of the Form 55002009-01-01251
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0177
Total of all active and inactive participants2009-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01328
Number of participants with account balances2009-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,892,842
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,651,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,615,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,303,026
Value of total assets at end of year2022-12-31$54,384,392
Value of total assets at beginning of year2022-12-31$59,928,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,601
Total interest from all sources2022-12-31$35,997
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$628,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$628,733
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,070,271
Participant contributions at end of year2022-12-31$258,167
Participant contributions at beginning of year2022-12-31$241,849
Assets. Other investments not covered elsewhere at end of year2022-12-31$20,725,540
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$21,603,119
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$501,782
Other income not declared elsewhere2022-12-31$-1,475,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,543,879
Value of net assets at end of year (total assets less liabilities)2022-12-31$54,384,392
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$59,928,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$26,965
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$30,275,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$35,047,561
Interest on participant loans2022-12-31$12,279
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,392,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,466,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,466,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$23,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,385,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,730,973
Employer contributions (assets) at end of year2022-12-31$1,733,466
Employer contributions (assets) at beginning of year2022-12-31$1,569,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,615,436
Contract administrator fees2022-12-31$8,636
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BONADIO & CO., LLP
Accountancy firm EIN2022-12-31161131146
2021 : HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$35,389
Total income from all sources (including contributions)2021-12-31$12,242,775
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,593,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,573,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,232,276
Value of total assets at end of year2021-12-31$59,928,271
Value of total assets at beginning of year2021-12-31$51,314,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,010
Total interest from all sources2021-12-31$12,338
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$556,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$556,558
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,940,071
Participant contributions at end of year2021-12-31$241,849
Participant contributions at beginning of year2021-12-31$258,622
Assets. Other investments not covered elsewhere at end of year2021-12-31$21,603,119
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$16,826,615
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,717,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$35,389
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$6,535
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$2,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,649,268
Value of net assets at end of year (total assets less liabilities)2021-12-31$59,928,271
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$51,279,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$35,047,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,158,469
Interest on participant loans2021-12-31$11,435
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,466,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,594,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,594,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,441,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,574,683
Employer contributions (assets) at end of year2021-12-31$1,569,506
Employer contributions (assets) at beginning of year2021-12-31$1,474,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,573,497
Contract administrator fees2021-12-31$13,475
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & CO., LLP
Accountancy firm EIN2021-12-31161131146
2020 : HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$35,389
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,500
Total income from all sources (including contributions)2020-12-31$8,735,615
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,117,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,076,511
Value of total corrective distributions2020-12-31$36,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,469,902
Value of total assets at end of year2020-12-31$51,314,392
Value of total assets at beginning of year2020-12-31$46,673,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,810
Total interest from all sources2020-12-31$13,488
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,429,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,429,028
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,758,578
Participant contributions at end of year2020-12-31$258,622
Participant contributions at beginning of year2020-12-31$291,083
Assets. Other investments not covered elsewhere at end of year2020-12-31$16,826,615
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$15,254,339
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$237,319
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$35,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$12,500
Other income not declared elsewhere2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$2,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,618,200
Value of net assets at end of year (total assets less liabilities)2020-12-31$51,279,003
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$46,660,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$31,158,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,077,567
Interest on participant loans2020-12-31$13,488
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,594,281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,607,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,607,193
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,823,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,474,005
Employer contributions (assets) at end of year2020-12-31$1,474,005
Employer contributions (assets) at beginning of year2020-12-31$1,443,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,076,511
Contract administrator fees2020-12-31$4,810
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$38,821
Total income from all sources (including contributions)2019-12-31$10,458,117
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,914,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,894,714
Value of total corrective distributions2019-12-31$12,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,086,018
Value of total assets at end of year2019-12-31$46,673,303
Value of total assets at beginning of year2019-12-31$38,155,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,948
Total interest from all sources2019-12-31$46,652
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$732,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$732,102
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,587,508
Participant contributions at end of year2019-12-31$291,083
Participant contributions at beginning of year2019-12-31$297,405
Assets. Other investments not covered elsewhere at end of year2019-12-31$15,254,339
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$13,133,976
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$55,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$12,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$38,821
Other income not declared elsewhere2019-12-31$1,784,791
Administrative expenses (other) incurred2019-12-31$6,948
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$29,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,543,955
Value of net assets at end of year (total assets less liabilities)2019-12-31$46,660,803
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,116,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,077,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,737,702
Interest on participant loans2019-12-31$14,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,607,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,586,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,586,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$31,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,808,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,443,121
Employer contributions (assets) at end of year2019-12-31$1,443,121
Employer contributions (assets) at beginning of year2019-12-31$1,370,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,894,714
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161131146
2018 : HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$38,821
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,398,529
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,371,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,312,997
Value of total corrective distributions2018-12-31$52,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,263,817
Value of total assets at end of year2018-12-31$38,155,669
Value of total assets at beginning of year2018-12-31$40,090,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,677
Total interest from all sources2018-12-31$39,123
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,042,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,042,385
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$600,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,433,962
Participant contributions at end of year2018-12-31$297,405
Participant contributions at beginning of year2018-12-31$316,901
Assets. Other investments not covered elsewhere at end of year2018-12-31$13,133,976
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$12,829,393
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$459,139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$38,821
Other income not declared elsewhere2018-12-31$-579,077
Administrative expenses (other) incurred2018-12-31$6,677
Total non interest bearing cash at end of year2018-12-31$29,585
Total non interest bearing cash at beginning of year2018-12-31$183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,973,254
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,116,848
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$40,090,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,737,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,116,185
Interest on participant loans2018-12-31$12,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,586,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,486,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,486,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$26,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,367,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,370,716
Employer contributions (assets) at end of year2018-12-31$1,370,716
Employer contributions (assets) at beginning of year2018-12-31$1,340,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,312,997
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161131146
2017 : HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,921,060
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,293,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,276,256
Value of total corrective distributions2017-12-31$12,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,116,726
Value of total assets at end of year2017-12-31$40,090,102
Value of total assets at beginning of year2017-12-31$34,462,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,505
Total interest from all sources2017-12-31$27,687
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$822,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$822,492
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$600,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,336,816
Participant contributions at end of year2017-12-31$316,901
Participant contributions at beginning of year2017-12-31$357,701
Assets. Other investments not covered elsewhere at end of year2017-12-31$12,829,393
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$12,298,243
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$439,338
Other income not declared elsewhere2017-12-31$1,252,574
Administrative expenses (other) incurred2017-12-31$4,505
Total non interest bearing cash at end of year2017-12-31$183
Total non interest bearing cash at beginning of year2017-12-31$52,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,627,730
Value of net assets at end of year (total assets less liabilities)2017-12-31$40,090,102
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$34,462,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,116,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,904,000
Interest on participant loans2017-12-31$15,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,486,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,611,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,611,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$12,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,701,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,340,572
Employer contributions (assets) at end of year2017-12-31$1,340,572
Employer contributions (assets) at beginning of year2017-12-31$1,238,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,276,256
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BONADIO & CO., LLP
Accountancy firm EIN2017-12-31161131146
2016 : HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,342,007
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,018,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,999,984
Value of total corrective distributions2016-12-31$13,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,526,462
Value of total assets at end of year2016-12-31$34,462,372
Value of total assets at beginning of year2016-12-31$33,138,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,620
Total interest from all sources2016-12-31$24,791
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$462,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$462,558
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$600,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,223,718
Participant contributions at end of year2016-12-31$357,701
Participant contributions at beginning of year2016-12-31$362,503
Assets. Other investments not covered elsewhere at end of year2016-12-31$12,298,243
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$12,732,573
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$63,795
Other income not declared elsewhere2016-12-31$340,770
Administrative expenses (other) incurred2016-12-31$4,620
Total non interest bearing cash at end of year2016-12-31$52,198
Total non interest bearing cash at beginning of year2016-12-31$64,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,323,755
Value of net assets at end of year (total assets less liabilities)2016-12-31$34,462,372
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$33,138,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,904,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,030,323
Interest on participant loans2016-12-31$20,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,611,281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,729,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,729,216
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$987,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,238,949
Employer contributions (assets) at end of year2016-12-31$1,238,949
Employer contributions (assets) at beginning of year2016-12-31$1,219,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,999,984
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BONADIO & CO., LLP
Accountancy firm EIN2016-12-31161131146
2015 : HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,061,220
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,033,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,019,256
Value of total corrective distributions2015-12-31$1,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,479,688
Value of total assets at end of year2015-12-31$33,138,617
Value of total assets at beginning of year2015-12-31$33,110,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,420
Total interest from all sources2015-12-31$14,371
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$808,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$808,965
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$600,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,206,266
Participant contributions at end of year2015-12-31$362,503
Participant contributions at beginning of year2015-12-31$376,579
Participant contributions at beginning of year2015-12-31$30,159
Assets. Other investments not covered elsewhere at end of year2015-12-31$12,732,573
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$11,415,369
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$54,033
Other income not declared elsewhere2015-12-31$-158,568
Administrative expenses (other) incurred2015-12-31$12,420
Total non interest bearing cash at end of year2015-12-31$64,613
Total non interest bearing cash at beginning of year2015-12-31$3,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$27,956
Value of net assets at end of year (total assets less liabilities)2015-12-31$33,138,617
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$33,110,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,030,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,038,878
Interest on participant loans2015-12-31$14,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,729,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,901,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,901,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,083,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,219,389
Employer contributions (assets) at end of year2015-12-31$1,219,389
Employer contributions (assets) at beginning of year2015-12-31$1,344,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,019,256
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BONADIO & CO., LLP
Accountancy firm EIN2015-12-31161131146
2014 : HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,327,537
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,492,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,473,098
Value of total corrective distributions2014-12-31$5,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,704,393
Value of total assets at end of year2014-12-31$33,110,661
Value of total assets at beginning of year2014-12-31$30,275,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,842
Total interest from all sources2014-12-31$12,887
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$945,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$945,516
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,236,140
Participant contributions at end of year2014-12-31$376,579
Participant contributions at beginning of year2014-12-31$318,936
Participant contributions at end of year2014-12-31$30,159
Assets. Other investments not covered elsewhere at end of year2014-12-31$11,415,369
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$10,211,796
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$119,612
Other income not declared elsewhere2014-12-31$399,911
Administrative expenses (other) incurred2014-12-31$13,842
Total non interest bearing cash at end of year2014-12-31$3,299
Total non interest bearing cash at beginning of year2014-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,835,352
Value of net assets at end of year (total assets less liabilities)2014-12-31$33,110,661
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,275,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,038,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,058,656
Interest on participant loans2014-12-31$12,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,901,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,409,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,409,648
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$264,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,348,641
Employer contributions (assets) at end of year2014-12-31$1,344,902
Employer contributions (assets) at beginning of year2014-12-31$1,276,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,473,098
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BONADIO & CO., LLP
Accountancy firm EIN2014-12-31161131146
2013 : HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,726,841
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$837,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$827,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,476,627
Value of total assets at end of year2013-12-31$30,275,309
Value of total assets at beginning of year2013-12-31$25,385,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,479
Total interest from all sources2013-12-31$12,864
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$712,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$712,859
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,180,223
Participant contributions at end of year2013-12-31$318,936
Participant contributions at beginning of year2013-12-31$288,218
Assets. Other investments not covered elsewhere at end of year2013-12-31$10,211,796
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$7,703,200
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$20,281
Other income not declared elsewhere2013-12-31$500,506
Administrative expenses (other) incurred2013-12-31$10,479
Total non interest bearing cash at end of year2013-12-31$150
Total non interest bearing cash at beginning of year2013-12-31$2,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,889,317
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,275,309
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,385,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,058,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,391,940
Interest on participant loans2013-12-31$12,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,409,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,794,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,794,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,023,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,276,123
Employer contributions (assets) at end of year2013-12-31$1,276,123
Employer contributions (assets) at beginning of year2013-12-31$1,205,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$827,045
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TESTONE, MARSHALL AND DISCENZA, LLP
Accountancy firm EIN2013-12-31161076996
2012 : HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$44,371
Total income from all sources (including contributions)2012-12-31$4,284,203
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$511,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$507,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,524,824
Value of total assets at end of year2012-12-31$25,385,992
Value of total assets at beginning of year2012-12-31$21,657,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,153
Total interest from all sources2012-12-31$13,363
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$404,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$404,160
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,061,539
Participant contributions at end of year2012-12-31$288,218
Participant contributions at beginning of year2012-12-31$312,678
Assets. Other investments not covered elsewhere at end of year2012-12-31$7,703,200
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$7,057,343
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$257,795
Other income not declared elsewhere2012-12-31$297,683
Administrative expenses (other) incurred2012-12-31$4,153
Total non interest bearing cash at end of year2012-12-31$2,390
Total non interest bearing cash at beginning of year2012-12-31$21,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,772,779
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,385,992
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,613,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,391,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,549,159
Interest on participant loans2012-12-31$13,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,794,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,691,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,691,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,044,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,205,490
Employer contributions (assets) at end of year2012-12-31$1,205,490
Employer contributions (assets) at beginning of year2012-12-31$1,025,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$507,271
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$44,371
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TESTONE, MARSHALL AND DISCENZA, LLP
Accountancy firm EIN2012-12-31161076996
2011 : HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$44,371
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,290,473
Total loss/gain on sale of assets2011-12-31$641,116
Total of all expenses incurred2011-12-31$647,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$625,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,401,091
Value of total assets at end of year2011-12-31$21,657,584
Value of total assets at beginning of year2011-12-31$19,969,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,909
Total interest from all sources2011-12-31$16,190
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$365,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$365,050
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,014,466
Participant contributions at end of year2011-12-31$312,678
Participant contributions at beginning of year2011-12-31$354,932
Assets. Other investments not covered elsewhere at end of year2011-12-31$7,057,343
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$5,770,377
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$60,879
Other income not declared elsewhere2011-12-31$-90,175
Administrative expenses (other) incurred2011-12-31$21,909
Total non interest bearing cash at end of year2011-12-31$21,616
Total non interest bearing cash at beginning of year2011-12-31$11,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,643,468
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,613,213
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,969,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,549,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,781,901
Interest on participant loans2011-12-31$15,939
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,691,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,268,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,268,716
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,042,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,325,746
Employer contributions (assets) at end of year2011-12-31$1,025,120
Employer contributions (assets) at beginning of year2011-12-31$782,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$625,096
Liabilities. Value of benefit claims payable at end of year2011-12-31$44,371
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$4,801,931
Aggregate carrying amount (costs) on sale of assets2011-12-31$4,160,815
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TESTONE, MARSHALL AND DISCENZA, LLP
Accountancy firm EIN2011-12-31161076996
2010 : HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$144,424
Total income from all sources (including contributions)2010-12-31$4,604,741
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$428,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$412,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,899,817
Value of total assets at end of year2010-12-31$19,969,745
Value of total assets at beginning of year2010-12-31$15,938,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,592
Total interest from all sources2010-12-31$20,094
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$249,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$249,522
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$600,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,017,641
Participant contributions at end of year2010-12-31$354,932
Participant contributions at beginning of year2010-12-31$346,983
Assets. Other investments not covered elsewhere at end of year2010-12-31$5,770,377
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,099,501
Other income not declared elsewhere2010-12-31$404,991
Administrative expenses (other) incurred2010-12-31$16,592
Total non interest bearing cash at end of year2010-12-31$11,144
Total non interest bearing cash at beginning of year2010-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,176,077
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,969,745
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,793,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,781,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,843,617
Interest on participant loans2010-12-31$19,886
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$557,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,268,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,166,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,166,877
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$470
Asset value of US Government securities at beginning of year2010-12-31$79,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,030,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$782,675
Employer contributions (assets) at end of year2010-12-31$782,675
Employer contributions (assets) at beginning of year2010-12-31$943,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$411,602
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$144,424
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRIMALDI & NELKER CPAS PLLC
Accountancy firm EIN2010-12-31300133442
2009 : HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN

2022: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) 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: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) 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: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) 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: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) 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
2009: HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4396894
Policy instance 1
Insurance contract or identification number4396894
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $142
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $105
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4396894
Policy instance 1
Insurance contract or identification number4396894
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $142
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $105
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007071093
Policy instance 2
Insurance contract or identification number007071093
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007071093
Policy instance 2
Insurance contract or identification number007071093
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4396894
Policy instance 1
Insurance contract or identification number4396894
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $142
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $105
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4396894
Policy instance 2
Insurance contract or identification number4396894
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $179
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $142
Amount paid for insurance broker fees0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number006914566
Policy instance 1
Insurance contract or identification number006914566
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4396894
Policy instance 2
Insurance contract or identification number4396894
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $142
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $105
Amount paid for insurance broker fees0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number006914566
Policy instance 1
Insurance contract or identification number006914566
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $185
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $185
Amount paid for insurance broker fees0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number006914566
Policy instance 1
Insurance contract or identification number006914566
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $385
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $385
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDANIEL BAUM
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4396894
Policy instance 2
Insurance contract or identification number4396894
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $142
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $105
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameROBERT T. WATERS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4396894
Policy instance 2
Insurance contract or identification number4396894
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $142
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $105
Insurance broker organization code?3
Insurance broker nameROBERT T. WATERS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number006914566
Policy instance 1
Insurance contract or identification number006914566
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $385
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $385
Insurance broker organization code?3
Insurance broker nameDANIEL BAUM
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4396894
Policy instance 2
Insurance contract or identification number4396894
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $142
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $105
Insurance broker organization code?3
Insurance broker nameROBERT T. WATERS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number006914566
Policy instance 1
Insurance contract or identification number006914566
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $385
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $385
Insurance broker organization code?3
Insurance broker nameDANIEL S. BAUM
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4396894
Policy instance 2
Insurance contract or identification number4396894
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $142
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $105
Insurance broker organization code?3
Insurance broker nameROBERT T. WATERS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number006914566
Policy instance 1
Insurance contract or identification number006914566
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $390
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $390
Insurance broker organization code?3
Insurance broker nameDANIEL S. BAUM
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number006914566
Policy instance 1
Insurance contract or identification number006914566
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $390
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $390
Insurance broker organization code?3
Insurance broker nameDANIEL S. BAUM
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4396894
Policy instance 2
Insurance contract or identification number4396894
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $142
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $105
Insurance broker organization code?3
Insurance broker nameROBERT T. WATERS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number006914566
Policy instance 1
Insurance contract or identification number006914566
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $390
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4394374
Policy instance 2
Insurance contract or identification number4394374
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $152
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4394374
Policy instance 2
Insurance contract or identification number4394374
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $152
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number006914566
Policy instance 1
Insurance contract or identification number006914566
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $390
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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